Carson Allaria Wealth Management, Ltd. Purchases in Q4 2024

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
2
+ 2.47%
$55.21 - $63.3 $110 - $127
83 $5K
MRNA
Moderna, Inc.

Healthcare
84
+ 75.0%
$36.85 - $63.93 $3.1K - $5.37K
196 $8K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1
+ 0.83%
$42.99 - $56.89 $43 - $56.9
121 $6K
PAYX
Paychex Inc

Industrials
1
+ 0.43%
$135.86 - $148.73 $136 - $149
232 $32K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.91%
$47.46 - $65.77 $47.5 - $65.8
111 $6K
MET
Metlife Inc

Financial Services
1
+ 0.65%
$78.15 - $88.25 $78.2 - $88.3
154 $12K
O
Realty Income Corp

Real Estate
1
+ 2.7%
$51.76 - $64.71 $51.8 - $64.7
38 $2K
Pimco ETF Tr
11.9K
+ 7.3%
N/A
174K $0
Sobr Safe Inc
2
New
N/A
2 $0
Ishares Bitcoin Trust ETF
85
New
N/A
85 $0
Linde PLC
1
+ 1.09%
N/A
93 $0
23 Andme Holding CO
90
New
N/A
90 $0
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 1.37%
$136.18 - $158.26 $136 - $158
74 $10K
Grayscale Ethereum Mini Tr E
42
New
N/A
42 $0
Grayscale Bitcoin Mini Tr Et
5
New
N/A
5 $0
SYK
Stryker Corp

Healthcare
1
+ 0.32%
$345.14 - $392.15 $345 - $392
314 $113K
Blackrock Inc
321
New
N/A
321 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
4
+ 2.52%
$8.24 - $11.07 $33 - $44.3
163 $1K
Bitwise Bitcoin ETF Tr
352
New
N/A
352 $0
Aptiv PLC
15
New
N/A
15 $0
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 1.03%
$183.23 - $199.79 $183 - $200
98 $18K
CLX
Clorox CO

Consumer Defensive
1
+ 0.59%
$156.51 - $169.74 $157 - $170
171 $27K
CB
Chubb LTD

Financial Services
1
+ 0.85%
$271.57 - $301.89 $272 - $302
118 $32K
CVX
Chevron Corp

Energy
4
+ 0.72%
$141.15 - $162.53 $565 - $650
557 $80K
QCOM
Qualcomm Inc

Technology
1
+ 2.04%
$150.4 - $178.04 $150 - $178
50 $7K
ABT
Abbott Laboratories

Healthcare
2
+ 0.18%
$111.93 - $119.39 $224 - $239
1.13K $128K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 1.55%
$106.56 - $113.11 $213 - $226
131 $13K
TSCO
Tractor Supply CO

Consumer Cyclical
323
+ 403.75%
$52.59 - $303.74 $17K - $98.1K
403 $21K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.88%
$230.6 - $277.0 $231 - $277
114 $26K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3
+ 0.64%
$96.64 - $101.23 $290 - $304
470 $45K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.78%
$164.99 - $203.87 $165 - $204
130 $23K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4
+ 1.1%
$99.2 - $108.47 $397 - $434
368 $36K
SONY
Sony Group Corp

Technology
255
+ 265.63%
$17.53 - $96.8 $4.47K - $24.7K
351 $7K
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.87%
$208.94 - $264.22 $209 - $264
116 $24K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.14%
$114.45 - $127.21 $114 - $127
712 $82K
ADI
Analog Devices Inc

Technology
1
+ 0.48%
$206.35 - $236.48 $206 - $236
210 $44K
CSX
Csx Corp

Industrials
1
+ 0.05%
$31.58 - $36.88 $31.6 - $36.9
1.83K $59K
HUM
Humana Inc

Healthcare
8
+ 8.89%
$233.89 - $304.18 $1.87K - $2.43K
98 $24K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15
+ 1.86%
$55.45 - $61.08 $832 - $916
820 $45K
AFL
Aflac Inc

Financial Services
3
+ 0.55%
$100.37 - $115.27 $301 - $346
551 $56K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 1.41%
$485.52 - $625.25 $486 - $625
72 $36K
DG
Dollar General Corp

Consumer Defensive
4
+ 0.64%
$73.27 - $84.47 $293 - $338
630 $47K
CGDV
Capital Group Divid Value ETF

ETFs
28
+ 0.5%
$35.16 - $37.12 $984 - $1.04K
5.65K $199K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.43%
$131.65 - $174.84 $132 - $175
234 $32K
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.56%
$253.56 - $278.5 $1.27K - $1.39K
890 $225K
CGXU
Capital Group Intl Focus Equit

ETFs
5
+ 0.17%
$24.67 - $26.94 $123 - $135
2.9K $71K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.18%
$288.47 - $316.54 $288 - $317
556 $161K
LECO
Lincoln Electric Holdings Inc

Industrials
9
+ 0.38%
$187.47 - $219.94 $1.69K - $1.98K
2.4K $449K
TGT
Target Corp

Consumer Defensive
1
+ 0.19%
$121.59 - $160.69 $122 - $161
519 $70K
Activity Summary
Buys All Purchases 114 New Holdings 14 Increased Positions 100 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email