Family Management Corp Purchases in Q1 2025

Family Management Corp

  • $582 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNA
Snap On Inc

Industrials
14.8K
New
$324.09 - $358.62 $4.78M - $5.29M
14.8K $4.97M
IWY
Ishares Tr Russell 200 Growth

ETFs
25.2K
+ 90.42%
$210.19 - $243.33 $5.29M - $6.12M
53K $11.2M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.86K
New
$1728.36 - $2231.14 $3.21M - $4.14M
1.86K $3.44M
PPC
Pilgrims Pride Corp

Consumer Defensive
61.2K
New
$44.52 - $55.93 $2.73M - $3.43M
61.2K $3.34M
CAH
Cardinal Health Inc

Healthcare
23.3K
New
$118.02 - $137.77 $2.75M - $3.21M
23.3K $3.21M
ADBE
Adobe Inc.

Technology
8.28K
+ 747.11%
$377.84 - $464.11 $3.13M - $3.84M
9.39K $3.6M
META
Meta Platforms, Inc.

Communication Services
5.72K
+ 28.12%
$576.36 - $736.67 $3.3M - $4.21M
26.1K $15M
DFS
Discover Financial Services

Financial Services
17.2K
New
$152.99 - $203.25 $2.62M - $3.49M
17.2K $2.93M
GILD
Gilead Sciences, Inc.

Healthcare
25.1K
New
$89.14 - $117.41 $2.24M - $2.95M
25.1K $2.82M
JLL
Jones Lang Lasalle Inc

Real Estate
11.2K
+ 146.65%
$238.0 - $284.76 $2.66M - $3.19M
18.8K $4.67M
UNM
Unum Group

Financial Services
27.7K
New
$71.8 - $83.34 $1.99M - $2.31M
27.7K $2.26M
OEF
Ishares S&P 100 ETF

ETFs
6.44K
+ 41.99%
N/A
21.8K $5.79M
JNJ
Johnson & Johnson

Healthcare
6.57K
+ 22.94%
$142.06 - $167.7 $934K - $1.1M
35.2K $5.84M
VTV
Vanguard Value ETF

ETFs
5.16K
+ 10.97%
$167.73 - $179.21 $865K - $924K
52.1K $9.01M
V
Visa Inc.

Financial Services
413
+ 2.44%
$306.92 - $362.71 $127K - $150K
17.4K $6.09M
LMT
Lockheed Martin Corp

Industrials
2.12K
+ 36.61%
$423.19 - $506.29 $895K - $1.07M
7.9K $3.53M
KR
Kroger CO

Consumer Defensive
407
+ 0.47%
$58.36 - $67.72 $23.8K - $27.6K
86.5K $5.85M
IBM
International Business Machines Corp

Technology
2.33K
New
$217.4 - $264.74 $507K - $618K
2.33K $580K
IAU
Ishares Gold Trust

ETFs
2.2K
+ 6.11%
$49.74 - $58.96 $109K - $130K
38.1K $2.25M
BMY
Bristol Myers Squibb CO

Healthcare
2.87K
+ 4.8%
$53.9 - $63.11 $155K - $181K
62.7K $3.82M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.66K
+ 8.95%
$108.02 - $120.45 $828K - $923K
93.2K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.53K
+ 6.55%
$551.42 - $612.93 $1.4M - $1.55M
41.2K $23M
NVS
Novartis Ag

Healthcare
806
+ 4.0%
$97.14 - $115.57 $78.3K - $93.1K
20.9K $2.33M
LQDA
Liquidia Corp

Healthcare
25.2K
New
$11.36 - $16.5 $286K - $416K
25.2K $371K
BK
Bank Of New York Mellon Corp

Financial Services
1.18K
+ 3.37%
$75.42 - $88.95 $88.8K - $105K
36.1K $3.03M
AFL
Aflac Inc

Financial Services
974
+ 3.3%
$100.99 - $111.19 $98.4K - $108K
30.5K $3.39M
JPM
Jpmorgan Chase & CO

Financial Services
753
+ 3.46%
$225.19 - $279.95 $170K - $211K
22.5K $5.53M
ISRG
Intuitive Surgical Inc

Healthcare
601
New
$476.63 - $610.45 $286K - $367K
601 $297K
SHEL
Shell PLC

Energy
3.93K
New
$62.84 - $73.29 $247K - $288K
3.93K $288K
C
Citigroup Inc

Financial Services
3.33K
+ 3.93%
$67.23 - $84.63 $224K - $282K
88K $6.25M
MLM
Martin Marietta Materials Inc

Basic Materials
591
New
$460.39 - $552.64 $272K - $327K
591 $282K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.36K
New
$78.0 - $84.37 $262K - $283K
3.36K $268K
NRZ
New Residential Investment Corp.

Real Estate
36.4K
+ 19.04%
N/A
228K $1.65M
AEP
American Electric Power CO Inc

Utilities
2.36K
New
$90.32 - $109.27 $213K - $258K
2.36K $257K
HUM
Humana Inc

Healthcare
425
+ 3.35%
$249.11 - $303.11 $106K - $129K
13.1K $3.47M
TDG
Trans Digm Group Inc

Industrials
178
New
$1251.32 - $1394.11 $223K - $248K
178 $246K
PM
Philip Morris International Inc.

Consumer Defensive
1.49K
New
$117.15 - $158.79 $175K - $237K
1.49K $236K
PG
Procter & Gamble CO

Consumer Defensive
880
+ 2.9%
$158.56 - $176.26 $140K - $155K
31.3K $5.33M
EOG
Eog Resources Inc

Energy
769
+ 3.22%
$120.54 - $138.05 $92.7K - $106K
24.7K $3.17M
ABBV
Abb Vie Inc.

Healthcare
1.12K
New
$169.2 - $216.66 $189K - $242K
1.12K $234K
GE
General Electric CO

Industrials
1.14K
New
$168.59 - $212.13 $192K - $241K
1.14K $227K
POOL
Pool Corp

Industrials
702
New
$314.92 - $364.31 $221K - $256K
702 $223K
TMUS
T Mobile Us, Inc.

Communication Services
833
New
$211.3 - $272.83 $176K - $227K
833 $222K
ASML
Asml Holding Nv

Technology
334
New
$662.63 - $776.99 $221K - $260K
334 $221K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.1K
New
$51.45 - $58.51 $211K - $240K
4.1K $212K
T
At&T Inc.

Communication Services
7.5K
New
$21.56 - $28.28 $162K - $212K
7.5K $211K
QCOM
Qualcomm Inc

Technology
1.37K
+ 4.13%
$151.94 - $175.86 $208K - $241K
34.6K $5.31M
XOM
Exxon Mobil Corp

Energy
1.21K
+ 23.76%
$105.44 - $118.93 $128K - $144K
6.32K $752K
MPC
Marathon Petroleum Corp

Energy
527
+ 2.64%
$134.72 - $159.03 $71K - $83.8K
20.5K $2.98M
Activity Summary
Buys All Purchases 104 New Holdings 36 Increased Positions 68 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 3 Puts 2
Track This Portfolio

Track Family Management Corp Portfolio

Follow Family Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Family Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email