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| Name: |
Carson Advisory Inc. |
| City: |
ATHENS |
| State: |
GA |
| Zip: |
30601 |
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data |
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| Holdings
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14 |
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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 |
|
MMU |
Western Asset Managed Munic... |
|
New |
$10.26 |
$379,000 |
36,304 |
% |
379,000 |
36,304 |
0 |
N/A |
|
|
CPA |
Copa Holdings SA |
|
New |
$103.00 |
$353,000 |
3,388 |
% |
353,000 |
3,388 |
0 |
N/A |
|
|
FAST |
Fastenal Co |
|
New |
$67.62 |
$352,000 |
4,558 |
% |
352,000 |
4,558 |
0 |
N/A |
|
|
BINC |
Blackrock Flexible Income Etf |
|
New |
$0.00 |
$279,000 |
5,310 |
% |
279,000 |
5,310 |
0 |
N/A |
|
|
FWONK |
Liberty Media Corporation |
|
New |
$0.00 |
$245,000 |
3,732 |
% |
245,000 |
3,732 |
0 |
N/A |
|
|
MBLY |
Mobileye Global Inc. |
|
New |
$28.04 |
$240,000 |
7,456 |
% |
240,000 |
7,456 |
0 |
N/A |
|
|
PSX |
Phillips 66 |
|
New |
$147.72 |
$226,000 |
1,384 |
% |
226,000 |
1,384 |
0 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
|
New |
$245.41 |
$216,000 |
865 |
% |
216,000 |
865 |
0 |
N/A |
|
|
CGCP |
Capital Group Core Plus Inc... |
|
New |
$0.00 |
$204,000 |
9,062 |
% |
204,000 |
9,062 |
0 |
N/A |
|
|
KNG |
Ft Cboe S&p 500 Dividend Ta... |
|
New |
$0.00 |
$204,000 |
3,806 |
% |
204,000 |
3,806 |
0 |
N/A |
|
|
RJF |
Raymond James Financial Inc |
|
New |
$125.16 |
$202,000 |
1,570 |
% |
202,000 |
1,570 |
0 |
N/A |
|
|
LIN |
Linde Plc |
|
New |
$429.86 |
$202,000 |
436 |
% |
202,000 |
436 |
0 |
N/A |
|
|
ZNTL |
Zentalis Pharmaceuticals, Llc |
|
New |
$0.00 |
$201,000 |
12,770 |
% |
201,000 |
12,770 |
0 |
N/A |
|
|
NYCB |
New York Community Bancorp Inc |
|
New |
$3.59 |
$62,000 |
19,400 |
% |
62,000 |
19,400 |
0 |
N/A |
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