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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 31,235 $11,015,994 5.06%
2.
Capital Group Gbl Growth Eqt
 242,812 $10,278,238 4.72%
3.
Capital Group Conservative E
 301,168 $9,884,335 4.54%
4.
T Rowe Price Exchange-Traded
 227,419 $9,346,902 4.29%
5.
Berkshire Hathaway Inc
 BRK-B 15,373 $7,692,495 3.53%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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