Carson Advisory Inc. Purchases in Q1 2025

Carson Advisory Inc.

  • $138 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
143K
New
$9.93 - $13.23 $1.42M - $1.89M
143K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
535
+ 3.86%
$442.66 - $534.52 $237K - $286K
14.4K $7.66M
GOOG
Alphabet Inc.

Communication Services
5.04K
New
$156.06 - $207.71 $787K - $1.05M
5.04K $787K
SO
Southern CO

Utilities
4
+ 0.01%
$80.96 - $92.96 $324 - $372
69.4K $6.38M
CGDV
Capital Group Divid Value ETF

ETFs
10.1K
+ 15.8%
$34.95 - $37.36 $351K - $376K
73.7K $2.63M
D
Dominion Energy, Inc

Utilities
3.82K
+ 5.29%
$52.85 - $57.43 $202K - $219K
76K $4.26M
COP
Conocophillips

Energy
2.74K
New
$88.6 - $105.85 $242K - $290K
2.74K $287K
XLU
Utilities Sector Spdr

ETFs
3.24K
New
$74.7 - $80.27 $242K - $260K
3.24K $255K
V
Visa Inc.

Financial Services
691
New
$306.92 - $362.71 $212K - $251K
691 $242K
HON
Honeywell International Inc

Industrials
1.11K
New
$202.75 - $226.52 $225K - $251K
1.11K $234K
XLK
Technology Sector Spdr

ETFs
1.08K
New
$206.38 - $242.18 $224K - $262K
1.08K $223K
AEP
American Electric Power CO Inc

Utilities
1.98K
New
$90.32 - $109.27 $179K - $216K
1.98K $216K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.02K
New
$33.98 - $39.84 $204K - $240K
6.02K $206K
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
+ 25.17%
N/A
5.6K $1.02M
NEM
Newmont Corp

Basic Materials
4.25K
New
$37.79 - $48.39 $161K - $206K
4.25K $205K
DE
Deere & CO

Industrials
429
New
$408.57 - $509.27 $175K - $218K
429 $201K
CGCP
Capital Group Core Plus Income

ETFs
8.96K
New
$21.94 - $22.64 $197K - $203K
8.96K $201K
PARA
Paramount Global

Communication Services
10.2K
+ 22.67%
$10.16 - $12.14 $104K - $124K
55.2K $660K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
23K
+ 13.19%
$7.75 - $7.98 $179K - $184K
198K $1.54M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.92K
+ 19.62%
$39.61 - $42.65 $155K - $167K
23.9K $974K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.05%
$117.15 - $158.79 $234 - $318
3.95K $626K
RTX
Raytheon Technologies Corp

Industrials
789
+ 34.7%
$114.1 - $135.66 $90K - $107K
3.06K $405K
CGGO
Capital Group Global Growth Eq

ETFs
9.7K
+ 4.48%
$28.33 - $30.84 $275K - $299K
226K $6.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
302
+ 5.31%
$56.12 - $68.15 $16.9K - $20.6K
5.99K $406K
DVY
Ishares Tr

ETFs
460
+ 27.07%
$128.58 - $138.1 $59.1K - $63.5K
2.16K $289K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
5.34K
+ 12.19%
$10.13 - $10.52 $54K - $56.1K
49.1K $505K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.05%
$50.81 - $60.02 $152 - $180
6.49K $389K
CG
Carlyle Group Inc.

Financial Services
3.4K
+ 22.63%
$40.03 - $56.96 $136K - $194K
18.4K $803K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.07K
+ 17.18%
$57.21 - $65.8 $61.3K - $70.5K
7.3K $426K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.1K
+ 4.39%
$30.73 - $32.26 $64.5K - $67.7K
50K $1.53M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.43K
+ 5.12%
$7.89 - $8.07 $19.2K - $19.6K
49.9K $396K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
55
+ 2.37%
$87.68 - $94.52 $4.82K - $5.2K
2.37K $222K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 8.23%
$507.05 - $563.67 $36.5K - $40.6K
947 $486K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.06%
$85.68 - $97.5 $171 - $195
3.25K $304K
LHX
L3 Harris Technologies, Inc.

Industrials
30
+ 2.59%
$194.65 - $222.86 $5.84K - $6.69K
1.19K $249K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.11%
$283.24 - $338.07 $283 - $338
953 $281K
VO
Vanguard Mid Cap ETF

ETFs
37
+ 3.52%
$251.87 - $277.95 $9.32K - $10.3K
1.09K $281K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.09%
$227.69 - $259.76 $228 - $260
1.06K $251K
JEPI
J P Morgan Exchange Traded Fd

ETFs
57
+ 1.32%
$56.17 - $59.71 $3.2K - $3.4K
4.37K $249K
CGMU
Capital Group Core Plus Income
7.56K
New
N/A
7.56K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 9.26%
$468.34 - $539.52 $28.1K - $32.4K
708 $331K
Brookfield Asset Managmt LTD
7.65K
New
N/A
7.65K $0
Linde PLC
449
New
N/A
449 $0
T Rowe Price ETF Inc
11.1K
+ 7.46%
N/A
160K $0
Blackrock ETF Trust Ii
20.1K
+ 45.92%
N/A
63.9K $0
META
Meta Platforms, Inc.

Communication Services
28
+ 1.97%
$576.36 - $736.67 $16.1K - $20.6K
1.45K $835K
PEP
Pepsico Inc

Consumer Defensive
60
+ 0.95%
$142.64 - $156.42 $8.56K - $9.39K
6.37K $954K
AVGO
Broadcom Inc.

Technology
515
+ 35.06%
$167.43 - $244.7 $86.2K - $126K
1.98K $332K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.06%
$244.9 - $274.48 $245 - $274
1.55K $384K
Activity Summary
Buys All Purchases 69 New Holdings 16 Increased Positions 53 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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