Carr Financial Group Corp has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $305 Billion distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $23.9B, J P Morgan Exchange Traded F with a value of $22.4B, Schwab Strategic Tr Us Large C with a value of $22.2B, Vanguard Dividend Appreciation with a value of $15.4B, and Vanguard Total Stock Market Et with a value of $13.8B.
Examining the 13F form we can see an decrease of $17.2B in the current position value, from $322B to 305B.
Carr Financial Group Corp is based out at Worcester, MA
Below you can find more details about Carr Financial Group Corp portfolio as well as his latest detailed transactions.
Portfolio value
$305 Billion
ETFs: $215 Billion
Technology: $20.8 Billion
Financial Services: $9.82 Billion
Healthcare: $9.75 Billion
Consumer Cyclical: $6.55 Billion
Industrials: $6.33 Billion
Communication Services: $5.1 Billion
Consumer Defensive: $3.84 Billion
Other: $1.13 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
