Family Management Corp Purchases in Q2 2025

Family Management Corp

  • $629 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
266
+ 2.83%
$340.0 - $420.68 $90.4K - $112K
9.65K $3.73M
ERIC
Ericsson Lm Telephone CO

Technology
16K
New
$6.77 - $8.86 $108K - $142K
16K $135K
AMCR
Amcor PLC

Consumer Cyclical
14.7K
New
$8.57 - $9.81 $126K - $145K
14.7K $135K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.63K
+ 11.97%
$34.34 - $40.99 $90.3K - $108K
24.6K $1M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.06%
$81.79 - $99.98 $573 - $700
12.4K $1.21M
MA
Mastercard Inc

Financial Services
196
+ 21.05%
$479.92 - $590.74 $94.1K - $116K
1.13K $633K
V
Visa Inc.

Financial Services
119
+ 0.68%
$308.27 - $373.31 $36.7K - $44.4K
17.5K $6.21M
FFND
Northern Lts Fd Tr Ii Future F

ETFs
4.38K
New
$22.1 - $27.77 $96.8K - $122K
4.38K $121K
SHOP
Shopify Inc.

Technology
605
+ 23.96%
$76.89 - $115.35 $46.5K - $69.8K
3.13K $361K
CRM
Salesforce, Inc.

Technology
56
+ 0.24%
$236.26 - $291.15 $13.2K - $16.3K
23.7K $6.48M
NOW
Service Now, Inc.

Technology
31
+ 9.25%
$721.65 - $1040.18 $22.4K - $32.2K
366 $376K
ETN
Eaton Corp PLC

Industrials
73
+ 7.82%
$246.52 - $356.99 $18K - $26.1K
1.01K $359K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
672
+ 512.98%
$113.67 - $150.4 $76.4K - $101K
803 $120K
ABBV
Abb Vie Inc.

Healthcare
685
+ 61.27%
$170.16 - $206.27 $117K - $141K
1.8K $334K
MSTR
Microstrategy Inc

Technology
5
+ 0.61%
$237.95 - $421.61 $1.19K - $2.11K
825 $333K
PHM
Pultegroup Inc

Consumer Cyclical
195
+ 0.8%
$92.02 - $106.54 $17.9K - $20.8K
24.5K $2.58M
GE
General Electric CO

Industrials
40
+ 3.51%
$166.81 - $257.39 $6.67K - $10.3K
1.18K $303K
ISRG
Intuitive Surgical Inc

Healthcare
76
+ 12.65%
$451.58 - $565.94 $34.3K - $43K
677 $367K
FAST
Fastenal CO

Industrials
9.6K
+ 100.0%
$40.65 - $83.16 $390K - $798K
19.2K $806K
BX
Blackstone Inc.

Financial Services
125
+ 3.21%
$120.07 - $151.11 $15K - $18.9K
4.02K $601K
MLM
Martin Marietta Materials Inc

Basic Materials
25
+ 4.23%
$452.51 - $568.19 $11.3K - $14.2K
616 $338K
PH
Parker Hannifin Corp

Industrials
3
+ 0.56%
$517.23 - $700.54 $1.55K - $2.1K
543 $379K
DGRO
Ishares Core Dividend Growth E

ETFs
771
New
$55.22 - $63.94 $42.6K - $49.3K
771 $49K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
377
+ 8.15%
$51.16 - $62.02 $19.3K - $23.4K
5K $310K
TDG
Trans Digm Group Inc

Industrials
9
+ 5.06%
$1231.75 - $1520.64 $11.1K - $13.7K
187 $284K
IVE
Ishares S&P 500 Value ETF

ETFs
155
+ 29.25%
$168.34 - $195.42 $26.1K - $30.3K
685 $133K
IWB
Ishares Tr Russell 1000 ETF

ETFs
30
+ 8.0%
$272.36 - $339.57 $8.17K - $10.2K
405 $137K
PFF
Ishares Trust Ishares Pfd And

ETFs
683
New
$29.0 - $30.68 $19.8K - $21K
683 $20K
XLK
Technology Sector Spdr

ETFs
68
+ 261.54%
$179.73 - $253.23 $12.2K - $17.2K
94 $23K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
57
New
$180.84 - $240.32 $10.3K - $13.7K
57 $13K
NRZ
New Residential Investment Corp.

Real Estate
1.83K
+ 0.8%
N/A
230K $1.66M
XLC
Select Sector Spdr Tr Communic

ETFs
95
+ 339.29%
$86.13 - $108.53 $8.18K - $10.3K
123 $13K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31
New
$171.4 - $227.1 $5.31K - $7.04K
31 $7K
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.69%
$54.19 - $67.22 $325 - $403
875 $58K
Ssga Active Tr
11.8K
New
N/A
11.8K $0
TUA
Simpl Exch Traded Fds Sht Term
33.3K
New
N/A
33.3K $0
Blackrock ETF Trust Ii
20.2K
+ 25.74%
N/A
98.6K $0
Bank America Corp
6
New
N/A
6 $0
Brookfield Asset Managmt LTD
3.79K
New
N/A
3.79K $0
Corpay Inc
50
+ 0.61%
N/A
8.26K $0
Ishares Bitcoin Trust ETF
28.5K
New
N/A
28.5K $0
Bitmine Immersion Tecnologie
14.8K
New
N/A
14.8K $0
J P Morgan Exchange Traded F
770
+ 13.49%
N/A
6.48K $0
Aeva Technologies Inc
22.3K
New
N/A
22.3K $0
Pimco ETF Tr
114K
+ 47.38%
N/A
356K $0
Landbridge Company LLC
717
+ 4.38%
N/A
17.1K $0
Northern Lts Fd Tr Ii
4.18K
New
N/A
4.18K $0
Wells Fargo CO New
10
New
N/A
10 $0
UNM
Unum Group

Financial Services
132
+ 0.48%
$70.48 - $82.91 $9.3K - $10.9K
27.8K $2.25M
Activity Summary
Buys All Purchases 112 New Holdings 33 Increased Positions 79 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 1 Puts 6
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