Callan Family Office, LLC Purchases in Q3 2024

Callan Family Office, LLC

  • $595 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
806
+ 20.85%
$101.25 - $127.45 $81.6K - $103K
4.67K $567M
ZBRA
Zebra Technologies Corp

Technology
188
+ 11.63%
$306.21 - $371.02 $57.6K - $69.8K
1.8K $668M
GOOGL
Alphabet Inc.

Communication Services
1.58K
+ 27.45%
$148.65 - $191.18 $234K - $301K
7.32K $1.21B
LMT
Lockheed Martin Corp

Industrials
76
+ 7.4%
$460.3 - $584.56 $35K - $44.4K
1.1K $645M
VIG
Vanguard Dividend Appreciation

ETFs
300
+ 4.47%
$182.15 - $182.15 $54.6K - $54.6K
7.02K $1.39B
COF
Capital One Financial Corp

Financial Services
890
+ 38.53%
$131.42 - $153.05 $117K - $136K
3.2K $479M
CAT
Caterpillar Inc

Industrials
83
+ 4.03%
$316.8 - $391.12 $26.3K - $32.5K
2.14K $839M
EME
Emcor Group, Inc.

Industrials
184
+ 17.01%
$340.22 - $435.6 $62.6K - $80.2K
1.27K $545M
LLY
Eli Lilly & CO

Healthcare
178
+ 30.43%
$772.14 - $960.02 $137K - $171K
763 $676M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
850
+ 28.0%
$111.9 - $124.28 $95.1K - $106K
3.89K $480M
TMUS
T Mobile Us, Inc.

Communication Services
359
+ 20.18%
$175.14 - $206.36 $62.9K - $74.1K
2.14K $441M
UNP
Union Pacific Corp

Industrials
236
+ 7.13%
$221.78 - $256.09 $52.3K - $60.4K
3.55K $874M
KO
Coca Cola CO

Consumer Defensive
964
+ 20.26%
$62.69 - $73.01 $60.4K - $70.4K
5.72K $411M
DHR
Danaher Corp

Healthcare
218
+ 13.58%
$239.25 - $280.76 $52.2K - $61.2K
1.82K $507M
MDT
Medtronic PLC

Healthcare
808
+ 27.72%
$76.84 - $91.03 $62.1K - $73.6K
3.72K $335M
ABBV
Abb Vie Inc.

Healthcare
106
+ 3.41%
$163.84 - $199.33 $17.4K - $21.1K
3.22K $636M
PEP
Pepsico Inc

Consumer Defensive
407
+ 7.31%
$161.9 - $179.3 $65.9K - $73K
5.98K $1.02B
ABC
Amerisourcebergen Corp

Healthcare
433
+ 33.7%
N/A
1.72K $387M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
284
+ 16.01%
$162.45 - $195.17 $46.1K - $55.4K
2.06K $394M
PRI
Primerica, Inc.

Financial Services
224
+ 20.0%
$233.01 - $266.6 $52.2K - $59.7K
1.34K $356M
MDLZ
Mondelez International, Inc.

Consumer Defensive
726
+ 17.35%
$64.35 - $75.71 $46.7K - $55K
4.91K $362M
VB
Vanguard Small Cap ETF

ETFs
240
+ 20.05%
$214.77 - $237.72 $51.5K - $57.1K
1.44K $341M
FDX
Fedex Corp

Industrials
525
+ 20.77%
$254.64 - $313.52 $134K - $165K
3.05K $836M
SYY
Sysco Corp

Consumer Defensive
740
+ 24.98%
$69.16 - $78.98 $51.2K - $58.4K
3.7K $289M
V
Visa Inc.

Financial Services
129
+ 3.85%
$253.74 - $291.56 $32.7K - $37.6K
3.48K $957M
AVGO
Broadcom Inc.

Technology
2.18K
+ 1038.1%
$136.27 - $1745.86 $297K - $3.81M
2.39K $412M
ROST
Ross Stores, Inc.

Consumer Cyclical
428
+ 24.93%
$136.06 - $155.24 $58.2K - $66.4K
2.15K $323M
SO
Southern CO

Utilities
168
+ 3.76%
$77.0 - $90.52 $12.9K - $15.2K
4.63K $418M
EMR
Emerson Electric CO

Industrials
666
+ 23.86%
$98.19 - $118.87 $65.4K - $79.2K
3.46K $378M
USB
Us Bancorp \De\

Financial Services
829
+ 15.45%
$39.04 - $47.23 $32.4K - $39.2K
6.2K $283M
AMGN
Amgen Inc

Healthcare
150
+ 7.52%
$309.38 - $337.38 $46.4K - $50.6K
2.14K $691M
GIB
Cgi Inc

Technology
30
+ 0.73%
$99.02 - $116.4 $2.97K - $3.49K
4.16K $478M
FCN
Fti Consulting, Inc

Industrials
214
+ 15.83%
$213.61 - $230.59 $45.7K - $49.3K
1.57K $356M
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.31%
$2815.0 - $3212.87 $2.82K - $3.21K
328 $1.03B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
194
+ 14.08%
$210.25 - $231.86 $40.8K - $45K
1.57K $351M
DIS
Walt Disney CO

Communication Services
754
+ 12.09%
$85.6 - $98.61 $64.5K - $74.4K
6.99K $672M
MCHP
Microchip Technology Inc

Technology
1.07K
+ 36.12%
$72.0 - $95.98 $77.2K - $103K
4.04K $324M
DUK
Duke Energy Corp

Utilities
117
+ 5.2%
$99.35 - $117.71 $11.6K - $13.8K
2.37K $273M
UPS
United Parcel Service Inc

Industrials
349
+ 23.19%
$123.32 - $147.38 $43K - $51.4K
1.85K $253M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.91%
$160.76 - $177.82 $6.43K - $7.11K
4.46K $772M
WTW
Willis Towers Watson PLC

Financial Services
7
+ 0.55%
$257.34 - $294.53 $1.8K - $2.06K
1.29K $378M
LHX
L3 Harris Technologies, Inc.

Industrials
34
+ 1.31%
$221.96 - $243.27 $7.55K - $8.27K
2.63K $625M
CVX
Chevron Corp

Energy
634
+ 11.09%
$137.88 - $161.97 $87.4K - $103K
6.35K $935M
GD
General Dynamics Corp

Industrials
32
+ 1.49%
$279.51 - $308.09 $8.94K - $9.86K
2.18K $657M
THS
Tree House Foods, Inc.

Consumer Defensive
5
+ 0.09%
$36.15 - $43.22 $181 - $216
5.54K $233M
PRU
Prudential Financial Inc

Financial Services
132
+ 7.32%
$105.53 - $127.32 $13.9K - $16.8K
1.94K $234M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
62
+ 3.58%
$113.45 - $126.18 $7.03K - $7.82K
1.8K $227M
ASML
Asml Holding Nv

Technology
79
+ 31.1%
$749.82 - $1098.95 $59.2K - $86.8K
333 $277M
Volato Group Inc
25.5K
New
N/A
25.5K $10M
Activity Summary
Buys All Purchases 158 New Holdings 42 Increased Positions 116 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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