Carson Allaria Wealth Management, Ltd. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Million distributed in 351 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 $18.5M, Spdr Portfolio with a value of $18M, Dimensional ETF Tr U S Equity with a value of $16.9M, Spdr S&P 600 Small Cap Value E with a value of $9.07M, and Ishares Core Msci Intl Develop with a value of $8.82M.
Examining the 13F form we can see an increase of $261K in the current position value, from $169M 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: $145 Million
Technology: $6.72 Million
Industrials: $3.4 Million
Financial Services: $3.39 Million
Healthcare: $2.58 Million
Consumer Cyclical: $2.01 Million
Consumer Defensive: $1.62 Million
Energy: $1.51 Million
Other: $3.72 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
