Carson Advisory Inc. Incresed Positions in Q2 2025

Carson Advisory Inc.

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
155K
+ 108.21%
$9.63 - $12.55 $1.49M - $1.94M
298K $3.13M
IBM
International Business Machines Corp

Technology
580
+ 4.07%
$221.03 - $294.78 $128K - $171K
14.8K $4.37M
CGGO
Capital Group Global Growth Eq

ETFs
69
+ 0.03%
$25.31 - $32.17 $1.75K - $2.22K
226K $7.23M
WHR
Whirlpool Corp

Consumer Cyclical
1.88K
+ 21.49%
$75.71 - $101.42 $142K - $190K
10.6K $1.08M
CG
Carlyle Group Inc.

Financial Services
2.3K
+ 12.48%
$34.78 - $51.4 $80K - $118K
20.7K $1.07M
DAL
Delta Air Lines, Inc.

Industrials
1.64K
+ 5.92%
$35.88 - $52.99 $58.9K - $87K
29.4K $1.44M
AVGO
Broadcom Inc.

Technology
39
+ 1.97%
$146.29 - $275.65 $5.71K - $10.8K
2.02K $557K
BA
Boeing CO

Industrials
50
+ 1.01%
$136.59 - $217.51 $6.83K - $10.9K
4.98K $1.04M
SNOW
Snowflake Inc.

Technology
125
+ 6.53%
$130.53 - $223.77 $16.3K - $28K
2.04K $456K
WMT
Walmart Inc.

Consumer Defensive
533
+ 5.03%
$81.79 - $99.98 $43.6K - $53.3K
11.1K $1.09M
ILMN
Illumina, Inc.

Healthcare
900
+ 25.25%
$70.3 - $95.41 $63.3K - $85.9K
4.47K $426K
QQQ
Invesco Qqq Trust, Series 1

ETFs
110
+ 15.54%
$416.06 - $551.64 $45.8K - $60.7K
818 $451K
SLG
Sl Green Realty Corp

Real Estate
353
+ 1.65%
$47.9 - $65.94 $16.9K - $23.3K
21.7K $1.34M
CGCP
Capital Group Core Plus Income

ETFs
4.73K
+ 52.8%
$21.92 - $22.56 $104K - $107K
13.7K $308K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
96
+ 10.14%
$456.74 - $568.03 $43.8K - $54.5K
1.04K $592K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.03%
$149.23 - $184.95 $149 - $185
3.95K $719K
PARA
Paramount Global

Communication Services
1.7K
+ 3.08%
$10.65 - $12.9 $18.1K - $21.9K
56.9K $734K
VZ
Verizon Communications Inc

Communication Services
2.8K
+ 11.17%
$41.67 - $45.62 $117K - $128K
27.9K $1.21M
TFC
Truist Financial Corp

Financial Services
702
+ 3.46%
$34.79 - $42.99 $24.4K - $30.2K
21K $902K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
458
+ 1.92%
$37.18 - $42.55 $17K - $19.5K
24.4K $1.04M
ADI
Analog Devices Inc

Technology
36
+ 2.64%
$164.6 - $238.02 $5.93K - $8.57K
1.4K $332K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
388
+ 5.31%
$51.16 - $62.02 $19.9K - $24.1K
7.69K $477K
ALL
Allstate Corp

Financial Services
272
+ 25.44%
$180.53 - $212.64 $49.1K - $57.8K
1.34K $269K
D
Dominion Energy, Inc

Utilities
215
+ 0.28%
$49.66 - $58.0 $10.7K - $12.5K
76.2K $4.31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
802
+ 18.37%
$51.14 - $57.0 $41K - $45.7K
5.17K $293K
CGGR
Capital Group Growth ETF Shs C

ETFs
111
+ 1.85%
$30.53 - $40.65 $3.39K - $4.51K
6.13K $249K
SQ
Block, Inc.

Technology
735
+ 16.37%
N/A
5.23K $298K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2
+ 0.04%
$62.73 - $78.42 $125 - $157
5.52K $427K
FCX
Freeport Mcmoran Inc

Basic Materials
100
+ 1.68%
$29.15 - $44.46 $2.92K - $4.45K
6.06K $262K
FAST
Fastenal CO

Industrials
5.13K
+ 99.53%
$40.65 - $83.16 $209K - $427K
10.3K $432K
APO
Apollo Global Management, Inc.

Financial Services
51
+ 1.14%
$108.68 - $145.07 $5.54K - $7.4K
4.54K $643K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$149.76 - $186.42 $150 - $186
2.11K $393K
RVT
Royce Value Trust, Inc.

Financial Services
330
+ 1.99%
$12.5 - $15.21 $4.13K - $5.02K
16.9K $254K
QCOM
Qualcomm Inc

Technology
15
+ 0.58%
$124.66 - $159.48 $1.87K - $2.39K
2.61K $414K
ZION
Zions Bancorporation, National Association

Financial Services
3
+ 0.04%
$41.39 - $51.94 $124 - $156
7.31K $379K
PFF
Ishares Trust Ishares Pfd And

ETFs
550
+ 1.1%
$29.0 - $30.68 $16K - $16.9K
50.5K $1.55M
CRM
Salesforce, Inc.

Technology
22
+ 1.02%
$236.26 - $291.15 $5.2K - $6.41K
2.17K $591K
KO
Coca Cola CO

Consumer Defensive
472
+ 2.07%
$68.37 - $73.9 $32.3K - $34.9K
23.3K $1.65M
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
CGMU
Capital Group Core Plus Income
155
+ 2.05%
N/A
7.72K $0
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
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.13%
$218.41 - $252.43 $437 - $505
1.55K $384K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.04%
$85.42 - $94.39 $85.4 - $94.4
2.37K $222K
NEE
Nextera Energy Inc

Utilities
250
+ 2.07%
$64.11 - $75.0 $16K - $18.8K
12.3K $854K
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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