Carson Allaria Wealth Management, Ltd. Incresed Positions in Q4 2024

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
702
+ 0.34%
$81.74 - $91.38 $57.4K - $64.1K
205K $18M
SPMD
Spdr Portfolio

ETFs
17.8K
+ 121.36%
$54.13 - $59.56 $966K - $1.06M
32.5K $1.78M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.69K
+ 1.8%
$61.52 - $66.5 $289K - $312K
265K $16.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.02K
+ 2.99%
$84.34 - $95.14 $254K - $287K
104K $9.07M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.91K
+ 6.79%
$94.79 - $95.69 $276K - $278K
45.8K $4.35M
IEMG
Ishares Inc

ETFs
4.34K
+ 6.21%
N/A
74.3K $3.98M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.22K
+ 1.96%
$63.58 - $71.15 $141K - $158K
116K $7.52M
BA
Boeing CO

Industrials
569
+ 176.16%
$138.14 - $180.72 $78.6K - $103K
892 $157K
NVDA
Nvidia Corp

Technology
100
+ 2.3%
$117.0 - $148.88 $11.7K - $14.9K
4.46K $598K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.14K
+ 6.01%
$90.42 - $94.5 $283K - $296K
55.3K $5M
UPS
United Parcel Service Inc

Industrials
481
+ 44.66%
$122.65 - $138.35 $59K - $66.5K
1.56K $196K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.2K
+ 170.98%
$34.13 - $37.35 $41K - $44.9K
1.91K $65K
EMR
Emerson Electric CO

Industrials
10
+ 0.39%
$108.13 - $134.33 $1.08K - $1.34K
2.59K $320K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.07K
+ 2.07%
$49.74 - $50.43 $103K - $104K
102K $5.08M
IVE
Ishares S&P 500 Value ETF

ETFs
194
+ 119.02%
$189.5 - $206.17 $36.8K - $40K
357 $68K
WEC
Wec Energy Group, Inc.

Utilities
392
+ 31.26%
$92.94 - $101.82 $36.4K - $39.9K
1.65K $154K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
478
+ 783.61%
$61.68 - $67.87 $29.5K - $32.4K
539 $33K
DIS
Walt Disney CO

Communication Services
148
+ 17.68%
$92.39 - $117.6 $13.7K - $17.4K
985 $109K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.11%
$163.08 - $198.16 $163 - $198
902 $171K
IJS
Ishares S&P Smallcap 600 Value

ETFs
185
+ 48.3%
$104.59 - $118.05 $19.3K - $21.8K
568 $61K
IVT
Inven Trust Properties Corp.

Real Estate
46
+ 0.46%
$28.52 - $31.3 $1.31K - $1.44K
9.98K $300K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
134
+ 105.51%
$134.53 - $150.65 $18K - $20.2K
261 $35K
SF
Stifel Financial Corp

Financial Services
5
+ 0.36%
$93.4 - $117.72 $467 - $589
1.39K $147K
DFSV
Dimensional ETF Tr Dimensional

ETFs
499
+ 2.54%
$30.18 - $33.87 $15.1K - $16.9K
20.1K $619K
EEM
Ishares Msci Emerging Markets

ETFs
349
+ 40.02%
$41.82 - $47.36 $14.6K - $16.5K
1.22K $51K
BAC
Bank Of America Corp

Financial Services
3
+ 0.11%
$39.22 - $47.77 $118 - $143
2.81K $123K
SOFI
So Fi Technologies, Inc.

Financial Services
493
+ 131.47%
$7.63 - $16.88 $3.76K - $8.32K
868 $13K
ETR
Entergy Corp

Utilities
1.5K
+ 80.46%
$73.19 - $156.4 $109K - $234K
3.35K $254K
USB
Us Bancorp \De\

Financial Services
86
+ 5.09%
$43.98 - $53.66 $3.78K - $4.61K
1.78K $84K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4
+ 0.26%
$70.54 - $79.61 $282 - $318
1.54K $117K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
76
+ 2.28%
$100.22 - $100.73 $7.62K - $7.66K
3.4K $341K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.27%
$567.81 - $607.81 $568 - $608
377 $220K
ENR
Energizer Holdings, Inc.

Industrials
3
+ 0.29%
$31.03 - $39.39 $93.1 - $118
1.05K $36K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.66%
$280.08 - $307.97 $280 - $308
152 $44K
COOP
Mr. Cooper Group Inc.

Financial Services
18
+ 14.06%
$87.37 - $101.43 $1.57K - $1.83K
146 $14K
JACK
Jack In The Box Inc

Consumer Cyclical
78
+ 121.88%
$38.71 - $51.52 $3.02K - $4.02K
142 $5K
C
Citigroup Inc

Financial Services
1
+ 0.28%
$61.31 - $72.5 $61.3 - $72.5
364 $25K
STM
St Microelectronics N.V.

Technology
107
+ 48.86%
$24.48 - $28.92 $2.62K - $3.09K
326 $8K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.67%
$521.84 - $558.82 $522 - $559
150 $80K
T
At&T Inc.

Communication Services
7
+ 0.48%
$21.22 - $23.88 $149 - $167
1.45K $33K
PANW
Palo Alto Networks Inc

Technology
20
+ 100.0%
$181.96 - $405.9 $3.64K - $8.12K
40 $7K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.2%
$278.49 - $315.16 $278 - $315
500 $141K
CBSH
Commerce Bancshares Inc

Financial Services
5
+ 4.95%
$57.04 - $74.36 $285 - $372
106 $6K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1
+ 0.83%
$42.99 - $56.89 $43 - $56.9
121 $6K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.91%
$47.46 - $65.77 $47.5 - $65.8
111 $6K
PAYX
Paychex Inc

Industrials
1
+ 0.43%
$135.86 - $148.73 $136 - $149
232 $32K
MRNA
Moderna, Inc.

Healthcare
84
+ 75.0%
$36.85 - $63.93 $3.1K - $5.37K
196 $8K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.24%
$38.88 - $44.07 $38.9 - $44.1
418 $17K
KR
Kroger CO

Consumer Defensive
2
+ 2.47%
$55.21 - $63.3 $110 - $127
83 $5K
Activity Summary
Buys All Purchases 114 New Holdings 14 Increased Positions 100 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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