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
HAL
Halliburton CO

Energy
707
+ 5.68%
$24.15 - $29.9 $17.1K - $21.1K
13.2K $334M
GM
General Motors CO

Consumer Cyclical
1.26K
+ 12.27%
$45.22 - $54.92 $56.9K - $69.1K
11.5K $541M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.44%
$120.24 - $134.3 $962 - $1.07K
1.81K $221M
GIB
Cgi Inc

Technology
139
+ 4.42%
$98.12 - $122.43 $13.6K - $17K
3.28K $328M
TROW
Price T Rowe Group Inc

Financial Services
323
+ 14.52%
$91.57 - $116.93 $29.6K - $37.8K
2.55K $234M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
126
+ 5.08%
$93.57 - $120.35 $11.8K - $15.2K
2.61K $249M
IT
Gartner Inc

Technology
90
+ 9.87%
$418.25 - $548.38 $37.6K - $49.4K
1K $421M
UTHR
United Therapeutics Corp

Healthcare
50
+ 5.45%
$304.42 - $380.78 $15.2K - $19K
968 $298M
FDX
Fedex Corp

Industrials
1.75K
+ 14.53%
$230.33 - $281.53 $403K - $492K
13.8K $3.36B
CBZ
Cbiz, Inc.

Industrials
489
+ 4.1%
$68.46 - $88.65 $33.5K - $43.3K
12.4K $942M
AMAT
Applied Materials Inc

Technology
493
+ 7.25%
$145.06 - $195.51 $71.5K - $96.4K
7.29K $1.06B
TT
Trane Technologies PLC

Industrials
33
+ 1.65%
$332.0 - $400.86 $11K - $13.2K
2.04K $687M
TOL
Toll Brothers, Inc.

Consumer Cyclical
56
+ 1.76%
$103.02 - $140.69 $5.77K - $7.88K
3.24K $342M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.05%
$302.31 - $337.54 $605 - $675
4.22K $1.29B
NTAP
Net App, Inc.

Technology
57
+ 2.16%
$87.84 - $126.3 $5.01K - $7.2K
2.7K $237M
NOVT
Novanta Inc

Technology
41
+ 1.35%
N/A
3.09K $395M
HPQ
Hp Inc

Technology
4.43K
+ 11.26%
$27.69 - $34.72 $123K - $154K
43.8K $1.21B
IWP
Ishares Russell Mid Cap Growth

ETFs
9
+ 0.11%
$114.9 - $139.6 $1.03K - $1.26K
8.09K $950M
WST
West Pharmaceutical Services Inc

Healthcare
314
+ 18.93%
$199.11 - $347.87 $62.5K - $109K
1.97K $442M
FLR
Fluor Corp

Industrials
389
+ 4.42%
$34.29 - $55.28 $13.3K - $21.5K
9.19K $329M
SNV
Synovus Financial Corp

Financial Services
54
+ 0.22%
$43.7 - $56.87 $2.36K - $3.07K
24.3K $1.14B
AVTR
Avantor, Inc.

Basic Materials
9.95K
+ 17.88%
$15.5 - $22.57 $154K - $225K
65.6K $1.06B
COIN
Coinbase Global, Inc.

Technology
76
+ 4.33%
$172.23 - $301.3 $13.1K - $22.9K
1.83K $315M
VTI
Vanguard Total Stock Market Et

ETFs
2.6K
+ 4.34%
$271.18 - $303.12 $704K - $787K
62.4K $17.1B
DDOG
Datadog, Inc.

Technology
1.48K
+ 19.1%
$98.68 - $151.89 $146K - $225K
9.24K $916M
LMT
Lockheed Martin Corp

Industrials
12
+ 0.17%
$423.19 - $506.29 $5.08K - $6.08K
7K $3.13B
IX
Orix Corp

Financial Services
20.6K
+ 248.56%
$20.44 - $107.42 $421K - $2.21M
28.9K $603M
NVO
Novo Nordisk A S

Healthcare
3.19K
+ 10.54%
$69.3 - $90.95 $221K - $290K
33.5K $2.32B
TTD
Trade Desk, Inc.

Technology
1.13K
+ 16.4%
$53.59 - $126.58 $60.7K - $143K
8.04K $440M
ADBE
Adobe Inc.

Technology
500
+ 5.31%
$377.84 - $464.11 $189K - $232K
9.93K $3.81B
VRT
Vertiv Holdings CO

Industrials
303
+ 2.48%
N/A
12.5K $905M
ZBRA
Zebra Technologies Corp

Technology
24
+ 0.5%
$271.72 - $421.11 $6.52K - $10.1K
4.79K $1.35B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
758
+ 1.15%
$102.49 - $119.96 $77.7K - $90.9K
66.9K $7B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.25K
+ 2.43%
$551.42 - $612.93 $689K - $766K
52.7K $29.5B
IWM
Ishares Russell 2000 ETF

ETFs
2.39K
+ 4.38%
$198.1 - $229.79 $473K - $548K
56.9K $11.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
5K
+ 2.9%
$92.45 - $106.69 $462K - $533K
178K $16.5B
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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