Callan Capital, LLC Purchases in Q1 2025

Callan Capital, LLC

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
3.8K
+ 13.01%
$21.56 - $28.28 $81.9K - $107K
33K $932K
SNN
Smith & Nephew PLC

Healthcare
9.18K
New
$23.89 - $30.34 $219K - $279K
9.18K $260K
CVS
Cvs Health Corp

Healthcare
3.84K
New
$44.22 - $68.64 $170K - $264K
3.84K $260K
PM
Philip Morris International Inc.

Consumer Defensive
677
+ 17.57%
$117.15 - $158.79 $79.3K - $108K
4.53K $719K
PGR
Progressive Corp

Financial Services
899
New
$235.61 - $291.22 $212K - $262K
899 $254K
MFG
Mizuho Financial Group Inc

Financial Services
24.8K
+ 13.1%
$4.83 - $6.04 $120K - $150K
214K $1.18M
PH
Parker Hannifin Corp

Industrials
411
New
$591.65 - $707.05 $243K - $291K
411 $249K
UBER
Uber Technologies, Inc

Technology
2.61K
+ 62.8%
$63.17 - $81.49 $165K - $213K
6.76K $492K
VICI
Vici Properties Inc.

Real Estate
7.32K
New
$28.21 - $32.68 $206K - $239K
7.32K $238K
SHEL
Shell PLC

Energy
2.43K
+ 42.39%
$62.84 - $73.29 $153K - $178K
8.16K $597K
WDS
Woodside Energy Group LTD

Energy
16.3K
New
$14.15 - $16.33 $231K - $267K
16.3K $236K
EBAY
Ebay Inc

Consumer Cyclical
3.49K
New
$61.61 - $70.93 $215K - $247K
3.49K $236K
SE
Sea LTD

Consumer Cyclical
1.81K
New
$104.87 - $146.31 $190K - $265K
1.81K $236K
XOM
Exxon Mobil Corp

Energy
971
+ 9.29%
$105.44 - $118.93 $102K - $115K
11.4K $1.36M
CNC
Centene Corp

Healthcare
3.86K
New
$55.93 - $65.89 $216K - $254K
3.86K $234K
AVES
American Centy ETF Tr Avantis

ETFs
3.86K
+ 7.4%
$44.71 - $48.65 $173K - $188K
56K $2.64M
AMT
American Tower Corp

Real Estate
1.07K
New
$173.46 - $217.6 $185K - $232K
1.07K $232K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.36K
+ 34.98%
$9.49 - $14.83 $88.8K - $139K
36.1K $492K
GLD
Spdr Gold Trust

ETFs
804
New
$243.19 - $288.14 $196K - $232K
804 $231K
AMGN
Amgen Inc

Healthcare
247
+ 8.17%
$258.59 - $327.36 $63.9K - $80.9K
3.27K $1.02M
SAP
Sap Se

Technology
426
+ 8.22%
$241.4 - $293.69 $103K - $125K
5.61K $1.51M
RTX
Raytheon Technologies Corp

Industrials
942
+ 15.14%
$114.1 - $135.66 $107K - $128K
7.16K $948K
SNPS
Synopsys Inc

Technology
522
New
$428.58 - $551.54 $224K - $288K
522 $223K
VRSN
Verisign Inc

Technology
871
New
$205.1 - $254.74 $179K - $222K
871 $221K
AMAT
Applied Materials Inc

Technology
1.53K
New
$145.06 - $195.51 $221K - $298K
1.53K $221K
PUK
Prudential PLC

Financial Services
10.2K
New
$14.54 - $21.92 $149K - $225K
10.2K $220K
DTE
Dte Energy CO

Utilities
1.58K
New
$117.6 - $138.27 $186K - $218K
1.58K $218K
GD
General Dynamics Corp

Industrials
799
New
$241.94 - $272.58 $193K - $218K
799 $217K
IX
Orix Corp

Financial Services
57.9K
+ 496.81%
$20.44 - $107.42 $1.18M - $6.22M
69.6K $1.45M
AZN
Astrazeneca PLC

Healthcare
1.8K
+ 17.9%
$65.37 - $77.96 $118K - $140K
11.9K $872K
IHF
Ishares Tr

ETFs
4.03K
New
$47.84 - $53.21 $193K - $214K
4.03K $212K
MET
Metlife Inc

Financial Services
2.63K
New
$77.7 - $87.0 $204K - $229K
2.63K $211K
ADP
Automatic Data Processing Inc

Industrials
669
New
$286.85 - $318.64 $192K - $213K
669 $204K
O
Realty Income Corp

Real Estate
3.52K
New
$51.67 - $58.49 $182K - $206K
3.52K $204K
GE
General Electric CO

Industrials
595
+ 23.66%
$168.59 - $212.13 $100K - $126K
3.11K $622K
IBM
International Business Machines Corp

Technology
601
+ 32.14%
$217.4 - $264.74 $131K - $159K
2.47K $614K
PLD
Prologis, Inc.

Real Estate
1.8K
New
$103.59 - $124.04 $187K - $224K
1.8K $201K
TMUS
T Mobile Us, Inc.

Communication Services
274
+ 9.8%
$211.3 - $272.83 $57.9K - $74.8K
3.07K $818K
HSBC
Hsbc Holdings PLC

Financial Services
2.22K
+ 24.63%
$48.68 - $61.58 $108K - $137K
11.2K $645K
HMC
Honda Motor CO LTD

Consumer Cyclical
8.49K
+ 40.27%
$26.9 - $30.41 $228K - $258K
29.6K $801K
MDT
Medtronic PLC

Healthcare
1.75K
+ 45.08%
$79.84 - $94.5 $139K - $165K
5.62K $504K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.51K
+ 25.68%
$73.71 - $87.55 $111K - $132K
7.39K $642K
VZ
Verizon Communications Inc

Communication Services
3.22K
+ 41.97%
$37.81 - $46.49 $122K - $150K
10.9K $494K
VOD
Vodafone Group Public LTD CO

Communication Services
13.9K
+ 21.83%
$8.05 - $9.86 $112K - $137K
77.7K $728K
KO
Coca Cola CO

Consumer Defensive
1.41K
+ 16.14%
$60.81 - $72.32 $85.8K - $102K
10.2K $727K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
145
+ 0.27%
$58.01 - $64.46 $8.41K - $9.35K
54.1K $3.36M
CSCO
Cisco Systems, Inc.

Technology
2.23K
+ 13.01%
$58.74 - $64.87 $131K - $145K
19.4K $1.2M
UL
Unilever PLC

Consumer Defensive
2.59K
+ 29.18%
$54.72 - $60.29 $142K - $156K
11.5K $682K
JPM
Jpmorgan Chase & CO

Financial Services
470
+ 4.16%
$225.19 - $279.95 $106K - $132K
11.8K $2.89M
Activity Summary
Buys All Purchases 258 New Holdings 44 Increased Positions 214 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 3 Puts 0
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