Carson Advisory Inc. Incresed Positions in Q3 2025

Carson Advisory Inc.

  • $163 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
23.7K
+ 363.85%
$357.4 - $423.42 $8.47M - $10M
30.2K $12.2M
AAPL
Apple Inc.

Technology
38
+ 0.2%
$202.38 - $256.87 $7.69K - $9.76K
19.4K $4.93M
AES
Aes Corp

Utilities
7.44K
+ 2.5%
$10.77 - $13.94 $80.2K - $104K
305K $4.01M
EIX
Edison International

Utilities
9.76K
+ 14.8%
$50.42 - $56.35 $492K - $550K
75.7K $4.18M
CGGO
Capital Group Global Growth Eq

ETFs
2.93K
+ 1.3%
$31.71 - $34.17 $92.9K - $100K
229K $7.83M
CGDV
Capital Group Divid Value ETF

ETFs
5.93K
+ 8.08%
$39.59 - $42.21 $235K - $250K
79.2K $3.33M
NVO
Novo Nordisk A S

Healthcare
7.68K
+ 170.63%
$45.38 - $71.7 $348K - $550K
12.2K $675K
JNJ
Johnson & Johnson

Healthcare
8
+ 0.07%
$155.17 - $185.42 $1.24K - $1.48K
10.7K $1.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
195
+ 1.35%
$459.11 - $506.91 $89.5K - $98.8K
14.6K $7.36M
SO
Southern CO

Utilities
786
+ 1.14%
$90.83 - $96.0 $71.4K - $75.5K
69.8K $6.62M
WD
Walker & Dunlop, Inc.

Financial Services
225
+ 1.8%
$72.06 - $87.6 $16.2K - $19.7K
12.7K $1.06M
DUK
Duke Energy Corp

Utilities
1
+ 0.0%
$116.31 - $125.93 $116 - $126
31.4K $3.89M
MSFT
Microsoft Corp

Technology
16
+ 0.21%
$491.09 - $535.64 $7.86K - $8.57K
7.73K $4.01M
GE
General Electric CO

Industrials
6
+ 0.19%
$244.75 - $305.63 $1.47K - $1.83K
3.11K $934K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 0.16%
$224.68 - $282.71 $899 - $1.13K
2.52K $704K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.95K
+ 3.86%
$30.67 - $32.13 $59.8K - $62.7K
52.5K $1.66M
WMT
Walmart Inc.

Consumer Defensive
202
+ 1.82%
$94.4 - $104.27 $19.1K - $21.1K
11.3K $1.17M
NEE
Nextera Energy Inc

Utilities
5
+ 0.04%
$69.77 - $77.54 $349 - $388
12.3K $929K
PEP
Pepsico Inc

Consumer Defensive
72
+ 1.01%
$133.81 - $152.16 $9.63K - $11K
7.21K $1.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 3.74%
$567.77 - $614.76 $22.1K - $24K
1.08K $662K
SQ
Block, Inc.

Technology
1.06K
+ 20.29%
N/A
6.29K $359K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
514
+ 6.68%
$62.09 - $66.51 $31.9K - $34.2K
8.21K $535K
LLY
Eli Lilly & CO

Healthcare
88
+ 13.6%
$625.65 - $812.69 $55.1K - $71.5K
735 $560K
XLK
Technology Sector Spdr

ETFs
80
+ 7.39%
$250.97 - $282.66 $20.1K - $22.6K
1.16K $327K
CAT
Caterpillar Inc

Industrials
5
+ 0.94%
$390.92 - $477.15 $1.95K - $2.39K
538 $256K
TBUX
T Rowe Price Exchange Traded F

ETFs
913
+ 7.28%
$49.7 - $49.98 $45.4K - $45.6K
13.5K $670K
UNH
Unitedhealth Group Inc

Healthcare
58
+ 7.0%
$237.77 - $353.61 $13.8K - $20.5K
886 $305K
XOM
Exxon Mobil Corp

Energy
19
+ 0.24%
$105.83 - $117.22 $2.01K - $2.23K
8.06K $909K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 2.01%
$620.67 - $670.08 $7.45K - $8.04K
608 $406K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$185.88 - $207.44 $186 - $207
2.11K $424K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 17.18%
$915.95 - $994.57 $45.8K - $49.7K
341 $315K
VNQ
Vanguard Specialized Funds Van

ETFs
48
+ 0.62%
$88.47 - $93.24 $4.25K - $4.48K
7.8K $713K
RVT
Royce Value Trust, Inc.

Financial Services
300
+ 1.78%
$14.94 - $16.5 $4.48K - $4.95K
17.2K $277K
ADI
Analog Devices Inc

Technology
43
+ 3.08%
$220.68 - $255.63 $9.49K - $11K
1.44K $354K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.13%
$252.31 - $269.41 $505 - $539
1.56K $405K
CGGR
Capital Group Growth ETF Shs C

ETFs
31
+ 0.51%
$40.2 - $44.58 $1.25K - $1.38K
6.16K $270K
CRM
Salesforce, Inc.

Technology
387
+ 17.84%
$231.66 - $273.65 $89.7K - $106K
2.56K $605K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
33
+ 1.51%
$136.48 - $142.97 $4.5K - $4.72K
2.22K $310K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
2.5K
+ 8.45%
$1.19 - $1.99 $2.98K - $4.98K
32.1K $48K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$291.67 - $316.99 $292 - $317
1.22K $371K
JEPI
J P Morgan Exchange Traded Fd

ETFs
81
+ 1.57%
$55.61 - $57.37 $4.5K - $4.65K
5.25K $299K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.04%
$92.18 - $95.14 $92.2 - $95.1
2.37K $225K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.09%
N/A
5.64K $1.03M
Brookfield Asset Managmt LTD
1
+ 0.01%
N/A
8.05K $0
Capital Group Core Balanced
500
+ 3.82%
N/A
13.6K $0
Blackrock ETF Trust Ii
6.58K
+ 9.02%
N/A
79.5K $0
T Rowe Price ETF Inc
20.8K
+ 12.62%
N/A
186K $0
CGMU
Capital Group Core Plus Income
5.23K
+ 67.69%
N/A
12.9K $0
EMR
Emerson Electric CO

Industrials
1
+ 0.06%
$128.6 - $149.63 $129 - $150
1.68K $219K
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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