Callan Family Office, LLC Portfolio Holdings
Callan Family Office, LLC
- $1.57 Trillion
- Q4 2024
Callan Family Office, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.57 Trillion distributed in 627 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $94.6B, Apple Inc. with a value of $76.5B, Microsoft Corp with a value of $72.2B, Nvidia Corp with a value of $54.2B, and Ishares Tr with a value of $53B.
Examining the 13F form we can see an increase of $977B in the current position value, from $595B to 1.57T.
Callan Family Office, LLC is based out at Radnor, PA
Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.57 Trillion
ETFs: $467 Billion
Technology: $329 Billion
Financial Services: $183 Billion
Healthcare: $123 Billion
Consumer Cyclical: $118 Billion
Communication Services: $99.6 Billion
Industrials: $91.1 Billion
Consumer Defensive: $59.9 Billion
Other: $82.2 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 627
- Current Value $1.57 Trillion
- Prior Value $595 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 448 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 23 stocks