Family Management Corp Incresed Positions in Q1 2025

Family Management Corp

  • $582 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
25.2K
+ 90.42%
$210.19 - $243.33 $5.29M - $6.12M
53K $11.2M
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
JLL
Jones Lang Lasalle Inc

Real Estate
11.2K
+ 146.65%
$238.0 - $284.76 $2.66M - $3.19M
18.8K $4.67M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
24.9K
+ 3.91%
$100.32 - $100.76 $2.5M - $2.51M
661K $66.5M
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
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
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
C
Citigroup Inc

Financial Services
3.33K
+ 3.93%
$67.23 - $84.63 $224K - $282K
88K $6.25M
NRZ
New Residential Investment Corp.

Real Estate
36.4K
+ 19.04%
N/A
228K $1.65M
HUM
Humana Inc

Healthcare
425
+ 3.35%
$249.11 - $303.11 $106K - $129K
13.1K $3.47M
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
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
GLD
Spdr Gold Trust

ETFs
219
+ 8.86%
$243.19 - $288.14 $53.3K - $63.1K
2.69K $775K
VOT
Vanguard Mid Cap Growth Index

ETFs
794
+ 13.11%
$237.72 - $276.98 $189K - $220K
6.85K $1.68M
CB
Chubb LTD

Financial Services
200
+ 16.52%
$257.71 - $301.99 $51.5K - $60.4K
1.41K $426K
FAST
Fastenal CO

Industrials
485
+ 5.32%
$71.11 - $79.98 $34.5K - $38.8K
9.6K $744K
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 18.75%
$1739.0 - $2260.0 $47K - $61K
171 $333K
AMGN
Amgen Inc

Healthcare
75
+ 6.67%
$258.59 - $327.36 $19.4K - $24.6K
1.2K $373K
UNP
Union Pacific Corp

Industrials
300
+ 28.36%
$225.21 - $254.42 $67.6K - $76.3K
1.36K $320K
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.49K
+ 6.78%
$14.46 - $15.96 $64.9K - $71.6K
70.7K $1.07M
XLE
Energy Sector Spdr

ETFs
450
+ 96.98%
$85.7 - $93.96 $38.6K - $42.3K
914 $85K
CRWD
Crowd Strike Holdings, Inc.

Technology
88
+ 7.1%
$308.86 - $455.36 $27.2K - $40.1K
1.33K $467K
NFLX
Netflix Inc

Communication Services
25
+ 6.89%
$828.4 - $1058.6 $20.7K - $26.5K
388 $361K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.75K
+ 7.27%
$69.82 - $78.67 $122K - $137K
25.8K $1.82M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.2%
$725.72 - $929.72 $726 - $930
503 $415K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
237
+ 16.36%
$113.22 - $126.36 $26.8K - $29.9K
1.69K $193K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.35%
$56.51 - $62.98 $170 - $189
869 $52K
J P Morgan Exchange Traded F
710
+ 14.2%
N/A
5.71K $0
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 3.51%
$183.02 - $207.75 $366 - $416
59 $10K
VB
Vanguard Small Cap ETF

ETFs
3
+ 2.0%
$217.89 - $252.64 $654 - $758
153 $33K
PEP
Pepsico Inc

Consumer Defensive
31
+ 0.91%
$142.64 - $156.42 $4.42K - $4.85K
3.42K $512K
MS
Morgan Stanley

Financial Services
100
+ 5.13%
$111.68 - $141.08 $11.2K - $14.1K
2.05K $239K
PFE
Pfizer Inc

Healthcare
353
+ 2.24%
$25.01 - $27.13 $8.83K - $9.58K
16.1K $408K
SHOP
Shopify Inc.

Technology
127
+ 5.3%
$90.59 - $129.31 $11.5K - $16.4K
2.53K $241K
NVO
Novo Nordisk A S

Healthcare
520
+ 15.39%
$69.3 - $90.95 $36K - $47.3K
3.9K $270K
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
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