Callan Family Office, LLC
Q4 2024 13F Holdings
- Locationradnor, PA
- Num holdings
627
- Value ($000)
$1,572,229
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001938970
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $94.56M | 6 % | 160,639 | ||
AAPL APPLE INC | COM | 037833100 | $76.53M | 5 % | 305,612 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $72.22M | 5 % | 171,343 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $54.18M | 3 % | 403,461 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $52.95M | 3 % | 753,425 | ||
AMZN AMAZON COM INC | COM | 023135106 | $42.36M | 3 % | 193,087 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $33.39M | 2 % | 175,334 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $30.17M | 2 % | 51,470 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $29.66M | 2 % | 475,989 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $22.37M | 1 % | 55,709 |
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