Callan Capital, LLC Incresed Positions in Q4 2024

Callan Capital, LLC

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
135
+ 0.06%
$554.08 - $632.68 $74.8K - $85.4K
226K $133M
TSLA
Tesla, Inc.

Consumer Cyclical
479
+ 2.58%
$213.65 - $479.86 $102K - $230K
19.1K $7.7M
AVUV
American Centy ETF Tr Avantis

ETFs
10.6K
+ 3.5%
$94.37 - $106.41 $1M - $1.13M
315K $30.4M
AVGO
Broadcom Inc.

Technology
380
+ 2.62%
$159.67 - $250.0 $60.7K - $95K
14.9K $3.44M
NFLX
Netflix Inc

Communication Services
224
+ 7.2%
$687.65 - $936.56 $154K - $210K
3.34K $2.97M
FNDA
Schwab Fundamental U S Small C

ETFs
347K
+ 107.87%
$29.26 - $59.11 $10.2M - $20.5M
669K $19.9M
VCR
Vanguard Consumer Discretionar

ETFs
237
+ 1.45%
$328.51 - $401.37 $77.9K - $95.1K
16.6K $6.24M
FNDX
Schwab Fundamental U S Large C

ETFs
2.5M
+ 205.3%
$23.49 - $71.77 $58.8M - $180M
3.72M $88.1M
AVES
American Centy ETF Tr Avantis

ETFs
16.9K
+ 47.8%
$46.2 - $53.09 $780K - $896K
52.2K $2.41M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.94M
+ 194.22%
$22.01 - $66.82 $86.6M - $263M
5.96M $135M
JPM
Jpmorgan Chase & CO

Financial Services
906
+ 8.71%
$205.18 - $250.29 $186K - $227K
11.3K $2.71M
CRM
Salesforce, Inc.

Technology
738
+ 26.64%
$270.87 - $367.87 $200K - $271K
3.51K $1.17M
TM
Toyota Motor Corp

Consumer Cyclical
1.69K
+ 39.84%
$169.2 - $199.52 $286K - $337K
5.93K $1.15M
KHC
Kraft Heinz CO

Consumer Defensive
12.7K
+ 219.08%
$30.1 - $36.02 $383K - $459K
18.5K $569K
NOW
Service Now, Inc.

Technology
58
+ 3.37%
$867.18 - $1148.42 $50.3K - $66.6K
1.78K $1.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
723
+ 1.9%
$94.43 - $105.47 $68.3K - $76.3K
38.7K $3.93M
MFG
Mizuho Financial Group Inc

Financial Services
26K
+ 15.91%
$4.05 - $5.26 $105K - $137K
189K $925K
EXC
Exelon Corp

Utilities
6.35K
+ 110.42%
$36.22 - $40.97 $230K - $260K
12.1K $455K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.9K
+ 18.51%
$9.95 - $12.23 $109K - $133K
69.8K $819K
NMR
Nomura Holdings Inc

Financial Services
26.1K
+ 23.36%
$5.05 - $6.25 $132K - $163K
138K $798K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
490
+ 85.22%
$417.69 - $450.94 $205K - $221K
1.07K $453K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
12.1K
+ 30.96%
$16.2 - $17.97 $196K - $217K
51.2K $872K
CRDF
Cardiff Oncology, Inc.

Healthcare
10.1K
+ 11.05%
$2.31 - $5.35 $23.3K - $54.1K
102K $440K
MT
Arcelor Mittal

Basic Materials
11K
+ 53.83%
$22.93 - $26.51 $253K - $293K
31.6K $729K
V
Visa Inc.

Financial Services
230
+ 8.23%
$273.87 - $320.91 $63K - $73.8K
3.02K $955K
UNM
Unum Group

Financial Services
996
+ 12.35%
$58.88 - $77.07 $58.6K - $76.8K
9.06K $661K
L
Loews Corp

Financial Services
1.78K
+ 44.77%
$76.49 - $87.05 $136K - $155K
5.76K $487K
SONY
Sony Group Corp

Technology
39.3K
+ 441.41%
$17.53 - $96.8 $688K - $3.8M
48.2K $1.02M
T
At&T Inc.

Communication Services
5.77K
+ 24.65%
$21.22 - $23.88 $122K - $138K
29.2K $664K
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 0.34%
$570.51 - $610.59 $19.4K - $20.8K
10.1K $5.97M
MO
Altria Group, Inc.

Consumer Defensive
2.4K
+ 25.24%
$49.06 - $57.74 $118K - $139K
11.9K $622K
HON
Honeywell International Inc

Industrials
320
+ 13.19%
$202.84 - $236.0 $64.9K - $75.5K
2.75K $620K
ETN
Eaton Corp PLC

Industrials
329
+ 26.9%
$326.96 - $377.52 $108K - $124K
1.55K $515K
WFC
Wells Fargo & Company

Financial Services
373
+ 6.19%
$54.98 - $77.35 $20.5K - $28.9K
6.4K $449K
BIIB
Biogen Inc.

Healthcare
970
+ 87.78%
$146.47 - $191.55 $142K - $186K
2.08K $317K
ABT
Abbott Laboratories

Healthcare
946
+ 14.99%
$111.93 - $119.39 $106K - $113K
7.26K $820K
HSBC
Hsbc Holdings PLC

Financial Services
1.36K
+ 17.69%
$43.83 - $49.51 $59.4K - $67.1K
9.01K $445K
GS
Goldman Sachs Group Inc

Financial Services
47
+ 5.16%
$486.1 - $608.57 $22.8K - $28.6K
958 $548K
DIS
Walt Disney CO

Communication Services
31
+ 0.51%
$92.39 - $117.6 $2.86K - $3.65K
6.08K $676K
DUK
Duke Energy Corp

Utilities
1.06K
+ 36.91%
$105.76 - $120.76 $112K - $128K
3.94K $424K
C
Citigroup Inc

Financial Services
655
+ 11.72%
$61.31 - $72.5 $40.2K - $47.5K
6.25K $439K
G
Genpact LTD

Technology
1.05K
+ 9.58%
$38.17 - $46.82 $39.9K - $49K
12K $513K
PSO
Pearson PLC

Communication Services
2.64K
+ 17.21%
$13.3 - $16.28 $35.1K - $42.9K
18K $289K
MA
Mastercard Inc

Financial Services
7
+ 0.3%
$491.3 - $536.15 $3.44K - $3.75K
2.34K $1.23M
AER
Aer Cap Holdings N.V.

Industrials
764
+ 27.91%
$91.85 - $100.3 $70.2K - $76.6K
3.5K $335K
BSX
Boston Scientific Corp

Healthcare
592
+ 16.26%
$83.62 - $91.5 $49.5K - $54.2K
4.23K $378K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.78K
+ 32.38%
$75.95 - $88.05 $135K - $157K
7.29K $555K
PPL
Ppl Corp

Utilities
2.13K
+ 13.94%
$31.47 - $35.0 $67.1K - $74.6K
17.4K $565K
TXN
Texas Instruments Inc

Technology
301
+ 9.15%
N/A
3.59K $698K
Activity Summary
Buys All Purchases 162 New Holdings 26 Increased Positions 136 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 4 Puts 0
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