Carter Financial Group, Inc. Sells in Q2 2025

Carter Financial Group, Inc.

  • $153 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-46.4K
Closed
$483.48 - $539.8 $22.4M - $25M
0 $0
SHV
Ishares Tr

ETFs
-5.99K
Closed
$110.06 - $110.46 $659K - $661K
0 $0
FNDX
Schwab Fundamental U S Large C

ETFs
-7.86K
Closed
$20.84 - $24.54 $164K - $193K
0 $0
NTR
Nutrien Ltd.

Basic Materials
-3.51K
Closed
$46.88 - $62.89 $165K - $221K
0 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-783
Closed
$498.8 - $620.9 $391K - $486K
0 $0
UPS
United Parcel Service Inc

Industrials
-1.62K
Closed
$91.92 - $110.2 $149K - $178K
0 $0
VZ
Verizon Communications Inc

Communication Services
-6.32K
Closed
$41.67 - $45.62 $263K - $288K
0 $0
BA
Boeing CO

Industrials
-1.63K
Closed
$136.59 - $217.51 $223K - $354K
0 $0
PFE
Pfizer Inc

Healthcare
-5K
Closed
$21.59 - $24.84 $108K - $124K
0 $0
BCE
Bce Inc

Communication Services
-4.64K
Closed
$20.87 - $22.95 $96.9K - $107K
0 $0
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-10.3K
Closed
$21.55 - $22.2 $223K - $229K
0 $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.41K
Closed
$66.87 - $79.47 $228K - $271K
0 $0
SPYG
Spdr Portfolio

ETFs
-3.63K
Closed
$71.83 - $95.32 $260K - $346K
0 $0
LIT
Global X Fds Global X Lithium

ETFs
-3.05K
Closed
$31.82 - $39.24 $97.1K - $120K
0 $0
CMCSA
Comcast Corp

Communication Services
-4.92K
Closed
$32.84 - $36.72 $162K - $181K
0 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.99K
Closed
$102.02 - $103.5 $203K - $206K
0 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.65K
Closed
$107.93 - $110.97 $179K - $184K
0 $0
DRIV
Global X Fds Global X Autonomo

ETFs
-7.46K
Closed
$17.75 - $23.51 $132K - $175K
0 $0
CRLBF
Cresco Labs Inc.

Healthcare
-7.2K
- 33.02%
$0.43 - $0.98 $3.1K - $7.06K
14.6K $7.5M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-969
- 4.77%
$2.29 - $2.6 $2.22K - $2.52K
19.3K $50.3M
T
At&T Inc.

Communication Services
-5.38K
- 35.02%
$26.33 - $28.94 $142K - $156K
9.99K $289M
MCD
Mcdonalds Corp

Consumer Cyclical
-586
- 36.42%
$285.55 - $321.23 $167K - $188K
1.02K $299M
IBB
Ishares Biotechnology ETF

ETFs
-1.95K
- 45.09%
$112.02 - $129.0 $218K - $251K
2.37K $300M
IBUY
Amplify ETF Tr Amplify Online

ETFs
-36.2K
- 84.72%
$52.71 - $69.87 $1.91M - $2.53M
6.53K $451M
META
Meta Platforms, Inc.

Communication Services
-266
- 23.71%
$484.66 - $738.09 $129K - $196K
856 $632M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-61.5K
- 84.24%
$67.03 - $80.35 $4.12M - $4.94M
11.5K $918M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23.9K
- 85.33%
$416.06 - $551.64 $9.94M - $13.2M
4.11K $2.27B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-94.6K
- 41.35%
$38.18 - $45.52 $3.61M - $4.31M
134K $5.87B
Activity Summary
Buys All Purchases 103 New Holdings 74 Increased Positions 29 Sells All Sells 29 Reductions 10 Sold out 19 Options Calls 0 Puts 0
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