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
TJX
Tjx Companies Inc

Consumer Cyclical
6.58K
+ 267.32%
$112.15 - $127.2 $737K - $836K
9.04K $1.09B
UPS
United Parcel Service Inc

Industrials
6.51K
+ 351.08%
$122.65 - $138.35 $798K - $901K
8.36K $1.05B
ECL
Ecolab Inc.

Basic Materials
3.44K
+ 201.94%
$234.32 - $261.43 $806K - $899K
5.14K $1.2B
LSTR
Landstar System Inc

Industrials
4.45K
+ 394.24%
$171.86 - $192.81 $765K - $858K
5.58K $959M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.85K
+ 11.55%
$113.92 - $127.38 $780K - $872K
66.1K $7.62B
EMR
Emerson Electric CO

Industrials
5.09K
+ 147.3%
$108.13 - $134.33 $551K - $684K
8.55K $1.06B
WTW
Willis Towers Watson PLC

Financial Services
2.07K
+ 160.86%
$287.99 - $332.53 $595K - $687K
3.35K $1.05B
ACWI
Ishares Msci Acwi ETF

ETFs
5.9K
+ 31.06%
$117.05 - $123.03 $690K - $725K
24.9K $2.92B
CRVL
Corvel Corp

Financial Services
7.08K
+ 809.95%
$111.26 - $370.61 $788K - $2.62M
7.95K $885M
PRU
Prudential Financial Inc

Financial Services
4.85K
+ 250.44%
$114.59 - $129.52 $555K - $628K
6.78K $804M
KAI
Kadant Inc

Industrials
1.53K
+ 252.55%
$316.45 - $422.93 $485K - $648K
2.14K $738M
ROLL
Rbc Bearings Inc

Industrials
1.73K
+ 251.67%
N/A
2.42K $723M
MMM
3 M CO

Industrials
3.53K
+ 186.67%
$124.74 - $137.12 $440K - $484K
5.42K $699M
LHX
L3 Harris Technologies, Inc.

Industrials
2.43K
+ 92.39%
$208.94 - $264.22 $507K - $641K
5.05K $1.06B
BMY
Bristol Myers Squibb CO

Healthcare
7.04K
+ 152.8%
$51.92 - $59.94 $365K - $422K
11.6K $658M
BRO
Brown & Brown, Inc.

Financial Services
4.14K
+ 67.69%
$100.93 - $113.42 $418K - $469K
10.2K $1.05B
SPG
Simon Property Group Inc

Real Estate
2.3K
+ 143.61%
$167.23 - $183.84 $385K - $423K
3.91K $672M
GD
General Dynamics Corp

Industrials
1.81K
+ 83.4%
$260.28 - $314.03 $472K - $570K
3.99K $1.05B
MO
Altria Group, Inc.

Consumer Defensive
6.56K
+ 159.18%
$49.06 - $57.74 $322K - $379K
10.7K $559M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.62K
+ 194.0%
$219.66 - $257.62 $355K - $417K
2.45K $542M
URI
United Rentals, Inc.

Industrials
525
+ 87.65%
$704.44 - $880.32 $370K - $462K
1.12K $792M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
586
+ 56.89%
$338.38 - $446.21 $198K - $261K
1.62K $703M
ITW
Illinois Tool Works Inc

Industrials
1.16K
+ 90.41%
$253.56 - $278.5 $294K - $323K
2.44K $619M
IEMG
Ishares Inc

ETFs
9.08K
+ 23.99%
N/A
46.9K $2.45B
CHD
Church & Dwight CO Inc

Consumer Defensive
2.49K
+ 119.34%
$99.11 - $112.25 $247K - $280K
4.58K $480M
SNV
Synovus Financial Corp

Financial Services
1.62K
+ 7.14%
$42.5 - $58.73 $68.7K - $94.9K
24.2K $1.24B
SHV
Ishares Tr

ETFs
2.05K
+ 18.3%
$109.92 - $110.57 $225K - $226K
13.2K $1.46B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.55K
+ 127.87%
$31.24 - $37.15 $236K - $281K
13.5K $432M
IAU
Ishares Gold Trust

ETFs
4.27K
+ 3.95%
$48.37 - $52.65 $206K - $225K
112K $5.56B
Brookfield Corp
2.28K
+ 21.07%
N/A
13.1K $752M
FITB
Fifth Third Bancorp

Financial Services
5.2K
+ 6.29%
$41.76 - $48.44 $217K - $252K
87.7K $3.71B
KLAC
Kla Corp

Technology
376
+ 61.34%
$614.46 - $829.55 $231K - $312K
989 $623M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14
+ 0.37%
$481.22 - $538.17 $6.74K - $7.53K
3.76K $1.92B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
990
+ 28.83%
$75.65 - $83.47 $74.9K - $82.6K
4.42K $337M
REET
Ishares Global Reit ETF

ETFs
13.6K
+ 12.9%
$23.43 - $26.54 $319K - $361K
119K $2.85B
OZK
Bank Ozk

Financial Services
440
+ 8.09%
$41.39 - $50.55 $18.2K - $22.2K
5.88K $262M
VO
Vanguard Mid Cap ETF

ETFs
22
+ 0.49%
$261.5 - $284.63 $5.75K - $6.26K
4.53K $1.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.56%
$124.61 - $133.96 $1.25K - $1.34K
1.81K $233M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 0.05%
$563.99 - $620.12 $6.2K - $6.82K
20.7K $11.8B
LKQ
Lkq Corp

Consumer Cyclical
484
+ 6.71%
$36.0 - $39.99 $17.4K - $19.4K
7.7K $283M
EFV
Msci Eafe Value ETF

ETFs
6.75K
+ 6.32%
$51.78 - $57.15 $350K - $386K
114K $5.96B
VNQ
Vanguard Specialized Funds Van

ETFs
635
+ 2.12%
$87.85 - $98.6 $55.8K - $62.6K
30.6K $2.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.46K
+ 4.47%
$44.04 - $49.49 $328K - $369K
174K $7.67B
EEM
Ishares Msci Emerging Markets

ETFs
2.1K
+ 1.71%
$41.82 - $47.36 $87.8K - $99.4K
125K $5.21B
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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