Carson Advisory Inc. Purchases and Sells in Q1 2025

Carson Advisory Inc.

$138 Million
Q1 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	535 + 3.86%	$442.66 - $534.52 $237K - $286K	14.4K $7.66M
SO	4 + 0.01%	$80.96 - $92.96 $324 - $372	69.4K $6.38M
CGDV	10.1K + 15.8%	$34.95 - $37.36 $351K - $376K	73.7K $2.63M
D	3.82K + 5.29%	$52.85 - $57.43 $202K - $219K	76K $4.26M
VIG	1.13K + 25.17%	N/A	5.6K $1.02M
PARA	10.2K + 22.67%	$10.16 - $12.14 $104K - $124K	55.2K $660K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AES	143K New	$9.93 - $13.23 $1.42M - $1.89M	143K $1.77M
GOOG	5.04K New	$156.06 - $207.71 $787K - $1.05M	5.04K $787K
COP	2.74K New	$88.6 - $105.85 $242K - $290K	2.74K $287K
XLU	3.24K New	$74.7 - $80.27 $242K - $260K	3.24K $255K
V	691 New	$306.92 - $362.71 $212K - $251K	691 $242K
HON	1.11K New	$202.75 - $226.52 $225K - $251K	1.11K $234K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-672 - 3.23%	$209.68 - $247.1 $141K - $166K	20.1K $4.47M
BX	-440 - 4.26%	$136.53 - $186.74 $60.1K - $82.2K	9.9K $1.38M
MSFT	-29 - 0.37%	$375.39 - $447.2 $10.9K - $13K	7.74K $2.91M
WY	-9.59K - 47.47%	$27.29 - $31.39 $262K - $301K	10.6K $310K
SLG	-296 - 1.37%	$55.58 - $68.38 $16.5K - $20.2K	21.4K $1.23M
NVDA	-300 - 4.1%	$106.98 - $149.43 $32.1K - $44.8K	7.02K $760K

Activity Summary All Purchases 69 New Holdings 16 Increased Positions 53 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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