Carson Advisory Inc. Reduced Holdings in Q3 2025

Carson Advisory Inc.

  • $163 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-246
- 12.16%
$264.74 - $369.57 $65.1K - $90.9K
1.78K $586K
ZION
Zions Bancorporation, National Association

Financial Services
-47
- 0.64%
$51.2 - $59.15 $2.41K - $2.78K
7.26K $410K
NSC
Norfolk Southern Corp

Industrials
-49
- 4.64%
$259.49 - $300.41 $12.7K - $14.7K
1.01K $302K
MO
Altria Group, Inc.

Consumer Defensive
-197
- 3.08%
$57.75 - $67.68 $11.4K - $13.3K
6.2K $409K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 1.22%
$546.99 - $602.2 $5.47K - $6.02K
808 $485K
ENB
Enbridge Inc

Energy
-10
- 0.14%
$43.79 - $50.46 $438 - $505
7.27K $366K
LHX
L3 Harris Technologies, Inc.

Industrials
-53
- 5.5%
$252.18 - $305.41 $13.4K - $16.2K
911 $278K
LNC
Lincoln National Corp

Financial Services
-150
- 1.85%
$33.37 - $43.29 $5.01K - $6.49K
7.95K $320K
PCG
Pg&E Corp

Utilities
-700
- 1.53%
$13.0 - $15.73 $9.1K - $11K
45K $678K
ETN
Eaton Corp PLC

Industrials
-27
- 0.88%
$342.99 - $392.76 $9.26K - $10.6K
3.03K $1.14M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-200
- 1.77%
$87.95 - $94.49 $17.6K - $18.9K
11.1K $1.04M
CVX
Chevron Corp

Energy
-198
- 2.94%
$145.57 - $161.83 $28.8K - $32K
6.53K $1.01M
TFC
Truist Financial Corp

Financial Services
-99
- 0.47%
$42.83 - $47.07 $4.24K - $4.66K
20.9K $955K
RTX
Raytheon Technologies Corp

Industrials
-49
- 1.65%
$144.19 - $167.33 $7.07K - $8.2K
2.92K $487K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-2.52K
- 1.84%
$11.55 - $12.56 $29.1K - $31.7K
135K $1.69M
VTI
Vanguard Total Stock Market Et

ETFs
-30
- 1.07%
$303.93 - $329.86 $9.12K - $9.9K
2.78K $912K
LOW
Lowes Companies Inc

Consumer Cyclical
-36
- 1.28%
$215.01 - $273.02 $7.74K - $9.83K
2.78K $697K
C
Citigroup Inc

Financial Services
-1.62K
- 10.03%
$85.57 - $103.49 $138K - $167K
14.5K $1.47M
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.15%
$184.85 - $231.54 $739 - $926
2.71K $626K
JPM
Jpmorgan Chase & CO

Financial Services
-370
- 3.72%
$282.78 - $316.06 $105K - $117K
9.56K $3.02M
NVDA
Nvidia Corp

Technology
-86
- 1.27%
$153.3 - $186.58 $13.2K - $16K
6.69K $1.25M
BX
Blackstone Inc.

Financial Services
-160
- 1.63%
$152.77 - $188.68 $24.4K - $30.2K
9.63K $1.64M
CG
Carlyle Group Inc.

Financial Services
-700
- 3.38%
$52.82 - $69.35 $37K - $48.5K
20K $1.26M
BAC
Bank Of America Corp

Financial Services
-983
- 1.68%
$44.92 - $52.42 $44.2K - $51.5K
57.5K $2.96M
DAL
Delta Air Lines, Inc.

Industrials
-246
- 0.84%
$49.0 - $61.97 $12.1K - $15.2K
29.1K $1.65M
MU
Micron Technology Inc

Technology
-724
- 9.0%
$104.88 - $168.89 $75.9K - $122K
7.32K $1.22M
D
Dominion Energy, Inc

Utilities
-815
- 1.07%
$56.32 - $62.1 $45.9K - $50.6K
75.4K $4.61M
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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