Callan Family Office, LLC Top Holdings and 13F Report (2025) About Callan Family Office, LLCInvestment ActivityCallan Family Office, LLC has $1.57 billion in total holdings as of December 31, 2024.Callan Family Office, LLC owns shares of 627 different stocks, but just 144 companies or ETFs make up 80% of its holdings.Approximately 63.80% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Callan Family Office, LLC has purchased 189 new stocks and bought additional shares in 145 stocks.Callan Family Office, LLC sold shares of 23 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $94,564,764Apple $76,531,357Microsoft $72,221,075NVIDIA $54,180,778iShares Core MSCI EAFE ETF $52,950,727 Largest New Holdings this Quarter 931142103 - Walmart $8,669,263 Holding46120E602 - Intuitive Surgical $7,542,844 Holding81762P102 - ServiceNow $5,984,377 Holding09290D101 - BLACKROCK INC $5,764,194 Holding053015103 - Automatic Data Processing $5,212,936 Holding Largest Purchases this Quarter Microsoft 147,786 shares (about $62.29M)Apple 232,105 shares (about $58.12M)NVIDIA 358,365 shares (about $48.12M)Amazon.com 134,945 shares (about $29.61M)Alphabet 151,427 shares (about $28.84M) Largest Sales this Quarter iShares Core S&P 500 ETF 17,153 shares (about $10.10M)SPDR S&P 500 ETF Trust 6,185 shares (about $3.62M)iShares Core MSCI EAFE ETF 18,034 shares (about $1.27M)iShares MSCI EAFE ETF 14,358 shares (about $1.09M)Vanguard S&P 500 ETF 1,260 shares (about $678.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCallan Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$94,564,764$10,097,606 ▼-9.6%160,6396.0%ETFAAPLApple$76,531,357$58,123,734 ▲315.8%305,6124.9%Computer and TechnologyMSFTMicrosoft$72,221,075$62,291,799 ▲627.4%171,3434.6%Computer and TechnologyNVDANVIDIA$54,180,778$48,124,836 ▲794.7%403,4613.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$52,950,727$1,267,430 ▼-2.3%753,4253.4%ETFAMZNAmazon.com$42,361,357$29,605,584 ▲232.1%193,0872.7%Retail/WholesaleGOOGAlphabet$33,390,607$28,837,758 ▲633.4%175,3342.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$30,165,538$3,624,905 ▼-10.7%51,4701.9%FinanceIJHiShares Core S&P Mid-Cap ETF$29,658,875$323,576 ▼-1.1%475,9891.9%ETFIWFiShares Russell 1000 Growth ETF$22,371,801$130,515 ▲0.6%55,7091.4%ETFGOOGLAlphabet$20,972,168$19,586,871 ▲1,413.9%110,7881.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$20,847,489$8,177,192 ▲64.5%112,6101.3%ETFIVEiShares S&P 500 Value ETF$19,535,804$2,088,227 ▲12.0%102,3461.2%ETFIVWiShares S&P 500 Growth ETF$17,520,739$1,092,260 ▲6.6%172,5671.1%ETFLLYEli Lilly and Company$17,373,860$16,784,824 ▲2,849.5%22,5051.1%MedicalVTIVanguard Total Stock Market ETF$17,327,169$1,998,821 ▲13.0%59,7881.1%ETFMETAMeta Platforms$17,002,625$16,011,942 ▲1,616.3%29,0391.1%Computer and TechnologyUNHUnitedHealth Group$15,864,275$14,145,363 ▲822.9%31,3611.0%MedicalVVisa$15,193,307$14,093,488 ▲1,281.4%48,0741.0%Business ServicesIWRiShares Russell Mid-Cap ETF$14,306,921$84,864 ▼-0.6%161,8430.9%ETFBRK.BBerkshire Hathaway$13,746,169$8,837,600 ▲180.0%30,3260.9%FinanceTSLATesla$13,484,218$12,998,802 ▲2,677.9%33,3900.9%Auto/Tires/TrucksAVGOBroadcom$12,575,233$12,021,135 ▲2,169.5%54,2410.8%Computer and TechnologyIWMiShares Russell 2000 ETF$12,046,738$855,999 ▲7.6%54,5200.8%FinanceMDYSPDR S&P MidCap 400 ETF Trust$11,803,406$6,265 ▲0.1%20,7230.8%ETFCOSTCostco Wholesale$11,777,735$8,389,368 ▲247.6%12,8540.7%Retail/WholesaleJPMJPMorgan Chase & Co.$9,938,377$7,890,534 ▲385.3%41,4600.6%FinanceNFLXNetflix$9,481,862$7,879,269 ▲491.7%10,6380.6%Consumer DiscretionarySPGIS&P Global$9,325,114$8,861,448 ▲1,911.2%18,7240.6%Business ServicesMAMastercard$8,860,067$7,471,502 ▲538.1%16,8260.6%Business ServicesBACBank of America$8,695,859$5,113,143 ▲142.7%197,8580.6%FinanceWMTWalmart$8,669,263$8,669,263 ▲New Holding95,9520.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$8,465,804$6,994,503 ▲475.4%42,8670.5%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$8,243,441$109,116 ▼-1.3%90,6570.5%ETFACNAccenture$7,719,328$6,808,192 ▲747.2%21,9430.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$7,673,176$328,406 ▲4.5%174,2320.5%ETFIJRiShares Core S&P Small-Cap ETF$7,621,492$789,145 ▲11.6%66,1470.5%ETFISRGIntuitive Surgical$7,542,844$7,542,844 ▲New Holding14,4510.5%MedicalABTAbbott Laboratories$7,473,630$6,883,309 ▲1,166.0%66,0740.5%MedicalPGProcter & Gamble$7,322,281$6,575,400 ▲880.4%43,6760.5%Consumer StaplesTMOThermo Fisher Scientific$7,300,665$4,688,157 ▲179.5%14,0340.5%MedicalLOWLowe's Companies$7,236,423$6,637,439 ▲1,108.1%29,3210.5%Retail/WholesaleVXUSVanguard Total International Stock ETF$6,977,585$248,330 ▼-3.4%118,4050.4%ETFWFCWells Fargo & Company$6,907,331$6,443,185 ▲1,388.2%98,3390.4%FinanceNOWServiceNow$5,984,377$5,984,377 ▲New Holding5,6450.4%Computer and TechnologyEFViShares MSCI EAFE Value ETF$5,964,058$354,330 ▲6.3%113,6660.4%ETFHDHome Depot$5,849,632$4,569,077 ▲356.8%15,0380.4%Retail/WholesaleFIFiserv$5,784,787$4,807,406 ▲491.9%28,1610.4%Business ServicesBLACKROCK INC$5,764,194$5,764,194 ▲New Holding5,6230.4%COMITOTiShares Core S&P Total U.S. Stock Market ETF$5,633,942$2,336,125 ▲70.8%43,8030.4%ETFIAUiShares Gold Trust$5,555,665$211,259 ▲4.0%112,2130.4%FinanceMMCMarsh & McLennan Companies$5,552,822$5,218,913 ▲1,563.0%26,1420.4%FinanceJNJJohnson & Johnson$5,222,807$3,807,989 ▲269.2%36,1140.3%MedicalADPAutomatic Data Processing$5,212,936$5,212,936 ▲New Holding17,8080.3%Business ServicesEEMiShares MSCI Emerging Markets ETF$5,209,768$87,780 ▲1.7%124,5760.3%FinanceSCHWCharles Schwab$5,174,705$5,174,705 ▲New Holding69,9190.3%FinanceMRKMerck & Co., Inc.$5,168,085$4,700,430 ▲1,005.1%51,9510.3%MedicalAPHAmphenol$5,100,339$4,288,330 ▲528.1%73,4390.3%Computer and TechnologyGSThe Goldman Sachs Group$5,094,028$4,231,090 ▲490.3%8,8960.3%FinanceGLDSPDR Gold Shares$5,020,566$58,353 ▼-1.1%20,7350.3%FinanceEFAiShares MSCI EAFE ETF$4,928,678$1,085,601 ▼-18.1%65,1860.3%FinanceCSCOCisco Systems$4,846,526$3,724,804 ▲332.1%81,8670.3%Computer and TechnologyRTXRTX$4,798,561$4,080,403 ▲568.2%41,4670.3%AerospaceVSTVistra$4,656,697$3,182,591 ▲215.9%33,7760.3%UtilitiesCATCaterpillar$4,627,729$3,849,972 ▲495.0%12,7570.3%IndustrialsVEAVanguard FTSE Developed Markets ETF$4,594,495$948,413 ▲26.0%96,0790.3%ETFEFGiShares MSCI EAFE Growth ETF$4,561,274$47,447 ▼-1.0%47,1060.3%ETFDVYiShares Select Dividend ETF$4,539,877$590,805 ▼-11.5%34,5790.3%ETFPANWPalo Alto Networks$4,497,505$4,270,783 ▲1,883.7%24,7170.3%Computer and TechnologyORCLOracle$4,248,154$3,496,774 ▲465.4%25,4930.3%Computer and TechnologyCOFCapital One Financial$4,220,656$3,650,032 ▲639.7%23,6690.3%FinanceAJGArthur J. Gallagher & Co.$4,216,592$2,083,743 ▲97.7%14,8550.3%FinanceADBEAdobe$4,191,109$3,985,222 ▲1,935.6%9,4250.3%Computer and TechnologyETNEaton$4,108,882$3,704,333 ▲915.7%12,3810.3%IndustrialsASMLASML$4,084,320$3,853,524 ▲1,669.7%5,8930.3%Computer and TechnologyVOOVanguard S&P 500 ETF$4,064,783$678,901 ▼-14.3%7,5440.3%ETFXOMExxon Mobil$4,017,202$2,955,486 ▲278.4%37,3450.3%EnergyAXPAmerican Express$3,981,141$3,981,141 ▲New Holding13,4140.3%FinanceABBVAbbVie$3,750,359$3,178,343 ▲555.6%21,1050.2%MedicalFITBFifth Third Bancorp$3,709,901$219,645 ▲6.3%87,7460.2%FinanceBKNGBooking$3,641,852$3,328,842 ▲1,063.5%7330.2%Retail/WholesaleAMGNAmgen$3,634,625$3,075,813 ▲550.4%13,9450.2%MedicalPMPhilip Morris International$3,630,117$3,067,962 ▲545.8%30,1630.2%Consumer StaplesACWXiShares MSCI ACWI ex U.S. ETF$3,629,293$3,629,293 ▲New Holding69,5800.2%ManufacturingEMGFiShares Emerging Markets Equity Factor ETF$3,606,899$144,410 ▼-3.8%79,7510.2%ETFCVXChevron$3,557,415$2,637,826 ▲286.8%24,5610.2%EnergyAPDAir Products and Chemicals$3,458,437$3,231,046 ▲1,420.9%11,9240.2%Basic MaterialsSNYSanofi$3,435,905$3,435,905 ▲New Holding71,2400.2%MedicalUNPUnion Pacific$3,410,110$2,601,480 ▲321.7%14,9540.2%TransportationLMTLockheed Martin$3,397,207$2,861,215 ▲533.8%6,9910.2%AerospaceFDXFedEx$3,384,754$2,525,835 ▲294.1%12,0310.2%TransportationSYYSysco$3,345,966$3,062,911 ▲1,082.1%43,7610.2%Consumer StaplesMCHPMicrochip Technology$3,333,928$3,102,234 ▲1,338.9%58,1330.2%Computer and TechnologyDISWalt Disney$3,309,256$2,530,797 ▲325.1%29,7190.2%Consumer DiscretionaryJCIJohnson Controls International$3,278,515$3,278,515 ▲New Holding41,5370.2%ConstructionCMCSAComcast$3,266,123$3,033,249 ▲1,302.5%87,0270.2%Consumer DiscretionaryMETMetLife$3,215,428$3,215,428 ▲New Holding39,2700.2%FinanceMSMorgan Stanley$3,195,802$3,195,802 ▲New Holding25,4200.2%FinanceMARMarriott International$3,189,400$3,189,400 ▲New Holding11,4340.2%Consumer DiscretionaryNSCNorfolk Southern$3,091,234$3,091,234 ▲New Holding13,1710.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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