Carr Financial Group Corp has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $314 Billion distributed in 185 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 $27.9B, Schwab Strategic Tr Us Large C with a value of $22.4B, Vanguard Dividend Appreciation with a value of $13.2B, Vanguard Total Stock Market Et with a value of $12.7B, and Direxion Nasdaq 100 Equal Weig with a value of $12.4B.
Examining the 13F form we can see an increase of $13.8B in the current position value, from $301B to 314B.
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
$314 Billion
ETFs: $236 Billion
Technology: $27.4 Billion
Healthcare: $13.5 Billion
Financial Services: $9.43 Billion
Consumer Cyclical: $7.85 Billion
Communication Services: $6.44 Billion
Industrials: $5.35 Billion
Consumer Defensive: $3.85 Billion
Other: $2.03 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions