Callan Family Office, LLC Incresed Positions in Q3 2025

Callan Family Office, LLC

  • $3.14 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
22.8K
+ 4.84%
$202.38 - $256.87 $4.61M - $5.85M
493K $126B
TSLA
Tesla, Inc.

Consumer Cyclical
6.89K
+ 9.11%
$293.94 - $444.72 $2.02M - $3.06M
82.5K $36.7B
ORCL
Oracle Corp

Technology
13.3K
+ 30.33%
$218.96 - $328.33 $2.92M - $4.37M
57.2K $16.1B
APP
App Lovin Corp

Technology
2.04K
+ 23.93%
$335.1 - $718.54 $683K - $1.47M
10.6K $7.59B
APH
Amphenol Corp

Technology
6.71K
+ 5.14%
$97.39 - $125.4 $654K - $842K
137K $17B
IVW
Ishares S&P 500 Growth ETF

ETFs
15.4K
+ 8.65%
$108.97 - $121.65 $1.68M - $1.88M
194K $23.4B
GE
General Electric CO

Industrials
1.6K
+ 2.4%
$244.75 - $305.63 $392K - $490K
68.3K $20.5B
PLTR
Palantir Technologies Inc.

Technology
6.31K
+ 13.57%
$130.68 - $186.97 $824K - $1.18M
52.8K $9.63B
ABBV
Abb Vie Inc.

Healthcare
6.35K
+ 18.15%
$184.85 - $231.54 $1.17M - $1.47M
41.4K $9.58B
AON
Aon PLC

Financial Services
8.03K
+ 220.65%
$350.91 - $375.27 $2.82M - $3.01M
11.7K $4.16B
AMD
Advanced Micro Devices Inc

Technology
11.3K
+ 44.3%
$134.8 - $184.42 $1.52M - $2.08M
36.7K $5.93B
ACWI
Ishares Msci Acwi ETF

ETFs
14.6K
+ 70.58%
$128.32 - $138.41 $1.87M - $2.02M
35.3K $4.88B
IWM
Ishares Russell 2000 ETF

ETFs
2.4K
+ 4.65%
$214.92 - $244.84 $516K - $588K
54K $13.1B
CVS
Cvs Health Corp

Healthcare
14.2K
+ 11.73%
$58.75 - $76.5 $835K - $1.09M
135K $10.2B
SHOP
Shopify Inc.

Technology
9.41K
+ 103.13%
$112.11 - $157.12 $1.05M - $1.48M
18.5K $2.75B
IAU
Ishares Gold Trust

ETFs
3.6K
+ 3.08%
$61.62 - $72.77 $222K - $262K
121K $8.78B
TMO
Thermo Fisher Scientific Inc.

Healthcare
312
+ 1.95%
$404.94 - $499.99 $126K - $156K
16.3K $7.93B
CVX
Chevron Corp

Energy
3.61K
+ 5.56%
$145.57 - $161.83 $526K - $584K
68.5K $10.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.49K
+ 1.44%
$135.0 - $146.02 $201K - $217K
105K $15.3B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.92K
+ 7.52%
$68.24 - $73.73 $677K - $732K
142K $10.4B
BANF
Bancfirst Corp

Financial Services
7.76K
+ 30.12%
$119.95 - $136.48 $930K - $1.06M
33.5K $4.24B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.09K
+ 1.48%
$192.76 - $203.86 $210K - $223K
74.9K $15.2B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.97K
+ 7.33%
$90.62 - $107.71 $360K - $428K
58.2K $5.73B
GLW
Corning Inc

Technology
107
+ 0.41%
$51.6 - $82.03 $5.52K - $8.78K
26.1K $2.14B
NVS
Novartis Ag

Healthcare
927
+ 1.06%
$113.5 - $129.73 $105K - $120K
88K $11.3B
DVY
Ishares Tr

ETFs
2.5K
+ 6.38%
$133.88 - $142.57 $335K - $356K
41.7K $5.92B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
704
+ 11.66%
$534.91 - $598.71 $377K - $421K
6.74K $3.79B
TOST
Toast, Inc.

Technology
18.2K
+ 318.75%
$36.51 - $49.3 $663K - $895K
23.8K $871M
VEA
Vanguard Ftse Developed Market

ETFs
6.09K
+ 7.02%
$56.02 - $60.3 $341K - $367K
92.8K $5.56B
DHI
Horton D R Inc

Consumer Cyclical
800
+ 6.84%
$129.82 - $184.04 $104K - $147K
12.5K $2.12B
BA
Boeing CO

Industrials
1.85K
+ 5.75%
$209.79 - $237.38 $387K - $438K
34K $7.33B
NKE
Nike, Inc.

Consumer Cyclical
8.67K
+ 19.76%
$69.24 - $79.24 $600K - $687K
52.5K $3.66B
SLB
Schlumberger Limited

Energy
15.6K
+ 128.03%
$32.37 - $37.31 $506K - $584K
27.9K $957M
IEMG
Ishares Inc

ETFs
629
+ 0.76%
N/A
83.7K $5.51B
FITB
Fifth Third Bancorp

Financial Services
3.14K
+ 3.43%
$40.91 - $46.28 $128K - $145K
94.8K $4.22B
LHX
L3 Harris Technologies, Inc.

Industrials
461
+ 8.29%
$252.18 - $305.41 $116K - $141K
6.02K $1.84B
XOM
Exxon Mobil Corp

Energy
523
+ 0.69%
$105.83 - $117.22 $55.3K - $61.3K
76.7K $8.65B
PEP
Pepsico Inc

Consumer Defensive
1.99K
+ 10.94%
$133.81 - $152.16 $266K - $302K
20.1K $2.83B
GMAB
Genmab A/S

Healthcare
3.34K
+ 10.53%
$20.3 - $30.67 $67.7K - $102K
35K $1.07B
TDY
Teledyne Technologies Inc

Technology
28
+ 0.56%
$509.51 - $586.04 $14.3K - $16.4K
5.05K $2.96B
URI
United Rentals, Inc.

Industrials
36
+ 2.14%
$774.14 - $975.23 $27.9K - $35.1K
1.72K $1.64B
AEP
American Electric Power CO Inc

Utilities
2.21K
+ 17.97%
$103.26 - $115.0 $228K - $254K
14.5K $1.63B
ETN
Eaton Corp PLC

Industrials
18
+ 0.1%
$342.99 - $392.76 $6.17K - $7.07K
18.7K $6.98B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.69K
+ 8.62%
$284.17 - $319.49 $480K - $540K
21.3K $6.6B
A
Agilent Technologies, Inc.

Healthcare
1.23K
+ 8.84%
$112.04 - $128.75 $138K - $159K
15.2K $1.95B
SNOW
Snowflake Inc.

Technology
1.2K
+ 7.75%
$191.73 - $241.0 $230K - $289K
16.7K $3.76B
EA
Electronic Arts Inc.

Communication Services
76
+ 1.17%
$147.79 - $202.05 $11.2K - $15.4K
6.59K $1.33B
WBD
Warner Bros. Discovery, Inc.

Communication Services
127
+ 0.36%
$10.78 - $19.82 $1.37K - $2.52K
35.3K $689M
XLK
Technology Sector Spdr

ETFs
98
+ 1.26%
$250.97 - $282.66 $24.6K - $27.7K
7.85K $2.21B
Activity Summary
Buys All Purchases 175 New Holdings 27 Increased Positions 148 Sells All Sells 629 Reductions 629 Sold out 0 Options Calls 0 Puts 0
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