Carson Advisory Inc. Purchases in Q2 2025

Carson Advisory Inc.

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
65
+ 0.9%
$41.09 - $47.16 $2.67K - $3.07K
7.28K $330K
ABT
Abbott Laboratories

Healthcare
1
+ 0.04%
$123.95 - $138.08 $124 - $138
2.73K $370K
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 0.55%
N/A
5.63K $1.03M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.1%
$276.76 - $326.81 $277 - $327
1.05K $322K
Brookfield Asset Managmt LTD
400
+ 5.23%
N/A
8.05K $0
T Rowe Price ETF Inc
5.02K
+ 3.14%
N/A
165K $0
Blackrock ETF Trust Ii
8.96K
+ 14.01%
N/A
72.9K $0
Ge Vernova Inc
655
New
N/A
655 $0
NEE
Nextera Energy Inc

Utilities
250
+ 2.07%
$64.11 - $75.0 $16K - $18.8K
12.3K $854K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.04%
$85.42 - $94.39 $85.4 - $94.4
2.37K $222K
CGMU
Capital Group Core Plus Income
155
+ 2.05%
N/A
7.72K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$63.54 - $68.5 $63.5 - $68.5
5.99K $404K
APD
Air Products & Chemicals, Inc.

Basic Materials
22
+ 2.31%
$248.61 - $294.96 $5.47K - $6.49K
975 $275K
LNC
Lincoln National Corp

Financial Services
100
+ 1.25%
$28.95 - $37.27 $2.9K - $3.73K
8.1K $280K
LLY
Eli Lilly & CO

Healthcare
25
+ 4.02%
$713.71 - $898.95 $17.8K - $22.5K
647 $504K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.06%
$87.57 - $96.0 $175 - $192
3.25K $295K
ABBV
Abb Vie Inc.

Healthcare
256
+ 10.44%
$170.16 - $206.27 $43.6K - $52.8K
2.71K $502K
PEP
Pepsico Inc

Consumer Defensive
767
+ 12.05%
$128.02 - $151.37 $98.2K - $116K
7.13K $941K
CB
Chubb LTD

Financial Services
8
+ 0.58%
$274.32 - $302.46 $2.19K - $2.42K
1.39K $402K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$285.55 - $321.23 $286 - $321
1.22K $357K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.11%
$210.83 - $235.28 $632 - $706
2.81K $623K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.01%
$95.12 - $112.71 $95.1 - $113
8.2K $881K
COP
Conocophillips

Energy
1
+ 0.04%
$82.66 - $106.1 $82.7 - $106
2.74K $245K
DUK
Duke Energy Corp

Utilities
2
+ 0.01%
$112.46 - $124.05 $225 - $248
31.4K $3.71M
EIX
Edison International

Utilities
3.54K
+ 5.67%
$48.32 - $59.92 $171K - $212K
65.9K $3.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 0.44%
$483.48 - $539.8 $30.5K - $34K
14.4K $7.02M
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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