Family Management Corp Sells in Q4 2024

Family Management Corp

  • $613 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-29.3K
- 62.31%
$88.59 - $94.57 $2.6M - $2.77M
17.7K $1.57M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-43.9K
- 11.38%
$51.54 - $52.55 $2.26M - $2.31M
342K $17.7M
ADBE
Adobe Inc.

Technology
-4.57K
- 80.49%
$437.39 - $552.96 $2M - $2.53M
1.11K $492K
AMGN
Amgen Inc

Healthcare
-6.82K
- 85.85%
$258.78 - $328.31 $1.77M - $2.24M
1.13K $293K
SHV
Ishares Tr

ETFs
-16.1K
- 4.17%
$109.92 - $110.57 $1.77M - $1.78M
371K $40.8M
PHM
Pultegroup Inc

Consumer Cyclical
-6.62K
- 22.24%
$108.86 - $149.04 $721K - $986K
23.1K $2.52M
IXUS
Ishares Tr

ETFs
-17.5K
- 19.57%
$65.95 - $72.56 $1.15M - $1.27M
71.7K $4.75M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-19K
- 25.6%
$77.86 - $79.27 $1.48M - $1.51M
55.3K $4.31M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-8.91K
- 33.16%
$107.06 - $123.74 $954K - $1.1M
18K $1.96M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-18.2K
- 10.21%
$50.35 - $50.69 $916K - $922K
160K $8.07M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.7K
- 0.58%
$43.84 - $48.76 $74.6K - $83K
294K $12.9M
IEF
Ishares Barclays

ETFs
-6.02K
- 38.42%
$92.08 - $98.18 $555K - $591K
9.65K $892K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.44K
- 13.79%
$91.94 - $100.02 $500K - $544K
34K $3.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.97K
- 54.65%
$75.1 - $82.99 $449K - $496K
4.96K $374K
JNJ
Johnson & Johnson

Healthcare
-41
- 0.14%
$143.34 - $165.86 $5.88K - $6.8K
28.7K $4.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.66K
- 4.11%
$567.81 - $607.81 $940K - $1.01M
38.7K $22.7M
GLD
Spdr Gold Trust

ETFs
-1.24K
- 33.4%
$236.59 - $257.5 $293K - $319K
2.47K $598K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.03K
- 7.5%
$91.29 - $91.8 $277K - $278K
37.4K $3.42M
VIG
Vanguard Dividend Appreciation

ETFs
-1.45K
- 1.41%
N/A
101K $18.4M
XLV
Select Sector Spdr Fund Health

ETFs
-1.01K
- 33.08%
$136.28 - $154.74 $137K - $156K
2.03K $279K
VO
Vanguard Mid Cap ETF

ETFs
-630
- 46.26%
$261.5 - $284.63 $165K - $179K
732 $193K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-4.15K
- 5.09%
$21.42 - $22.58 $88.9K - $93.7K
77.3K $1.66M
JLL
Jones Lang Lasalle Inc

Real Estate
-13
- 0.17%
$246.93 - $283.67 $3.21K - $3.69K
7.63K $1.93M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.11K
- 34.97%
$89.81 - $104.0 $99.7K - $115K
2.06K $185K
NVO
Novo Nordisk A S

Healthcare
-48
- 1.4%
$85.0 - $120.04 $4.08K - $5.76K
3.38K $290K
LLY
Eli Lilly & CO

Healthcare
-64
- 11.31%
$727.2 - $932.06 $46.5K - $59.7K
502 $387K
UNP
Union Pacific Corp

Industrials
-340
- 24.32%
$223.15 - $249.32 $75.9K - $84.8K
1.06K $241K
XOM
Exxon Mobil Corp

Energy
-336
- 6.17%
$105.51 - $125.37 $35.5K - $42.1K
5.11K $549K
NMAI
Nuveen Multi Asset Income Fund

ETFs
-2.24K
- 4.88%
$11.86 - $13.16 $26.6K - $29.5K
43.7K $526K
PFE
Pfizer Inc

Healthcare
-1.27K
- 7.43%
$24.8 - $30.19 $31.4K - $38.2K
15.8K $418K
CB
Chubb LTD

Financial Services
-202
- 14.3%
$271.57 - $301.89 $54.9K - $61K
1.21K $334K
UNH
Unitedhealth Group Inc

Healthcare
-14
- 1.8%
$485.52 - $625.25 $6.8K - $8.75K
765 $386K
EPD
Enterprise Products Partners L.P.

Energy
-3.59K
- 16.92%
$28.66 - $34.43 $103K - $124K
17.6K $553K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 6.24%
$501.29 - $612.85 $13K - $15.9K
391 $203K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-2.21K
- 4.67%
N/A
45.2K $880K
TPL
Texas Pacific Land Corp

Energy
-1.6K
- 20.58%
$915.49 - $1730.0 $1.46M - $2.77M
6.17K $6.82M
IBB
Ishares Biotechnology ETF

ETFs
-55
- 2.82%
$131.21 - $148.85 $7.22K - $8.19K
1.9K $250K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-780
- 41.6%
$22.66 - $27.11 $17.7K - $21.1K
1.1K $25K
ORCL
Oracle Corp

Technology
-48
- 3.07%
$165.41 - $192.43 $7.94K - $9.24K
1.52K $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
-37
- 4.1%
$57.29 - $63.1 $2.12K - $2.33K
866 $49K
Apogee Therapeutics Inc
-1.07K
- 13.19%
N/A
7.01K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
-92
- 0.14%
$14.69 - $15.67 $1.35K - $1.44K
66.2K $1M
SHOP
Shopify Inc.

Technology
-253
- 9.54%
$78.14 - $119.49 $19.8K - $30.2K
2.4K $254K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.07K
- 12.66%
$45.39 - $62.98 $140K - $194K
21.2K $1.2M
ARCC
Ares Capital Corp

Financial Services
-403
- 0.56%
$20.74 - $22.27 $8.36K - $8.97K
70.9K $1.55M
WMT
Walmart Inc.

Consumer Defensive
-500
- 3.88%
$79.1 - $95.7 $39.6K - $47.9K
12.4K $1.12M
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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