Carson Advisory Inc. Sells in Q3 2025

Carson Advisory Inc.

  • $163 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-19K
- 23.35%
$26.94 - $29.62 $513K - $564K
62.5K $1.76M
META
Meta Platforms, Inc.

Communication Services
-419
- 30.38%
$695.21 - $791.73 $291K - $332K
960 $705K
SNV
Synovus Financial Corp

Financial Services
-4.2K
- 10.72%
$46.55 - $59.6 $196K - $250K
35K $1.72M
WHR
Whirlpool Corp

Consumer Cyclical
-500
- 4.72%
$77.47 - $110.59 $38.7K - $55.3K
10.1K $793K
UPS
United Parcel Service Inc

Industrials
-951
- 8.5%
$82.58 - $105.54 $78.5K - $100K
10.2K $855K
KO
Coca Cola CO

Consumer Defensive
-1.87K
- 8.04%
$65.67 - $71.67 $123K - $134K
21.4K $1.42M
IBM
International Business Machines Corp

Technology
-100
- 0.67%
$234.77 - $292.47 $23.5K - $29.2K
14.7K $4.15M
PG
Procter & Gamble CO

Consumer Defensive
-52
- 0.43%
$150.47 - $161.22 $7.82K - $8.38K
12.1K $1.85M
PRU
Prudential Financial Inc

Financial Services
-360
- 4.39%
$100.68 - $109.89 $36.2K - $39.6K
7.84K $813K
DIS
Walt Disney CO

Communication Services
-298
- 9.09%
$112.25 - $124.0 $33.5K - $37K
2.98K $341K
SLG
Sl Green Realty Corp

Real Estate
-97
- 0.45%
$52.04 - $65.67 $5.05K - $6.37K
21.6K $1.29M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-199
- 3.32%
$60.9 - $70.75 $12.1K - $14.1K
5.79K $361K
APO
Apollo Global Management, Inc.

Financial Services
-15
- 0.33%
$131.55 - $156.05 $1.97K - $2.34K
4.52K $602K
CSCO
Cisco Systems, Inc.

Technology
-498
- 10.43%
$66.2 - $71.79 $33K - $35.8K
4.28K $292K
FCX
Freeport Mcmoran Inc

Basic Materials
-250
- 4.12%
$35.34 - $47.21 $8.84K - $11.8K
5.81K $228K
VO
Vanguard Mid Cap ETF

ETFs
-157
- 16.6%
$279.83 - $293.74 $43.9K - $46.1K
789 $231K
FAST
Fastenal CO

Industrials
-2.1K
- 20.4%
$42.47 - $50.39 $89.2K - $106K
8.19K $401K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-699
- 12.02%
$108.46 - $120.63 $75.8K - $84.3K
5.11K $607K
KRP
Kimbell Royalty Partners, LP

Energy
-1K
- 3.82%
$13.08 - $15.06 $13.1K - $15.1K
25.2K $339K
APD
Air Products & Chemicals, Inc.

Basic Materials
-54
- 5.54%
$265.78 - $299.3 $14.4K - $16.2K
921 $251K
CGCP
Capital Group Core Plus Income

ETFs
-1.11K
- 8.13%
$22.27 - $22.95 $24.8K - $25.5K
12.6K $285K
VTRS
Viatris Inc

Healthcare
-6.45K
- 14.98%
$8.74 - $10.69 $56.4K - $69K
36.6K $362K
GILD
Gilead Sciences, Inc.

Healthcare
-200
- 4.84%
$108.22 - $120.47 $21.6K - $24.1K
3.93K $436K
ILMN
Illumina, Inc.

Healthcare
-200
- 4.48%
$91.69 - $109.88 $18.3K - $22K
4.27K $405K
AFL
Aflac Inc

Financial Services
-794
- 6.88%
$98.09 - $111.7 $77.9K - $88.7K
10.8K $1.2M
TT
Trane Technologies PLC

Industrials
-13
- 2.33%
$398.96 - $472.54 $5.19K - $6.14K
546 $230K
AMZN
Amazon Com Inc

Consumer Cyclical
-59
- 1.29%
$211.65 - $238.24 $12.5K - $14.1K
4.51K $990K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
-10.7K
- 5.49%
$7.56 - $7.93 $80.9K - $84.9K
184K $1.45M
PFE
Pfizer Inc

Healthcare
-1K
- 8.72%
$23.29 - $25.88 $23.3K - $25.9K
10.5K $266K
SNOW
Snowflake Inc.

Technology
-60
- 2.94%
$191.73 - $241.0 $11.5K - $14.5K
1.98K $446K
VZ
Verizon Communications Inc

Communication Services
-658
- 2.36%
$40.84 - $45.06 $26.9K - $29.6K
27.2K $1.2M
ABT
Abbott Laboratories

Healthcare
-19
- 0.7%
$120.51 - $136.62 $2.29K - $2.6K
2.71K $362K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-2.5K
- 5.42%
$9.82 - $10.43 $24.6K - $26.1K
43.6K $450K
ALL
Allstate Corp

Financial Services
-103
- 7.68%
$192.0 - $214.65 $19.8K - $22.1K
1.24K $265K
ORCL
Oracle Corp

Technology
-232
- 22.79%
$218.96 - $328.33 $50.8K - $76.2K
786 $221K
Grail Inc
-900
- 10.23%
N/A
7.9K $0
Ge Vernova Inc
-30
- 4.58%
N/A
625 $0
MRK
Merck & Co., Inc.

Healthcare
-62
- 2.0%
$77.6 - $87.37 $4.81K - $5.42K
3.03K $254K
CVS
Cvs Health Corp

Healthcare
-300
- 5.59%
$58.75 - $76.5 $17.6K - $23K
5.07K $382K
JXN
Jackson Financial Inc.

Financial Services
-3.32K
- 11.88%
$84.06 - $103.8 $279K - $345K
24.6K $2.49M
COP
Conocophillips

Energy
-16
- 0.58%
$91.0 - $98.99 $1.46K - $1.58K
2.72K $257K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-847
- 3.48%
$42.39 - $44.63 $35.9K - $37.8K
23.5K $1.05M
WFC
Wells Fargo & Company

Financial Services
-400
- 3.15%
$77.05 - $85.16 $30.8K - $34.1K
12.3K $1.03M
VUG
Vanguard Growth ETF

ETFs
-20
- 3.77%
$433.97 - $484.08 $8.68K - $9.68K
511 $245K
QCOM
Qualcomm Inc

Technology
-20
- 0.77%
$145.84 - $173.55 $2.92K - $3.47K
2.59K $430K
RF
Regions Financial Corp

Financial Services
-200
- 2.22%
$24.03 - $27.41 $4.81K - $5.48K
8.82K $232K
BXP
Boston Properties Inc

Real Estate
-98
- 2.2%
$62.11 - $78.93 $6.09K - $7.74K
4.36K $324K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 2.83%
$420.11 - $472.68 $10.1K - $11.3K
825 $386K
MPC
Marathon Petroleum Corp

Energy
-64
- 4.13%
$158.59 - $198.69 $10.1K - $12.7K
1.49K $286K
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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