Carter Financial Group, Inc. Closed Holding Positions

Carter Financial Group, Inc.

  • $153 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BCE
Bce Inc

Communication Services
Q2 2025 Filed on Aug 22, 2025
4,643
$20.87 - $22.95 $96.9K - $107K
UPS
United Parcel Service Inc

Industrials
Q2 2025 Filed on Aug 22, 2025
1,617
$91.92 - $110.2 $149K - $178K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2025 Filed on Aug 22, 2025
3,407
$66.87 - $79.47 $228K - $271K
SPYG
Spdr Portfolio

ETFs
Q2 2025 Filed on Aug 22, 2025
3,626
$71.83 - $95.32 $260K - $346K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2025 Filed on Aug 22, 2025
10,329
$21.55 - $22.2 $223K - $229K
FNDX
Schwab Fundamental U S Large C

ETFs
Q2 2025 Filed on Aug 22, 2025
7,860
$20.84 - $24.54 $164K - $193K
PFE
Pfizer Inc

Healthcare
Q2 2025 Filed on Aug 22, 2025
5,003
$21.59 - $24.84 $108K - $124K
NTR
Nutrien Ltd.

Basic Materials
Q2 2025 Filed on Aug 22, 2025
3,514
$46.88 - $62.89 $165K - $221K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2025 Filed on Aug 22, 2025
1,654
$107.93 - $110.97 $179K - $184K
SHV
Ishares Tr

ETFs
Q2 2025 Filed on Aug 22, 2025
5,988
$110.06 - $110.46 $659K - $661K
IVV
Ishares Core S&P 500 ETF

ETFs
Q2 2025 Filed on Aug 22, 2025
783
$498.8 - $620.9 $391K - $486K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2025 Filed on Aug 22, 2025
2,363
$90.56 - $109.49 $214K - $259K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2025 Filed on Aug 22, 2025
1,988
$102.02 - $103.5 $203K - $206K
LIT
Global X Fds Global X Lithium

ETFs
Q2 2025 Filed on Aug 22, 2025
3,050
$31.82 - $39.24 $97.1K - $120K
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2025 Filed on Aug 22, 2025
7,459
$17.75 - $23.51 $132K - $175K
CMCSA
Comcast Corp

Communication Services
Q2 2025 Filed on Aug 22, 2025
4,918
$32.84 - $36.72 $162K - $181K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
Q2 2025 Filed on Aug 22, 2025
46,400
$483.48 - $539.8 $22.4M - $25M
VZ
Verizon Communications Inc

Communication Services
Q2 2025 Filed on Aug 22, 2025
6,318
$41.67 - $45.62 $263K - $288K
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