Callan Family Office, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $595 Billion distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $103B, Ishares Tr with a value of $60.2B, Spdr S&P 500 ETF Trust with a value of $33.1B, Ishares Core S&P Mid Cap ETF with a value of $30B, and Ishares Russell 1000 Gr ETF with a value of $20.8B.
Examining the 13F form we can see an increase of $74.2B in the current position value, from $521B to 595B.
Callan Family Office, LLC is based out at Radnor, PA
Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$595 Billion
ETFs: $461 Billion
Technology: $43.1 Billion
Financial Services: $26.9 Billion
Consumer Cyclical: $17.2 Billion
Healthcare: $11.5 Billion
Industrials: $10.9 Billion
Communication Services: $8.83 Billion
Consumer Defensive: $7.79 Billion
Other: $6.66 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
