Carson Allaria Wealth Management, Ltd. Sells in Q4 2024

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ARKG
Ark Genomic Revolution ETF (De

ETFs
-213
- 87.65%
$22.66 - $27.11 $4.83K - $5.77K
30 $0
PATH
Ui Path, Inc.

Technology
-363
- 74.39%
$11.95 - $15.5 $4.34K - $5.63K
125 $1K
D
Dominion Energy, Inc

Utilities
-89
- 44.06%
$52.63 - $60.92 $4.68K - $5.42K
113 $6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-92
- 23.96%
$77.25 - $91.3 $7.11K - $8.4K
292 $24K
MMM
3 M CO

Industrials
-26
- 25.0%
$124.74 - $137.12 $3.24K - $3.57K
78 $10K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-38
- 8.88%
$111.85 - $120.71 $4.25K - $4.59K
390 $44K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-25
- 50.0%
$104.54 - $137.94 $2.61K - $3.45K
25 $3K
LMT
Lockheed Martin Corp

Industrials
-2
- 11.11%
$479.66 - $614.62 $959 - $1.23K
16 $7K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 7.14%
$113.92 - $127.38 $1.25K - $1.4K
143 $16K
SNAP
Snap Inc

Communication Services
-42
- 14.38%
$9.98 - $12.86 $419 - $540
250 $2K
SSYS
Stratasys Ltd.

Technology
-200
- 13.54%
$7.01 - $10.79 $1.4K - $2.16K
1.28K $11K
QS
Quantum Scape Corp

Consumer Cyclical
-150
- 8.73%
$4.73 - $6.5 $710 - $975
1.57K $8K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 7.59%
$481.22 - $538.17 $2.89K - $3.23K
73 $37K
MSTR
Microstrategy Inc

Technology
-47
- 47.0%
$162.69 - $473.83 $7.65K - $22.3K
53 $15K
TLRY
Tilray Brands, Inc.

Healthcare
-25
- 4.37%
$1.16 - $1.77 $29 - $44.3
547 $0
Grayscale Ethereum Trust ETF
-50
- 10.62%
N/A
421 $0
Gsk PLC
-289
- 7.21%
N/A
3.72K $0
GM
General Motors CO

Consumer Cyclical
-25
- 11.79%
$44.82 - $60.2 $1.12K - $1.51K
187 $9K
VTRS
Viatris Inc

Healthcare
-20
- 5.04%
$11.32 - $13.37 $226 - $267
377 $4K
Solventum Corp
-6
- 1.19%
N/A
497 $0
Aurora Cannabis Inc
-1
- 11.11%
N/A
8 $0
PLUG
Plug Power Inc

Industrials
-30
- 51.72%
$1.87 - $2.67 $56.1 - $80.1
28 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-15
- 12.1%
$9.71 - $15.34 $146 - $230
109 $1K
Canopy Growth Corp
-2
- 0.43%
N/A
467 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-585
- 14.8%
$180.88 - $232.93 $106K - $136K
3.37K $738K
RBLX
Roblox Corp

Communication Services
-20
- 5.93%
$39.86 - $61.45 $797 - $1.23K
317 $18K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.23%
$570.51 - $610.59 $571 - $611
440 $259K
DOCU
Docusign, Inc.

Technology
-13
- 5.1%
$61.42 - $106.99 $798 - $1.39K
242 $21K
WFC
Wells Fargo & Company

Financial Services
-757
- 15.18%
$54.98 - $77.35 $41.6K - $58.6K
4.23K $297K
PLTR
Palantir Technologies Inc.

Technology
-196
- 16.81%
$36.46 - $82.38 $7.15K - $16.1K
970 $73K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-207
- 4.38%
$45.39 - $62.98 $9.4K - $13K
4.52K $256K
WMT
Walmart Inc.

Consumer Defensive
-37
- 0.81%
$79.1 - $95.7 $2.93K - $3.54K
4.54K $410K
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 3.79%
$213.65 - $479.86 $5.13K - $11.5K
609 $245K
AAPL
Apple Inc.

Technology
-389
- 2.93%
$221.69 - $259.02 $86.2K - $101K
12.9K $3.23M
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