Carson Advisory Inc. Sells in Q1 2025

Carson Advisory Inc.

  • $138 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-25
- 3.86%
$725.72 - $929.72 $18.1K - $23.2K
622 $513K
ALL
Allstate Corp

Financial Services
-1
- 0.09%
$180.99 - $210.18 $181 - $210
1.07K $221K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-300
- 2.85%
$58.01 - $64.46 $17.4K - $19.3K
10.2K $634K
PG
Procter & Gamble CO

Consumer Defensive
-64
- 0.52%
$158.56 - $176.26 $10.1K - $11.3K
12.2K $2.07M
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.61%
$279.74 - $321.29 $5.59K - $6.43K
1.22K $381K
NOC
Northrop Grumman Corp

Industrials
-5
- 0.74%
$433.45 - $513.82 $2.17K - $2.57K
669 $342K
JPM
Jpmorgan Chase & CO

Financial Services
-67
- 0.67%
$225.19 - $279.95 $15.1K - $18.8K
9.98K $2.45M
ABT
Abbott Laboratories

Healthcare
-83
- 2.96%
$111.1 - $140.22 $9.22K - $11.6K
2.73K $361K
AFL
Aflac Inc

Financial Services
-193
- 1.63%
$100.99 - $111.19 $19.5K - $21.5K
11.6K $1.29M
ABBV
Abb Vie Inc.

Healthcare
-25
- 1.01%
$169.2 - $216.66 $4.23K - $5.42K
2.45K $513K
GE
General Electric CO

Industrials
-82
- 2.57%
$168.59 - $212.13 $13.8K - $17.4K
3.11K $622K
CVX
Chevron Corp

Energy
-334
- 4.52%
$146.71 - $167.97 $49K - $56.1K
7.06K $1.18M
CVS
Cvs Health Corp

Healthcare
-500
- 7.73%
$44.22 - $68.64 $22.1K - $34.3K
5.97K $404K
VZ
Verizon Communications Inc

Communication Services
-159
- 0.63%
$37.81 - $46.49 $6.01K - $7.39K
25.1K $1.14M
KO
Coca Cola CO

Consumer Defensive
-980
- 4.12%
$60.81 - $72.32 $59.6K - $70.9K
22.8K $1.63M
JNJ
Johnson & Johnson

Healthcare
-118
- 1.09%
$142.06 - $167.7 $16.8K - $19.8K
10.7K $1.77M
X
United States Steel Corp

Basic Materials
-1K
- 3.13%
$30.47 - $43.0 $30.5K - $43K
31K $1.31M
IBM
International Business Machines Corp

Technology
-525
- 3.56%
$217.4 - $264.74 $114K - $139K
14.2K $3.54M
DUK
Duke Energy Corp

Utilities
-217
- 0.69%
$105.87 - $121.97 $23K - $26.5K
31.4K $3.83M
Activity Summary
Buys All Purchases 69 New Holdings 16 Increased Positions 53 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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