Carson Allaria Wealth Management, Ltd. Incresed Positions in Q3 2025

Carson Allaria Wealth Management, Ltd.

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
6.78K
+ 3.14%
$94.33 - $105.31 $640K - $714K
223K $23.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.6K
+ 4.66%
$52.12 - $55.33 $918K - $975K
395K $21.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.06K
+ 0.72%
$67.01 - $72.84 $138K - $150K
290K $21M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.81K
+ 6.17%
$79.39 - $90.39 $540K - $615K
117K $10.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.54K
+ 5.36%
$74.68 - $80.26 $563K - $605K
148K $11.9M
SPMD
Spdr Portfolio

ETFs
12.8K
+ 17.46%
$54.43 - $58.29 $699K - $749K
86.4K $4.94M
DFAS
Dimensional ETF Tr U S Small C

ETFs
49
+ 0.04%
$63.41 - $69.69 $3.11K - $3.41K
123K $8.43M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.77K
+ 7.88%
$90.83 - $93.81 $433K - $447K
65.3K $6.09M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.88K
+ 9.71%
$95.22 - $96.21 $465K - $470K
55.2K $5.31M
IYR
Ishares Tr

ETFs
2.4K
+ 5.09%
$94.16 - $98.46 $226K - $237K
49.6K $4.82M
IEMG
Ishares Inc

ETFs
4.96K
+ 5.93%
N/A
88.6K $4.75M
MSFT
Microsoft Corp

Technology
143
+ 2.82%
$491.09 - $535.64 $70.2K - $76.6K
5.22K $2.7M
DFAI
Dimensional ETF Tr

ETFs
1.84K
+ 3.84%
$34.05 - $36.55 $62.7K - $67.3K
49.8K $1.81M
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$390.92 - $477.15 $391 - $477
1.44K $684K
DFAT
Dimensional ETF Tr U S Target

ETFs
24
+ 0.09%
$53.36 - $59.69 $1.28K - $1.43K
27.2K $1.59M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.82%
$293.94 - $444.72 $4.12K - $6.23K
783 $348K
AEE
Ameren Corp

Utilities
864
+ 70.53%
$95.0 - $104.38 $82.1K - $90.2K
2.09K $218K
DFAE
Dimensional ETF Tr

ETFs
781
+ 2.96%
$28.84 - $31.84 $22.5K - $24.9K
27.2K $856K
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 22.57%
$617.65 - $666.84 $61.8K - $66.7K
543 $361K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.52K
+ 1.53%
$22.9 - $24.1 $34.9K - $36.7K
101K $2.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
66
+ 0.28%
$36.04 - $38.78 $2.38K - $2.56K
24K $925K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.1%
$175.16 - $255.24 $175 - $255
1.03K $251K
JPM
Jpmorgan Chase & CO

Financial Services
71
+ 5.74%
$282.78 - $316.06 $20.1K - $22.4K
1.31K $412K
AMZN
Amazon Com Inc

Consumer Cyclical
207
+ 6.17%
$211.65 - $238.24 $43.8K - $49.3K
3.56K $781K
XOM
Exxon Mobil Corp

Energy
218
+ 8.6%
$105.83 - $117.22 $23.1K - $25.6K
2.75K $310K
PFE
Pfizer Inc

Healthcare
634
+ 5.81%
$23.29 - $25.88 $14.8K - $16.4K
11.5K $294K
AOR
Ishares Tr Core Growth Allocat

ETFs
260
+ 8.72%
$60.99 - $64.39 $15.9K - $16.7K
3.24K $208K
IVW
Ishares S&P 500 Growth ETF

ETFs
27
+ 1.33%
$108.97 - $121.65 $2.94K - $3.28K
2.06K $248K
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.09%
$94.4 - $104.27 $378 - $417
4.59K $472K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.24%
$620.67 - $670.08 $621 - $670
422 $282K
NEE
Nextera Energy Inc

Utilities
1
+ 0.04%
$69.77 - $77.54 $69.8 - $77.5
2.71K $204K
CGDV
Capital Group Divid Value ETF

ETFs
10
+ 0.18%
$39.59 - $42.21 $396 - $422
5.67K $238K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.11%
$252.31 - $269.41 $252 - $269
875 $228K
AMGN
Amgen Inc

Healthcare
23
+ 3.28%
$271.18 - $309.22 $6.24K - $7.11K
724 $204K
VZ
Verizon Communications Inc

Communication Services
82
+ 1.5%
$40.84 - $45.06 $3.35K - $3.69K
5.54K $243K
LAMR
Lamar Advertising CO

Real Estate
21
+ 0.93%
$114.98 - $128.82 $2.41K - $2.71K
2.28K $279K
FMBH
First Mid Bancshares, Inc.

Financial Services
26
+ 0.41%
$37.18 - $40.64 $967 - $1.06K
6.44K $243K
Pimco ETF Tr
18.6K
+ 9.3%
N/A
219K $0
EMR
Emerson Electric CO

Industrials
3
+ 0.12%
$128.6 - $149.63 $386 - $449
2.56K $336K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.07%
$625.65 - $812.69 $626 - $813
1.47K $1.12M
Activity Summary
Buys All Purchases 41 New Holdings 0 Increased Positions 41 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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