Carl Stuart Investment Advisor, Inc Portfolio Holdings by Sector
Carl Stuart Investment Advisor, Inc
- $154 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$78,997
51.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IAU VOO VXUS VOT VEU GLD 6 stocks |
$68,109
44.16% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
RJF 1 stocks |
$3,871
2.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,550
1.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$671
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$366
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$238
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$214
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$203
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|