CA

Carson Advisory Inc.

13F
Carson Advisory Inc.
Last update 2025-05-03 164 Stocks (16 new)
Value $148.00 Mil Turnover 7 %
Countries:
Carson Advisory Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
14,381
7,659.0
+3.86%
5.160
+0.19%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
226,120
6,406.0
+4.48%
4.310
+0.18%
0.120
+17.65%
+10.80%
6,235.8
 
SO
Southern Co
69,410
6,382.2
+0.01%
4.300
0%
0.010
-0.30%
+13.05%
100,678.7
Utilities - Regulated
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
160,123
5,168.8
+7.46%
3.480
+0.24%
0.160
+13.40%
+7.06%
4,603.2
 
AAPL
Apple Inc
20,128
4,471.1
-3.23%
3.010
-0.12%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
D
Dominion Energy Inc
76,016
4,262.2
+5.29%
2.870
+0.14%
0.010
+2.31%
+8.12%
48,489.7
Utilities - Regulated
DUK
Duke Energy Corp
31,419
3,832.1
-0.69%
2.580
-0.02%
0.000
-4.57%
+10.89%
91,180.0
Utilities - Regulated
EIX
Edison International
62,380
3,675.4
+19.44%
2.480
+0.40%
0.020
-8.60%
-32.46%
20,219.3
Utilities - Regulated
IBM
International Business Machines Corp
International Business Machines Corp
14,240
3,541.0
-3.56%
2.380
-0.08%
0.000
+20.71%
+34.59%
271,355.9
Software
BINC
iShares Flexible Income Active ETF
63,941
3,349.2
+45.92%
2.260
+0.71%
0.040
+2.34%
+3.84%
9,787.2
 

Carson Advisory Inc.'s Historical Top Holdings Breakdowns

Carson Advisory Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AES
The AES Corp
2025-03-31
New Buy
New Buy
+1.20%
9.93 ($11.57) 13.23
$11.52
-0.43%
New holding
142,900
142,900
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.71%
51.89 ($52.37) 52.82
$52.59
0.42%
Add 45.92%
63,941
20,123
GOOG
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.53%
156.06 ($183.12) 207.71
$180.55
-1.40%
New holding
5,040
5,040
T
AT&T Inc
2025-03-31
Reduce
Reduce
-0.40%
21.56 ($25.15) 28.28
$28.36
12.76%
Reduce -23%
84,894
-25,362
EIX
Edison International
2025-03-31
Add
Add
+0.40%
50.06 ($57.47) 80.01
$52.55
-8.56%
Add 19.44%
62,380
10,152
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.39%
154.33 ($181.36) 206.38
$179.53
-1.01%
Sold Out
0
-2,990
BAM
Brookfield Asset Management Ltd
2025-03-31
New Buy
New Buy
+0.25%
45.62 ($54.51) 61.36
$56.81
4.22%
New holding
7,650
7,650
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.24%
34.95 ($36.32) 37.36
$40.18
10.63%
Add 15.8%
73,675
10,052
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
2025-03-31
Add
Add
+0.24%
31.84 ($33.52) 34.63
$35.62
6.26%
Add 7.46%
160,123
11,116
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2025-03-31
Sold Out
Sold Out
-0.23%
110.75 ($116.23) 119.78
$135.11
16.24%
Sold Out
0
-2,885

Carson Advisory Inc. Total Holding History ($B)

To

Carson Advisory Inc.'s Asset Allocation

To

Carson Advisory Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Carson Advisory Inc.'s Hypothetical Growth since 2025-03-31

Carson Advisory Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Carson Advisory Inc.'s Holdings Heat Map

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Carson Advisory Inc.'s Holdings Bubble Chart

Carson Advisory Inc. News

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