Family Management Corp Sells in Q2 2025

Family Management Corp

  • $629 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-86.6K
- 13.1%
$100.04 - $100.54 $8.66M - $8.71M
575K $57.8M
PG
Procter & Gamble CO

Consumer Defensive
-26.7K
- 85.32%
$157.66 - $172.39 $4.2M - $4.6M
4.59K $731K
TPL
Texas Pacific Land Corp

Energy
-1.74K
- 30.96%
$1036.28 - $1430.55 $1.8M - $2.49M
3.88K $4.09M
MRK
Merck & Co., Inc.

Healthcare
-35.4K
- 89.32%
$73.47 - $87.12 $2.6M - $3.08M
4.23K $334K
AAPL
Apple Inc.

Technology
-1.12K
- 1.05%
$172.42 - $223.89 $193K - $250K
106K $21.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.9K
- 26.15%
$167.32 - $223.3 $2.49M - $3.33M
42.1K $9.23M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-30.8K
- 26.88%
$50.48 - $50.71 $1.55M - $1.56M
83.8K $4.25M
HD
Home Depot, Inc.

Consumer Cyclical
-2.69K
- 13.73%
$335.24 - $380.78 $903K - $1.03M
16.9K $6.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-138
- 3.28%
$483.07 - $625.6 $66.7K - $86.3K
4.07K $2.13M
IWY
Ishares Tr Russell 200 Growth

ETFs
-9.8K
- 18.5%
$187.5 - $246.51 $1.84M - $2.42M
43.2K $10.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.65K
- 12.89%
$91.43 - $91.74 $426K - $427K
31.5K $2.89M
UNH
Unitedhealth Group Inc

Healthcare
-86
- 11.42%
$274.35 - $599.47 $23.6K - $51.6K
667 $208K
VIG
Vanguard Dividend Appreciation

ETFs
-917
- 0.93%
N/A
97.4K $17.7M
XOM
Exxon Mobil Corp

Energy
-669
- 10.58%
$99.93 - $119.04 $66.9K - $79.6K
5.66K $609K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.33K
- 6.97%
$81.46 - $94.63 $190K - $220K
31.1K $2.94M
ARCC
Ares Capital Corp

Financial Services
-5.81K
- 8.32%
$18.91 - $22.43 $110K - $130K
64.1K $1.41M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-6.95K
- 17.06%
N/A
33.8K $658K
AJX
Great Ajax Corp.

Real Estate
-45.7K
- 6.17%
N/A
695K $2.04M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-6.83K
- 9.67%
$13.03 - $15.28 $89K - $104K
63.8K $935K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-7.09K
- 9.65%
$19.33 - $22.25 $137K - $158K
66.4K $1.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.69K
- 5.71%
$50.36 - $50.68 $85K - $85.5K
27.9K $1.41M
PEP
Pepsico Inc

Consumer Defensive
-169
- 4.94%
$128.02 - $151.37 $21.6K - $25.6K
3.25K $429K
PGR
Progressive Corp

Financial Services
-64
- 2.11%
$255.27 - $288.74 $16.3K - $18.5K
2.96K $790K
IBB
Ishares Biotechnology ETF

ETFs
-433
- 28.25%
$112.02 - $129.0 $48.5K - $55.9K
1.1K $139K
VO
Vanguard Mid Cap ETF

ETFs
-233
- 33.19%
$228.54 - $279.83 $53.2K - $65.2K
469 $131K
VTV
Vanguard Value ETF

ETFs
-1.44K
- 2.77%
$153.67 - $176.74 $222K - $255K
50.7K $8.96M
XLE
Energy Sector Spdr

ETFs
-450
- 49.23%
$76.44 - $94.13 $34.4K - $42.4K
464 $39K
AMGN
Amgen Inc

Healthcare
-24
- 2.0%
$262.28 - $309.85 $6.29K - $7.44K
1.18K $328K
COP
Conocophillips

Energy
-85
- 3.44%
$82.66 - $106.1 $7.03K - $9.02K
2.39K $214K
NVO
Novo Nordisk A S

Healthcare
-569
- 14.59%
$58.08 - $81.05 $33K - $46.1K
3.33K $229K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-339
- 60.0%
$116.93 - $119.39 $39.6K - $40.5K
226 $26K
AEP
American Electric Power CO Inc

Utilities
-192
- 8.15%
$98.59 - $109.11 $18.9K - $20.9K
2.17K $224K
XLF
Financial Sector Spdr

ETFs
-500
- 85.91%
$43.92 - $52.37 $22K - $26.2K
82 $4K
UNP
Union Pacific Corp

Industrials
-39
- 2.87%
$208.27 - $238.46 $8.12K - $9.3K
1.32K $303K
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.02K
- 6.24%
$93.5 - $113.21 $188K - $228K
30.3K $3.43M
GLD
Spdr Gold Trust

ETFs
-166
- 6.17%
$273.71 - $316.29 $45.4K - $52.5K
2.52K $769K
KO
Coca Cola CO

Consumer Defensive
-21
- 0.66%
$68.37 - $73.9 $1.44K - $1.55K
3.14K $222K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-60
- 12.74%
$224.16 - $285.86 $13.4K - $17.2K
411 $117K
RTX
Raytheon Technologies Corp

Industrials
-325
- 9.91%
$113.75 - $148.48 $37K - $48.3K
2.95K $431K
T
At&T Inc.

Communication Services
-253
- 3.38%
$26.33 - $28.94 $6.66K - $7.32K
7.24K $209K
Simplify Exchange Traded Fun
-6.58K
- 3.2%
N/A
199K $0
VB
Vanguard Small Cap ETF

ETFs
-3
- 1.96%
$193.73 - $237.37 $581 - $712
150 $35K
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 3.7%
$908.13 - $1056.85 $22.7K - $26.4K
651 $644K
CTAS
Cintas Corp

Industrials
-9
- 0.52%
$190.11 - $227.66 $1.71K - $2.05K
1.71K $380K
MS
Morgan Stanley

Financial Services
-100
- 4.88%
$99.83 - $140.86 $9.98K - $14.1K
1.95K $274K
IBM
International Business Machines Corp

Technology
-76
- 3.26%
$221.03 - $294.78 $16.8K - $22.4K
2.26K $665K
VOT
Vanguard Mid Cap Growth Index

ETFs
-567
- 8.28%
$216.28 - $284.39 $123K - $161K
6.28K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-76
- 3.15%
$320.42 - $424.58 $24.4K - $32.3K
2.34K $993K
CRWD
Crowd Strike Holdings, Inc.

Technology
-133
- 10.02%
$321.63 - $509.31 $42.8K - $67.7K
1.19K $608K
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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