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
CRM
Salesforce, Inc.

Technology
6.49K
New
$270.87 - $367.87 $1.76M - $2.39M
6.49K $2.17B
EQIX
Equinix Inc

Real Estate
2.3K
New
$865.69 - $985.0 $1.99M - $2.27M
2.3K $2.17B
SCHX
Schwab Strategic Tr Us Large C

ETFs
93K
New
$22.4 - $68.28 $2.08M - $6.35M
93K $2.16B
SONY
Sony Group Corp

Technology
101K
New
$17.53 - $96.8 $1.77M - $9.78M
101K $2.14B
NEE
Nextera Energy Inc

Utilities
30.3K
+ 1036.56%
$69.77 - $85.43 $2.11M - $2.59M
33.2K $2.38B
COP
Conocophillips

Energy
21.3K
New
$95.12 - $114.72 $2.02M - $2.44M
21.3K $2.11B
AJG
Arthur J. Gallagher & Co.

Financial Services
7.34K
+ 97.7%
$278.49 - $315.16 $2.04M - $2.31M
14.9K $4.22B
SO
Southern CO

Utilities
25.9K
+ 559.53%
$81.5 - $94.15 $2.11M - $2.44M
30.5K $2.51B
SAP
Sap Se

Technology
8.47K
New
$218.13 - $255.54 $1.85M - $2.16M
8.47K $2.09B
AMP
Ameriprise Financial Inc

Financial Services
3.91K
New
$473.15 - $574.01 $1.85M - $2.25M
3.91K $2.08B
DHR
Danaher Corp

Healthcare
9.32K
+ 511.46%
$226.16 - $274.52 $2.11M - $2.56M
11.1K $2.56B
TDY
Teledyne Technologies Inc

Technology
4.42K
New
$436.59 - $489.24 $1.93M - $2.16M
4.42K $2.05B
WMB
Williams Companies, Inc.

Energy
37.8K
New
$46.37 - $59.74 $1.75M - $2.26M
37.8K $2.05B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.8K
+ 6.65%
$94.43 - $105.47 $1.02M - $1.13M
173K $17.5B
CARR
Carrier Global Corp

Industrials
29.6K
New
$66.69 - $82.65 $1.97M - $2.44M
29.6K $2.02B
HDB
Hdfc Bank LTD

Financial Services
31.3K
New
$59.45 - $68.01 $1.86M - $2.13M
31.3K $2B
TTE
Total Energies Se

Energy
36.2K
New
N/A
36.2K $1.97B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
136K
New
$12.27 - $15.41 $1.67M - $2.1M
136K $1.97B
HLN
Haleon PLC

Healthcare
206K
New
$9.23 - $10.71 $1.91M - $2.21M
206K $1.97B
OXY
Occidental Petroleum Corp

Energy
39.8K
New
$45.36 - $55.91 $1.8M - $2.22M
39.8K $1.97B
PH
Parker Hannifin Corp

Industrials
3.09K
New
$621.74 - $709.46 $1.92M - $2.19M
3.09K $1.97B
Gsk PLC
57.7K
New
N/A
57.7K $1.95B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.64K
New
$1146.59 - $1270.6 $1.88M - $2.08M
1.64K $1.94B
ROST
Ross Stores, Inc.

Consumer Cyclical
12.6K
+ 586.43%
$138.59 - $156.61 $1.74M - $1.97M
14.7K $2.23B
CHTR
Charter Communications, Inc.

Communication Services
5.43K
New
$315.38 - $408.02 $1.71M - $2.21M
5.43K $1.86B
AFL
Aflac Inc

Financial Services
17.4K
New
$100.37 - $115.27 $1.74M - $2M
17.4K $1.79B
GWW
W.W. Grainger, Inc.

Industrials
1.64K
+ 592.06%
$1023.06 - $1220.93 $1.68M - $2M
1.92K $2.02B
FIS
Fidelity National Information Services, Inc.

Technology
21.3K
+ 666.56%
$80.14 - $90.95 $1.71M - $1.94M
24.5K $1.98B
IBM
International Business Machines Corp

Technology
7.59K
+ 615.49%
$204.9 - $238.04 $1.55M - $1.81M
8.82K $1.94B
Coherent Corp
17.5K
New
N/A
17.5K $1.65B
EAT
Brinker International, Inc

Consumer Cyclical
12.4K
New
$78.76 - $137.19 $979K - $1.71M
12.4K $1.65B
ADI
Analog Devices Inc

Technology
7.52K
New
$206.35 - $236.48 $1.55M - $1.78M
7.52K $1.6B
SYK
Stryker Corp

Healthcare
4.41K
New
$345.14 - $392.15 $1.52M - $1.73M
4.41K $1.59B
IWF
Ishares Russell 1000 Gr ETF

ETFs
325
+ 0.59%
$370.24 - $418.94 $120K - $136K
55.7K $22.4B
TM
Toyota Motor Corp

Consumer Cyclical
8.09K
New
$169.2 - $199.52 $1.37M - $1.61M
8.09K $1.57B
MCO
Moodys Corp

Financial Services
3.32K
New
$454.04 - $500.88 $1.51M - $1.66M
3.32K $1.57B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
161K
New
$9.25 - $10.62 $1.49M - $1.71M
161K $1.57B
RMD
Resmed Inc

Healthcare
6.78K
New
$228.69 - $256.07 $1.55M - $1.74M
6.78K $1.55B
NKE
Nike, Inc.

Consumer Cyclical
21.1K
+ 510.14%
$73.36 - $89.13 $1.55M - $1.88M
25.2K $1.91B
MDLZ
Mondelez International, Inc.

Consumer Defensive
26.8K
+ 546.26%
$59.25 - $72.99 $1.59M - $1.96M
31.7K $1.9B
IVE
Ishares S&P 500 Value ETF

ETFs
10.9K
+ 11.97%
$189.5 - $206.17 $2.07M - $2.26M
102K $19.5B
AZN
Astrazeneca PLC

Healthcare
23K
New
$63.2 - $79.58 $1.45M - $1.83M
23K $1.5B
ICE
Intercontinental Exchange, Inc.

Financial Services
10.1K
New
$148.29 - $166.93 $1.5M - $1.69M
10.1K $1.5B
CTAS
Cintas Corp

Industrials
8.16K
New
$182.7 - $226.47 $1.49M - $1.85M
8.16K $1.49B
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
20.5K
+ 630.46%
$60.17 - $75.64 $1.23M - $1.55M
23.7K $1.68B
USB
Us Bancorp \De\

Financial Services
30.6K
+ 494.19%
$43.98 - $53.66 $1.35M - $1.64M
36.8K $1.76B
ALC
Alcon Inc

Healthcare
17.2K
New
$83.87 - $99.15 $1.44M - $1.7M
17.2K $1.46B
FCN
Fti Consulting, Inc

Industrials
7.88K
+ 503.45%
$190.39 - $231.2 $1.5M - $1.82M
9.45K $1.81B
AZO
Autozone Inc

Consumer Cyclical
445
+ 135.67%
$2981.19 - $3370.27 $1.33M - $1.5M
773 $2.48B
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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