Carson Allaria Wealth Management, Ltd. Portfolio Holdings
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
Carson Allaria Wealth Management, Ltd. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 395 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $18.6M, Spdr Portfolio with a value of $17M, Dimensional ETF Tr U S Equity with a value of $16.2M, Ishares Core Msci Intl Develop with a value of $9.08M, and Spdr S&P 600 Small Cap Value E with a value of $8.76M.
Examining the 13F form we can see an increase of $9.7M in the current position value, from $160M to 169M.
Below you can find more details about Carson Allaria Wealth Management, Ltd. portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 395
- Current Value $169 Million
- Prior Value $160 Million
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 55 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks