Callan Family Office, LLC Incresed Positions in Q4 2024

Callan Family Office, LLC

  • $1.57 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
80.8K
+ 1302.53%
$37.39 - $45.14 $3.02M - $3.65M
87K $3.27B
AMGN
Amgen Inc

Healthcare
11.8K
+ 550.42%
$258.78 - $328.31 $3.05M - $3.87M
13.9K $3.63B
XOM
Exxon Mobil Corp

Energy
27.5K
+ 278.37%
$105.51 - $125.37 $2.9M - $3.44M
37.3K $4.02B
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
NVS
Novartis Ag

Healthcare
27K
+ 1418.88%
$96.78 - $117.18 $2.61M - $3.16M
28.9K $2.81B
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
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
VTI
Vanguard Total Stock Market Et

ETFs
6.9K
+ 13.04%
$280.04 - $302.45 $1.93M - $2.09M
59.8K $17.3B
ABC
Amerisourcebergen Corp

Healthcare
10.4K
+ 602.56%
N/A
12.1K $2.71B
NEE
Nextera Energy Inc

Utilities
30.3K
+ 1036.56%
$69.77 - $85.43 $2.11M - $2.59M
33.2K $2.38B
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
DHR
Danaher Corp

Healthcare
9.32K
+ 511.46%
$226.16 - $274.52 $2.11M - $2.56M
11.1K $2.56B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.8K
+ 6.65%
$94.43 - $105.47 $1.02M - $1.13M
173K $17.5B
ROST
Ross Stores, Inc.

Consumer Cyclical
12.6K
+ 586.43%
$138.59 - $156.61 $1.74M - $1.97M
14.7K $2.23B
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
325
+ 0.59%
$370.24 - $418.94 $120K - $136K
55.7K $22.4B
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
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
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
BX
Blackstone Inc.

Financial Services
8.08K
+ 354.14%
$148.45 - $199.05 $1.2M - $1.61M
10.4K $1.79B
QCOM
Qualcomm Inc

Technology
9.55K
+ 368.76%
$150.4 - $178.04 $1.44M - $1.7M
12.1K $1.87B
MC
Moelis & CO

Financial Services
16.8K
+ 549.66%
$65.74 - $80.49 $1.1M - $1.35M
19.8K $1.46B
ZBRA
Zebra Technologies Corp

Technology
2.96K
+ 164.3%
$360.09 - $411.94 $1.07M - $1.22M
4.77K $1.84B
DUK
Duke Energy Corp

Utilities
9.86K
+ 416.57%
$105.76 - $120.76 $1.04M - $1.19M
12.2K $1.32B
SHW
Sherwin Williams CO

Basic Materials
3.38K
+ 125.47%
$338.75 - $399.71 $1.15M - $1.35M
6.08K $2.07B
SCI
Service Corp International

Consumer Cyclical
12.8K
+ 482.03%
$73.36 - $88.6 $941K - $1.14M
15.5K $1.24B
PRI
Primerica, Inc.

Financial Services
3.68K
+ 273.81%
$265.71 - $304.93 $978K - $1.12M
5.02K $1.36B
MDT
Medtronic PLC

Healthcare
13K
+ 347.97%
$79.61 - $92.24 $1.03M - $1.19M
16.7K $1.33B
EME
Emcor Group, Inc.

Industrials
2.11K
+ 166.9%
$427.96 - $526.95 $904K - $1.11M
3.38K $1.53B
PEP
Pepsico Inc

Consumer Defensive
6.65K
+ 111.18%
$151.29 - $176.1 $1.01M - $1.17M
12.6K $1.92B
DHI
Horton D R Inc

Consumer Cyclical
6.77K
+ 491.65%
$137.24 - $194.56 $929K - $1.32M
8.15K $1.14B
STT
State Street Corp

Financial Services
8.49K
+ 309.4%
$85.96 - $100.78 $730K - $856K
11.2K $1.1B
IWM
Ishares Russell 2000 ETF

ETFs
3.87K
+ 7.65%
$216.13 - $242.4 $837K - $939K
54.5K $12B
XLE
Energy Sector Spdr

ETFs
10.1K
+ 369.26%
$83.32 - $97.27 $839K - $979K
12.8K $1.1B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5.16K
+ 250.78%
$165.45 - $196.93 $854K - $1.02M
7.22K $1.2B
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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