Family Management Corp Sells in Q3 2025

Family Management Corp

  • $677 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NRG
Nrg Energy, Inc.

Utilities
-40.3K
- 76.18%
$144.77 - $173.91 $5.83M - $7M
12.6K $2.04M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-36.4K
- 6.33%
$100.16 - $100.7 $3.64M - $3.66M
538K $54.2M
LMT
Lockheed Martin Corp

Industrials
-7.16K
- 89.86%
$410.74 - $499.21 $2.94M - $3.57M
808 $403K
PPC
Pilgrims Pride Corp

Consumer Defensive
-34.9K
- 56.46%
$40.22 - $50.41 $1.4M - $1.76M
26.9K $1.09M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3.08K
- 75.73%
$534.91 - $598.71 $1.65M - $1.84M
987 $554K
HD
Home Depot, Inc.

Consumer Cyclical
-5.51K
- 32.56%
$357.4 - $423.42 $1.97M - $2.33M
11.4K $4.62M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-58.7K
- 20.82%
$39.37 - $44.24 $2.31M - $2.6M
223K $9.77M
META
Meta Platforms, Inc.

Communication Services
-1.18K
- 4.87%
$695.21 - $791.73 $818K - $932K
23K $16.9M
SHV
Ishares Tr

ETFs
-7.23K
- 2.13%
$110.06 - $110.49 $796K - $799K
332K $36.7M
VIG
Vanguard Dividend Appreciation

ETFs
-3.05K
- 3.13%
N/A
94.4K $17.2M
TPL
Texas Pacific Land Corp

Energy
-32
- 0.83%
$854.83 - $1075.97 $27.4K - $34.4K
3.84K $3.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-834
- 32.19%
$567.77 - $614.76 $474K - $513K
1.76K $1.08M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-8.09K
- 50.0%
$47.07 - $50.11 $381K - $406K
8.09K $403K
ADBE
Adobe Inc.

Technology
-68
- 0.7%
$333.65 - $392.1 $22.7K - $26.7K
9.58K $3.38M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-5.41K
- 50.0%
$71.75 - $79.74 $388K - $431K
5.41K $423K
OEF
Ishares S&P 100 ETF

ETFs
-1.27K
- 5.59%
N/A
21.5K $5.72M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.17K
- 10.09%
$91.44 - $91.77 $290K - $291K
28.3K $2.6M
FAST
Fastenal CO

Industrials
-8.32K
- 43.32%
$42.47 - $50.39 $353K - $419K
10.9K $533K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.71K
- 49.57%
$108.46 - $120.63 $293K - $326K
2.75K $327K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
-4.17K
- 50.0%
$56.59 - $63.4 $236K - $264K
4.17K $253K
PG
Procter & Gamble CO

Consumer Defensive
-952
- 20.74%
$150.47 - $161.22 $143K - $153K
3.64K $558K
ARCC
Ares Capital Corp

Financial Services
-2.35K
- 3.66%
$20.41 - $23.25 $47.9K - $54.5K
61.7K $1.26M
MRK
Merck & Co., Inc.

Healthcare
-1.83K
- 43.17%
$77.6 - $87.37 $142K - $159K
2.4K $201K
XLV
Select Sector Spdr Fund Health

ETFs
-1K
- 49.29%
$129.01 - $139.72 $129K - $140K
1.03K $143K
LLY
Eli Lilly & CO

Healthcare
-133
- 25.58%
$625.65 - $812.69 $83.2K - $108K
387 $295K
PEP
Pepsico Inc

Consumer Defensive
-975
- 29.99%
$133.81 - $152.16 $130K - $148K
2.28K $319K
BMY
Bristol Myers Squibb CO

Healthcare
-409
- 0.62%
$43.31 - $48.98 $17.7K - $20K
65.2K $2.94M
ISRG
Intuitive Surgical Inc

Healthcare
-18
- 2.66%
$433.66 - $544.47 $7.81K - $9.8K
659 $294K
MSTR
Microstrategy Inc

Technology
-5
- 0.61%
$300.7 - $455.9 $1.5K - $2.28K
820 $264K
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 4.68%
$2292.04 - $2514.05 $18.3K - $20.1K
163 $380K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.61%
$915.95 - $994.57 $3.66K - $3.98K
647 $598K
SHW
Sherwin Williams CO

Basic Materials
-118
- 3.76%
$330.88 - $375.23 $39K - $44.3K
3.02K $1.05M
IIM
Invesco Value Municipal Income Trust

Financial Services
-3.52K
- 16.73%
$11.23 - $12.55 $39.5K - $44.2K
17.5K $219K
NRZ
New Residential Investment Corp.

Real Estate
-1.5K
- 0.65%
N/A
228K $1.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-377
- 7.53%
$62.09 - $66.51 $23.4K - $25.1K
4.63K $301K
UNP
Union Pacific Corp

Industrials
-42
- 3.18%
$214.91 - $237.16 $9.03K - $9.96K
1.28K $301K
Apogee Therapeutics Inc
-1.27K
- 18.53%
N/A
5.59K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-334
- 3.38%
$459.11 - $506.91 $153K - $169K
9.56K $4.8M
Brookfield Corp
-4.5K
- 45.93%
N/A
5.3K $0
Simplify Exchange Traded Fun
-3.96K
- 1.99%
N/A
195K $0
Aeva Technologies Inc
-2.28K
- 10.23%
N/A
20K $0
Landbridge Company LLC
-12.3K
- 71.73%
N/A
4.83K $0
TUA
Simpl Exch Traded Fds Sht Term
-532
- 1.6%
N/A
32.7K $0
AMGN
Amgen Inc

Healthcare
-10
- 0.85%
$271.18 - $309.22 $2.71K - $3.09K
1.17K $329K
POOL
Pool Corp

Industrials
-18
- 2.5%
$292.13 - $333.62 $5.26K - $6.01K
702 $217K
XOM
Exxon Mobil Corp

Energy
-61
- 1.08%
$105.83 - $117.22 $6.46K - $7.15K
5.59K $630K
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.15%
$237.77 - $353.61 $238 - $354
666 $229K
PLTR
Palantir Technologies Inc.

Technology
-220
- 14.13%
$130.68 - $186.97 $28.7K - $41.1K
1.34K $243K
VOT
Vanguard Mid Cap Growth Index

ETFs
-87
- 1.38%
$282.75 - $294.19 $24.6K - $25.6K
6.2K $1.82M
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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