Callan Family Office, LLC Portfolio Holdings
Callan Family Office, LLC
- $1.33 Trillion
- Q1 2025
Callan Family Office, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 543 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $95.3B, Ishares Tr with a value of $57.4B, Apple Inc. with a value of $49.6B, Microsoft Corp with a value of $45.9B, and Ishares Core S&P Mid Cap ETF with a value of $30B.
Examining the 13F form we can see an decrease of $239B in the current position value, from $1.57T to 1.33T.
Callan Family Office, LLC is based out at Radnor, PA
Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 543
- Current Value $1.33 Trillion
- Prior Value $1.57 Trillion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 137 stocks
- Sold out of 0 stocks
- Reduced holdings in 340 stocks