Carl Stuart Investment Advisor, Inc Portfolio Holdings by Sector
Carl Stuart Investment Advisor, Inc
- $177 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$88,696
50.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IAU VOO VXUS VOT GLD VEU 6 stocks |
$80,864
45.66% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
RJF 1 stocks |
$3,955
2.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,409
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$599
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$448
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$269
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$249
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$223
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
OBNK 1 stocks |
$204
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$202
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|