Callan Family Office, LLC Incresed Positions in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
17.5K
+ 145.09%
N/A
29.6K $8.23B
INTU
Intuit Inc

Technology
7.4K
+ 210.77%
$555.63 - $630.23 $4.11M - $4.66M
10.9K $6.7B
IEFA
Ishares Tr

ETFs
4.67K
+ 0.62%
$69.57 - $78.65 $325K - $367K
758K $57.4B
NFLX
Netflix Inc

Communication Services
4.02K
+ 37.82%
$828.4 - $1058.6 $3.33M - $4.26M
14.7K $13.7B
BX
Blackstone Inc.

Financial Services
28.6K
+ 275.83%
$136.53 - $186.74 $3.9M - $5.34M
38.9K $5.44B
IVE
Ishares S&P 500 Value ETF

ETFs
16.7K
+ 16.36%
$185.78 - $198.58 $3.11M - $3.32M
119K $22.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
23.4K
+ 53.51%
$120.29 - $134.6 $2.82M - $3.15M
67.2K $8.2B
GWW
W.W. Grainger, Inc.

Industrials
2.72K
+ 141.63%
$953.54 - $1132.42 $2.59M - $3.07M
4.63K $4.58B
CVX
Chevron Corp

Energy
11.1K
+ 45.21%
$146.71 - $167.97 $1.63M - $1.86M
35.7K $5.97B
ROST
Ross Stores, Inc.

Consumer Cyclical
21.2K
+ 143.81%
$123.3 - $154.95 $2.61M - $3.28M
35.9K $4.59B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.07K
+ 125.18%
$402.49 - $513.76 $1.23M - $1.58M
5.52K $2.67B
EMGF
Ishares Msci Emerging Markets

ETFs
33.2K
+ 41.57%
$44.18 - $48.23 $1.46M - $1.6M
113K $5.28B
IEMG
Ishares Inc

ETFs
27.8K
+ 59.37%
N/A
74.8K $4.03B
LLY
Eli Lilly & CO

Healthcare
421
+ 1.87%
$725.72 - $929.72 $306K - $391K
22.9K $18.9B
SBAC
Sba Communications Corp

Real Estate
6.81K
+ 519.62%
$192.76 - $224.91 $1.31M - $1.53M
8.12K $1.79B
SPGI
S&P Global Inc.

Financial Services
2.39K
+ 12.76%
$478.26 - $543.77 $1.14M - $1.3M
21.1K $10.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.28K
+ 87.05%
$468.34 - $539.52 $1.53M - $1.77M
7.04K $3.3B
STT
State Street Corp

Financial Services
16.2K
+ 143.96%
$84.47 - $102.23 $1.37M - $1.65M
27.4K $2.45B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.98K
+ 7.59%
$208.48 - $244.03 $414K - $484K
28.1K $6.86B
CVS
Cvs Health Corp

Healthcare
11.9K
+ 58.96%
$44.22 - $68.64 $526K - $816K
32.1K $2.17B
GE
General Electric CO

Industrials
3.18K
+ 18.63%
$168.59 - $212.13 $536K - $674K
20.2K $4.05B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
31.8K
+ 73.69%
$47.79 - $59.89 $1.52M - $1.91M
75K $3.77B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.26K
+ 16.63%
$360.07 - $417.26 $3.34M - $3.87M
65K $23.5B
IAU
Ishares Gold Trust

ETFs
114
+ 0.1%
$49.74 - $58.96 $5.67K - $6.72K
112K $6.62B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.2K
+ 10.46%
$42.5 - $46.71 $775K - $851K
192K $8.71B
APH
Amphenol Corp

Technology
19.8K
+ 26.95%
$61.62 - $78.55 $1.22M - $1.55M
93.2K $6.11B
AMGN
Amgen Inc

Healthcare
764
+ 5.48%
$258.59 - $327.36 $198K - $250K
14.7K $4.58B
BMRN
Biomarin Pharmaceutical Inc

Healthcare
12.3K
+ 164.71%
$61.25 - $72.83 $754K - $896K
19.8K $1.4B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7.25K
+ 66.47%
$98.98 - $113.18 $718K - $821K
18.2K $2.06B
UBER
Uber Technologies, Inc

Technology
8.03K
+ 46.02%
$63.17 - $81.49 $508K - $655K
25.5K $1.86B
SPOT
Spotify Technology S.A.

Communication Services
1.09K
+ 78.62%
$457.79 - $648.32 $497K - $703K
2.47K $1.36B
BA
Boeing CO

Industrials
4.46K
+ 89.19%
$148.15 - $186.25 $660K - $830K
9.45K $1.61B
RACE
Ferrari N.V.

Consumer Cyclical
1.64K
+ 146.26%
$413.73 - $508.15 $679K - $834K
2.76K $1.18B
IVV
Ishares Core S&P 500 ETF

ETFs
8.9K
+ 5.54%
$554.06 - $615.85 $4.93M - $5.48M
170K $95.3B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.08K
+ 143.72%
$221.78 - $273.45 $682K - $841K
5.22K $1.19B
Gsk PLC
9.08K
+ 15.73%
N/A
66.8K $2.59B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.18K
+ 3.53%
$58.01 - $64.46 $242K - $269K
123K $7.61B
CI
Cigna Corp

Healthcare
115
+ 1.22%
$274.49 - $329.0 $31.6K - $37.8K
9.53K $3.13B
SNY
Sanofi

Healthcare
362
+ 0.51%
$48.15 - $59.42 $17.4K - $21.5K
71.6K $3.97B
XLE
Energy Sector Spdr

ETFs
4.65K
+ 36.31%
$85.7 - $93.96 $398K - $436K
17.4K $1.63B
OXY
Occidental Petroleum Corp

Energy
10.6K
+ 26.7%
$45.45 - $52.7 $483K - $560K
50.4K $2.49B
KO
Coca Cola CO

Consumer Defensive
635
+ 1.32%
$60.81 - $72.32 $38.6K - $45.9K
48.6K $3.48B
IFF
International Flavors & Fragrances Inc

Basic Materials
6.82K
+ 54.99%
$76.48 - $87.72 $522K - $598K
19.2K $1.49B
CDNS
Cadence Design Systems Inc

Technology
2.24K
+ 74.2%
$233.96 - $324.52 $525K - $728K
5.27K $1.34B
CHTR
Charter Communications, Inc.

Communication Services
790
+ 14.55%
$334.89 - $384.77 $265K - $304K
6.22K $2.29B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.26K
+ 10.55%
$283.24 - $338.07 $356K - $425K
13.2K $3.89B
BKR
Baker Hughes CO

Energy
6.31K
+ 20.01%
$41.16 - $48.85 $260K - $308K
37.8K $1.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.5K
+ 8.08%
$57.21 - $65.8 $2.2M - $2.53M
514K $30B
MET
Metlife Inc

Financial Services
4.49K
+ 11.42%
$77.7 - $87.0 $348K - $390K
43.8K $3.51B
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 0 Puts 0
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