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.
Portfolio value
$169 Million
ETFs: $143 Million
Technology: $6.68 Million
Financial Services: $3.46 Million
Industrials: $3.34 Million
Healthcare: $3.01 Million
Consumer Cyclical: $1.92 Million
Consumer Defensive: $1.73 Million
Energy: $1.43 Million
Other: $4.34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions