Carson Allaria Wealth Management, Ltd. Reduced Holdings in Q2 2025

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
-2
- 1.72%
$200.21 - $256.99 $400 - $514
114 $28K
TFC
Truist Financial Corp

Financial Services
-47
- 1.26%
$34.79 - $42.99 $1.64K - $2.02K
3.7K $158K
XLK
Technology Sector Spdr

ETFs
-27
- 10.15%
$179.73 - $253.23 $4.85K - $6.84K
239 $60K
DELL
Dell Technologies Inc.

Technology
-2
- 0.99%
$71.63 - $125.98 $143 - $252
201 $24K
HII
Huntington Ingalls Industries, Inc.

Industrials
-28
- 7.39%
$183.31 - $241.46 $5.13K - $6.76K
351 $84K
ENB
Enbridge Inc

Energy
-75
- 0.76%
$41.09 - $47.16 $3.08K - $3.54K
9.74K $441K
ADI
Analog Devices Inc

Technology
-5
- 2.37%
$164.6 - $238.02 $823 - $1.19K
206 $49K
CARR
Carrier Global Corp

Industrials
-4
- 0.48%
$55.55 - $75.83 $222 - $303
830 $60K
AOA
Ishares Tr Core Aggressive All

ETFs
-25
- 1.67%
$69.46 - $83.4 $1.74K - $2.09K
1.47K $122K
LYG
Lloyds Banking Group PLC

Financial Services
-454
- 1.29%
$3.32 - $4.29 $1.51K - $1.95K
34.8K $147K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.24%
$498.8 - $620.9 $499 - $621
421 $261K
WFC
Wells Fargo & Company

Financial Services
-76
- 1.83%
$60.98 - $80.12 $4.63K - $6.09K
4.08K $326K
DFAT
Dimensional ETF Tr U S Target

ETFs
-449
- 1.62%
$44.8 - $53.97 $20.1K - $24.2K
27.2K $1.47M
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.88%
$210.28 - $289.91 $2.31K - $3.19K
1.24K $358K
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.03K
- 6.32%
$25.93 - $32.91 $52.6K - $66.8K
30.1K $989K
DFAE
Dimensional ETF Tr

ETFs
-272
- 1.02%
$22.87 - $28.95 $6.22K - $7.87K
26.4K $764K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-125
- 2.74%
$40.51 - $71.03 $5.06K - $8.88K
4.45K $312K
CMP
Compass Minerals International Inc

Basic Materials
-1.29K
- 11.1%
$9.12 - $20.29 $11.7K - $26.1K
10.3K $207K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.02K
- 3.07%
$72.61 - $88.75 $74.3K - $90.8K
32.3K $2.86M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-153
- 0.1%
$36.25 - $42.28 $5.55K - $6.47K
151K $6.38M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-12.2K
- 10.43%
$28.98 - $37.18 $355K - $455K
105K $3.91M
MSFT
Microsoft Corp

Technology
-27
- 0.53%
$354.56 - $497.45 $9.57K - $13.4K
5.07K $2.52M
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