Carson Advisory Inc. Portfolio Holdings
Carson Advisory Inc.
- $145 Million
- Q2 2025
Carson Advisory Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $7.23M, Berkshire Hathaway Inc Class B with a value of $7.02M, Southern CO with a value of $6.34M, International Business Machines Corp with a value of $4.37M, and Dominion Energy, Inc with a value of $4.31M.
Examining the 13F form we can see an increase of $6.97M in the current position value, from $138M to 145M.
Below you can find more details about Carson Advisory Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
Financial Services: $35.5 Million
ETFs: $25.8 Million
Utilities: $22.6 Million
Technology: $18.4 Million
Industrials: $9.07 Million
Consumer Defensive: $8.27 Million
Consumer Cyclical: $6.89 Million
Communication Services: $6.25 Million
Other: $12.6 Million