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
ORCL
Oracle Corp

Technology
21K
+ 465.38%
$165.41 - $192.43 $3.47M - $4.04M
25.5K $4.25B
SNY
Sanofi

Healthcare
71.2K
New
$45.89 - $57.31 $3.27M - $4.08M
71.2K $3.44B
VST
Vistra Corp.

Utilities
23.1K
+ 215.9%
$115.74 - $166.61 $2.67M - $3.85M
33.8K $4.66B
BKNG
Booking Holdings Inc.

Consumer Cyclical
670
+ 1063.49%
$4100.99 - $5300.34 $2.75M - $3.55M
733 $3.64B
JCI
Johnson Controls International PLC

Industrials
41.5K
New
$74.23 - $86.6 $3.08M - $3.6M
41.5K $3.28B
APD
Air Products & Chemicals, Inc.

Basic Materials
11.1K
+ 1420.92%
$285.5 - $335.62 $3.18M - $3.74M
11.9K $3.46B
MET
Metlife Inc

Financial Services
39.3K
New
$78.15 - $88.25 $3.07M - $3.47M
39.3K $3.22B
MS
Morgan Stanley

Financial Services
25.4K
New
$104.42 - $134.99 $2.65M - $3.43M
25.4K $3.2B
MAR
Marriott International Inc

Consumer Cyclical
11.4K
New
$246.06 - $292.59 $2.81M - $3.35M
11.4K $3.19B
ABBV
Abb Vie Inc.

Healthcare
17.9K
+ 555.64%
$164.99 - $203.87 $2.95M - $3.65M
21.1K $3.75B
PM
Philip Morris International Inc.

Consumer Defensive
25.5K
+ 545.75%
$118.38 - $133.06 $3.02M - $3.39M
30.2K $3.63B
SYY
Sysco Corp

Consumer Defensive
40.1K
+ 1082.09%
$73.63 - $81.77 $2.95M - $3.28M
43.8K $3.35B
TXN
Texas Instruments Inc

Technology
16.2K
New
N/A
16.2K $3.04B
MCHP
Microchip Technology Inc

Technology
54.1K
+ 1338.94%
$55.51 - $79.05 $3M - $4.28M
58.1K $3.33B
CMCSA
Comcast Corp

Communication Services
80.8K
+ 1302.53%
$37.39 - $45.14 $3.02M - $3.65M
87K $3.27B
SHEL
Shell PLC

Energy
47.7K
New
$60.63 - $70.23 $2.89M - $3.35M
47.7K $2.99B
BK
Bank Of New York Mellon Corp

Financial Services
38.4K
New
$70.82 - $81.87 $2.72M - $3.14M
38.4K $2.95B
AMGN
Amgen Inc

Healthcare
11.8K
+ 550.42%
$258.78 - $328.31 $3.05M - $3.87M
13.9K $3.63B
DFS
Discover Financial Services

Financial Services
16.6K
New
$136.3 - $182.67 $2.26M - $3.03M
16.6K $2.87B
XOM
Exxon Mobil Corp

Energy
27.5K
+ 278.37%
$105.51 - $125.37 $2.9M - $3.44M
37.3K $4.02B
KR
Kroger CO

Consumer Defensive
46.8K
New
$55.21 - $63.3 $2.58M - $2.96M
46.8K $2.86B
GILD
Gilead Sciences, Inc.

Healthcare
30.6K
New
$83.95 - $97.9 $2.57M - $2.99M
30.6K $2.83B
PGR
Progressive Corp

Financial Services
11.5K
+ 1426.21%
$239.6 - $268.88 $2.76M - $3.1M
12.3K $2.96B
LMT
Lockheed Martin Corp

Industrials
5.89K
+ 533.82%
$479.66 - $614.62 $2.82M - $3.62M
6.99K $3.4B
MCD
Mcdonalds Corp

Consumer Cyclical
9.39K
+ 1318.82%
$288.47 - $316.54 $2.71M - $2.97M
10.1K $2.93B
DIS
Walt Disney CO

Communication Services
22.7K
+ 325.1%
$92.39 - $117.6 $2.1M - $2.67M
29.7K $3.31B
GE
General Electric CO

Industrials
15.9K
+ 1430.31%
$159.95 - $194.23 $2.55M - $3.1M
17.1K $2.85B
CVX
Chevron Corp

Energy
18.2K
+ 286.85%
$141.15 - $162.53 $2.57M - $2.96M
24.6K $3.56B
BHP
Bhp Group LTD

Basic Materials
53.5K
New
$48.78 - $62.43 $2.61M - $3.34M
53.5K $2.61B
NVO
Novo Nordisk A S

Healthcare
30.3K
New
$85.0 - $120.04 $2.57M - $3.64M
30.3K $2.6B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
43.2K
New
$55.73 - $66.16 $2.41M - $2.86M
43.2K $2.6B
CI
Cigna Corp

Healthcare
9.41K
New
$265.59 - $358.58 $2.5M - $3.37M
9.41K $2.6B
NVS
Novartis Ag

Healthcare
27K
+ 1418.88%
$96.78 - $117.18 $2.61M - $3.16M
28.9K $2.81B
KO
Coca Cola CO

Consumer Defensive
42.3K
+ 738.43%
$61.74 - $71.71 $2.61M - $3.03M
48K $2.99B
FDX
Fedex Corp

Industrials
8.98K
+ 294.07%
$260.5 - $305.15 $2.34M - $2.74M
12K $3.38B
UNP
Union Pacific Corp

Industrials
11.4K
+ 321.71%
$223.15 - $249.32 $2.55M - $2.84M
15K $3.41B
MUSA
Murphy Usa Inc.

Consumer Cyclical
5.05K
New
$473.11 - $555.48 $2.39M - $2.81M
5.05K $2.54B
HON
Honeywell International Inc

Industrials
11.2K
New
$202.84 - $236.0 $2.27M - $2.64M
11.2K $2.53B
TMUS
T Mobile Us, Inc.

Communication Services
10.8K
+ 506.78%
$206.1 - $246.94 $2.23M - $2.68M
13K $2.86B
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.2K
+ 70.84%
$124.26 - $134.12 $2.26M - $2.44M
43.8K $5.63B
AMT
American Tower Corp

Real Estate
12.8K
New
$179.4 - $232.01 $2.3M - $2.97M
12.8K $2.35B
VTI
Vanguard Total Stock Market Et

ETFs
6.9K
+ 13.04%
$280.04 - $302.45 $1.93M - $2.09M
59.8K $17.3B
WM
Waste Management Inc

Industrials
11.6K
New
$201.79 - $228.46 $2.33M - $2.64M
11.6K $2.33B
CRWD
Crowd Strike Holdings, Inc.

Technology
6.8K
New
$275.15 - $388.2 $1.87M - $2.64M
6.8K $2.33B
ABC
Amerisourcebergen Corp

Healthcare
10.4K
+ 602.56%
N/A
12.1K $2.71B
AMD
Advanced Micro Devices Inc

Technology
19.1K
New
$118.88 - $172.8 $2.27M - $3.29M
19.1K $2.3B
CME
Cme Group Inc.

Financial Services
9.88K
New
$221.17 - $246.02 $2.19M - $2.43M
9.88K $2.3B
BCS
Barclays PLC

Financial Services
168K
New
$11.65 - $13.67 $1.96M - $2.3M
168K $2.24B
INTU
Intuit Inc

Technology
3.51K
New
$602.01 - $706.25 $2.11M - $2.48M
3.51K $2.21B
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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