Carr Financial Group Corp Purchases in Q1 2025

Carr Financial Group Corp

  • $305 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
26.7K
+ 244.79%
$97.25 - $104.79 $2.6M - $2.8M
37.6K $3.9B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18.9K
+ 50.48%
$87.68 - $94.52 $1.66M - $1.79M
56.4K $5.28B
Blackrock ETF Trust Ii
37.6K
New
N/A
37.6K $1.86B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.4K
+ 5.33%
$71.17 - $73.66 $1.17M - $1.21M
325K $23.9B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
70.8K
New
$23.13 - $23.41 $1.64M - $1.66M
70.8K $1.64B
GLD
Spdr Gold Trust

ETFs
3K
+ 19.21%
$243.19 - $288.14 $730K - $865K
18.6K $5.37B
SUB
Ishares Short Term National Mu

ETFs
12K
+ 169.79%
$105.3 - $106.24 $1.27M - $1.28M
19.1K $2.02B
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.2K
+ 5.65%
$36.91 - $41.03 $486K - $540K
246K $9.78B
AMAT
Applied Materials Inc

Technology
6.48K
+ 279.12%
$145.06 - $195.51 $941K - $1.27M
8.81K $1.28B
UBER
Uber Technologies, Inc

Technology
10.9K
New
$63.17 - $81.49 $689K - $889K
10.9K $795M
IBHE
Ishares Ibonds 2025 Term High

ETFs
21.2K
+ 8.79%
$23.16 - $23.32 $491K - $495K
263K $6.11B
VIG
Vanguard Dividend Appreciation

ETFs
3.13K
+ 4.11%
N/A
79.3K $15.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.82K
+ 20.26%
$56.17 - $59.71 $383K - $407K
40.5K $2.31B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.14K
+ 21.66%
$77.7 - $78.94 $321K - $327K
23.2K $1.83B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
608
New
$402.49 - $513.76 $245K - $312K
608 $295M
XOM
Exxon Mobil Corp

Energy
2.02K
New
$105.44 - $118.93 $213K - $240K
2.02K $240M
CI
Cigna Corp

Healthcare
670
New
$274.49 - $329.0 $184K - $220K
670 $220M
NOC
Northrop Grumman Corp

Industrials
413
New
$433.45 - $513.82 $179K - $212K
413 $212M
UNP
Union Pacific Corp

Industrials
888
New
$225.21 - $254.42 $200K - $226K
888 $210M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
164
+ 11.09%
$442.66 - $534.52 $72.6K - $87.7K
1.64K $875M
SPOT
Spotify Technology S.A.

Communication Services
368
New
$457.79 - $648.32 $168K - $239K
368 $202M
ABBV
Abb Vie Inc.

Healthcare
156
+ 3.09%
$169.2 - $216.66 $26.4K - $33.8K
5.21K $1.09B
MBB
Ishares Tr

ETFs
1.86K
+ 27.17%
$90.37 - $94.08 $168K - $175K
8.71K $817M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.08K
+ 19.85%
$42.38 - $43.28 $173K - $176K
24.6K $1.05B
VEA
Vanguard Ftse Developed Market

ETFs
897
+ 2.2%
$47.4 - $52.99 $42.5K - $47.5K
41.6K $2.11B
JPM
Jpmorgan Chase & CO

Financial Services
413
+ 7.32%
$225.19 - $279.95 $93K - $116K
6.06K $1.49B
IEF
Ishares Barclays

ETFs
255
+ 0.69%
$91.17 - $95.39 $23.2K - $24.3K
37.2K $3.55B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
963
+ 3.77%
$99.16 - $99.52 $95.5K - $95.8K
26.5K $2.64B
COST
Costco Wholesale Corp

Consumer Defensive
88
+ 13.95%
$890.62 - $1076.86 $78.4K - $94.8K
719 $680M
XLF
Financial Sector Spdr

ETFs
1.53K
+ 11.92%
$47.32 - $52.19 $72.5K - $80K
14.4K $717M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
227
+ 0.64%
$55.47 - $61.45 $12.6K - $13.9K
35.6K $2.1B
WMT
Walmart Inc.

Consumer Defensive
1.12K
+ 10.2%
$84.5 - $105.05 $94.8K - $118K
12.1K $1.06B
ROP
Roper Technologies Inc

Industrials
51
+ 8.85%
$502.71 - $593.81 $25.6K - $30.3K
627 $370M
RTX
Raytheon Technologies Corp

Industrials
47
+ 1.26%
$114.1 - $135.66 $5.36K - $6.38K
3.78K $500M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
396
+ 17.81%
$110.12 - $124.59 $43.6K - $49.3K
2.62K $326M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.66K
+ 20.75%
$55.11 - $65.5 $91.5K - $109K
9.66K $549M
J P Morgan Exchange Traded F
15.3K
+ 4.26%
N/A
375K $22.4B
IBM
International Business Machines Corp

Technology
66
+ 4.11%
$217.4 - $264.74 $14.3K - $17.5K
1.67K $415M
DE
Deere & CO

Industrials
74
+ 12.21%
$408.57 - $509.27 $30.2K - $37.7K
680 $319M
KO
Coca Cola CO

Consumer Defensive
300
+ 8.08%
$60.81 - $72.32 $18.2K - $21.7K
4.01K $287M
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.52K
+ 4.6%
$30.71 - $30.87 $46.6K - $46.8K
34.5K $1.06B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
204
+ 1.26%
$126.11 - $135.06 $25.7K - $27.6K
16.3K $2.11B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20
+ 0.14%
$100.59 - $103.47 $2.01K - $2.07K
14K $1.45B
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 17.44%
$4295.4 - $5141.88 $64.4K - $77.1K
101 $465M
CSCO
Cisco Systems, Inc.

Technology
355
+ 5.29%
$58.74 - $64.87 $20.9K - $23K
7.06K $436M
NGG
National Grid PLC

Utilities
78
+ 1.44%
$56.13 - $65.61 $4.38K - $5.12K
5.49K $360M
PG
Procter & Gamble CO

Consumer Defensive
187
+ 7.87%
$158.56 - $176.26 $29.7K - $33K
2.56K $437M
ASML
Asml Holding Nv

Technology
80
+ 13.7%
$662.63 - $776.99 $53K - $62.2K
664 $440M
TT
Trane Technologies PLC

Industrials
152
+ 27.44%
$332.0 - $400.86 $50.5K - $60.9K
706 $238M
Activity Summary
Buys All Purchases 83 New Holdings 9 Increased Positions 74 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Carr Financial Group Corp Portfolio

Follow Carr Financial Group Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carr Financial Group Corp, based on Form 13F filings with the SEC.

News

Stay updated on Carr Financial Group Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email