Carson Allaria Wealth Management, Ltd. Purchases in Q2 2025

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
6.46K
+ 3.08%
$71.83 - $95.32 $464K - $616K
216K $20.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
21.9K
+ 8.23%
$53.65 - $67.02 $1.17M - $1.47M
288K $19.3M
MINO
Pimco ETF Tr Municipal Income

ETFs
35.6K
+ 32.25%
$43.42 - $45.15 $1.54M - $1.61M
146K $6.45M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.39K
+ 3.22%
$61.79 - $76.67 $271K - $336K
141K $10.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12K
+ 3.28%
$45.11 - $52.34 $541K - $627K
378K $19.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.11K
+ 7.05%
$52.31 - $63.72 $424K - $517K
123K $7.84M
SPMD
Spdr Portfolio

ETFs
12.4K
+ 20.19%
$44.89 - $54.38 $555K - $672K
73.6K $4M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
11.3K
+ 13.5%
$49.18 - $50.17 $557K - $568K
95.2K $4.78M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.07K
+ 2.86%
$67.03 - $80.35 $206K - $247K
110K $8.8M
IEMG
Ishares Inc

ETFs
6.67K
+ 8.67%
N/A
83.6K $4.49M
DFAI
Dimensional ETF Tr

ETFs
37
+ 0.08%
$28.02 - $34.71 $1.04K - $1.28K
48K $1.66M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.9K
+ 3.24%
$89.87 - $92.93 $170K - $176K
60.5K $5.58M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.47K
+ 3.01%
$94.78 - $95.97 $139K - $141K
50.3K $4.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.16K
+ 246.38%
$96.84 - $99.46 $112K - $115K
1.63K $161K
IVW
Ishares S&P 500 Growth ETF

ETFs
832
+ 69.39%
$82.96 - $110.1 $69K - $91.6K
2.03K $223K
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 1.51%
$167.32 - $223.3 $8.37K - $11.2K
3.35K $735K
IVE
Ishares S&P 500 Value ETF

ETFs
460
+ 98.08%
$168.34 - $195.42 $77.4K - $89.9K
929 $181K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.61K
+ 71.72%
$32.66 - $40.75 $52.7K - $65.7K
3.86K $156K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41
+ 0.17%
$29.12 - $35.84 $1.19K - $1.47K
23.9K $857K
EMR
Emerson Electric CO

Industrials
10
+ 0.39%
$94.15 - $133.33 $942 - $1.33K
2.56K $341K
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 17.2%
$496.48 - $617.85 $32.3K - $40.2K
443 $273K
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 3.08%
$221.86 - $362.89 $5.1K - $8.35K
769 $244K
WMT
Walmart Inc.

Consumer Defensive
42
+ 0.92%
$81.79 - $99.98 $3.44K - $4.2K
4.58K $448K
LECO
Lincoln Electric Holdings Inc

Industrials
5
+ 0.21%
$167.18 - $211.38 $836 - $1.06K
2.41K $499K
HLN
Haleon PLC

Healthcare
3.61K
New
$9.27 - $11.41 $33.5K - $41.2K
3.61K $37K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
470
+ 74.37%
$51.16 - $62.02 $24K - $29.1K
1.1K $68K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
199
+ 51.03%
$108.87 - $133.04 $21.7K - $26.5K
589 $78K
DFSV
Dimensional ETF Tr Dimensional

ETFs
94
+ 0.47%
$24.21 - $29.47 $2.28K - $2.77K
20.3K $596K
EEM
Ishares Msci Emerging Markets

ETFs
361
+ 29.49%
$38.52 - $48.28 $13.9K - $17.4K
1.59K $76K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.1%
$146.58 - $180.01 $147 - $180
1.03K $183K
BAC
Bank Of America Corp

Financial Services
134
+ 4.76%
$34.39 - $47.46 $4.61K - $6.36K
2.95K $139K
CGDV
Capital Group Divid Value ETF

ETFs
9
+ 0.16%
$31.93 - $39.49 $287 - $355
5.66K $223K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 16.0%
$456.74 - $568.03 $11K - $13.6K
174 $98K
COF
Capital One Financial Corp

Financial Services
102
New
$150.57 - $212.76 $15.4K - $21.7K
102 $21K
PLTR
Palantir Technologies Inc.

Technology
119
+ 198.33%
$74.01 - $144.25 $8.81K - $17.2K
179 $24K
DG
Dollar General Corp

Consumer Defensive
4
+ 0.62%
$86.02 - $114.95 $344 - $460
652 $74K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2
+ 0.13%
$60.22 - $80.1 $120 - $160
1.55K $123K
FMBH
First Mid Bancshares, Inc.

Financial Services
28
+ 0.44%
$31.0 - $38.22 $868 - $1.07K
6.41K $240K
LAMR
Lamar Advertising CO

Real Estate
1
+ 0.04%
$102.35 - $121.67 $102 - $122
2.26K $274K
GOOGL
Alphabet Inc.

Communication Services
67
+ 36.41%
$144.7 - $178.6 $9.69K - $12K
251 $44K
SF
Stifel Financial Corp

Financial Services
7
+ 0.5%
$76.49 - $103.78 $535 - $726
1.41K $146K
FIS
Fidelity National Information Services, Inc.

Technology
4
+ 0.19%
$68.14 - $82.13 $273 - $329
2.11K $171K
IJS
Ishares S&P Smallcap 600 Value

ETFs
120
+ 14.41%
$83.54 - $100.04 $10K - $12K
953 $94K
AOR
Ishares Tr Core Growth Allocat

ETFs
11
+ 0.37%
$53.36 - $61.57 $587 - $677
2.98K $183K
GTLS
Chart Industries Inc

Industrials
66
New
$115.08 - $175.5 $7.6K - $11.6K
66 $10K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.14%
$113.75 - $148.48 $114 - $148
713 $104K
SYK
Stryker Corp

Healthcare
1
+ 0.32%
$337.37 - $395.63 $337 - $396
315 $124K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9
+ 1.1%
$50.08 - $63.14 $451 - $568
829 $52K
C
Citigroup Inc

Financial Services
1
+ 0.26%
$58.13 - $85.12 $58.1 - $85.1
381 $32K
Activity Summary
Buys All Purchases 90 New Holdings 11 Increased Positions 79 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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