Callan Family Office, LLC Sells in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-82.4K
- 26.95%
$209.68 - $247.1 $17.3M - $20.3M
223K $49.6B
MSFT
Microsoft Corp

Technology
-49K
- 28.57%
$375.39 - $447.2 $18.4M - $21.9M
122K $45.9B
NVDA
Nvidia Corp

Technology
-143K
- 35.45%
$106.98 - $149.43 $15.3M - $21.4M
260K $28.2B
AMZN
Amazon Com Inc

Consumer Cyclical
-67.8K
- 35.13%
$190.26 - $242.06 $12.9M - $16.4M
125K $23.8B
GOOGL
Alphabet Inc.

Communication Services
-48.2K
- 43.47%
$154.33 - $206.19 $7.43M - $9.93M
62.6K $9.68B
GOOG
Alphabet Inc.

Communication Services
-23K
- 13.14%
$156.06 - $207.71 $3.6M - $4.79M
152K $23.8B
COST
Costco Wholesale Corp

Consumer Defensive
-9.07K
- 70.56%
$890.62 - $1076.86 $8.08M - $9.77M
3.78K $3.58B
TSLA
Tesla, Inc.

Consumer Cyclical
-10.1K
- 30.3%
$222.15 - $428.22 $2.25M - $4.33M
23.3K $6.03B
AVGO
Broadcom Inc.

Technology
-12.7K
- 23.42%
$167.43 - $244.7 $2.13M - $3.11M
41.5K $6.95B
IWD
Ishares Russell 1000 Val ETF

ETFs
-29.2K
- 25.91%
$182.82 - $196.21 $5.33M - $5.72M
83.4K $15.7B
PANW
Palo Alto Networks Inc

Technology
-20.7K
- 83.86%
$167.82 - $208.28 $3.48M - $4.32M
3.99K $681M
ADP
Automatic Data Processing Inc

Industrials
-13.1K
- 73.37%
$286.85 - $318.64 $3.75M - $4.16M
4.74K $1.45B
MRK
Merck & Co., Inc.

Healthcare
-29.3K
- 56.46%
$83.01 - $101.02 $2.43M - $2.96M
22.6K $2.03B
CAT
Caterpillar Inc

Industrials
-8.19K
- 64.18%
$326.75 - $407.63 $2.68M - $3.34M
4.57K $1.51B
MAR
Marriott International Inc

Consumer Cyclical
-9.01K
- 78.79%
$237.01 - $304.45 $2.14M - $2.74M
2.43K $578M
WMT
Walmart Inc.

Consumer Defensive
-24.9K
- 25.98%
$84.5 - $105.05 $2.11M - $2.62M
71K $6.24B
KR
Kroger CO

Consumer Defensive
-39.8K
- 85.08%
$58.36 - $67.72 $2.32M - $2.69M
6.97K $472M
HD
Home Depot, Inc.

Consumer Cyclical
-5.43K
- 36.08%
$347.25 - $424.87 $1.88M - $2.3M
9.61K $3.52B
PG
Procter & Gamble CO

Consumer Defensive
-14.2K
- 32.53%
$158.56 - $176.26 $2.25M - $2.5M
29.5K $5.02B
BAC
Bank Of America Corp

Financial Services
-42.2K
- 21.34%
$39.61 - $47.74 $1.67M - $2.02M
156K $6.49B
VST
Vistra Corp.

Utilities
-12.8K
- 37.99%
$108.49 - $191.89 $1.39M - $2.46M
20.9K $2.46B
ETN
Eaton Corp PLC

Industrials
-5.24K
- 42.31%
$271.83 - $371.23 $1.42M - $1.94M
7.14K $1.94B
GS
Goldman Sachs Group Inc

Financial Services
-3.48K
- 39.13%
$524.81 - $672.19 $1.83M - $2.34M
5.42K $2.96B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-360
- 49.11%
$4295.4 - $5141.88 $1.55M - $1.85M
373 $1.72B
MS
Morgan Stanley

Financial Services
-12.6K
- 49.76%
$111.68 - $141.08 $1.41M - $1.78M
12.8K $1.49B
JPM
Jpmorgan Chase & CO

Financial Services
-7.88K
- 19.02%
$225.19 - $279.95 $1.78M - $2.21M
33.6K $8.24B
MCHP
Microchip Technology Inc

Technology
-24.2K
- 41.55%
$48.41 - $64.3 $1.17M - $1.55M
34K $1.64B
Blackrock Inc
-1.29K
- 22.92%
N/A
4.33K $4.1B
AMT
American Tower Corp

Real Estate
-9.61K
- 74.96%
$173.46 - $217.6 $1.67M - $2.09M
3.21K $698M
MA
Mastercard Inc

Financial Services
-3.66K
- 21.77%
$504.67 - $576.31 $1.85M - $2.11M
13.2K $7.21B
SYY
Sysco Corp

Consumer Defensive
-21K
- 48.09%
$70.0 - $77.13 $1.47M - $1.62M
22.7K $1.7B
CME
Cme Group Inc.

Financial Services
-7.32K
- 74.06%
$225.82 - $266.54 $1.65M - $1.95M
2.56K $680M
NOW
Service Now, Inc.

Technology
-155
- 2.75%
$783.83 - $1170.39 $121K - $181K
5.49K $4.37B
TDY
Teledyne Technologies Inc

Technology
-3.52K
- 79.75%
$455.51 - $518.84 $1.61M - $1.83M
895 $445M
CSCO
Cisco Systems, Inc.

Technology
-29.1K
- 35.51%
$58.74 - $64.87 $1.71M - $1.89M
52.8K $3.26B
EQIX
Equinix Inc

Real Estate
-1.58K
- 68.87%
$803.0 - $959.97 $1.27M - $1.52M
716 $584M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.24K
- 2.9%
$165.25 - $224.62 $205K - $279K
41.6K $6.91B
AMD
Advanced Micro Devices Inc

Technology
-11.6K
- 60.62%
$96.63 - $129.55 $1.12M - $1.5M
7.51K $771M
WFC
Wells Fargo & Company

Financial Services
-23.3K
- 23.74%
$66.78 - $81.42 $1.56M - $1.9M
75K $5.38B
SHW
Sherwin Williams CO

Basic Materials
-4.34K
- 71.42%
$330.16 - $365.55 $1.43M - $1.59M
1.74K $607M
PGR
Progressive Corp

Financial Services
-6.98K
- 56.51%
$235.61 - $291.22 $1.64M - $2.03M
5.37K $1.52B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.15K
- 15.3%
$497.6 - $606.74 $1.07M - $1.3M
11.9K $5.91B
RSG
Republic Services, Inc.

Industrials
-7.43K
- 72.32%
$200.09 - $242.16 $1.49M - $1.8M
2.85K $689M
COF
Capital One Financial Corp

Financial Services
-7.56K
- 31.92%
$163.87 - $209.82 $1.24M - $1.59M
16.1K $2.89B
PH
Parker Hannifin Corp

Industrials
-2K
- 64.69%
$591.65 - $707.05 $1.18M - $1.41M
1.09K $663M
META
Meta Platforms, Inc.

Communication Services
-1.79K
- 6.18%
$576.36 - $736.67 $1.03M - $1.32M
27.2K $15.7B
SO
Southern CO

Utilities
-17.3K
- 56.63%
$80.96 - $92.96 $1.4M - $1.61M
13.2K $1.22B
ACN
Accenture PLC

Technology
-1.28K
- 5.85%
$300.91 - $398.25 $386K - $511K
20.7K $6.45B
FCN
Fti Consulting, Inc

Industrials
-6.16K
- 65.21%
$160.54 - $198.75 $989K - $1.22M
3.29K $539M
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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