Callan Capital, LLC Sells in Q1 2025

Callan Capital, LLC

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-1
- 0.06%
$140.44 - $166.79 $140 - $167
1.71K $240K
IWR
Ishares Russell Mid Cap ETF

ETFs
-159
- 2.91%
$82.81 - $92.93 $13.2K - $14.8K
5.31K $451K
COP
Conocophillips

Energy
-458
- 13.95%
$88.6 - $105.85 $40.6K - $48.5K
2.82K $296K
DD
Du Pont De Nemours, Inc.

Basic Materials
-243
- 3.33%
$72.7 - $84.32 $17.7K - $20.5K
7.05K $526K
XLP
Consumer Staples Sector Spdr

ETFs
-367
- 0.68%
N/A
53.2K $4.05M
VFH
Vanguard Financial ETF

ETFs
-1.05K
- 1.48%
$114.07 - $127.34 $120K - $134K
70.2K $8.38M
VIG
Vanguard Dividend Appreciation

ETFs
-134
- 2.94%
N/A
4.43K $807K
FITB
Fifth Third Bancorp

Financial Services
-75
- 1.09%
$37.48 - $44.96 $2.81K - $3.37K
6.79K $266K
VAW
Vanguard Materials ETF

ETFs
-150
- 2.37%
$185.71 - $202.46 $27.9K - $30.4K
6.19K $1.17M
EOG
Eog Resources Inc

Energy
-294
- 8.05%
$120.54 - $138.05 $35.4K - $40.6K
3.36K $430K
Rubrik Inc.
-392
- 1.07%
N/A
36.3K $0
XLU
Utilities Sector Spdr

ETFs
-994
- 3.67%
$74.7 - $80.27 $74.3K - $79.8K
26.1K $2.06M
IYF
Ishares Tr

ETFs
-197
- 1.24%
$107.69 - $119.37 $21.2K - $23.5K
15.6K $1.76M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.63K
- 1.75%
$22.46 - $23.26 $126K - $131K
316K $7.33M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-654
- 0.07%
$39.4 - $42.61 $25.8K - $27.9K
941K $38M
VPU
Vanguard Utilities ETF

ETFs
-187
- 1.85%
$161.24 - $173.33 $30.2K - $32.4K
9.93K $1.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 0.11%
$308.86 - $455.36 $1.54K - $2.28K
4.53K $1.6M
VDC
Vanguard Consumer Staples ETF

ETFs
-471
- 2.23%
$206.54 - $226.16 $97.3K - $107K
20.7K $4.52M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.11K
- 1.11%
$31.09 - $34.34 $34.6K - $38.3K
99.6K $3.31M
AVIV
American Centy ETF Tr Avantis
-465
- 1.7%
$51.51 - $58.54 $24K - $27.2K
26.9K $1.53M
NFLX
Netflix Inc

Communication Services
-5
- 0.15%
$828.4 - $1058.6 $4.14K - $5.29K
3.33K $3.11M
VDE
Vanguard Energy ETF

ETFs
-715
- 2.48%
$119.14 - $132.76 $85.2K - $94.9K
28.1K $3.64M
EMGF
Ishares Msci Emerging Markets

ETFs
-905
- 0.69%
$44.18 - $48.23 $40K - $43.6K
131K $6.13M
XLF
Financial Sector Spdr

ETFs
-1.08K
- 0.72%
$47.32 - $52.19 $51K - $56.2K
149K $7.41M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.24K
- 1.15%
$25.81 - $28.52 $83.7K - $92.5K
278K $7.66M
VHT
Vanguard Health Care ETF

ETFs
-402
- 1.48%
$254.06 - $273.83 $102K - $110K
26.8K $7.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7.97K
- 3.62%
$56.51 - $62.98 $450K - $502K
212K $12.9M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-3.19K
- 2.93%
$47.39 - $54.26 $151K - $173K
106K $5.49M
XLV
Select Sector Spdr Fund Health

ETFs
-336
- 0.46%
$137.61 - $149.68 $46.2K - $50.3K
72.7K $10.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
-6.52K
- 1.61%
$26.09 - $30.21 $170K - $197K
399K $11.6M
INTF
Ishares Tr

ETFs
-20.5K
- 2.67%
$28.43 - $31.96 $584K - $656K
749K $23.1M
FNDF
Schwab Fundamental Intl Large

ETFs
-17.4K
- 0.94%
$32.9 - $37.45 $573K - $653K
1.83M $66.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.88K
- 0.12%
$18.36 - $20.51 $89.7K - $100K
3.9M $77.2M
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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