Carl Stuart Investment Advisor, Inc Incresed Positions in Q3 2024

Carl Stuart Investment Advisor, Inc

  • $178 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
26.5K
+ 8.7%
$255.18 - $283.2 $6.75M - $7.49M
330K $93.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
49.7K
+ 19.4%
$58.03 - $65.37 $2.88M - $3.25M
306K $19.8M
XOM
Exxon Mobil Corp

Energy
140
+ 1.21%
$109.72 - $119.0 $15.4K - $16.7K
11.7K $1.37M
AAPL
Apple Inc.

Technology
26
+ 2.19%
$207.23 - $234.82 $5.39K - $6.11K
1.22K $282K
VEU
Vanguard Ftse All World Ex Us

ETFs
66
+ 1.18%
$56.47 - $63.69 $3.73K - $4.2K
5.68K $357K
Activity Summary
Buys All Purchases 7 New Holdings 2 Increased Positions 5 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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