Family Management Corp New Holdings in Q4 2024

Family Management Corp

  • $613 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
27.8K
New
$216.72 - $244.71 $6.03M - $6.81M
27.8K $6.55M
VLUE
Ishares Msci Usa Value Factor

ETFs
33.1K
New
$104.01 - $115.38 $3.45M - $3.82M
33.1K $3.5M
BMY
Bristol Myers Squibb CO

Healthcare
59.8K
New
$51.92 - $59.94 $3.11M - $3.59M
59.8K $3.38M
HUM
Humana Inc

Healthcare
12.7K
New
$233.89 - $304.18 $2.97M - $3.86M
12.7K $3.22M
PINS
Pinterest, Inc.

Communication Services
73.6K
New
$28.24 - $34.15 $2.08M - $2.51M
73.6K $2.13M
NVS
Novartis Ag

Healthcare
20.1K
New
$96.78 - $117.18 $1.95M - $2.36M
20.1K $1.96M
HOLX
Hologic Inc

Healthcare
25.4K
New
$70.76 - $83.72 $1.8M - $2.12M
25.4K $1.83M
LYB
Lyondell Basell Industries N.V.

Basic Materials
24K
New
$72.97 - $96.75 $1.75M - $2.33M
24K $1.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.75K
New
$94.43 - $105.47 $449K - $501K
4.75K $482K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.43K
New
$82.28 - $117.52 $446K - $638K
5.43K $460K
PLTR
Palantir Technologies Inc.

Technology
2.7K
New
$36.46 - $82.38 $98.5K - $223K
2.7K $204K
CEG
Constellation Energy Corp

Utilities
910
New
$224.28 - $285.52 $204K - $260K
910 $204K
HON
Honeywell International Inc

Industrials
890
New
$202.84 - $236.0 $181K - $210K
890 $201K
IVE
Ishares S&P 500 Value ETF

ETFs
530
New
$189.5 - $206.17 $100K - $109K
530 $101K
XLE
Energy Sector Spdr

ETFs
464
New
$83.32 - $97.27 $38.7K - $45.1K
464 $39K
XLF
Financial Sector Spdr

ETFs
582
New
$44.89 - $51.34 $26.1K - $29.9K
582 $28K
TMQ
Trilogy Metals Inc.

Basic Materials
10K
New
$0.48 - $1.33 $4.8K - $13.3K
10K $11K
XLK
Technology Sector Spdr

ETFs
26
New
$220.26 - $241.44 $5.73K - $6.28K
26 $6K
XLC
Select Sector Spdr Tr Communic

ETFs
28
New
$89.66 - $102.16 $2.51K - $2.86K
28 $2K
XLY
Select Sector Spdr Consumer Di

ETFs
13
New
$194.8 - $239.43 $2.53K - $3.11K
13 $2K
XLP
Consumer Staples Sector Spdr

ETFs
29
New
N/A
29 $2K
XLU
Utilities Sector Spdr

ETFs
16
New
$74.89 - $82.93 $1.2K - $1.33K
16 $1K
IAI
Ishares Tr Us Broker Dealers &

ETFs
10
New
$127.59 - $153.41 $1.28K - $1.53K
10 $1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
0
New
$25.33 - $51.16 $0 - $0
0 $0
Brookfield Corp
9.8K
New
N/A
9.8K $0
Landbridge Company LLC
16.4K
New
N/A
16.4K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
14
New
$40.06 - $45.21 $561 - $633
14 $0
Super Micro Computer Inc
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 98 New Holdings 29 Increased Positions 69 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 8
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