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Name: |
CARL STUART INVESTMENT ADVISOR INC |
City: |
AUSTIN |
State: |
TX |
Zip: |
78705 |
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data |
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Holdings
Found :
8 |
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![](../images/clearFiller.gif) |
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
3 |
- |
$498.98 |
$23,025,000 |
47,899 |
14.93% |
-41,000 |
-4,908 |
0.005 |
Closed - End Fund - E... |
|
VOT |
Van Kampen Municipal Opport... |
6 |
- |
$229.59 |
$2,695,000 |
11,429 |
1.75% |
-39,000 |
-1,022 |
0.024 |
Closed - End Fund - Debt |
|
XOM |
Exxon Mobil Corp |
7 |
- |
$109.11 |
$1,345,000 |
11,568 |
0.87% |
-247,000 |
-4,354 |
0 |
Integrated Oil & Gas |
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MSFT |
Microsoft Corp |
8 |
- |
$442.57 |
$671,000 |
1,595 |
0.44% |
-80,000 |
-403 |
0 |
Application Software |
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ADP |
Automatic Data Processing Inc |
9 |
- |
$242.62 |
$367,000 |
1,468 |
0.24% |
-43,000 |
-290 |
0 |
Business Software & S... |
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JNJ |
Johnson & Johnson |
12 |
- |
$145.54 |
$238,000 |
1,506 |
0.15% |
-87,000 |
-570 |
0 |
Drug Manufacturers - ... |
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CVX |
Chevron Corp |
14 |
- |
$152.57 |
$206,000 |
1,309 |
0.13% |
-85,000 |
-645 |
0 |
Integrated Oil & Gas |
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AAPL |
Apple Inc |
15 |
- |
$212.49 |
$204,000 |
1,189 |
0.13% |
-1,777,000 |
-9,098 |
0 |
Personal Computers |
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