Carter Financial Group, Inc. Purchases in Q3 2025

Carter Financial Group, Inc.

  • $166 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41.7K
New
$459.11 - $506.91 $19.1M - $21.1M
41.7K $20.9B
Arista Networks Inc
8.08K
New
N/A
8.08K $1.18B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.1K
New
$48.5 - $50.19 $974K - $1.01M
20.1K $1.01B
PLTR
Palantir Technologies Inc.

Technology
1.33K
+ 9.19%
$130.68 - $186.97 $174K - $248K
15.8K $2.88B
ORCL
Oracle Corp

Technology
1.08K
+ 20.44%
$218.96 - $328.33 $236K - $355K
6.36K $1.79B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.81K
+ 4.95%
$39.37 - $44.24 $189K - $213K
102K $4.46B
AVGO
Broadcom Inc.

Technology
1.32K
+ 106.39%
$264.74 - $369.57 $348K - $486K
2.55K $842M
NFLX
Netflix Inc

Communication Services
365
New
$1147.87 - $1297.18 $419K - $473K
365 $438M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.67K
+ 5.55%
$49.43 - $54.52 $132K - $145K
50.7K $2.75B
SHOP
Shopify Inc.

Technology
2.43K
New
$112.11 - $157.12 $272K - $381K
2.43K $361M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
348
+ 21.42%
$567.77 - $614.76 $198K - $214K
1.97K $1.21B
CSCO
Cisco Systems, Inc.

Technology
4.03K
New
$66.2 - $71.79 $267K - $289K
4.03K $276M
SONY
Sony Group Corp

Technology
9.42K
New
$23.92 - $30.07 $225K - $283K
9.42K $271M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
16.8K
New
$13.29 - $16.05 $223K - $269K
16.8K $267M
APP
App Lovin Corp

Technology
371
New
$335.1 - $718.54 $124K - $267K
371 $267M
JPM
Jpmorgan Chase & CO

Financial Services
655
+ 31.1%
$282.78 - $316.06 $185K - $207K
2.76K $871M
RTX
Raytheon Technologies Corp

Industrials
956
+ 24.19%
$144.19 - $167.33 $138K - $160K
4.91K $821M
SE
Sea LTD

Consumer Cyclical
1.37K
New
$146.23 - $196.5 $200K - $269K
1.37K $245M
BMO
Bank Of Montreal

Financial Services
1.88K
New
$110.44 - $130.66 $207K - $245K
1.88K $244M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.18K
New
$45.72 - $47.27 $237K - $245K
5.18K $243M
MSFT
Microsoft Corp

Technology
180
+ 2.7%
$491.09 - $535.64 $88.4K - $96.4K
6.86K $3.55B
BCS
Barclays PLC

Financial Services
11.1K
New
$17.88 - $21.05 $198K - $233K
11.1K $228M
DRIV
Global X Fds Global X Autonomo

ETFs
8.04K
New
$23.34 - $28.35 $188K - $228K
8.04K $227M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
134
+ 3.49%
$275.84 - $326.36 $37K - $43.7K
3.98K $1.3B
CRWD
Crowd Strike Holdings, Inc.

Technology
452
New
$412.46 - $514.1 $186K - $232K
452 $222M
WFC
Wells Fargo & Company

Financial Services
2.55K
New
$77.05 - $85.16 $196K - $217K
2.55K $214M
BLDG
Cambria ETF Tr Global Real Est

ETFs
3.32K
+ 2.27%
$24.68 - $26.37 $81.9K - $87.5K
150K $3.86B
Ge Vernova Inc
344
New
N/A
344 $212M
MS
Morgan Stanley

Financial Services
1.28K
New
$139.09 - $161.16 $179K - $207K
1.28K $204M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.82K
New
$46.69 - $59.27 $178K - $227K
3.82K $203M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.22K
+ 2.44%
$42.28 - $45.71 $51.5K - $55.7K
51.1K $2.33B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7.45K
+ 10.74%
$20.76 - $21.78 $155K - $162K
76.8K $1.66B
GE
General Electric CO

Industrials
447
+ 48.64%
$244.75 - $305.63 $109K - $137K
1.37K $411M
C
Citigroup Inc

Financial Services
1.25K
+ 45.34%
$85.57 - $103.49 $107K - $129K
4.01K $407M
BNDI
Shp ETF Tr Neos Enhanced Incom
3.1K
+ 3.55%
N/A
90.4K $4.3B
MFG
Mizuho Financial Group Inc

Financial Services
22.1K
New
$5.42 - $6.85 $120K - $152K
22.1K $148M
Natwest Group PLC
10.4K
New
N/A
10.4K $147M
Tidal Trust Iii
1.92K
+ 25.6%
N/A
9.44K $331M
META
Meta Platforms, Inc.

Communication Services
166
+ 19.39%
$695.21 - $791.73 $115K - $131K
1.02K $750M
Entrepreneurshares Series Tr
2.41K
+ 9.24%
N/A
28.5K $601M
GS
Goldman Sachs Group Inc

Financial Services
78
+ 18.01%
$696.56 - $806.32 $54.3K - $62.9K
511 $407M
QTUM
ETF Ser Solutions Defiance Qua
433
+ 14.46%
N/A
3.43K $360M
IBM
International Business Machines Corp

Technology
359
+ 24.83%
$234.77 - $292.47 $84.3K - $105K
1.81K $509M
COF
Capital One Financial Corp

Financial Services
384
+ 30.94%
$207.29 - $229.74 $79.6K - $88.2K
1.63K $345M
V
Visa Inc.

Financial Services
283
+ 23.52%
$332.09 - $358.86 $94K - $102K
1.49K $507M
T
At&T Inc.

Communication Services
2.77K
+ 27.77%
$26.94 - $29.62 $74.7K - $82.1K
12.8K $360M
SNA
Snap On Inc

Industrials
15
+ 0.88%
$313.01 - $346.53 $4.7K - $5.2K
1.72K $597M
GABF
Gabelli Etfs Tr Finl Svcs Oppt
303
+ 0.5%
$46.9 - $49.53 $14.2K - $15K
61K $2.94B
IEMG
Ishares Inc

ETFs
37
+ 0.63%
N/A
5.93K $391M
Activity Summary
Buys All Purchases 60 New Holdings 22 Increased Positions 38 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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