Carson Advisory Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $137 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $5.79M, Berkshire Hathaway Inc Class B with a value of $5.6M, Southern CO with a value of $5.43M, Apple Inc. with a value of $5.07M, and Microsoft Corp with a value of $4.52M.

Examining the 13F form we can see an decrease of $1.16M in the current position value, from $138M to 137M.

Below you can find more details about Carson Advisory Inc. portfolio as well as his latest detailed transactions.

Portfolio value $137 Million
Financial Services: $29.5 Million
ETFs: $23.5 Million
Utilities: $17.5 Million
Technology: $17.1 Million
Industrials: $9.02 Million
Consumer Defensive: $8.16 Million
Consumer Cyclical: $7.85 Million
Healthcare: $6.37 Million
Other: $17.9 Million

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 166
  • Current Value $137 Million
  • Prior Value $138 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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