Carson Advisory Inc. Purchases and Sells in Q3 2025

Carson Advisory Inc.

$163 Million
Q3 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	23.7K + 363.85%	$357.4 - $423.42 $8.47M - $10M	30.2K $12.2M
AAPL	38 + 0.2%	$202.38 - $256.87 $7.69K - $9.76K	19.4K $4.93M
AES	7.44K + 2.5%	$10.77 - $13.94 $80.2K - $104K	305K $4.01M
EIX	9.76K + 14.8%	$50.42 - $56.35 $492K - $550K	75.7K $4.18M
CGGO	2.93K + 1.3%	$31.71 - $34.17 $92.9K - $100K	229K $7.83M
CGDV	5.93K + 8.08%	$39.59 - $42.21 $235K - $250K	79.2K $3.33M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	4.8K New	$175.16 - $255.24 $840K - $1.22M	4.8K $1.17M
VSS	3.97K New	$133.48 - $144.38 $530K - $573K	3.97K $566K
DEO	4.26K New	$93.64 - $115.33 $399K - $492K	4.26K $406K
VHT	1.07K New	$239.12 - $259.95 $256K - $278K	1.07K $277K
VTV	1.21K New	$175.51 - $186.57 $212K - $226K	1.21K $225K
GD	636 New	$293.92 - $341.0 $187K - $217K	636 $216K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	-19K - 23.35%	$26.94 - $29.62 $513K - $564K	62.5K $1.76M
META	-419 - 30.38%	$695.21 - $791.73 $291K - $332K	960 $705K
SNV	-4.2K - 10.72%	$46.55 - $59.6 $196K - $250K	35K $1.72M
WHR	-500 - 4.72%	$77.47 - $110.59 $38.7K - $55.3K	10.1K $793K
UPS	-951 - 8.5%	$82.58 - $105.54 $78.5K - $100K	10.2K $855K
KO	-1.87K - 8.04%	$65.67 - $71.67 $123K - $134K	21.4K $1.42M

Activity Summary All Purchases 65 New Holdings 9 Increased Positions 56 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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