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Home > Institutional Investor > Carson Advisory Inc. > 13F Holdings

Instuitional Investor - Carson Advisory Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Home Depot Inc.
 HD 30,215 $12,242,768 6.6%
2.
Capital Group Conservative E
 278,050 $8,372,086 4.52%
3.
Capital Group Gbl Growth Eqt
 229,120 $7,829,021 4.22%
4.
Berkshire Hathaway Inc
 BRK.A 14,639 $7,359,611 3.97%
5.
T Rowe Price Etf Inc
 185,980 $7,011,465 3.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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