Callan Capital, LLC Incresed Positions in Q1 2025

Callan Capital, LLC

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.7K
+ 3.99%
$33.84 - $37.77 $1.41M - $1.57M
1.09M $39.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
64.2K
+ 11.44%
$28.11 - $32.0 $1.8M - $2.05M
625K $19.3M
FNDA
Schwab Fundamental U S Small C

ETFs
161K
+ 24.03%
$26.87 - $30.99 $4.32M - $4.98M
830K $22.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37.5K
+ 5.64%
$42.5 - $46.71 $1.6M - $1.75M
703K $31.8M
AVDV
American Centy ETF Tr Avantis

ETFs
4.68K
+ 1.05%
$63.74 - $71.96 $298K - $337K
448K $31.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3.93K
+ 38.75%
$554.06 - $615.85 $2.18M - $2.42M
14.1K $7.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.08K
+ 19.87%
$442.66 - $534.52 $479K - $578K
6.53K $3.48M
VTI
Vanguard Total Stock Market Et

ETFs
2.94K
+ 180.54%
$271.18 - $303.12 $798K - $891K
4.57K $1.26M
NVS
Novartis Ag

Healthcare
5.37K
+ 47.41%
$97.14 - $115.57 $521K - $620K
16.7K $1.86M
LLY
Eli Lilly & CO

Healthcare
645
+ 15.73%
$725.72 - $929.72 $468K - $600K
4.75K $3.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.2K
+ 67.36%
$21.75 - $24.28 $701K - $782K
80K $1.77M
IEMG
Ishares Inc

ETFs
11.1K
+ 152.39%
N/A
18.3K $982K
FNDX
Schwab Fundamental U S Large C

ETFs
34.5K
+ 0.93%
$23.03 - $25.01 $794K - $862K
3.76M $88.7M
TTE
Total Energies Se

Energy
7.97K
+ 56.79%
N/A
22K $1.51M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.28K
+ 16.17%
$17.16 - $25.25 $142K - $209K
59.5K $1.42M
JNJ
Johnson & Johnson

Healthcare
2.12K
+ 30.45%
$142.06 - $167.7 $301K - $356K
9.09K $1.51M
ABBV
Abb Vie Inc.

Healthcare
1.29K
+ 21.12%
$169.2 - $216.66 $219K - $280K
7.41K $1.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.35K
+ 217.2%
$360.07 - $417.26 $486K - $564K
1.97K $712K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
211
+ 4.81%
$402.49 - $513.76 $84.9K - $108K
4.6K $2.23M
SONY
Sony Group Corp

Technology
9.38K
+ 19.47%
$19.88 - $25.64 $186K - $241K
57.5K $1.46M
E
Eni Spa

Energy
11.4K
+ 76.67%
$27.51 - $31.47 $314K - $360K
26.3K $814K
V
Visa Inc.

Financial Services
840
+ 27.78%
$306.92 - $362.71 $258K - $305K
3.86K $1.35M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.32K
+ 40.75%
$46.15 - $63.53 $199K - $275K
14.9K $919K
AIG
American International Group, Inc.

Financial Services
3.94K
+ 123.41%
$70.5 - $86.94 $278K - $343K
7.14K $620K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
18.7K
+ 26.7%
$11.66 - $14.98 $217K - $279K
88.5K $1.21M
ING
Ing Groep Nv

Financial Services
13.6K
+ 54.13%
$15.51 - $20.74 $211K - $282K
38.6K $757K
SAN
Banco Santander, S.A.

Financial Services
19.2K
+ 19.32%
$4.46 - $7.14 $85.5K - $137K
118K $793K
MT
Arcelor Mittal

Basic Materials
5.05K
+ 16.01%
$21.82 - $33.93 $110K - $171K
36.6K $1.06M
ALC
Alcon Inc

Healthcare
2.67K
+ 38.99%
$82.73 - $96.8 $221K - $258K
9.51K $903K
ABT
Abbott Laboratories

Healthcare
1.27K
+ 17.52%
$111.1 - $140.22 $141K - $178K
8.53K $1.13M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.92K
+ 5.14%
$38.99 - $40.37 $192K - $199K
101K $4.05M
ED
Consolidated Edison Inc

Utilities
1.49K
+ 28.37%
$88.0 - $110.59 $131K - $165K
6.75K $746K
COST
Costco Wholesale Corp

Consumer Defensive
246
+ 16.45%
$890.62 - $1076.86 $219K - $265K
1.74K $1.65M
T
At&T Inc.

Communication Services
3.8K
+ 13.01%
$21.56 - $28.28 $81.9K - $107K
33K $932K
PM
Philip Morris International Inc.

Consumer Defensive
677
+ 17.57%
$117.15 - $158.79 $79.3K - $108K
4.53K $719K
MFG
Mizuho Financial Group Inc

Financial Services
24.8K
+ 13.1%
$4.83 - $6.04 $120K - $150K
214K $1.18M
UBER
Uber Technologies, Inc

Technology
2.61K
+ 62.8%
$63.17 - $81.49 $165K - $213K
6.76K $492K
SHEL
Shell PLC

Energy
2.43K
+ 42.39%
$62.84 - $73.29 $153K - $178K
8.16K $597K
XOM
Exxon Mobil Corp

Energy
971
+ 9.29%
$105.44 - $118.93 $102K - $115K
11.4K $1.36M
AVES
American Centy ETF Tr Avantis

ETFs
3.86K
+ 7.4%
$44.71 - $48.65 $173K - $188K
56K $2.64M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.36K
+ 34.98%
$9.49 - $14.83 $88.8K - $139K
36.1K $492K
AMGN
Amgen Inc

Healthcare
247
+ 8.17%
$258.59 - $327.36 $63.9K - $80.9K
3.27K $1.02M
RTX
Raytheon Technologies Corp

Industrials
942
+ 15.14%
$114.1 - $135.66 $107K - $128K
7.16K $948K
SAP
Sap Se

Technology
426
+ 8.22%
$241.4 - $293.69 $103K - $125K
5.61K $1.51M
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
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
TMUS
T Mobile Us, Inc.

Communication Services
274
+ 9.8%
$211.3 - $272.83 $57.9K - $74.8K
3.07K $818K
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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