Carson Allaria Wealth Management, Ltd. Incresed Positions in Q1 2025

Carson Allaria Wealth Management, Ltd.

  • $167 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
10
+ 18.87%
$239.27 - $396.5 $2.39K - $3.97K
63 $18K
SSYS
Stratasys Ltd.

Technology
95
+ 7.44%
$8.58 - $12.85 $815 - $1.22K
1.37K $13K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 0.25%
$40.81 - $45.34 $122 - $136
1.22K $53K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.66%
$286.85 - $318.64 $287 - $319
153 $46K
C
Citigroup Inc

Financial Services
16
+ 4.4%
$67.23 - $84.63 $1.08K - $1.35K
380 $26K
OMC
Omnicom Group Inc.

Communication Services
71
+ 3.94%
$79.43 - $88.34 $5.64K - $6.27K
1.87K $155K
ETSY
Etsy Inc

Consumer Cyclical
30
+ 23.08%
$44.4 - $57.29 $1.33K - $1.72K
160 $7K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.76%
$105.1 - $109.61 $105 - $110
132 $14K
ZG
Zillow Group, Inc.

Communication Services
18
+ 13.14%
$66.41 - $85.29 $1.2K - $1.54K
155 $10K
TDOC
Teladoc Health, Inc.

Healthcare
169
+ 22.24%
$7.96 - $14.33 $1.35K - $2.42K
929 $7K
IPGP
Ipg Photonics Corp

Technology
20
+ 90.91%
$57.86 - $77.8 $1.16K - $1.56K
42 $2K
Canopy Growth Corp
1.37K
+ 294.22%
N/A
1.84K $0
Blackrock Inc
1
+ 0.31%
N/A
322 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
33
+ 3.19%
N/A
1.07K $7K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.95%
N/A
106 $19K
STM
St Microelectronics N.V.

Technology
59
+ 18.1%
$21.64 - $28.22 $1.28K - $1.66K
385 $8K
PRLB
Proto Labs Inc

Industrials
32
+ 10.7%
$35.04 - $45.03 $1.12K - $1.44K
331 $11K
LUV
Southwest Airlines CO

Industrials
1
+ 0.16%
$28.18 - $34.84 $28.2 - $34.8
628 $21K
Pimco ETF Tr
13.3K
+ 7.64%
N/A
188K $0
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.88%
$104.71 - $107.69 $209 - $215
228 $24K
Gsk PLC
242
+ 6.51%
N/A
3.96K $0
MET
Metlife Inc

Financial Services
2
+ 1.3%
$77.7 - $87.0 $155 - $174
156 $12K
DOCU
Docusign, Inc.

Technology
21
+ 8.68%
$74.7 - $97.7 $1.57K - $2.05K
263 $21K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.26%
$108.02 - $120.45 $108 - $120
391 $43K
QS
Quantum Scape Corp

Consumer Cyclical
296
+ 18.87%
$4.15 - $6.58 $1.23K - $1.95K
1.87K $7K
FDS
Factset Research Systems Inc

Financial Services
1
+ 1.67%
$427.5 - $476.51 $428 - $477
61 $27K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 1.35%
$131.2 - $160.72 $131 - $161
75 $9K
ZM
Zoom Video Communications, Inc.

Technology
19
+ 5.35%
$72.23 - $88.64 $1.37K - $1.68K
374 $27K
AXP
American Express CO

Financial Services
1
+ 2.13%
$255.39 - $325.87 $255 - $326
48 $12K
CRSP
Crispr Therapeutics Ag

Healthcare
31
+ 8.42%
$34.03 - $53.02 $1.05K - $1.64K
399 $13K
OLN
Olin Corp

Basic Materials
1
+ 1.1%
$23.36 - $34.41 $23.4 - $34.4
92 $2K
EXAS
Exact Sciences Corp

Healthcare
38
+ 15.45%
$43.04 - $58.51 $1.64K - $2.22K
284 $12K
DDD
3 D Systems Corp

Technology
509
+ 24.94%
$2.12 - $4.72 $1.08K - $2.4K
2.55K $5K
CLX
Clorox CO

Consumer Defensive
2
+ 1.17%
$141.76 - $162.89 $284 - $326
173 $25K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1
+ 0.83%
$38.82 - $64.98 $38.8 - $65
122 $4K
MRNA
Moderna, Inc.

Healthcare
38
+ 19.39%
$28.35 - $47.53 $1.08K - $1.81K
234 $6K
ADI
Analog Devices Inc

Technology
1
+ 0.48%
$201.56 - $243.82 $202 - $244
211 $42K
TFC
Truist Financial Corp

Financial Services
106
+ 2.91%
$39.48 - $48.15 $4.18K - $5.1K
3.74K $154K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.57%
$137.62 - $172.64 $138 - $173
175 $24K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.63%
$347.25 - $424.87 $347 - $425
159 $58K
PFE
Pfizer Inc

Healthcare
406
+ 3.84%
$25.01 - $27.13 $10.2K - $11K
11K $277K
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 7.19%
$65.15 - $91.81 $1.37K - $1.93K
313 $20K
ENR
Energizer Holdings, Inc.

Industrials
5
+ 0.47%
$29.28 - $35.79 $146 - $179
1.06K $31K
CSX
Csx Corp

Industrials
2
+ 0.11%
$29.11 - $33.67 $58.2 - $67.3
1.84K $54K
BAC
Bank Of America Corp

Financial Services
2
+ 0.07%
$39.61 - $47.74 $79.2 - $95.5
2.82K $117K
IVT
Inven Trust Properties Corp.

Real Estate
47
+ 0.47%
$28.36 - $30.77 $1.33K - $1.45K
10K $294K
FIS
Fidelity National Information Services, Inc.

Technology
71
+ 3.49%
$68.12 - $83.42 $4.84K - $5.92K
2.11K $157K
USB
Us Bancorp \De\

Financial Services
1
+ 0.06%
$40.92 - $50.9 $40.9 - $50.9
1.78K $75K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.27%
$551.42 - $612.93 $551 - $613
378 $211K
Activity Summary
Buys All Purchases 144 New Holdings 27 Increased Positions 117 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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