Carter Financial Group, Inc. Reduced Holdings in Q3 2025

Carter Financial Group, Inc.

  • $166 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-5.85K
- 43.66%
$58.43 - $58.88 $342K - $344K
7.54K $444M
MBB
Ishares Tr

ETFs
-2.82K
- 24.06%
$92.46 - $95.73 $261K - $270K
8.89K $846M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.15K
- 12.71%
$211.65 - $238.24 $244K - $275K
7.93K $1.74B
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.51K
- 23.02%
$81.75 - $84.54 $205K - $212K
8.38K $705M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.1K
- 15.89%
$58.97 - $60.36 $124K - $126K
11.1K $666M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4.14K
- 29.54%
$26.44 - $27.1 $109K - $112K
9.87K $266M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.59K
- 21.5%
$37.14 - $37.85 $96.3K - $98.1K
9.47K $358M
WMT
Walmart Inc.

Consumer Defensive
-1.3K
- 14.07%
$94.4 - $104.27 $123K - $136K
7.96K $820M
MMM
3 M CO

Industrials
-599
- 28.97%
$144.41 - $160.2 $86.5K - $96K
1.47K $228M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.06K
- 18.45%
$78.96 - $80.04 $84K - $85.2K
4.7K $376M
XOM
Exxon Mobil Corp

Energy
-1.18K
- 10.69%
$105.83 - $117.22 $124K - $138K
9.83K $1.11B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-309
- 16.38%
$339.37 - $366.46 $105K - $113K
1.58K $577M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.75K
- 4.55%
$44.34 - $45.94 $77.6K - $80.4K
36.7K $1.68B
AXP
American Express CO

Financial Services
-216
- 12.53%
$294.27 - $342.31 $63.6K - $73.9K
1.51K $501M
IEFA
Ishares Tr

ETFs
-788
- 13.74%
$81.7 - $87.53 $64.4K - $69K
4.95K $432M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.63K
- 14.14%
$79.39 - $90.39 $129K - $147K
9.88K $875M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-433
- 14.92%
$135.0 - $146.02 $58.5K - $63.2K
2.47K $360M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-638
- 1.8%
$50.47 - $50.74 $32.2K - $32.4K
34.8K $1.77B
SQ
Block, Inc.

Technology
-543
- 7.97%
N/A
6.27K $453M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-138
- 3.36%
$97.75 - $100.75 $13.5K - $13.9K
3.97K $398M
BNDX
Vanguard Total International B

ETFs
-166
- 0.7%
$49.0 - $49.51 $8.13K - $8.22K
23.7K $1.17B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-360
- 3.09%
$33.26 - $34.01 $12K - $12.2K
11.3K $383M
CSHI
Shp ETF Tr Neos Enhanced Incom
-161
- 1.68%
N/A
9.4K $467M
AZN
Astrazeneca PLC

Healthcare
-387
- 12.09%
$68.72 - $82.11 $26.6K - $31.8K
2.81K $216M
MCD
Mcdonalds Corp

Consumer Cyclical
-56
- 5.47%
$291.67 - $316.99 $16.3K - $17.8K
967 $294M
AMGN
Amgen Inc

Healthcare
-52
- 2.31%
$271.18 - $309.22 $14.1K - $16.1K
2.2K $620M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-4
- 0.05%
$50.85 - $51.35 $203 - $205
7.42K $380M
IBUY
Amplify ETF Tr Amplify Online

ETFs
-563
- 8.62%
$69.25 - $78.71 $39K - $44.3K
5.97K $455M
AVUV
American Centy ETF Tr Avantis

ETFs
-73
- 2.85%
$90.37 - $102.12 $6.6K - $7.45K
2.48K $247M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-177
- 2.57%
$30.13 - $33.37 $5.33K - $5.91K
6.7K $224M
BAC
Bank Of America Corp

Financial Services
-49
- 0.7%
$44.92 - $52.42 $2.2K - $2.57K
6.93K $357M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-744
- 6.84%
$139.82 - $155.45 $104K - $116K
10.1K $1.57B
ABBV
Abb Vie Inc.

Healthcare
-78
- 6.71%
$184.85 - $231.54 $14.4K - $18.1K
1.08K $251M
Zacks Trust
-549
- 3.35%
N/A
15.8K $591M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-1.23K
- 2.64%
$31.92 - $33.66 $39.3K - $41.4K
45.3K $1.52B
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.14%
$252.31 - $269.41 $1.51K - $1.62K
4.42K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 0.9%
$617.65 - $666.84 $11.1K - $12K
1.99K $1.33B
INTC
Intel Corp

Technology
-1.01K
- 9.37%
$19.31 - $35.5 $19.4K - $35.7K
9.73K $327M
Global X Fds
-2.25K
- 8.39%
N/A
24.6K $1.73B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.1K
- 3.05%
$43.65 - $46.42 $179K - $190K
130K $6.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-33
- 0.8%
$546.99 - $602.2 $18.1K - $19.9K
4.07K $2.45B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.04K
- 0.6%
$42.39 - $44.63 $43.9K - $46.2K
171K $7.64B
Bitwise Bitcoin ETF Tr
-744
- 0.57%
N/A
129K $8.05B
GOOGL
Alphabet Inc.

Communication Services
-298
- 3.65%
$174.36 - $254.72 $52K - $75.9K
7.86K $1.91B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.98K
- 4.06%
$225.11 - $247.9 $445K - $490K
46.7K $11.5B
TSLA
Tesla, Inc.

Consumer Cyclical
-126
- 2.73%
$293.94 - $444.72 $37K - $56K
4.49K $2B
GOOG
Alphabet Inc.

Communication Services
-96
- 0.85%
$175.16 - $255.24 $16.8K - $24.5K
11.1K $2.71B
NVDA
Nvidia Corp

Technology
-206
- 0.76%
$153.3 - $186.58 $31.6K - $38.4K
26.8K $5B
BLOK
Amplify ETF Tr Trnsformational

ETFs
-6.92K
- 5.16%
$56.05 - $67.13 $388K - $465K
127K $8.53B
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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