Carl Stuart Investment Advisor, Inc Portfolio Holdings
Carl Stuart Investment Advisor, Inc
- $178 Million
- Q3 2024
Carl Stuart Investment Advisor, Inc has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $93.6M, Ishares Gold Trust with a value of $30.9M, Vanguard Index Fds S&P 500 ETF with a value of $23.1M, Vanguard Star Fd Vanguard Tota with a value of $19.8M, and Raymond James Financial Inc with a value of $3.69M.
Examining the 13F form we can see an increase of $8.19M in the current position value, from $170M to 178M.
Carl Stuart Investment Advisor, Inc is based out at Austin, TX
Below you can find more details about Carl Stuart Investment Advisor, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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