Carter Financial Group, Inc. Portfolio Holdings

Carter Financial Group, Inc.

  • $153 Billion
  • Q2 2025

Carter Financial Group, Inc. has filed its 13F form on August 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $20.8B, Invesco Exchange Traded Fd Tr with a value of $11.1B, Amplify ETF Tr Trnsformational with a value of $7.66B, Bitwise Bitcoin ETF with a value of $7.63B, and Amplify ETF Tr Amplify Cwp Enh with a value of $7.34B.

Examining the 13F form we can see an increase of $153B in the current position value, from $74.6M to 153B. Also it can be appreciated an additional of 74 stocks purchases and 19 closed positions.

Carter Financial Group, Inc. is based out at Barrington, IL

Below you can find more details about Carter Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
ETFs: $74.1 Billion
Technology: $19.5 Billion
Communication Services: $4.35 Billion
Consumer Cyclical: $4.14 Billion
Industrials: $3.83 Billion
Financial Services: $3.28 Billion
Energy: $1.45 Billion
Healthcare: $1.36 Billion
Other: $1.45 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$287M
$7.5 Million 0.0% of portfolio
14,605
Q2 2025 Reduced 33.02%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $153 Billion
  • Prior Value $74.6 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 74 stocks
  • Additional Purchases 29 stocks
  • Sold out of 19 stocks
  • Reduced holdings in 10 stocks
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