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  Name: Carson Advisory Inc.
  City: ATHENS
  State: GA
  Zip: 30601
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,178,000
  Total Value Change : $13,584,000
  Securities Held Change : 13
   
All Securities Held : 173
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 21     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PRU)1 Year Chart         PRU Prudential Financial Inc - $117.95 $1,056,000 8,997 % 123,000 0 0    N/A
   (STWD)1 Year Chart         STWD Starwood Property Trust, Inc. - $20.05 $911,000 44,807 % -31,000 0 0    N/A
   (JUST)1 Year Chart         JUST Goldman Sachs Just Us Large... - $74.70 $886,000 11,800 % 84,000 0 0    N/A
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp - $64.24 $725,000 11,152 % 59,000 0 0    N/A
   (J)1 Year Chart         J Jacobs Solutions Inc - $139.79 $475,000 3,091 % 74,000 0 0    N/A
   (SQ)1 Year Chart         SQ Square Inc - $73.20 $418,000 4,940 % 36,000 0 0    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc - $538.58 $375,000 723 % 34,000 0 0    N/A
   (GILD)1 Year Chart         GILD Gilead Sciences Inc - $64.58 $361,000 4,928 % -38,000 0 0    N/A
   (ZION)1 Year Chart         ZION Zions Bancorporation - $44.29 $336,000 7,750 % -4,000 0 0    N/A
   (NKSH)1 Year Chart         NKSH National Bankshares Inc - $30.32 $334,000 10,000 % 10,000 0 0    N/A
   (YUM)1 Year Chart         YUM YUM! Brands Inc - $134.34 $285,000 2,056 % 16,000 0 0    N/A
   (STAG)1 Year Chart         STAG Stag Industrial, Inc. - $35.63 $284,000 7,399 % -6,000 0 0    N/A
   (MCO)1 Year Chart         MCO Moodys Corp - $401.53 $283,000 720 % 2,000 0 0    N/A
   (KMX)1 Year Chart         KMX CarMax Inc - $71.04 $261,000 2,995 % 31,000 0 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp - $116.64 $248,000 1,975 % 40,000 0 0    N/A
   (RDIV)1 Year Chart         RDIV Invesco S&p Ultra Dividend ... - $45.43 $234,000 5,100 % 11,000 0 0    N/A
   (CUK)1 Year Chart         CUK Carnival Plc - $13.31 $187,000 12,700 % -27,000 0 0    N/A
   (NAD)1 Year Chart         NAD Nuveen Dividend Advantage M... - $11.22 $159,000 13,845 % 0 0 0    N/A
   (ESRT)1 Year Chart         ESRT Empire State Realty Trust, ... - $9.56 $106,000 10,500 % 4,000 0 0    N/A
   (NUV)1 Year Chart         NUV Nuveen Municipal Value Fund... - $8.69 $103,000 11,799 % 2,000 0 0    N/A
   (NGM)1 Year Chart         NGM Ngm Biopharmaceuticals Inc - $1.54 $36,000 22,550 % 17,000 0 0    N/A
      21 Records Found
  1    
Page 1 of 1
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