Carr Financial Group Corp Portfolio Holdings

Carr Financial Group Corp

  • $322 Billion
  • Q4 2024

Carr Financial Group Corp has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.4B, J P Morgan Exchange Traded F with a value of $22.3B, Vanguard Bd Index Fd Inc Total with a value of $22.2B, Vanguard Total Stock Market Et with a value of $15.5B, and Vanguard Dividend Appreciation with a value of $14.9B.

Examining the 13F form we can see an decrease of $18.8B in the current position value, from $341B to 322B.

Carr Financial Group Corp is based out at Worcester, MA

Below you can find more details about Carr Financial Group Corp portfolio as well as his latest detailed transactions.

Portfolio value $322 Billion
ETFs: $224 Billion
Technology: $25.7 Billion
Financial Services: $10.6 Billion
Healthcare: $10.6 Billion
Consumer Cyclical: $7.73 Billion
Industrials: $6.52 Billion
Communication Services: $6.12 Billion
Consumer Defensive: $4.18 Billion
Other: $1.17 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $322 Billion
  • Prior Value $341 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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