Family Management Corp Incresed Positions in Q2 2025

Family Management Corp

  • $629 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.05K
+ 238.8%
$416.06 - $551.64 $3.76M - $4.99M
12.8K $7.08M
SHEL
Shell PLC

Energy
62.3K
+ 1582.97%
$59.75 - $73.05 $3.72M - $4.55M
66.2K $4.66M
NRG
Nrg Energy, Inc.

Utilities
1.51K
+ 2.93%
$83.61 - $162.67 $126K - $245K
52.9K $8.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.29K
+ 3.14%
$496.48 - $617.85 $642K - $799K
42.5K $26.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
308
+ 30.92%
$4164.15 - $5789.24 $1.28M - $1.78M
1.3K $7.55M
GILD
Gilead Sciences, Inc.

Healthcare
26K
+ 103.65%
$96.91 - $113.0 $2.52M - $2.94M
51.2K $5.67M
PFE
Pfizer Inc

Healthcare
116K
+ 720.76%
$21.59 - $24.84 $2.51M - $2.89M
132K $3.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.48K
+ 2.34%
$152.42 - $182.82 $530K - $636K
152K $27.8M
SHV
Ishares Tr

ETFs
15.7K
+ 4.85%
$110.06 - $110.46 $1.73M - $1.73M
339K $37.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
16K
+ 294.4%
$99.37 - $134.05 $1.59M - $2.14M
21.4K $2.43M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.28K
+ 3.6%
$108.12 - $135.04 $354K - $442K
94.3K $12.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.66K
+ 3.93%
$97.68 - $121.38 $358K - $445K
96.9K $11.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15.3K
+ 86.84%
$85.42 - $94.39 $1.31M - $1.45M
33K $3.09M
C
Citigroup Inc

Financial Services
2.15K
+ 2.44%
$58.13 - $85.12 $125K - $183K
90.1K $7.67M
EOG
Eog Resources Inc

Energy
11.2K
+ 45.32%
$104.61 - $129.97 $1.17M - $1.45M
35.9K $4.29M
AXP
American Express CO

Financial Services
11
+ 0.05%
$231.39 - $318.98 $2.55K - $3.51K
22.2K $7.08M
IVV
Ishares Core S&P 500 ETF

ETFs
661
+ 14.85%
$498.8 - $620.9 $330K - $410K
5.11K $3.17M
CAT
Caterpillar Inc

Industrials
234
+ 2.35%
$273.94 - $388.21 $64.1K - $90.8K
10.2K $3.95M
QCOM
Qualcomm Inc

Technology
1.6K
+ 4.63%
$124.66 - $159.48 $200K - $255K
36.2K $5.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
552
+ 27.07%
$456.74 - $568.03 $252K - $314K
2.59K $1.47M
KR
Kroger CO

Consumer Defensive
381
+ 0.44%
$64.62 - $74.0 $24.6K - $28.2K
86.9K $6.23M
FCNCA
First Citizens Bancshares Inc

Financial Services
52
+ 2.8%
$1561.69 - $1966.55 $81.2K - $102K
1.91K $3.73M
BK
Bank Of New York Mellon Corp

Financial Services
189
+ 0.52%
$73.31 - $91.62 $13.9K - $17.3K
36.3K $3.31M
OEF
Ishares S&P 100 ETF

ETFs
1.01K
+ 4.64%
N/A
22.8K $6.06M
JLL
Jones Lang Lasalle Inc

Real Estate
356
+ 1.89%
$204.57 - $256.96 $72.8K - $91.5K
19.2K $4.91M
NVS
Novartis Ag

Healthcare
74
+ 0.35%
$101.96 - $121.01 $7.55K - $8.95K
21K $2.54M
NFLX
Netflix Inc

Communication Services
27
+ 6.96%
$855.86 - $1339.13 $23.1K - $36.2K
415 $555K
GOOG
Alphabet Inc.

Communication Services
46
+ 0.61%
$146.58 - $180.01 $6.74K - $8.28K
7.61K $1.35M
LMT
Lockheed Martin Corp

Industrials
73
+ 0.92%
$430.82 - $486.45 $31.4K - $35.5K
7.97K $3.69M
ORCL
Oracle Corp

Technology
156
+ 10.73%
$122.82 - $218.63 $19.2K - $34.1K
1.61K $351K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.01%
$19.6 - $24.44 $176 - $220
61.7K $1.51M
IAU
Ishares Gold Trust

ETFs
147
+ 0.39%
$56.1 - $64.74 $8.25K - $9.52K
38.3K $2.39M
ADBE
Adobe Inc.

Technology
266
+ 2.83%
$340.0 - $420.68 $90.4K - $112K
9.65K $3.73M
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
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
IVW
Ishares S&P 500 Growth ETF

ETFs
304
+ 6.4%
$82.96 - $110.1 $25.2K - $33.5K
5.05K $556K
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
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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