Carson Allaria Wealth Management, Ltd. Portfolio Holdings
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 351
- Current Value $169 Million
- Prior Value $169 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks