Callan Family Office, LLC New Holdings in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
6
New
$663000.0 - $801950.0 $3.98M - $4.81M
6 $4.79B
Dimensional ETF Trust
86.7K
New
N/A
86.7K $4.3B
XLK
Technology Sector Spdr

ETFs
7.72K
New
$206.38 - $242.18 $1.59M - $1.87M
7.72K $1.59B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
24.4K
New
$37.06 - $41.11 $905K - $1M
24.4K $976M
DFIV
Dimensional ETF Tr

ETFs
24.4K
New
$35.33 - $40.77 $860K - $993K
24.4K $958M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
12.1K
New
$69.81 - $78.9 $843K - $952K
12.1K $940M
DIHP
Dimensional ETF Tr Dimensional

ETFs
32.8K
New
$25.1 - $27.85 $822K - $912K
32.8K $882M
SNOW
Snowflake Inc.

Technology
4.36K
New
$146.16 - $192.78 $637K - $840K
4.36K $637M
AVEM
American Centy ETF Tr Avantis

ETFs
10K
New
$57.11 - $62.4 $571K - $624K
10K $602M
BAX
Baxter International Inc

Healthcare
12.1K
New
$29.26 - $36.57 $355K - $444K
12.1K $416M
SLB
Schlumberger Limited

Energy
5.74K
New
$38.4 - $43.74 $220K - $251K
5.74K $240M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
16.2K
New
$14.03 - $17.33 $227K - $281K
16.2K $239M
ACIW
Aci Worldwide, Inc.

Technology
4.11K
New
$50.38 - $57.35 $207K - $236K
4.11K $225M
NUE
Nucor Corp

Basic Materials
1.84K
New
$114.48 - $142.52 $211K - $262K
1.84K $222M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.51K
New
$141.31 - $175.89 $213K - $266K
1.51K $217M
NLOK
Norton Life Lock Inc.

Technology
8.02K
New
N/A
8.02K $213M
SKM
Sk Telecom CO LTD

Communication Services
9.99K
New
$20.91 - $23.05 $209K - $230K
9.99K $212M
CNO
Cno Financial Group, Inc.

Financial Services
5.08K
New
$35.99 - $42.34 $183K - $215K
5.08K $212M
EXR
Extra Space Storage Inc.

Real Estate
1.39K
New
$143.8 - $161.28 $199K - $223K
1.39K $206M
CNP
Centerpoint Energy Inc

Utilities
5.63K
New
$30.87 - $36.25 $174K - $204K
5.63K $204M
ORI
Old Republic International Corp

Financial Services
5.16K
New
$33.46 - $39.22 $173K - $203K
5.16K $203M
AWI
Armstrong World Industries Inc

Industrials
1.42K
New
$136.0 - $154.19 $194K - $220K
1.42K $201M
GNL
Global Net Lease, Inc.

Real Estate
10.5K
New
$6.91 - $8.26 $72.8K - $87K
10.5K $84.7M
RUN
Sunrun Inc.

Technology
12.3K
New
$5.86 - $11.37 $72.2K - $140K
12.3K $72.2M
FATE
Fate Therapeutics Inc

Healthcare
82K
New
$0.79 - $1.87 $64.8K - $153K
82K $64.8M
CABA
Cabaletta Bio, Inc.

Healthcare
41.6K
New
$1.39 - $2.74 $57.8K - $114K
41.6K $57.6M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
88.2K
New
$0.44 - $1.52 $38.8K - $134K
88.2K $50.3M
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
23.6K
New
$1.06 - $2.12 $25K - $50K
23.6K $38M
HLVX
Hille Vax, Inc.

Healthcare
19.3K
New
$1.45 - $2.14 $28K - $41.4K
19.3K $28M
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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