Callan Family Office, LLC New Holdings in Q4 2024

Callan Family Office, LLC

  • $1.57 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
96K
New
$79.1 - $95.7 $7.59M - $9.18M
96K $8.67B
ISRG
Intuitive Surgical Inc

Healthcare
14.5K
New
$471.27 - $550.62 $6.81M - $7.96M
14.5K $7.54B
NOW
Service Now, Inc.

Technology
5.65K
New
$867.18 - $1148.42 $4.9M - $6.48M
5.65K $5.98B
Blackrock Inc
5.62K
New
N/A
5.62K $5.76B
ADP
Automatic Data Processing Inc

Industrials
17.8K
New
$280.08 - $307.97 $4.99M - $5.48M
17.8K $5.21B
SCHW
Schwab Charles Corp

Financial Services
69.9K
New
$63.31 - $82.85 $4.43M - $5.79M
69.9K $5.17B
AXP
American Express CO

Financial Services
13.4K
New
$267.35 - $305.57 $3.59M - $4.1M
13.4K $3.98B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
69.6K
New
$52.1 - $57.26 $3.63M - $3.98M
69.6K $3.63B
SNY
Sanofi

Healthcare
71.2K
New
$45.89 - $57.31 $3.27M - $4.08M
71.2K $3.44B
JCI
Johnson Controls International PLC

Industrials
41.5K
New
$74.23 - $86.6 $3.08M - $3.6M
41.5K $3.28B
MS
Morgan Stanley

Financial Services
25.4K
New
$104.42 - $134.99 $2.65M - $3.43M
25.4K $3.2B
MAR
Marriott International Inc

Consumer Cyclical
11.4K
New
$246.06 - $292.59 $2.81M - $3.35M
11.4K $3.19B
NSC
Norfolk Southern Corp

Industrials
13.2K
New
$230.6 - $277.0 $3.04M - $3.65M
13.2K $3.09B
TXN
Texas Instruments Inc

Technology
16.2K
New
N/A
16.2K $3.04B
SHEL
Shell PLC

Energy
47.7K
New
$60.63 - $70.23 $2.89M - $3.35M
47.7K $2.99B
BK
Bank Of New York Mellon Corp

Financial Services
38.4K
New
$70.82 - $81.87 $2.72M - $3.14M
38.4K $2.95B
DFS
Discover Financial Services

Financial Services
16.6K
New
$136.3 - $182.67 $2.26M - $3.03M
16.6K $2.87B
KR
Kroger CO

Consumer Defensive
46.8K
New
$55.21 - $63.3 $2.58M - $2.96M
46.8K $2.86B
GILD
Gilead Sciences, Inc.

Healthcare
30.6K
New
$83.95 - $97.9 $2.57M - $2.99M
30.6K $2.83B
BHP
Bhp Group LTD

Basic Materials
53.5K
New
$48.78 - $62.43 $2.61M - $3.34M
53.5K $2.61B
NVO
Novo Nordisk A S

Healthcare
30.3K
New
$85.0 - $120.04 $2.57M - $3.64M
30.3K $2.6B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
43.2K
New
$55.73 - $66.16 $2.41M - $2.86M
43.2K $2.6B
CI
Cigna Corp

Healthcare
9.41K
New
$265.59 - $358.58 $2.5M - $3.37M
9.41K $2.6B
MUSA
Murphy Usa Inc.

Consumer Cyclical
5.05K
New
$473.11 - $555.48 $2.39M - $2.81M
5.05K $2.54B
HON
Honeywell International Inc

Industrials
11.2K
New
$202.84 - $236.0 $2.27M - $2.64M
11.2K $2.53B
AMT
American Tower Corp

Real Estate
12.8K
New
$179.4 - $232.01 $2.3M - $2.97M
12.8K $2.35B
WM
Waste Management Inc

Industrials
11.6K
New
$201.79 - $228.46 $2.33M - $2.64M
11.6K $2.33B
CRWD
Crowd Strike Holdings, Inc.

Technology
6.8K
New
$275.15 - $388.2 $1.87M - $2.64M
6.8K $2.33B
AMD
Advanced Micro Devices Inc

Technology
19.1K
New
$118.88 - $172.8 $2.27M - $3.29M
19.1K $2.3B
CME
Cme Group Inc.

Financial Services
9.88K
New
$221.17 - $246.02 $2.19M - $2.43M
9.88K $2.3B
BCS
Barclays PLC

Financial Services
168K
New
$11.65 - $13.67 $1.96M - $2.3M
168K $2.24B
INTU
Intuit Inc

Technology
3.51K
New
$602.01 - $706.25 $2.11M - $2.48M
3.51K $2.21B
CRM
Salesforce, Inc.

Technology
6.49K
New
$270.87 - $367.87 $1.76M - $2.39M
6.49K $2.17B
EQIX
Equinix Inc

Real Estate
2.3K
New
$865.69 - $985.0 $1.99M - $2.27M
2.3K $2.17B
SCHX
Schwab Strategic Tr Us Large C

ETFs
93K
New
$22.4 - $68.28 $2.08M - $6.35M
93K $2.16B
SONY
Sony Group Corp

Technology
101K
New
$17.53 - $96.8 $1.77M - $9.78M
101K $2.14B
COP
Conocophillips

Energy
21.3K
New
$95.12 - $114.72 $2.02M - $2.44M
21.3K $2.11B
SAP
Sap Se

Technology
8.47K
New
$218.13 - $255.54 $1.85M - $2.16M
8.47K $2.09B
AMP
Ameriprise Financial Inc

Financial Services
3.91K
New
$473.15 - $574.01 $1.85M - $2.25M
3.91K $2.08B
RSG
Republic Services, Inc.

Industrials
10.3K
New
$198.0 - $218.75 $2.04M - $2.25M
10.3K $2.07B
TDY
Teledyne Technologies Inc

Technology
4.42K
New
$436.59 - $489.24 $1.93M - $2.16M
4.42K $2.05B
WMB
Williams Companies, Inc.

Energy
37.8K
New
$46.37 - $59.74 $1.75M - $2.26M
37.8K $2.05B
CARR
Carrier Global Corp

Industrials
29.6K
New
$66.69 - $82.65 $1.97M - $2.44M
29.6K $2.02B
HDB
Hdfc Bank LTD

Financial Services
31.3K
New
$59.45 - $68.01 $1.86M - $2.13M
31.3K $2B
TTE
Total Energies Se

Energy
36.2K
New
N/A
36.2K $1.97B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
136K
New
$12.27 - $15.41 $1.67M - $2.1M
136K $1.97B
HLN
Haleon PLC

Healthcare
206K
New
$9.23 - $10.71 $1.91M - $2.21M
206K $1.97B
OXY
Occidental Petroleum Corp

Energy
39.8K
New
$45.36 - $55.91 $1.8M - $2.22M
39.8K $1.97B
PH
Parker Hannifin Corp

Industrials
3.09K
New
$621.74 - $709.46 $1.92M - $2.19M
3.09K $1.97B
Activity Summary
Buys All Purchases 593 New Holdings 448 Increased Positions 145 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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