Carr Financial Group Corp has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 182 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 $21.2B, Schwab Strategic Tr Us Large C with a value of $20.9B, Vanguard Dividend Appreciation with a value of $13.5B, Direxion Nasdaq 100 Equal Weig with a value of $12.7B, and Ishares Inc Msci Emerging Mkts with a value of $12B.
Examining the 13F form we can see an increase of $30.3B in the current position value, from $270B to 301B.
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
$301 Billion
ETFs: $227 Billion
Technology: $24.9 Billion
Healthcare: $13.3 Billion
Financial Services: $9.65 Billion
Consumer Cyclical: $7.4 Billion
Communication Services: $5.02 Billion
Industrials: $4.72 Billion
Consumer Defensive: $3.87 Billion
Other: $2.07 Billion
Stock Holdings Table Market Cap. of $200 Billions or more