Carson Advisory Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $7.66M, Capital Group Global Growth Eq with a value of $6.41M, Southern CO with a value of $6.38M, Apple Inc. with a value of $4.47M, and Dominion Energy, Inc with a value of $4.26M.
Examining the 13F form we can see an increase of $2.88M in the current position value, from $135M to 138M.
Below you can find more details about Carson Advisory Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$138 Million
Financial Services: $34.3 Million
ETFs: $23.5 Million
Utilities: $21.8 Million
Technology: $15.5 Million
Consumer Defensive: $8.3 Million
Industrials: $7.68 Million
Healthcare: $6.35 Million
Consumer Cyclical: $6.34 Million
Other: $14.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
