Callan Family Office, LLC Incresed Positions in Q3 2024

Callan Family Office, LLC

  • $595 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
13.9K
+ 8.47%
$520.18 - $576.82 $7.22M - $8.01M
178K $103B
IEFA
Ishares Tr

ETFs
46.8K
+ 6.46%
$70.09 - $78.74 $3.28M - $3.69M
771K $60.2B
AAPL
Apple Inc.

Technology
25.7K
+ 53.61%
$207.23 - $234.82 $5.32M - $6.02M
73.5K $17.1B
AMZN
Amazon Com Inc

Consumer Cyclical
28.4K
+ 95.81%
$161.02 - $200.0 $4.58M - $5.69M
58.1K $10.8B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40.6K
+ 9.23%
$57.32 - $62.65 $2.33M - $2.55M
481K $30B
NVDA
Nvidia Corp

Technology
26.4K
+ 141.03%
$98.91 - $134.91 $2.61M - $3.56M
45.1K $5.48B
IVE
Ishares S&P 500 Value ETF

ETFs
9.55K
+ 11.67%
$181.06 - $197.17 $1.73M - $1.88M
91.4K $18B
COST
Costco Wholesale Corp

Consumer Defensive
3.18K
+ 609.79%
$801.83 - $917.05 $2.55M - $2.91M
3.7K $3.28B
IWD
Ishares Russell 1000 Val ETF

ETFs
9.88K
+ 16.87%
$173.36 - $189.8 $1.71M - $1.88M
68.4K $13B
MSFT
Microsoft Corp

Technology
6.44K
+ 37.61%
$395.15 - $467.56 $2.54M - $3.01M
23.6K $10.1B
IWM
Ishares Russell 2000 ETF

ETFs
7.1K
+ 16.29%
$200.87 - $224.6 $1.43M - $1.59M
50.6K $11.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.1K
+ 28.4%
$105.53 - $118.34 $1.38M - $1.55M
59.3K $6.94B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.8K
+ 20.87%
$41.9 - $48.26 $1.21M - $1.39M
167K $7.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.62K
+ 7.0%
$332.02 - $382.76 $1.2M - $1.39M
55.4K $20.8B
FITB
Fifth Third Bancorp

Financial Services
31.2K
+ 60.75%
$36.01 - $43.64 $1.12M - $1.36M
82.6K $3.54B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.59K
+ 8.34%
$523.84 - $572.02 $835K - $912K
20.7K $11.8B
VEA
Vanguard Ftse Developed Market

ETFs
22.8K
+ 42.69%
$47.6 - $53.31 $1.09M - $1.22M
76.2K $4.03B
IAU
Ishares Gold Trust

ETFs
14.2K
+ 15.19%
$44.06 - $50.5 $627K - $719K
108K $5.36B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.19K
+ 0.74%
$79.92 - $88.19 $95.3K - $105K
163K $14.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.37K
+ 14.47%
$405.19 - $478.57 $555K - $655K
10.8K $4.98B
GLD
Spdr Gold Trust

ETFs
2.09K
+ 11.04%
$215.56 - $246.98 $449K - $515K
21K $5.1B
MA
Mastercard Inc

Financial Services
1.53K
+ 138.64%
$429.6 - $500.99 $658K - $768K
2.64K $1.3B
TMO
Thermo Fisher Scientific Inc.

Healthcare
871
+ 20.98%
$531.86 - $624.21 $463K - $544K
5.02K $3.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.47K
+ 1.55%
$84.77 - $97.13 $209K - $240K
162K $15.5B
UNH
Unitedhealth Group Inc

Healthcare
963
+ 39.55%
$488.01 - $604.18 $470K - $582K
3.4K $1.99B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.87K
+ 107.81%
$147.95 - $191.05 $572K - $738K
7.45K $1.29B
EEM
Ishares Msci Emerging Markets

ETFs
6.14K
+ 5.28%
$40.42 - $46.7 $248K - $287K
122K $5.62B
VNQ
Vanguard Specialized Funds Van

ETFs
2.99K
+ 11.07%
$82.97 - $98.97 $248K - $296K
30K $2.92B
JPM
Jpmorgan Chase & CO

Financial Services
2.67K
+ 45.51%
$194.9 - $224.8 $521K - $601K
8.54K $1.8B
GOOG
Alphabet Inc.

Communication Services
5.2K
+ 27.82%
$149.54 - $192.66 $778K - $1M
23.9K $4B
JNJ
Johnson & Johnson

Healthcare
2.71K
+ 38.33%
$145.48 - $167.38 $394K - $454K
9.78K $1.59B
BLK
Black Rock Inc.

Financial Services
442
+ 73.91%
$782.27 - $949.51 $346K - $420K
1.04K $987M
META
Meta Platforms, Inc.

Communication Services
729
+ 75.7%
$453.41 - $572.44 $331K - $417K
1.69K $969M
REET
Ishares Global Reit ETF

ETFs
4.66K
+ 4.62%
$23.07 - $27.17 $107K - $127K
105K $2.81B
IEMG
Ishares Inc

ETFs
6.05K
+ 19.03%
$53.64 - $53.64 $324K - $324K
37.8K $2.17B
ACN
Accenture PLC

Technology
1.09K
+ 72.9%
$295.44 - $355.81 $323K - $389K
2.59K $916M
VO
Vanguard Mid Cap ETF

ETFs
1.48K
+ 48.83%
$237.84 - $263.83 $352K - $390K
4.51K $1.19B
FISV
Fiserv Inc

Technology
1.85K
+ 63.84%
N/A
4.76K $855M
IJK
Ishares S&P Midcap 400 Growth

ETFs
388
+ 0.42%
$84.81 - $93.54 $32.9K - $36.3K
91.9K $8.44B
APH
Amphenol Corp

Technology
5.27K
+ 81.95%
$58.39 - $70.41 $307K - $371K
11.7K $762M
EFG
Msci Eafe Growth ETF

ETFs
650
+ 1.38%
$96.84 - $108.77 $62.9K - $70.7K
47.6K $5.12B
ORCL
Oracle Corp

Technology
1.25K
+ 38.36%
$125.9 - $170.35 $157K - $213K
4.51K $768M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.07K
+ 4.33%
$113.41 - $125.62 $121K - $134K
25.6K $3.22B
RTX
Raytheon Technologies Corp

Industrials
1.52K
+ 32.44%
$99.55 - $123.34 $151K - $187K
6.21K $752M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 0.51%
$475.2 - $527.7 $21.4K - $23.7K
8.8K $4.65B
HD
Home Depot, Inc.

Consumer Cyclical
175
+ 5.61%
$333.64 - $405.2 $58.4K - $70.9K
3.29K $1.33B
SPGI
S&P Global Inc.

Financial Services
418
+ 81.48%
$446.32 - $527.38 $187K - $220K
931 $481M
GS
Goldman Sachs Group Inc

Financial Services
383
+ 34.07%
$459.02 - $510.25 $176K - $195K
1.51K $746M
XOM
Exxon Mobil Corp

Energy
1.85K
+ 23.07%
$109.72 - $119.0 $203K - $220K
9.87K $1.16B
Activity Summary
Buys All Purchases 158 New Holdings 42 Increased Positions 116 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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