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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 $128,595,626
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 14,021 $5,000,730 3.88%
2.
Capital Group Gbl Growth Eqt
 193,725 $4,984,544 3.87%
3.
Southern Co
 SO 70,228 $4,924,354 3.82%
4.
Apple Inc.
 AAPL 23,973 $4,615,544 3.58%
5.
Edison International
 EIX 54,473 $3,894,299 3.02%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)