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Home > Institutional Investor > Carson Advisory Inc. > Profile

Instuitional Investor - Carson Advisory Inc.

Fund Profile
Filing Period:
Fund Name: Carson Advisory Inc.
Portfolio Value $148,490,683
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 14,381 $7,659,033 5.16%
2.
Capital Group Gbl Growth Eqt
 226,120 $6,405,991 4.31%
3.
Southern Co
 SO 69,410 $6,382,237 4.3%
4.
T Rowe Price Etf Inc
 160,123 $5,168,786 3.48%
5.
Apple Inc.
 AAPL 20,128 $4,471,076 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)