Carson Advisory Inc. Sells in Q2 2025

Carson Advisory Inc.

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-788
- 3.91%
$172.42 - $223.89 $136K - $176K
19.3K $3.97M
UNH
Unitedhealth Group Inc

Healthcare
-350
- 29.71%
$274.35 - $599.47 $96K - $210K
828 $258K
UPS
United Parcel Service Inc

Industrials
-1.07K
- 8.75%
$91.92 - $110.2 $98.6K - $118K
11.2K $1.13M
CVX
Chevron Corp

Energy
-329
- 4.66%
$133.73 - $168.51 $44K - $55.4K
6.73K $963K
WD
Walker & Dunlop, Inc.

Financial Services
-100
- 0.79%
$66.0 - $85.06 $6.6K - $8.51K
12.5K $881K
PCG
Pg&E Corp

Utilities
-160
- 0.35%
$13.55 - $17.87 $2.17K - $2.86K
45.7K $637K
PG
Procter & Gamble CO

Consumer Defensive
-53
- 0.44%
$157.66 - $172.39 $8.36K - $9.14K
12.1K $1.93M
JNJ
Johnson & Johnson

Healthcare
-4
- 0.04%
$146.36 - $159.82 $585 - $639
10.7K $1.63M
XOM
Exxon Mobil Corp

Energy
-260
- 3.13%
$99.93 - $119.04 $26K - $31K
8.04K $867K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-5.69K
- 3.99%
$11.34 - $12.35 $64.6K - $70.3K
137K $1.63M
AFL
Aflac Inc

Financial Services
-93
- 0.8%
$99.77 - $112.45 $9.28K - $10.5K
11.5K $1.22M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
-2.9K
- 1.47%
$7.4 - $7.87 $21.5K - $22.8K
195K $1.47M
VTRS
Viatris Inc

Healthcare
-9.6K
- 18.23%
$7.26 - $9.12 $69.7K - $87.6K
43.1K $384K
KHC
Kraft Heinz CO

Consumer Defensive
-945
- 9.42%
$25.61 - $30.81 $24.2K - $29.1K
9.09K $234K
WY
Weyerhaeuser CO

Real Estate
-1.22K
- 11.47%
$24.69 - $29.48 $30.1K - $35.9K
9.4K $241K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-897
- 13.37%
$90.56 - $109.49 $81.2K - $98.2K
5.81K $635K
GILD
Gilead Sciences, Inc.

Healthcare
-500
- 10.8%
$96.91 - $113.0 $48.5K - $56.5K
4.13K $457K
GIS
General Mills Inc

Consumer Defensive
-18
- 0.26%
$50.37 - $60.97 $907 - $1.1K
6.81K $352K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-3K
- 6.11%
$9.57 - $10.35 $28.7K - $31.1K
46.1K $456K
SO
Southern CO

Utilities
-377
- 0.54%
$84.91 - $92.56 $32K - $34.9K
69K $6.34M
T
At&T Inc.

Communication Services
-3.39K
- 3.99%
$26.33 - $28.94 $89.3K - $98.1K
81.5K $2.36M
CVS
Cvs Health Corp

Healthcare
-600
- 10.06%
$60.04 - $70.18 $36K - $42.1K
5.37K $370K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-4K
- 8.02%
$7.05 - $8.02 $28.2K - $32.1K
45.9K $367K
PFE
Pfizer Inc

Healthcare
-460
- 3.86%
$21.59 - $24.84 $9.93K - $11.4K
11.5K $277K
DVY
Ishares Tr

ETFs
-150
- 6.95%
$118.37 - $134.86 $17.8K - $20.2K
2.01K $266K
VNQ
Vanguard Specialized Funds Van

ETFs
-102
- 1.3%
$79.79 - $91.42 $8.14K - $9.32K
7.76K $690K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.51K
- 11.47%
$10.78 - $11.57 $16.2K - $17.4K
11.6K $131K
VO
Vanguard Mid Cap ETF

ETFs
-143
- 13.13%
$228.54 - $279.83 $32.7K - $40K
946 $264K
MO
Altria Group, Inc.

Consumer Defensive
-89
- 1.37%
$55.56 - $60.91 $4.94K - $5.42K
6.4K $375K
LHX
L3 Harris Technologies, Inc.

Industrials
-226
- 18.99%
$200.21 - $256.99 $45.2K - $58.1K
964 $241K
BXP
Boston Properties Inc

Real Estate
-99
- 2.17%
$56.86 - $74.12 $5.63K - $7.34K
4.46K $301K
CSCO
Cisco Systems, Inc.

Technology
-660
- 12.15%
$53.19 - $69.38 $35.1K - $45.8K
4.77K $331K
TJX
Tjx Companies Inc

Consumer Cyclical
-42
- 1.81%
$119.13 - $135.03 $5K - $5.67K
2.28K $281K
Grail Inc
-2.7K
- 23.48%
N/A
8.8K $0
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.05%
$335.24 - $380.78 $1.01K - $1.14K
6.51K $2.39M
V
Visa Inc.

Financial Services
-8
- 1.16%
$308.27 - $373.31 $2.47K - $2.99K
683 $242K
STWD
Starwood Property Trust, Inc.

Real Estate
-400
- 0.94%
$17.28 - $20.41 $6.91K - $8.16K
42.2K $846K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-300
- 7.5%
$52.84 - $65.52 $15.9K - $19.7K
3.7K $242K
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 7.02%
$498.8 - $620.9 $22.4K - $27.9K
596 $370K
VTI
Vanguard Total Stock Market Et

ETFs
-258
- 8.41%
$243.75 - $303.93 $62.9K - $78.4K
2.81K $854K
ORCL
Oracle Corp

Technology
-455
- 30.89%
$122.82 - $218.63 $55.9K - $99.5K
1.02K $222K
NSC
Norfolk Southern Corp

Industrials
-4
- 0.38%
$206.34 - $257.46 $825 - $1.03K
1.06K $270K
RY
Royal Bank Of Canada

Financial Services
-100
- 5.57%
$108.36 - $131.55 $10.8K - $13.2K
1.7K $223K
RTX
Raytheon Technologies Corp

Industrials
-99
- 3.23%
$113.75 - $148.48 $11.3K - $14.7K
2.96K $432K
MPC
Marathon Petroleum Corp

Energy
-9
- 0.58%
$118.55 - $170.08 $1.07K - $1.53K
1.55K $257K
NEM
Newmont Corp

Basic Materials
-200
- 4.7%
$44.18 - $59.46 $8.84K - $11.9K
4.05K $236K
DIS
Walt Disney CO

Communication Services
-494
- 13.09%
$81.72 - $124.01 $40.4K - $61.3K
3.28K $406K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-56
- 6.19%
$320.42 - $424.58 $17.9K - $23.8K
849 $360K
QS
Quantum Scape Corp

Consumer Cyclical
-100
- 0.45%
$3.47 - $7.65 $347 - $765
22.1K $148K
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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