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Institutional TrackerDetails

Carson Wealth Management Group

Industry Distribution

Computer20.04%

Medical Biology12.10%

Non-Bank Financials9.69%

Electronics8.64%

Commerce8.60%

Other40.92%

Holdings Change

Increased

SymbolStock NameChange% Change

CURICuriosityStream+225.19K+0.41%AHRAmerican Healthcare REIT+166.60K+0.11%WENThe Wendy's Co+125.85K+0.06%CRNCCerence+20.84K+0.05%FFFutureFuel+21.19K+0.05%GOGrocery Outlet+43.36K+0.04%HAFCHanmi Financial+12.19K+0.04%SAMBoston Beer+4.52K+0.04%CCSIConsensus Cloud Solutions+7.68K+0.04%RDNRadian Group+58.95K+0.04%TGNATegna+59.67K+0.04%BEEPMobile Infrastructure+11.25K+0.04%MEDMedifast+3.32K+0.03%FLICFirst of Long Island+6.86K+0.03%KRNYKearny Financial+18.77K+0.03%NFBKNorthfield Bancorp+12.85K+0.03%JRVRJames River+11.25K+0.03%FFINFirst Financial Bankshares+40.19K+0.03%PKPark Hotels & Resorts Inc+55.35K+0.03%ORGOOrganogenesis+34.89K+0.03%FFICFlushing Financial Corp+7.56K+0.03%VSTSVestis+33.59K+0.03%APPFAppfolio+8.92K+0.02%HOUSAnywhere Real Estate+27.21K+0.02%ATNIATN International+3.62K+0.02%ATIATI Inc+34.49K+0.02%QCRHQCR Holdings+3.93K+0.02%INSPInspire Medical Systems+6.86K+0.02%RAREUltragenyx Pharmaceutical+21.11K+0.02%HUNHuntsman+39.15K+0.02%VREXVarex Imaging+9.20K+0.02%HNSTThe Honest+22.35K+0.02%ANGOAngioDynamics+8.83K+0.02%MEIMethode Electronics+7.62K+0.02%FDBCFidelity D & D Bancorp+1.21K+0.02%CRWDCrowdStrike+51.48K+0.02%RHIRobert Half+20.57K+0.02%IVZInvesco+90.98K+0.02%SABRSabre+77.53K+0.02%CFFNCapitol Federal Financial+26.00K+0.02%SHCSotera Health Company+56.42K+0.02%CRICarter's+6.89K+0.02%OCFCOceanFirst Financial+11.11K+0.02%SMARSmartsheet+26.51K+0.02%OISOil States International+11.80K+0.02%ZMZoom Communications+54.61K+0.02%TPRTapestry+41.71K+0.02%FISIFinancial Institutions+2.73K+0.02%TJXTJX Companies+194.98K+0.02%PATHUiPath+94.33K+0.02%

Decreased

SymbolStock NameChange% Change

CEFSprott Physical Gold and Silver Trust-582.00-59.27%PHYSSprott Physical Gold Trust-414.00-1.30%VEUVanguard All-World ex-US Shares ETF-2.70K-0.55%LMNRLimoneira-39.08K-0.22%ARWRArrowhead Pharmaceuticals-78.02K-0.06%WOLFWolfspeed-68.07K-0.05%DLRDigital Realty Trust Inc-172.65K-0.05%ESTAEstablishment Labs-12.77K-0.05%HOMBHome BancShares-83.32K-0.04%AMLXAmylyx Pharmaceuticals-27.75K-0.04%PFSProvident Financial Services-50.19K-0.04%ICFIICF International-7.20K-0.04%VRSKVerisk Analytics-43.95K-0.03%TRINTrinity Capital-17.10K-0.03%CIONCION Investment-15.21K-0.03%MCWMister Car Wash-69.38K-0.02%MIYBlackrock Muniyield Michigan Quality Fund Inc-6.10K-0.02%STKSThe One Group Hospitality-5.44K-0.02%CATOThe Cato-3.03K-0.02%LXFRLuxfer-4.07K-0.02%AZTAAzenta-6.90K-0.02%AVAVAeroVironment-4.25K-0.02%WSRWhitestone REIT-7.50K-0.01%PKSTPeakstone Realty Trust-5.26K-0.01%UHTUniversal Health Realty Income Trust-1.97K-0.01%BHVNBiohaven-13.59K-0.01%VRNSVaronis Systems-14.97K-0.01%UFPTUFP Technologies-998.00-0.01%AGCOAGCO Corp-9.28K-0.01%PGRProgressive-68.26K-0.01%VSCOVictoria's Secret-8.99K-0.01%WOOFPetco Health and Wellness-30.61K-0.01%BCABBioAtla-5.29K-0.01%SCIService Corporation International-15.83K-0.01%CHRWC.H. Robinson Worldwide-12.85K-0.01%GCTGigaCloud Technology-4.41K-0.01%IMMRImmersion-3.44K-0.01%TMCITreace Medical Concepts-6.57K-0.01%ACVAACV Auctions-17.44K-0.01%NHCNational Healthcare-1.57K-0.01%FGENFibroGen-10.02K-0.01%CCRDCoreCard-789.00-0.01%HAEHaemonetics-4.66K-0.01%DISDisney-164.03K-0.01%SMLRSemler Scientific-743.00-0.01%EBSEmergent BioSolutions-4.78K-0.01%CBOECboe Global Markets-9.14K-0.01%SHLSShoals Technologies-14.38K-0.01%DINDine Brands Global Inc-1.26K-0.01%NADNuveen Quality Municipal Income Fund-18.96K-0.01%

New

SymbolStock NameChange% Change

ICONIcon Energy+1.46K+0.10%BOFBranchOut Food+7.28K+0.09%AEYEAudioEye+4.06K+0.03%SILASila Realty Trust+16.80K+0.03%LFMDLifeMD+11.35K+0.03%BBLGBone Biologics+444.00+0.02%VTSIVirTra+1.91K+0.02%DAVEDave Inc+2.06K+0.02%HRTGHeritage Insurance+4.51K+0.02%VIRCVirco Manufacturing+2.41K+0.01%APEIAmerican Public Education+2.24K+0.01%BVSBioventus+7.46K+0.01%LFVNLifevantage+1.38K+0.01%PEBKPeoples Bancorp of North Carolina+521.00+0.01%BYRNByrna Technologies+1.97K+0.01%GEOSGeospace Technologies+993.00+0.01%WGSGeneDx Holdings+2.09K+0.01%EDDMorgan Stanley Emerging Markets Domestic Debt Fund Inc+5.05K+0.01%TWFGTWFG, Inc.+1.00K+0.01%DLYDoubleline Yield Opportunities Fund+3.00K+0.01%AMSCAmerican Superconductor+2.40K+0.01%TBLDThornburg Income Bldr Opport Tr+1.79K+0.01%MLMoneyLion+551.00+0.00%NCMINational CineMedia+4.73K+0.00%PAIWestern Asset Investment Grade Income Fund Inc+460.00+0.00%AMIXAutonomix Medical+50.00+0.00%PRCHPorch Group+4.17K+0.00%AMTMAmentum Holdings+9.95K+0.00%APLTApplied Therapeutics+4.75K+0.00%BWGBrandywineGLOBAL - Global Income Opportunities Fund Inc+671.00+0.00%INBXInhibrx Biosciences+549.00+0.00%CGCenterra Gold Inc+7.90K+0.00%TECXTectonic Therapeutic+531.00+0.00%CXEMfs High Income Municipal Trust+1.00K+0.00%GRALGrail+977.00+0.00%SLDBSolid Biosciences+1.19K+0.00%CVVCVD Equipment+200.00+0.00%WIWWestern Asset Inflation-Linked Opportunities and Income Fund+1.74K+0.00%MMTMFS Multimarket Income Trust+1.57K+0.00%NCZVirtus Convertible & Income Fund+2.06K+0.00%LWAYLifeway Foods+398.00+0.00%IFNIndia Fund Inc+1.00K+0.00%EMDWestern Asset Emg Markets Debt Fund Inc+1.35K+0.00%MCRMFS Charter Income Trust+974.00+0.00%VCSAVACASA INC+348.00+0.00%MRAMEverspin Technologies+492.00+0.00%GHMGraham+241.00+0.00%INVXInnovex International+1.31K+0.00%EMLThe Eastern+118.00+0.00%BLNDBlend Labs+4.68K+0.00%

Sold Out

SymbolStock NameChange% Change

TELZTELLURIAN INC 8.25% SENIOR NOTES DUE 30/11/2028-7.22K-100.00%PETSPetMed Express-5.14K-0.02%HYBNew America High Income Fund Inc-3.00K-0.01%ATRAAtara Biotherapeutics-542.00-0.01%MHIPioneer Municipal High Income Trust-2.00K-0.01%NMTNuveen Massachusetts Quality Municipal Income Fund-813.00-0.01%CNTYCentury Casinos-2.44K-0.01%KVHIKVH Industries-1.50K-0.01%NENNew England Realty Associates-238.00-0.01%BLKBlackrock-9.15K-0.01%KPTIKaryopharm Therapeutics-6.25K-0.00%OMOutset Medical-2.26K-0.00%BKKTBakkt Holdings-262.00-0.00%FOSLFossil Group-1.87K-0.00%BGFVBig 5 Sporting Goods-675.00-0.00%RENTRent the Runway-111.00-0.00%MPAAMotorcar Parts of America-520.00-0.00%ITRNIturan Location & Control-500.00-0.00%USACUSA Compression-3.00K-0.00%GBABGuggenheim Taxable Municipal Managed Duration Trust-500.00-0.00%BCOVBrightcove-1.01K-0.00%IKNAIkena Oncology-985.00-0.00%BTAIBioXcel Therapeutics-850.00-0.00%INTTinTEST-242.00-0.00%FOAFinance of America-170.00-0.00%GNLXGenelux-570.00-0.00%SEERSeer Inc-1.03K-0.00%SKESkeena Resources Ltd-1.40K-0.00%WWWW International-1.08K-0.00%UONEKUrban One-D-624.00-0.00%PRTSCarParts.com-737.00-0.00%OPRAOpera-1.00K-0.00%BSMBlack Stone Minerals-2.46K-0.00%PLXProtalix Biotherapeutics-845.00-0.00%DFLIDragonfly Energy-67.00-0.00%MNSBMainStreet Bancshares-68.00-0.00%PWODPenns Woods Bancorp-70.00-0.00%ACETAdicet Bio-782.00-0.00%ME23andMe-217.00-0.00%TSETrinseo-299.00-0.00%SGMTSagimet Biosciences-234.00-0.00%EQXEquinox Gold Corp-3.19K-0.00%SKILSkillsoft-64.00-0.00%HYIWestern Asset High Yield Defined Opps.-159.00-0.00%VKIInvesco Advantage Municipal Income Trust II-333.00-0.00%CFFIC&F Financial-23.00-0.00%ARTNAArtesian Resources-73.00-0.00%ZVIAZevia-399.00-0.00%NDLSNoodles & Co-289.00-0.00%XAIRBeyond Air-418.00-0.00%

Holdings List

Latest

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

2022Q3

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

AAPLApple

7.41%+71.46K+0.00%468.13M0.01%Computer259.020Sep 30, 202413F

MSFTMicrosoft

5.52%+26.03K+0.00%348.43M0.01%Computer438.110Sep 30, 202413F

NVDANVIDIA

4.70%+180.98K+0.00%296.95M0.01%Electronics139.930Sep 30, 202413F

AMZNAmazon

3.63%+53.13K+0.00%229.40M0.01%Commerce227.050Sep 30, 202413F

GOOGLAlphabet-A

3.20%+5.88K0.00%201.78M0.01%Internet & Media195.600Sep 30, 202413F

METAMeta Platforms

2.19%+15.21K+0.00%138.39M0.01%Internet & Media603.350Sep 30, 202413F

BRK.ABerkshire Hathaway-A

1.90%-3.00-0.00%119.88M0.01%Non-Bank Financials687600.000Sep 30, 202413F

AVGOBroadcom

1.38%+70.28K+0.00%86.84M0.01%Electronics245.360Sep 30, 202413F

PGProcter & Gamble

1.30%+19.12K+0.00%81.93M0.02%Manufacturing170.160Sep 30, 202413F

HDHome Depot

1.26%+4.67K+0.00%79.73M0.02%Commerce395.140Sep 30, 202413F

TSLATesla

1.25%+505.000.00%79.14M0.01%Auto454.130Sep 30, 202413F

XOMExxon Mobil

1.20%+21.85K+0.00%76.05M0.01%Mining106.490Sep 30, 202413F

WMTWalmart

1.20%+16.75K+0.00%75.54M0.01%Commerce92.790Sep 30, 202413F

JPMJPMorgan

1.19%+22.75K+0.00%74.99M0.01%Banks243.140Sep 30, 202413F

JNJJohnson & Johnson

1.11%+30.67K+0.00%69.85M0.02%Medical Biology145.580Sep 30, 202413F

LLYEli Lilly and Co

1.05%+2.39K+0.00%66.30M0.01%Medical Biology794.140Sep 30, 202413F

VVisa

0.98%+24.000.00%61.83M0.01%Non-Bank Financials320.910Sep 30, 202413F

MRKMerck & Co

0.96%+12.09K+0.00%60.85M0.02%Medical Biology99.870Sep 30, 202413F

UNHUnitedHealth

0.91%+504.000.00%57.69M0.01%Medical Biology511.150Sep 30, 202413F

CSCOCisco

0.88%+20.62K+0.00%55.39M0.03%Communication Equipment59.980Sep 30, 202413F

ORCLOracle

0.86%-3.42K-0.00%54.60M0.01%Computer171.680Sep 30, 202413F

VZVerizon

0.86%+15.99K+0.00%54.01M0.03%Communication Equipment39.960Sep 30, 202413F

TAT&T

0.85%+69.31K+0.00%53.65M0.03%Communication Equipment22.960Sep 30, 202413F

COSTCostco

0.76%+3.15K+0.00%47.98M0.01%Commerce956.140Sep 30, 202413F

ABBVAbbVie

0.76%+15.39K+0.00%47.88M0.01%Medical Biology179.200Sep 30, 202413F

NFLXNetflix

0.66%-2.04K-0.00%41.69M0.01%Internet & Media924.140Sep 30, 202413F

AMGNAmgen

0.65%+962.00+0.00%41.25M0.02%Medical Biology263.180Sep 30, 202413F

PEPPepsiCo

0.64%+15.89K+0.00%40.23M0.02%Food & Beverages152.440Sep 30, 202413F

CMCSAComcast

0.61%+37.83K+0.00%38.56M0.02%Communication Equipment38.250Sep 30, 202413F

CVXChevron

0.60%+10.34K+0.00%38.04M0.01%Mining143.980Sep 30, 202413F

PFEPfizer

0.59%+46.22K+0.00%37.38M0.02%Medical Biology26.560Sep 30, 202413F

ALLAllstate

0.56%-10.14K-0.00%35.17M0.07%Non-Bank Financials195.620Sep 30, 202413F

LMTLockheed Martin

0.55%-3.40K-0.00%34.68M0.02%Defense489.980Sep 30, 202413F

BACBank of America

0.55%+104.62K+0.00%34.52M0.01%Banks44.550Sep 30, 202413F

ABTAbbott Laboratories

0.55%-5.73K-0.00%34.47M0.02%Medical Biology115.270Sep 30, 202413F

TJXTJX Companies

0.54%+194.98K+0.02%33.96M0.03%Commerce125.010Sep 30, 202413F

AMDAdvanced Micro Devices

0.54%+5.26K+0.00%33.86M0.01%Electronics125.060Sep 30, 202413F

PSAPublic Storage

0.51%-3.05K-0.00%32.06M0.05%Real Estate301.320Sep 30, 202413F

ACNAccenture

0.51%-2.36K-0.00%32.02M0.01%Computer360.430Sep 30, 202413F

VEUVanguard All-World ex-US Shares ETF

0.49%-2.70K-0.55%31.00M0.00%92.980Sep 30, 202413F

KOCoca-Cola

0.49%+37.48K+0.00%30.94M0.01%Food & Beverages62.570Sep 30, 202413F

CBOECboe Global Markets

0.49%-9.14K-0.01%30.68M0.14%Non-Bank Financials196.550Sep 30, 202413F

CATCaterpillar

0.48%+8.21K+0.00%30.42M0.02%Mechanical Equipment367.120Sep 30, 202413F

BMYBristol-Myers Squibb

0.48%+38.76K+0.00%30.42M0.03%Medical Biology58.000Sep 30, 202413F

GILDGilead Sciences

0.48%-26.56K-0.00%30.41M0.03%Medical Biology94.410Sep 30, 202413F

TRVThe Travelers Companies

0.47%-3.02K-0.00%29.52M0.06%Non-Bank Financials243.730Sep 30, 202413F

MAMasterCard

0.45%+3.09K+0.00%28.72M0.01%Non-Bank Financials536.150Sep 30, 2024

ACGLArch Capital

0.44%-13.52K-0.00%27.94M0.07%Non-Bank Financials92.930Sep 30, 202413F

CHRWC.H. Robinson Worldwide

0.44%-12.85K-0.01%27.80M0.22%Transportation104.320Sep 30, 202413F

IBMIBM Corp

0.44%+6.71K+0.00%27.56M0.01%Computer224.890Sep 30, 202413F

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