Family Management Corp Incresed Positions in Q4 2024

Family Management Corp

  • $613 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
12.2K
+ 54.79%
$267.35 - $305.57 $3.25M - $3.71M
34.3K $10.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20.6K
+ 435.32%
$172.07 - $207.36 $3.54M - $4.26M
25.3K $4.99M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
39.8K
+ 6.67%
$100.22 - $100.73 $3.99M - $4.01M
636K $63.9M
GIS
General Mills Inc

Consumer Defensive
52.9K
+ 1320.53%
$62.78 - $74.62 $3.32M - $3.95M
56.9K $3.63M
OEF
Ishares S&P 100 ETF

ETFs
10.2K
+ 200.33%
N/A
15.3K $4.08M
NVDA
Nvidia Corp

Technology
5.23K
+ 3.38%
$117.0 - $148.88 $612K - $779K
160K $21.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.92K
+ 2.92%
$180.88 - $232.93 $347K - $447K
67.7K $14.9M
META
Meta Platforms, Inc.

Communication Services
3.75K
+ 22.6%
$554.08 - $632.68 $2.08M - $2.37M
20.3K $12M
GOOGL
Alphabet Inc.

Communication Services
2.71K
+ 3.36%
$161.86 - $196.66 $439K - $533K
83.4K $15.8M
AAPL
Apple Inc.

Technology
1.48K
+ 1.56%
$221.69 - $259.02 $328K - $384K
96.3K $24.1M
AJX
Great Ajax Corp.

Real Estate
392K
+ 109.4%
$2.77 - $3.34 $1.09M - $1.31M
750K $2.2M
VLO
Valero Energy Corp

Energy
8.93K
+ 61.34%
$118.59 - $144.02 $1.06M - $1.29M
23.5K $2.88M
V
Visa Inc.

Financial Services
778
+ 4.81%
$273.87 - $320.91 $213K - $250K
17K $5.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.1K
+ 156.82%
$50.37 - $50.6 $909K - $914K
29.6K $1.49M
C
Citigroup Inc

Financial Services
3.86K
+ 4.78%
$61.31 - $72.5 $237K - $280K
84.7K $5.96M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
+ 4.27%
$4100.99 - $5300.34 $160K - $207K
952 $4.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.48K
+ 5.25%
$124.26 - $134.12 $557K - $601K
89.8K $11.6M
MPC
Marathon Petroleum Corp

Energy
7.95K
+ 66.18%
$131.65 - $174.84 $1.05M - $1.39M
20K $2.78M
JPM
Jpmorgan Chase & CO

Financial Services
912
+ 4.37%
$205.18 - $250.29 $187K - $228K
21.8K $5.22M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.47K
+ 6.82%
$111.85 - $120.71 $611K - $660K
85.6K $9.86M
VTI
Vanguard Total Stock Market Et

ETFs
2.3K
+ 78.86%
$280.04 - $302.45 $645K - $696K
5.22K $1.51M
NRZ
New Residential Investment Corp.

Real Estate
84.4K
+ 78.86%
N/A
191K $1.39M
ELV
Elevance Health, Inc.

Healthcare
4.62K
+ 63.08%
$365.96 - $514.62 $1.69M - $2.38M
11.9K $4.41M
QCOM
Qualcomm Inc

Technology
6.42K
+ 23.97%
$150.4 - $178.04 $966K - $1.14M
33.2K $5.1M
KR
Kroger CO

Consumer Defensive
3.1K
+ 3.74%
$55.21 - $63.3 $171K - $196K
86.1K $5.26M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
11K
+ 59.34%
$42.35 - $47.59 $465K - $522K
29.5K $1.25M
AVGO
Broadcom Inc.

Technology
93
+ 1.37%
$159.67 - $250.0 $14.8K - $23.3K
6.91K $1.6M
GM
General Motors CO

Consumer Cyclical
1.51K
+ 4.41%
$44.82 - $60.2 $67.5K - $90.6K
35.7K $1.9M
MSFT
Microsoft Corp

Technology
1.89K
+ 3.39%
$406.35 - $454.46 $769K - $860K
57.7K $24.3M
BK
Bank Of New York Mellon Corp

Financial Services
1.74K
+ 5.24%
$70.82 - $81.87 $123K - $143K
35K $2.69M
VOT
Vanguard Mid Cap Growth Index

ETFs
943
+ 18.45%
$241.48 - $274.89 $228K - $259K
6.06K $1.54M
VTV
Vanguard Value ETF

ETFs
3.09K
+ 7.03%
$168.32 - $181.87 $519K - $561K
47K $7.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.8K
+ 1.65%
$176.42 - $186.91 $494K - $524K
173K $30.8M
DE
Deere & CO

Industrials
436
+ 4.58%
$389.45 - $466.0 $170K - $203K
9.95K $4.22M
IVV
Ishares Core S&P 500 ETF

ETFs
266
+ 6.37%
$570.51 - $610.59 $152K - $162K
4.44K $2.62M
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
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
NOW
Service Now, Inc.

Technology
1
+ 0.3%
$867.18 - $1148.42 $867 - $1.15K
329 $348K
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
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
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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