Carl Stuart Investment Advisor, Inc Portfolio Holdings by Sector
Carl Stuart Investment Advisor, Inc
- $178 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$93,557
52.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IAU VOO VXUS VOT VEU GLD 6 stocks |
$76,859
43.22% of portfolio
|
  2  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
RJF 1 stocks |
$3,692
2.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,372
0.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$686
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$406
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$290
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$282
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$244
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$226
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
OBNK 1 stocks |
$204
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|