Carr Financial Group Corp has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $339 Billion distributed in 187 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 $24.9B, Ishares Msci Intl Quality Fact with a value of $21.3B, Schwab Strategic Tr Us Large C with a value of $20.5B, Vanguard Dividend Appreciation with a value of $16.8B, and J P Morgan Exchange Traded F with a value of $16.1B.
Examining the 13F form we can see an increase of $33.7B in the current position value, from $305B to 339B.
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
$339 Billion
ETFs: $243 Billion
Technology: $27 Billion
Financial Services: $11 Billion
Healthcare: $10.5 Billion
Consumer Cyclical: $7.77 Billion
Industrials: $7.45 Billion
Communication Services: $6.43 Billion
Consumer Defensive: $4.09 Billion
Other: $1.37 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
