Carson Allaria Wealth Management, Ltd. Incresed Positions in Q2 2025

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SSYS
Stratasys Ltd.

Technology
42
+ 3.06%
$8.72 - $11.47 $366 - $482
1.41K $16K
IBKR
Interactive Brokers Group, Inc.

Financial Services
120
+ 300.0%
$50.53 - $212.53 $6.06K - $25.5K
160 $8K
T
At&T Inc.

Communication Services
3
+ 0.25%
$26.33 - $28.94 $79 - $86.8
1.23K $35K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 1.02%
$166.82 - $194.23 $167 - $194
99 $19K
JACK
Jack In The Box Inc

Consumer Cyclical
38
+ 26.76%
$16.83 - $28.8 $640 - $1.09K
180 $3K
Super Micro Computer Inc
75
+ 5.91%
N/A
1.34K $0
Blackrock Inc
1
+ 0.31%
N/A
323 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 1.27%
$90.56 - $109.49 $90.6 - $109
80 $8K
CBSH
Commerce Bancshares Inc

Financial Services
1
+ 0.94%
$55.42 - $65.63 $55.4 - $65.6
107 $6K
MET
Metlife Inc

Financial Services
1
+ 0.64%
$68.42 - $82.49 $68.4 - $82.5
157 $12K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.54%
$90.85 - $102.31 $182 - $205
370 $37K
Pimco ETF Tr
12.4K
+ 6.63%
N/A
200K $0
Gsk PLC
14
+ 0.35%
N/A
3.97K $0
OLN
Olin Corp

Basic Materials
1
+ 1.09%
$17.96 - $24.7 $18 - $24.7
93 $1K
WPC
W. P. Carey Inc.

Real Estate
53
+ 0.75%
$56.12 - $64.53 $2.97K - $3.42K
7.12K $444K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.76%
$170.16 - $206.27 $170 - $206
132 $24K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.22%
$68.37 - $73.9 $615 - $665
4.07K $288K
CLX
Clorox CO

Consumer Defensive
1
+ 0.58%
$118.01 - $148.69 $118 - $149
174 $20K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 1.09%
$79.69 - $99.41 $956 - $1.19K
1.11K $101K
PAGP
Plains Gp Holdings LP

Energy
89
+ 1.77%
$17.24 - $21.61 $1.53K - $1.92K
5.12K $99K
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.35%
$102.24 - $109.76 $613 - $659
1.73K $179K
ENR
Energizer Holdings, Inc.

Industrials
5
+ 0.47%
$19.83 - $29.97 $99.1 - $150
1.06K $21K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.2%
$310.86 - $348.77 $311 - $349
501 $160K
CVX
Chevron Corp

Energy
4
+ 0.71%
$133.73 - $168.51 $535 - $674
565 $80K
IVT
Inven Trust Properties Corp.

Real Estate
54
+ 0.54%
$25.97 - $29.73 $1.4K - $1.61K
10.1K $276K
AMGN
Amgen Inc

Healthcare
1
+ 0.14%
$262.28 - $309.85 $262 - $310
701 $195K
XOM
Exxon Mobil Corp

Energy
3
+ 0.12%
$99.93 - $119.04 $300 - $357
2.54K $273K
IYR
Ishares Tr

ETFs
15
+ 0.03%
$84.48 - $96.25 $1.27K - $1.44K
47.2K $4.48M
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
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email