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
GOOG Alphabet Inc. Communication Services	129 + 14.3%	$156.06 - $207.71 $20.1K - $26.8K	1.03K $161K
WMT Walmart Inc. Consumer Defensive	4 + 0.09%	$84.5 - $105.05 $338 - $420	4.54K $398K
ONEQ Fidelity Nasdaq Composite Inde ETFs	2 + 0.13%	$68.07 - $78.99 $136 - $158	1.55K $105K
UPS United Parcel Service Inc Industrials	88 + 5.65%	$109.66 - $136.26 $9.65K - $12K	1.65K $181K
SF Stifel Financial Corp Financial Services	7 + 0.5%	$91.62 - $117.6 $641 - $823	1.4K $131K
CMP Compass Minerals International Inc Basic Materials	143 + 1.25%	$9.29 - $14.21 $1.33K - $2.03K	11.6K $107K
EIX Edison International Utilities	281 + 11.45%	$50.06 - $80.01 $14.1K - $22.5K	2.74K $161K
ARKK Ark ETF Tr Innovation ETF (De) ETFs	52 + 1.15%	$47.25 - $67.02 $2.46K - $3.49K	4.57K $217K
CAT Caterpillar Inc Industrials	1 + 0.07%	$326.75 - $407.63 $327 - $408	1.43K $472K
DFSV Dimensional ETF Tr Dimensional ETFs	57 + 0.28%	$27.56 - $32.1 $1.57K - $1.83K	20.2K $568K
TSLA Tesla, Inc. Consumer Cyclical	137 + 22.5%	$222.15 - $428.22 $30.4K - $58.7K	746 $193K
NVDA Nvidia Corp Technology	300 + 6.73%	$106.98 - $149.43 $32.1K - $44.8K	4.76K $515K
MSFT Microsoft Corp Technology	163 + 3.3%	$375.39 - $447.2 $61.2K - $72.9K	5.1K $1.91M
AAPL Apple Inc. Technology	94 + 0.73%	$209.68 - $247.1 $19.7K - $23.2K	13K $2.89M
SLYV Spdr S&P 600 Small Cap Value E ETFs	3.28K + 3.15%	$77.33 - $90.16 $253K - $296K	107K $8.41M
DFUS Dimensional ETF Tr U S Equity ETFs	1.23K + 0.46%	$59.61 - $66.71 $73K - $81.7K	266K $16.1M
SPYG Spdr Portfolio ETFs	4.63K + 2.25%	$80.05 - $92.39 $370K - $427K	210K $16.9M

Activity Summary All Purchases 144 New Holdings 27 Increased Positions 117 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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