Carson Advisory Inc. Purchases in Q3 2024

Carson Advisory Inc.

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
522
+ 3.39%
$19.72 - $22.22 $10.3K - $11.6K
15.9K $351K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.93%
$520.18 - $576.82 $6.24K - $6.92K
1.31K $752K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
129
+ 0.82%
$37.98 - $41.19 $4.9K - $5.31K
15.8K $652K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.09%
$233.44 - $279.45 $233 - $279
1.08K $297K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.06%
$233.14 - $263.97 $233 - $264
1.57K $411K
ENB
Enbridge Inc

Energy
60
+ 0.88%
$35.27 - $41.18 $2.12K - $2.47K
6.91K $280K
CRM
Salesforce, Inc.

Technology
18
+ 0.93%
$238.42 - $276.53 $4.29K - $4.98K
1.96K $535K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.09%
$213.75 - $259.69 $214 - $260
1.08K $267K
VTV
Vanguard Value ETF

ETFs
4
+ 0.16%
$159.75 - $174.57 $639 - $698
2.5K $435K
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.09%
$161.9 - $179.3 $971 - $1.08K
6.52K $1.11M
ABT
Abbott Laboratories

Healthcare
36
+ 1.3%
$100.07 - $118.13 $3.6K - $4.25K
2.82K $320K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1K
+ 2.54%
$10.24 - $10.96 $10.2K - $11K
40.3K $436K
ZION
Zions Bancorporation, National Association

Financial Services
3
+ 0.04%
$42.49 - $52.53 $127 - $158
7.7K $363K
DVY
Ishares Tr

ETFs
52
+ 3.1%
$119.99 - $135.74 $6.24K - $7.06K
1.73K $233K
VO
Vanguard Mid Cap ETF

ETFs
28
+ 2.84%
$237.84 - $263.83 $6.66K - $7.39K
1.01K $267K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
8.8K
+ 55.8%
$2.9 - $4.57 $25.5K - $40.2K
24.6K $90K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.31%
$517.38 - $573.86 $4.14K - $4.59K
618 $354K
RVT
Royce Value Trust, Inc.

Financial Services
280
+ 1.81%
$14.28 - $16.01 $4K - $4.48K
15.8K $247K
PARA
Paramount Global

Communication Services
1K
+ 1.88%
$9.98 - $11.95 $10K - $12K
54.4K $577K
AVUV
American Centy ETF Tr Avantis

ETFs
59
+ 2.57%
$88.24 - $99.7 $5.21K - $5.88K
2.36K $226K
JEPI
J P Morgan Exchange Traded Fd

ETFs
56
+ 1.34%
$54.98 - $59.51 $3.08K - $3.33K
4.25K $252K
CVX
Chevron Corp

Energy
539
+ 7.5%
$137.88 - $161.97 $74.3K - $87.3K
7.73K $1.14M
MPC
Marathon Petroleum Corp

Energy
143
+ 9.92%
$158.61 - $180.75 $22.7K - $25.8K
1.59K $258K
AVGO
Broadcom Inc.

Technology
1.33K
+ 854.49%
$136.27 - $1745.86 $182K - $2.33M
1.49K $256K
KRP
Kimbell Royalty Partners, LP

Energy
883
+ 1.83%
$15.11 - $17.05 $13.3K - $15.1K
49.2K $790K
Blackrock ETF Trust Ii
9.95K
+ 62.97%
N/A
25.8K $0
CPA
Copa Holdings, S.A.

Industrials
48
+ 1.3%
$81.5 - $96.88 $3.91K - $4.65K
3.74K $351K
Capital Group Core Balanced
11.6K
New
N/A
11.6K $0
CGMU
Capital Group Core Plus Income
7.4K
New
N/A
7.4K $0
Grail Inc
12.4K
New
N/A
12.4K $0
T Rowe Price ETF Inc
15.8K
+ 12.07%
N/A
146K $0
Ge Vernova Inc
1.01K
New
N/A
1.01K $0
Linde PLC
437
New
N/A
437 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
598
+ 6.99%
N/A
9.16K $0
DIS
Walt Disney CO

Communication Services
49
+ 0.96%
$85.6 - $98.61 $4.19K - $4.83K
5.14K $494K
MRK
Merck & Co., Inc.

Healthcare
105
+ 2.95%
$111.15 - $128.97 $11.7K - $13.5K
3.66K $415K
QCOM
Qualcomm Inc

Technology
106
+ 3.94%
$156.12 - $209.64 $16.5K - $22.2K
2.8K $475K
Activity Summary
Buys All Purchases 88 New Holdings 18 Increased Positions 70 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email