Carson Allaria Wealth Management, Ltd. New Holdings in Q1 2025

Carson Allaria Wealth Management, Ltd.

  • $167 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
32.7K
New
$25.12 - $26.05 $821K - $852K
32.7K $824K
OXY
Occidental Petroleum Corp

Energy
421
New
$45.45 - $52.7 $19.1K - $22.2K
421 $20K
DFS
Discover Financial Services

Financial Services
100
New
$152.99 - $203.25 $15.3K - $20.3K
100 $17K
CSCO
Cisco Systems, Inc.

Technology
245
New
$58.74 - $64.87 $14.4K - $15.9K
245 $15K
BOTZ
Global X Fds

ETFs
500
New
$28.46 - $34.53 $14.2K - $17.3K
500 $14K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
25
New
$522.96 - $601.18 $13.1K - $15K
25 $13K
FCX
Freeport Mcmoran Inc

Basic Materials
301
New
$34.5 - $43.01 $10.4K - $12.9K
301 $11K
JOBY
Joby Aviation, Inc.

Industrials
1.63K
New
$5.99 - $10.27 $9.77K - $16.8K
1.63K $9K
ORCL
Oracle Corp

Technology
60
New
$139.81 - $186.47 $8.39K - $11.2K
60 $8K
SHEL
Shell PLC

Energy
100
New
$62.84 - $73.29 $6.28K - $7.33K
100 $7K
FFIV
F5, Inc.

Technology
20
New
$251.75 - $310.6 $5.04K - $6.21K
20 $5K
MTN
Vail Resorts Inc

Consumer Cyclical
25
New
$153.58 - $184.72 $3.84K - $4.62K
25 $4K
GLW
Corning Inc

Technology
100
New
$44.91 - $54.25 $4.49K - $5.43K
100 $4K
SAM
Boston Beer CO Inc

Consumer Defensive
20
New
$219.16 - $301.26 $4.38K - $6.03K
20 $4K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
New
$203.38 - $274.79 $4.07K - $5.5K
20 $4K
MNKD
Mannkind Corp

Healthcare
775
New
$4.92 - $6.6 $3.81K - $5.12K
775 $3K
KMI
Kinder Morgan, Inc.

Energy
136
New
$26.1 - $31.22 $3.55K - $4.25K
136 $3K
AMN
Amn Healthcare Services Inc

Healthcare
100
New
$23.07 - $28.1 $2.31K - $2.81K
100 $2K
WGO
Winnebago Industries Inc

Consumer Cyclical
86
New
$34.4 - $49.81 $2.96K - $4.28K
86 $2K
HAS
Hasbro, Inc.

Consumer Cyclical
20
New
$56.16 - $69.06 $1.12K - $1.38K
20 $1K
Ge Healthcare Technologies I
26
New
N/A
26 $0
Ge Vernova Inc
19
New
N/A
19 $0
Super Micro Computer Inc
1.27K
New
N/A
1.27K $0
Spinnaker ETF Series
15
New
N/A
15 $0
Mind Medicine Mindmed Inc
325
New
N/A
325 $0
Nano Nuclear Energy Inc
844
New
N/A
844 $0
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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