Carson Advisory Inc. Incresed Positions in Q1 2025

Carson Advisory Inc.

  • $138 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
535
+ 3.86%
$442.66 - $534.52 $237K - $286K
14.4K $7.66M
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
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
+ 25.17%
N/A
5.6K $1.02M
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
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
Blackrock ETF Trust Ii
20.1K
+ 45.92%
N/A
63.9K $0
T Rowe Price ETF Inc
11.1K
+ 7.46%
N/A
160K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 9.26%
$468.34 - $539.52 $28.1K - $32.4K
708 $331K
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
QS
Quantum Scape Corp

Consumer Cyclical
1.4K
+ 6.75%
$4.15 - $6.58 $5.81K - $9.21K
22.2K $92K
ADI
Analog Devices Inc

Technology
1
+ 0.07%
$201.56 - $243.82 $202 - $244
1.36K $274K
BA
Boeing CO

Industrials
75
+ 1.54%
$148.15 - $186.25 $11.1K - $14K
4.93K $841K
RVT
Royce Value Trust, Inc.

Financial Services
333
+ 2.05%
$14.07 - $16.68 $4.69K - $5.55K
16.6K $235K
WMT
Walmart Inc.

Consumer Defensive
64
+ 0.61%
$84.5 - $105.05 $5.41K - $6.72K
10.6K $929K
RJF
Raymond James Financial Inc

Financial Services
4
+ 0.25%
$137.62 - $172.64 $550 - $691
1.59K $220K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
4.9K
+ 19.86%
$1.59 - $3.24 $7.79K - $15.9K
29.6K $47K
ZION
Zions Bancorporation, National Association

Financial Services
2
+ 0.03%
$47.0 - $59.03 $94 - $118
7.31K $364K
BXP
Boston Properties Inc

Real Estate
2
+ 0.04%
$63.97 - $74.91 $128 - $150
4.56K $306K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$168.84 - $202.89 $169 - $203
2.11K $370K
TFC
Truist Financial Corp

Financial Services
1
+ 0.0%
$39.48 - $48.15 $39.5 - $48.2
20.3K $835K
SQ
Block, Inc.

Technology
750
+ 20.05%
$54.04 - $92.95 $40.5K - $69.7K
4.49K $256K
ILMN
Illumina, Inc.

Healthcare
808
+ 29.31%
$79.34 - $144.22 $64.1K - $117K
3.57K $282K
CRM
Salesforce, Inc.

Technology
121
+ 5.97%
$268.36 - $359.95 $32.5K - $43.6K
2.15K $576K
AMZN
Amazon Com Inc

Consumer Cyclical
136
+ 2.93%
$190.26 - $242.06 $25.9K - $32.9K
4.78K $908K
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.02%
$126.01 - $172.06 $126 - $172
4.49K $614K
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
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