Carl Stuart Investment Advisor, Inc Portfolio Holdings
Carl Stuart Investment Advisor, Inc
- $177 Million
- Q1 2025
Carl Stuart Investment Advisor, Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $88.7M, Ishares Gold Trust with a value of $36M, Vanguard Index Fds S&P 500 ETF with a value of $21.5M, Vanguard Star Fd Vanguard Tota with a value of $20.5M, and Raymond James Financial Inc with a value of $3.96M.
Examining the 13F form we can see an decrease of $7.96M in the current position value, from $185M to 177M.
Carl Stuart Investment Advisor, Inc is based out at Austin, TX
Below you can find more details about Carl Stuart Investment Advisor, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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