Callan Family Office, LLC

Q4 2024 13F-HR Holdings

Location
Radnor, PA
Holdings as of
12/31/2024
Date filed
2/7/2025
Form type
13F-HR
Num holdings
627
Total value ($000)
$1,572,229
Net value change ($000)
+977,178 (164.2%)
New positions
448
Sold out positions
10
Turnover %
23.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 62,084 612.4%
AAPL 59,404 346.8%
NVDA 48,705 889.4%
AMZN 31,527 291.0%
GOOGL 29,394 735.4%
GOOGL 19,758 1627.5%
LLY 16,698 2470.1%
META 16,034 1654.7%
V 14,236 1487.6%
UNH 13,877 698.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -7,989 -7.8%
IEFA -7,261 -12.1%
SPY -2,914 -8.8%
EFA -1,723 -25.9%
BLK -987 -100.0%
VXUS -960 -12.1%
TFIN -944 -100.0%
DVY -738 -14.0%
AIFD -582 -100.0%
VOO -581 -12.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type