Carr Financial Group Corp has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $341 Billion distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $30.3B, Schwab Strategic Tr Us Large C with a value of $20.7B, Vanguard Dividend Appreciation with a value of $17.3B, Ishares Inc Msci Emerging Mkts with a value of $15.3B, and Vanguard Total Stock Market Et with a value of $14.5B.
Examining the 13F form we can see an increase of $26.8B in the current position value, from $314B to 341B.
Carr Financial Group Corp is based out at Worcester, MA
Below you can find more details about Carr Financial Group Corp portfolio as well as his latest detailed transactions.
Portfolio value
$341 Billion
ETFs: $246 Billion
Technology: $29.9 Billion
Healthcare: $14.1 Billion
Financial Services: $10.1 Billion
Consumer Cyclical: $7.58 Billion
Industrials: $6.47 Billion
Communication Services: $5.9 Billion
Consumer Defensive: $4.5 Billion
Other: $2.74 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
