Carr Financial Group Corp Portfolio Holdings
Carr Financial Group Corp
- $364 Billion
- Q3 2025
Carr Financial Group Corp has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Billion distributed in 188 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 $31B, Vanguard Dividend Appreciation with a value of $25.7B, Ishares Msci Intl Quality Fact with a value of $25B, Ishares Inc Msci Emerging Mkts with a value of $20.3B, and Vanguard Total Stock Market Et with a value of $16.3B.
Examining the 13F form we can see an increase of $25.3B in the current position value, from $339B to 364B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 188
- Current Value $364 Billion
- Prior Value $339 Billion
- Filing
- Period Q3 2025
- Filing Date October 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 15 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks