Family Management Corp Purchases in Q4 2024

Family Management Corp

  • $613 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
94
+ 1.3%
$163.08 - $198.16 $15.3K - $18.6K
7.32K $1.39M
EOG
Eog Resources Inc

Energy
1.57K
+ 7.03%
$118.22 - $136.54 $186K - $215K
23.9K $2.93M
MSTR
Microstrategy Inc

Technology
30
+ 2.24%
$162.69 - $473.83 $4.88K - $14.2K
1.37K $396K
NRG
Nrg Energy, Inc.

Utilities
2.19K
+ 3.89%
$85.3 - $101.61 $187K - $222K
58.5K $5.28M
IVE
Ishares S&P 500 Value ETF

ETFs
530
New
$189.5 - $206.17 $100K - $109K
530 $101K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 4.21%
$275.15 - $388.2 $13.8K - $19.4K
1.24K $423K
RDVY
First Trust Rising Dividend Ac

ETFs
1.32K
+ 2.41%
$58.65 - $64.37 $77.2K - $84.7K
56K $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
303
+ 3.17%
$442.29 - $483.08 $134K - $146K
9.87K $4.47M
NFLX
Netflix Inc

Communication Services
6
+ 1.68%
$687.65 - $936.56 $4.13K - $5.62K
363 $323K
PG
Procter & Gamble CO

Consumer Defensive
1.31K
+ 4.5%
$161.05 - $179.7 $211K - $235K
30.4K $5.09M
COP
Conocophillips

Energy
681
+ 21.78%
$95.12 - $114.72 $64.8K - $78.1K
3.81K $377K
MA
Mastercard Inc

Financial Services
17
+ 1.74%
$491.3 - $536.15 $8.35K - $9.11K
993 $522K
XLE
Energy Sector Spdr

ETFs
464
New
$83.32 - $97.27 $38.7K - $45.1K
464 $39K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
339
+ 150.0%
$115.08 - $119.55 $39K - $40.5K
565 $65K
SCHX
Schwab Strategic Tr Us Large C

ETFs
41.8K
+ 200.05%
$22.4 - $68.28 $937K - $2.86M
62.7K $1.45M
XLF
Financial Sector Spdr

ETFs
582
New
$44.89 - $51.34 $26.1K - $29.9K
582 $28K
IWM
Ishares Russell 2000 ETF

ETFs
110
+ 224.49%
$216.13 - $242.4 $23.8K - $26.7K
159 $35K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.14%
$873.59 - $994.69 $874 - $995
706 $646K
RTX
Raytheon Technologies Corp

Industrials
294
+ 8.94%
$114.45 - $127.21 $33.6K - $37.4K
3.58K $414K
TMQ
Trilogy Metals Inc.

Basic Materials
10K
New
$0.48 - $1.33 $4.8K - $13.3K
10K $11K
IWB
Ishares Tr Russell 1000 ETF

ETFs
25
+ 7.14%
$311.11 - $335.64 $7.78K - $8.39K
375 $120K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112
+ 2.48%
$61.68 - $67.87 $6.91K - $7.6K
4.63K $288K
PH
Parker Hannifin Corp

Industrials
6
+ 1.09%
$621.74 - $709.46 $3.73K - $4.26K
558 $354K
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
IAI
Ishares Tr Us Broker Dealers &

ETFs
10
New
$127.59 - $153.41 $1.28K - $1.53K
10 $1K
XLU
Utilities Sector Spdr

ETFs
16
New
$74.89 - $82.93 $1.2K - $1.33K
16 $1K
Simplify Exchange Traded Fun
33.8K
+ 19.31%
N/A
209K $0
Super Micro Computer Inc
20K
New
N/A
20K $0
Brookfield Corp
9.8K
New
N/A
9.8K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
14
New
$40.06 - $45.21 $561 - $633
14 $0
Landbridge Company LLC
16.4K
New
N/A
16.4K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
0
New
$25.33 - $51.16 $0 - $0
0 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.26K
+ 200.0%
$27.54 - $83.04 $145K - $437K
7.9K $218K
OC
Owens Corning

Industrials
524
+ 3.53%
$169.41 - $210.81 $88.8K - $110K
15.4K $2.62M
PANW
Palo Alto Networks Inc

Technology
636
+ 86.41%
$181.96 - $405.9 $116K - $258K
1.37K $249K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48
+ 0.89%
$113.92 - $127.38 $5.47K - $6.11K
5.46K $628K
HD
Home Depot, Inc.

Consumer Cyclical
598
+ 3.23%
$385.02 - $431.37 $230K - $258K
19.1K $7.43M
AFL
Aflac Inc

Financial Services
1.34K
+ 4.74%
$100.37 - $115.27 $134K - $154K
29.5K $3.06M
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.06%
$338.75 - $399.71 $678 - $799
3.24K $1.1M
CAT
Caterpillar Inc

Industrials
310
+ 3.36%
$360.37 - $416.88 $112K - $129K
9.54K $3.46M
MRK
Merck & Co., Inc.

Healthcare
1.61K
+ 4.4%
$96.31 - $114.76 $155K - $185K
38.3K $3.81M
LMT
Lockheed Martin Corp

Industrials
259
+ 4.69%
$479.66 - $614.62 $124K - $159K
5.78K $2.81M
TOL
Toll Brothers, Inc.

Consumer Cyclical
736
+ 3.75%
$123.8 - $167.8 $91.1K - $124K
20.4K $2.57M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
124
+ 3.1%
$701.85 - $1046.91 $87K - $130K
4.12K $2.94M
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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