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  Name: CARL STUART INVESTMENT ADVISOR INC
  City: AUSTIN
  State: TX
  Zip: 78705
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,227,000
  Total Value Change : $5,728,000
  Securities Held Change : -16
   
All Securities Held : 15
  New Positions : 1
  Closed Positions : 17
  Increased Positions : 4
  Unchanged Positions : 2
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 17     View All Holdings Currently Viewing:  Closed 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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 21 Closed $413.12 $0 0 0% -1,005,000 -2,818 0    Property & Casualty I...
   (PEP)1 Year Chart         PEP Pepsico Inc 27 Closed $183.11 $0 0 0% -209,000 -1,229 0    Beverage Soft Drinks...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 20 Closed $15.83 $0 0 0% -207,000 -14,994 0    Oil & Gas Pipelines &...
   (HD)1 Year Chart         HD Home Depot Inc 26 Closed $342.73 $0 0 0% -267,000 -770 0    Home Improvement Stores
   (COP)1 Year Chart         COP ConocoPhillips 32 Closed $119.83 $0 0 0% -652,000 -5,617 0    Integrated Oil & Gas
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 19 Closed $183.63 $0 0 0% -1,029,000 -6,770 0    Internet Software & S...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 25 Closed $193.27 $0 0 0% -289,000 -2,000 0    Communication Equipment
   (MINT)1 Year Chart         MINT Pimco ETF Trust 31 Closed $100.41 $0 0 0% -638,000 -6,396 0    Closed - End Fund - Debt
   (AMGN)1 Year Chart         AMGN Amgen Inc 18 Closed $314.72 $0 0 0% -241,000 -836 0    Biotechnology
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 24 Closed $25.69 $0 0 0% -1,051,000 -40,940 0    N/A
   (VTWV)1 Year Chart         VTWV Vanguard Russell 2000 Value... 30 Closed $139.39 $0 0 0% -1,775,000 -12,997 0    N/A
   (OBNK)1 Year Chart         OBNK Origin Bancorp Inc 17 Closed $33.51 $0 0 0% -225,000 -6,326 0    N/A
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 23 Closed $0.00 $0 0 0% -835,000 -17,736 0    N/A
   (MMM)1 Year Chart         MMM 3M Co 29 Closed $104.86 $0 0 0% -1,793,000 -1,640 0    Conglomerates
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 16 Closed $249.65 $0 0 0% -230,000 -971 0    Railroads
   (SCMB)1 Year Chart         SCMB Schwab Municipal Bond Etf 22 Closed $0.00 $0 0 0% -2,085,000 -39,627 0    N/A
   (PSX)1 Year Chart         PSX Phillips 66 28 Closed $145.85 $0 0 0% -346,000 -2,599 0    Oil & Gas Refining, P...
      17 Records Found
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Page 1 of 1
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