Callan Family Office, LLC Purchases in Q4 2024

Callan Family Office, LLC

  • $1.57 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
148K
+ 627.35%
$406.35 - $454.46 $60.1M - $67.2M
171K $72.2B
AAPL
Apple Inc.

Technology
232K
+ 315.76%
$221.69 - $259.02 $51.5M - $60.1M
306K $76.5B
NVDA
Nvidia Corp

Technology
358K
+ 794.67%
$117.0 - $148.88 $41.9M - $53.4M
403K $54.2B
AMZN
Amazon Com Inc

Consumer Cyclical
135K
+ 232.1%
$180.88 - $232.93 $24.4M - $31.4M
193K $42.4B
GOOG
Alphabet Inc.

Communication Services
151K
+ 633.4%
$163.08 - $198.16 $24.7M - $30M
175K $33.4B
GOOGL
Alphabet Inc.

Communication Services
103K
+ 1413.91%
$161.86 - $196.66 $16.7M - $20.3M
111K $21B
LLY
Eli Lilly & CO

Healthcare
21.7K
+ 2849.54%
$727.2 - $932.06 $15.8M - $20.3M
22.5K $17.4B
META
Meta Platforms, Inc.

Communication Services
27.3K
+ 1616.25%
$554.08 - $632.68 $15.2M - $17.3M
29K $17B
V
Visa Inc.

Financial Services
44.6K
+ 1281.44%
$273.87 - $320.91 $12.2M - $14.3M
48.1K $15.2B
UNH
Unitedhealth Group Inc

Healthcare
28K
+ 822.93%
$485.52 - $625.25 $13.6M - $17.5M
31.4K $15.9B
AVGO
Broadcom Inc.

Technology
51.9K
+ 2169.5%
$159.67 - $250.0 $8.28M - $13M
54.2K $12.6B
SPGI
S&P Global Inc.

Financial Services
17.8K
+ 1911.17%
$480.36 - $529.17 $8.55M - $9.42M
18.7K $9.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19.5K
+ 180.04%
$442.29 - $483.08 $8.62M - $9.42M
30.3K $13.7B
WMT
Walmart Inc.

Consumer Defensive
96K
New
$79.1 - $95.7 $7.59M - $9.18M
96K $8.67B
COST
Costco Wholesale Corp

Consumer Defensive
9.16K
+ 247.59%
$873.59 - $994.69 $8M - $9.11M
12.9K $11.8B
NFLX
Netflix Inc

Communication Services
8.84K
+ 491.66%
$687.65 - $936.56 $6.08M - $8.28M
10.6K $9.48B
JPM
Jpmorgan Chase & CO

Financial Services
32.9K
+ 385.31%
$205.18 - $250.29 $6.75M - $8.24M
41.5K $9.94B
IWD
Ishares Russell 1000 Val ETF

ETFs
44.2K
+ 64.54%
$183.23 - $199.79 $8.09M - $8.82M
113K $20.8B
MA
Mastercard Inc

Financial Services
14.2K
+ 538.07%
$491.3 - $536.15 $6.97M - $7.61M
16.8K $8.86B
ISRG
Intuitive Surgical Inc

Healthcare
14.5K
New
$471.27 - $550.62 $6.81M - $7.96M
14.5K $7.54B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35.4K
+ 475.4%
$172.07 - $207.36 $6.09M - $7.34M
42.9K $8.47B
ABT
Abbott Laboratories

Healthcare
60.9K
+ 1166.03%
$111.93 - $119.39 $6.81M - $7.27M
66.1K $7.47B
ACN
Accenture PLC

Technology
19.4K
+ 747.22%
$343.9 - $376.86 $6.66M - $7.29M
21.9K $7.72B
LOW
Lowes Companies Inc

Consumer Cyclical
26.9K
+ 1108.12%
$244.52 - $284.07 $6.58M - $7.64M
29.3K $7.24B
PG
Procter & Gamble CO

Consumer Defensive
39.2K
+ 880.38%
$161.05 - $179.7 $6.32M - $7.05M
43.7K $7.32B
WFC
Wells Fargo & Company

Financial Services
91.7K
+ 1388.18%
$54.98 - $77.35 $5.04M - $7.1M
98.3K $6.91B
NOW
Service Now, Inc.

Technology
5.65K
New
$867.18 - $1148.42 $4.9M - $6.48M
5.65K $5.98B
Blackrock Inc
5.62K
New
N/A
5.62K $5.76B
BAC
Bank Of America Corp

Financial Services
116K
+ 142.72%
$39.22 - $47.77 $4.56M - $5.56M
198K $8.7B
ADP
Automatic Data Processing Inc

Industrials
17.8K
New
$280.08 - $307.97 $4.99M - $5.48M
17.8K $5.21B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
24.6K
+ 1562.98%
$209.89 - $233.24 $5.16M - $5.73M
26.1K $5.55B
SCHW
Schwab Charles Corp

Financial Services
69.9K
New
$63.31 - $82.85 $4.43M - $5.79M
69.9K $5.17B
FISV
Fiserv Inc

Technology
23.4K
+ 491.87%
N/A
28.2K $5.78B
MRK
Merck & Co., Inc.

Healthcare
47.3K
+ 1005.11%
$96.31 - $114.76 $4.55M - $5.42M
52K $5.17B
HD
Home Depot, Inc.

Consumer Cyclical
11.7K
+ 356.8%
$385.02 - $431.37 $4.52M - $5.07M
15K $5.85B
GS
Goldman Sachs Group Inc

Financial Services
7.39K
+ 490.31%
$486.1 - $608.57 $3.59M - $4.5M
8.9K $5.09B
APH
Amphenol Corp

Technology
61.7K
+ 528.11%
$62.07 - $75.35 $3.83M - $4.65M
73.4K $5.1B
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.01K
+ 179.45%
$501.29 - $612.85 $4.52M - $5.52M
14K $7.3B
PANW
Palo Alto Networks Inc

Technology
23.5K
+ 1883.71%
$181.96 - $405.9 $4.27M - $9.53M
24.7K $4.5B
RTX
Raytheon Technologies Corp

Industrials
35.3K
+ 568.18%
$114.45 - $127.21 $4.04M - $4.49M
41.5K $4.8B
AXP
American Express CO

Financial Services
13.4K
New
$267.35 - $305.57 $3.59M - $4.1M
13.4K $3.98B
ADBE
Adobe Inc.

Technology
8.96K
+ 1935.64%
$437.39 - $552.96 $3.92M - $4.96M
9.43K $4.19B
CSCO
Cisco Systems, Inc.

Technology
62.9K
+ 332.06%
$52.45 - $60.02 $3.3M - $3.78M
81.9K $4.85B
ASML
Asml Holding Nv

Technology
5.56K
+ 1669.67%
$658.43 - $872.27 $3.66M - $4.85M
5.89K $4.08B
CAT
Caterpillar Inc

Industrials
10.6K
+ 495.01%
$360.37 - $416.88 $3.82M - $4.42M
12.8K $4.63B
COF
Capital One Financial Corp

Financial Services
20.5K
+ 639.66%
$145.19 - $192.01 $2.97M - $3.93M
23.7K $4.22B
ETN
Eaton Corp PLC

Industrials
11.2K
+ 915.67%
$326.96 - $377.52 $3.65M - $4.21M
12.4K $4.11B
JNJ
Johnson & Johnson

Healthcare
26.3K
+ 269.15%
$143.34 - $165.86 $3.77M - $4.37M
36.1K $5.22B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
69.6K
New
$52.1 - $57.26 $3.63M - $3.98M
69.6K $3.63B
Activity Summary
Buys All Purchases 593 New Holdings 448 Increased Positions 145 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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