Carl Stuart Investment Advisor, Inc Portfolio Holdings by Sector
Carl Stuart Investment Advisor, Inc
- $195 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$99,655
51.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IAU VXUS VOO VOT VEU GLD IAUM 7 stocks |
$87,474
44.77% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
RJF 1 stocks |
$4,367
2.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,316
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$794
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$452
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$234
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$230
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$223
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$219
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
OBNK 1 stocks |
$204
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$201
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|