Carson Allaria Wealth Management, Ltd. Sells in Q4 2024

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
-582
- 1.12%
$90.74 - $102.87 $52.8K - $59.9K
51.3K $4.77M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.92K
- 1.56%
$30.93 - $33.94 $59.4K - $65.1K
121K $3.75M
LLY
Eli Lilly & CO

Healthcare
-121
- 7.58%
$727.2 - $932.06 $88K - $113K
1.48K $1.14M
USRT
Ishares Core U.S. Reit ETF

ETFs
-236
- 0.71%
$55.97 - $62.75 $13.2K - $14.8K
32.9K $1.89M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-28
- 0.08%
$58.61 - $64.79 $1.64K - $1.81K
35.7K $2.09M
WMB
Williams Companies, Inc.

Energy
-3.2K
- 58.28%
$46.37 - $59.74 $149K - $191K
2.29K $124K
VTR
Ventas, Inc.

Real Estate
-1.91K
- 97.25%
$57.73 - $66.48 $110K - $127K
54 $3K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-131
- 0.18%
$51.58 - $52.91 $6.76K - $6.93K
73.7K $3.81M
JNJ
Johnson & Johnson

Healthcare
-481
- 37.23%
$143.34 - $165.86 $68.9K - $79.8K
811 $117K
NEE
Nextera Energy Inc

Utilities
-588
- 17.79%
$69.77 - $85.43 $41K - $50.2K
2.72K $194K
OMC
Omnicom Group Inc.

Communication Services
-339
- 15.84%
$85.82 - $105.47 $29.1K - $35.8K
1.8K $154K
MUB
Ishares National Muni Bond ETF

ETFs
-598
- 72.57%
$105.78 - $108.7 $63.3K - $65K
226 $24K
XOM
Exxon Mobil Corp

Energy
-350
- 12.29%
$105.51 - $125.37 $36.9K - $43.9K
2.5K $268K
AMGN
Amgen Inc

Healthcare
-66
- 8.62%
$258.78 - $328.31 $17.1K - $21.7K
700 $182K
DFAE
Dimensional ETF Tr

ETFs
-263
- 0.94%
$25.36 - $28.15 $6.67K - $7.4K
27.8K $704K
EIX
Edison International

Utilities
-514
- 17.32%
$77.93 - $88.36 $40.1K - $45.4K
2.45K $195K
MSFT
Microsoft Corp

Technology
-41
- 0.82%
$406.35 - $454.46 $16.7K - $18.6K
4.94K $2.08M
KO
Coca Cola CO

Consumer Defensive
-257
- 5.95%
$61.74 - $71.71 $15.9K - $18.4K
4.07K $253K
DUK
Duke Energy Corp

Utilities
-241
- 10.68%
$105.76 - $120.76 $25.5K - $29.1K
2.02K $217K
FIS
Fidelity National Information Services, Inc.

Technology
-417
- 16.99%
$80.14 - $90.95 $33.4K - $37.9K
2.04K $164K
MDT
Medtronic PLC

Healthcare
-193
- 7.95%
$79.61 - $92.24 $15.4K - $17.8K
2.24K $178K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-47
- 1.86%
$442.29 - $483.08 $20.8K - $22.7K
2.48K $1.13M
VZ
Verizon Communications Inc

Communication Services
-245
- 4.31%
$39.6 - $45.21 $9.7K - $11.1K
5.44K $217K
CMCSA
Comcast Corp

Communication Services
-402
- 7.91%
$37.39 - $45.14 $15K - $18.1K
4.68K $175K
GPC
Genuine Parts CO

Consumer Cyclical
-135
- 15.34%
$113.11 - $143.63 $15.3K - $19.4K
745 $86K
LYG
Lloyds Banking Group PLC

Financial Services
-6.42K
- 15.35%
$2.67 - $3.23 $17.1K - $20.7K
35.4K $96K
AEE
Ameren Corp

Utilities
-390
- 24.16%
$85.81 - $94.98 $33.5K - $37K
1.22K $109K
PFE
Pfizer Inc

Healthcare
-173
- 1.61%
$24.8 - $30.19 $4.29K - $5.22K
10.6K $280K
APD
Air Products & Chemicals, Inc.

Basic Materials
-78
- 10.04%
$285.5 - $335.62 $22.3K - $26.2K
699 $202K
PG
Procter & Gamble CO

Consumer Defensive
-134
- 15.38%
$161.05 - $179.7 $21.6K - $24.1K
737 $123K
PM
Philip Morris International Inc.

Consumer Defensive
-179
- 15.07%
$118.38 - $133.06 $21.2K - $23.8K
1.01K $121K
SBUX
Starbucks Corp

Consumer Cyclical
-130
- 10.69%
$87.44 - $102.5 $11.4K - $13.3K
1.09K $98K
AOA
Ishares Tr Core Aggressive All

ETFs
-187
- 10.68%
$76.61 - $79.88 $14.3K - $14.9K
1.56K $119K
COIN
Coinbase Global, Inc.

Technology
-109
- 84.5%
$163.17 - $343.62 $17.8K - $37.5K
20 $4K
ENB
Enbridge Inc

Energy
-889
- 8.32%
$40.4 - $43.92 $35.9K - $39K
9.8K $415K
TFC
Truist Financial Corp

Financial Services
-457
- 11.16%
$41.51 - $48.1 $19K - $22K
3.64K $157K
MO
Altria Group, Inc.

Consumer Defensive
-371
- 15.13%
$49.06 - $57.74 $18.2K - $21.4K
2.08K $108K
JPM
Jpmorgan Chase & CO

Financial Services
-254
- 16.54%
$205.18 - $250.29 $52.1K - $63.6K
1.28K $307K
CMP
Compass Minerals International Inc

Basic Materials
-359
- 3.04%
$10.59 - $15.7 $3.8K - $5.64K
11.5K $128K
DKNG
Draft Kings Inc.

Consumer Cyclical
-285
- 88.24%
$35.32 - $44.84 $10.1K - $12.8K
38 $1K
DFAT
Dimensional ETF Tr U S Target

ETFs
-221
- 0.77%
$54.54 - $61.04 $12.1K - $13.5K
28.3K $1.58M
SO
Southern CO

Utilities
-100
- 46.51%
$81.5 - $94.15 $8.15K - $9.42K
115 $9K
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.64K
- 36.46%
$6.91 - $8.91 $11.3K - $14.6K
2.86K $23K
META
Meta Platforms, Inc.

Communication Services
-20
- 28.17%
$554.08 - $632.68 $11.1K - $12.7K
51 $30K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-484
- 1.92%
$33.92 - $36.6 $16.4K - $17.7K
24.7K $853K
IEFA
Ishares Tr

ETFs
-7
- 0.75%
$70.06 - $77.43 $490 - $542
922 $64K
ROKU
Roku, Inc

Communication Services
-89
- 34.63%
$64.08 - $84.12 $5.7K - $7.49K
168 $12K
AOR
Ishares Tr Core Growth Allocat

ETFs
-17
- 0.57%
$57.32 - $59.66 $974 - $1.01K
2.97K $170K
PAGP
Plains Gp Holdings LP

Energy
-381
- 7.12%
$17.2 - $20.02 $6.55K - $7.63K
4.97K $91K
Activity Summary
Buys All Purchases 114 New Holdings 14 Increased Positions 100 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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