Family Management Corp Incresed Positions in Q3 2025

Family Management Corp

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.3K
+ 64.67%
$546.99 - $602.2 $4.54M - $5M
21.1K $12.7M
AAPL
Apple Inc.

Technology
611
+ 0.58%
$202.38 - $256.87 $124K - $157K
106K $27.1M
GOOGL
Alphabet Inc.

Communication Services
423
+ 0.61%
$174.36 - $254.72 $73.8K - $108K
69.7K $16.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
7.62K
+ 17.65%
$243.93 - $275.62 $1.86M - $2.1M
50.8K $13.9M
CDNS
Cadence Design Systems Inc

Technology
8.47K
+ 1296.63%
$309.46 - $373.37 $2.62M - $3.16M
9.12K $3.2M
FOXA
Fox Corp

Communication Services
37.7K
+ 118.8%
$53.87 - $63.06 $2.03M - $2.38M
69.4K $4.37M
CF
Cf Industries Holdings, Inc.

Basic Materials
22.4K
+ 49.14%
$80.91 - $98.75 $1.81M - $2.21M
68K $6.1M
IAU
Ishares Gold Trust

ETFs
19.5K
+ 51.06%
$61.62 - $72.77 $1.2M - $1.42M
57.8K $4.21M
C
Citigroup Inc

Financial Services
2.24K
+ 2.49%
$85.57 - $103.49 $192K - $232K
92.4K $9.38M
IXUS
Ishares Tr

ETFs
14.4K
+ 22.2%
$76.35 - $82.58 $1.1M - $1.19M
79K $6.53M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
500
+ 2.34%
$103.83 - $179.9 $51.9K - $90K
21.9K $3.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.6K
+ 2.75%
$135.0 - $146.02 $350K - $379K
96.9K $14.1M
EOG
Eog Resources Inc

Energy
14.7K
+ 40.89%
$112.12 - $126.1 $1.64M - $1.85M
50.5K $5.67M
JNJ
Johnson & Johnson

Healthcare
569
+ 1.56%
$155.17 - $185.42 $88.3K - $106K
36.9K $6.85M
MSFT
Microsoft Corp

Technology
473
+ 0.99%
$491.09 - $535.64 $232K - $253K
48.4K $25.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
329
+ 0.34%
$121.46 - $130.92 $40K - $43.1K
97.2K $12.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.53K
+ 65.33%
$420.11 - $472.68 $642K - $722K
3.87K $1.81M
BK
Bank Of New York Mellon Corp

Financial Services
303
+ 0.83%
$90.65 - $109.75 $27.5K - $33.3K
36.6K $3.99M
SNA
Snap On Inc

Industrials
258
+ 1.68%
$313.01 - $346.53 $80.8K - $89.4K
15.6K $5.41M
VTV
Vanguard Value ETF

ETFs
719
+ 1.42%
$175.51 - $186.57 $126K - $134K
51.4K $9.59M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 0.78%
$282.78 - $316.06 $49.5K - $55.3K
22.6K $7.11M
GOOG
Alphabet Inc.

Communication Services
367
+ 4.82%
$175.16 - $255.24 $64.3K - $93.7K
7.98K $1.94M
MPC
Marathon Petroleum Corp

Energy
175
+ 0.86%
$158.59 - $198.69 $27.8K - $34.8K
20.6K $3.97M
AJX
Great Ajax Corp.

Real Estate
191K
+ 27.5%
N/A
886K $2.6M
QCOM
Qualcomm Inc

Technology
1.67K
+ 4.61%
$145.84 - $173.55 $243K - $289K
37.8K $6.3M
AVGO
Broadcom Inc.

Technology
541
+ 8.51%
$264.74 - $369.57 $143K - $200K
6.9K $2.28M
ASML
Asml Holding Nv

Technology
345
+ 103.29%
$689.63 - $968.09 $238K - $334K
679 $657K
ORCL
Oracle Corp

Technology
810
+ 50.31%
$218.96 - $328.33 $177K - $266K
2.42K $680K
GILD
Gilead Sciences, Inc.

Healthcare
2.78K
+ 5.43%
$108.22 - $120.47 $301K - $335K
54K $5.99M
SHEL
Shell PLC

Energy
2.78K
+ 4.2%
$69.82 - $73.93 $194K - $206K
69K $4.93M
ABBV
Abb Vie Inc.

Healthcare
817
+ 45.31%
$184.85 - $231.54 $151K - $189K
2.62K $606K
HUM
Humana Inc

Healthcare
234
+ 1.77%
$220.41 - $312.0 $51.6K - $73K
13.4K $3.49M
AFL
Aflac Inc

Financial Services
631
+ 2.05%
$98.09 - $111.7 $61.9K - $70.5K
31.5K $3.51M
RDVY
First Trust Rising Dividend Ac

ETFs
1.54K
+ 5.54%
$62.38 - $67.29 $96.3K - $104K
29.4K $1.98M
PFE
Pfizer Inc

Healthcare
1.93K
+ 1.46%
$23.29 - $25.88 $45K - $50K
134K $3.42M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
7.71K
+ 11.61%
$22.18 - $22.83 $171K - $176K
74.1K $1.69M
AMZN
Amazon Com Inc

Consumer Cyclical
866
+ 2.06%
$211.65 - $238.24 $183K - $206K
42.9K $9.43M
WFC
Wells Fargo & Company

Financial Services
2.14K
+ 49.4%
$77.05 - $85.16 $165K - $182K
6.48K $542K
BAC
Bank Of America Corp

Financial Services
2.87K
+ 45.4%
$44.92 - $52.42 $129K - $150K
9.19K $474K
CSCO
Cisco Systems, Inc.

Technology
2.57K
+ 71.56%
$66.2 - $71.79 $170K - $185K
6.17K $421K
SHOP
Shopify Inc.

Technology
338
+ 10.8%
$112.11 - $157.12 $37.9K - $53.1K
3.47K $515K
XLF
Financial Sector Spdr

ETFs
2.5K
+ 3051.22%
$51.37 - $54.25 $129K - $136K
2.58K $139K
OC
Owens Corning

Industrials
488
+ 2.94%
$136.56 - $157.69 $66.6K - $77K
17.1K $2.42M
ERIC
Ericsson Lm Telephone CO

Technology
16.5K
+ 102.83%
$7.2 - $8.55 $119K - $141K
32.5K $268K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.47K
+ 53.37%
$50.09 - $50.73 $124K - $125K
7.1K $358K
MA
Mastercard Inc

Financial Services
196
+ 17.39%
$550.18 - $598.96 $108K - $117K
1.32K $752K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.01%
$24.46 - $26.5 $196 - $212
61.7K $1.62M
PBT
Permian Basin Royalty Trust

Energy
2.12K
+ 16.83%
$12.46 - $18.83 $26.5K - $40K
14.7K $269K
ETN
Eaton Corp PLC

Industrials
225
+ 22.34%
$342.99 - $392.76 $77.2K - $88.4K
1.23K $461K
Activity Summary
Buys All Purchases 126 New Holdings 48 Increased Positions 78 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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