Callan Family Office, LLC Incresed Positions in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
172K
+ 140.82%
$354.56 - $497.45 $61.1M - $85.7M
295K $147B
NVDA
Nvidia Corp

Technology
525K
+ 201.71%
$94.31 - $157.99 $49.5M - $83M
786K $124B
AMZN
Amazon Com Inc

Consumer Cyclical
234K
+ 187.1%
$167.32 - $223.3 $39.2M - $52.3M
360K $78.9B
AAPL
Apple Inc.

Technology
247K
+ 110.67%
$172.42 - $223.89 $42.6M - $55.3M
470K $96.5B
META
Meta Platforms, Inc.

Communication Services
51.4K
+ 188.59%
$484.66 - $738.09 $24.9M - $37.9M
78.6K $58B
AVGO
Broadcom Inc.

Technology
103K
+ 248.9%
$146.29 - $275.65 $15.1M - $28.5M
145K $39.9B
GOOG
Alphabet Inc.

Communication Services
143K
+ 94.22%
$146.58 - $180.01 $21M - $25.8M
296K $52.5B
NFLX
Netflix Inc

Communication Services
15.3K
+ 104.51%
$855.86 - $1339.13 $13.1M - $20.5M
30K $40.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
45.5K
+ 645.99%
$416.06 - $551.64 $18.9M - $25.1M
52.5K $29B
GOOGL
Alphabet Inc.

Communication Services
135K
+ 214.96%
$144.7 - $178.6 $19.5M - $24M
197K $34.8B
IVV
Ishares Core S&P 500 ETF

ETFs
15.4K
+ 9.08%
$498.8 - $620.9 $7.68M - $9.56M
185K $115B
TSLA
Tesla, Inc.

Consumer Cyclical
52.3K
+ 224.7%
$221.86 - $362.89 $11.6M - $19M
75.6K $24B
COST
Costco Wholesale Corp

Consumer Defensive
17.8K
+ 470.67%
$908.13 - $1056.85 $16.2M - $18.8M
21.6K $21.4B
SCHW
Schwab Charles Corp

Financial Services
152K
+ 224.35%
$69.06 - $91.24 $10.5M - $13.9M
220K $20B
LLY
Eli Lilly & CO

Healthcare
19.9K
+ 86.73%
$713.71 - $898.95 $14.2M - $17.9M
42.8K $33.4B
JPM
Jpmorgan Chase & CO

Financial Services
44.1K
+ 131.33%
$210.28 - $289.91 $9.27M - $12.8M
77.7K $22.5B
COF
Capital One Financial Corp

Financial Services
62.2K
+ 385.93%
$150.57 - $212.76 $9.36M - $13.2M
78.3K $16.7B
GE
General Electric CO

Industrials
46.5K
+ 229.54%
$166.81 - $257.39 $7.75M - $12M
66.7K $17.2B
WFC
Wells Fargo & Company

Financial Services
156K
+ 207.52%
$60.98 - $80.12 $9.49M - $12.5M
231K $18.5B
MA
Mastercard Inc

Financial Services
21.9K
+ 166.57%
$479.92 - $590.74 $10.5M - $13M
35.1K $19.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25.9K
+ 107.99%
$483.48 - $539.8 $12.5M - $14M
49.8K $24.2B
JCI
Johnson Controls International PLC

Industrials
97.8K
+ 231.18%
$71.14 - $105.62 $6.96M - $10.3M
140K $14.8B
IEFA
Ishares Tr

ETFs
64.9K
+ 8.56%
$67.83 - $84.09 $4.4M - $5.46M
823K $68.7B
RTX
Raytheon Technologies Corp

Industrials
72.5K
+ 194.75%
$113.75 - $148.48 $8.25M - $10.8M
110K $16B
GS
Goldman Sachs Group Inc

Financial Services
14.3K
+ 264.27%
$462.22 - $707.75 $6.61M - $10.1M
19.7K $14B
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.6K
+ 24.01%
$320.42 - $424.58 $5M - $6.62M
80.6K $34.2B
ISRG
Intuitive Surgical Inc

Healthcare
18.1K
+ 127.98%
$451.58 - $565.94 $8.19M - $10.3M
32.3K $17.6B
NOW
Service Now, Inc.

Technology
8.98K
+ 163.52%
$721.65 - $1040.18 $6.48M - $9.34M
14.5K $14.9B
WMT
Walmart Inc.

Consumer Defensive
94.6K
+ 133.26%
$81.79 - $99.98 $7.74M - $9.46M
166K $16.2B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29.9K
+ 71.74%
$141.37 - $228.57 $4.22M - $6.83M
71.5K $16.2B
PM
Philip Morris International Inc.

Consumer Defensive
45K
+ 121.22%
$149.23 - $184.95 $6.71M - $8.32M
82.1K $14.9B
ASML
Asml Holding Nv

Technology
9.58K
+ 200.48%
$595.37 - $815.24 $5.7M - $7.81M
14.4K $11.5B
PRI
Primerica, Inc.

Financial Services
30.2K
+ 936.47%
$244.39 - $290.62 $7.39M - $8.78M
33.4K $9.15B
BAC
Bank Of America Corp

Financial Services
155K
+ 99.32%
$34.39 - $47.46 $5.32M - $7.34M
310K $14.7B
FISV
Fiserv Inc

Technology
54K
+ 208.95%
N/A
79.8K $13.8B
MET
Metlife Inc

Financial Services
97.4K
+ 222.58%
$68.42 - $82.49 $6.66M - $8.03M
141K $11.4B
BK
Bank Of New York Mellon Corp

Financial Services
82.1K
+ 226.28%
$73.31 - $91.62 $6.02M - $7.52M
118K $10.8B
NVS
Novartis Ag

Healthcare
60.9K
+ 233.53%
$101.96 - $121.01 $6.21M - $7.38M
87K $10.5B
LOW
Lowes Companies Inc

Consumer Cyclical
35.2K
+ 120.46%
$210.83 - $235.28 $7.41M - $8.27M
64.3K $14.3B
SNY
Sanofi

Healthcare
164K
+ 228.93%
$47.62 - $55.44 $7.81M - $9.09M
236K $11.4B
SPGI
S&P Global Inc.

Financial Services
13.2K
+ 62.73%
$438.31 - $527.29 $5.81M - $6.98M
34.4K $18.1B
CRWD
Crowd Strike Holdings, Inc.

Technology
12.5K
+ 197.49%
$321.63 - $509.31 $4.02M - $6.37M
18.8K $9.6B
CI
Cigna Corp

Healthcare
22.2K
+ 232.8%
$301.89 - $340.04 $6.7M - $7.54M
31.7K $10.5B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
46.2K
+ 1059.97%
$139.81 - $165.8 $6.46M - $7.67M
50.6K $7.86B
EME
Emcor Group, Inc.

Industrials
12.9K
+ 982.71%
$342.02 - $534.89 $4.41M - $6.9M
14.2K $7.6B
GILD
Gilead Sciences, Inc.

Healthcare
63.3K
+ 239.43%
$96.91 - $113.0 $6.13M - $7.15M
89.7K $9.95B
APH
Amphenol Corp

Technology
37.3K
+ 39.96%
$59.09 - $98.75 $2.2M - $3.68M
130K $12.9B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34.1K
+ 121.1%
$212.1 - $244.27 $7.22M - $8.32M
62.2K $13.6B
CMCSA
Comcast Corp

Communication Services
189K
+ 227.25%
$32.84 - $36.72 $6.2M - $6.94M
272K $9.71B
Activity Summary
Buys All Purchases 881 New Holdings 398 Increased Positions 483 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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