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Carroll Financial Associates

Latest statistics and disclosures from Carroll Financial Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are AUSF, USMV, KLDW, PRF, AAPL, and represent 32.16% of Carroll Financial Associates's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$34M), STIP (+$14M), Armor Us Equity Index Etf (+$9.2M), RAAX (+$6.1M), VWO, AAPL, DIVO, Innovator Etfs Tr, PRF, GSLC.
Started 137 new stock positions in PSO, IVOL, XP, Paysafe Limited Ord, GRAB, TDY, ALVR, AHT, VSCO, KROP.
Reduced shares in these 10 stocks: VNLA (-$33M), ISTB (-$11M), RSP (-$10M), SCHX (-$7.1M), VIG (-$5.3M), IJH (-$5.1M), IJR, SHY, IVW, BRK.B.
Sold out of its positions in BTAL, SBIO, ASGN, ATEN, ATGE, DWSH, AFRM, AL, AKAM, AKTS.
Carroll Financial Associates was a net seller of stock by $-36M.
Carroll Financial Associates has $1.9B in assets under management (AUM), dropping by 4.93%.
Central Index Key (CIK): 0001567784

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Portfolio Holdings for Carroll Financial Associates

Carroll Financial Associates holds 1788 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Carroll Financial Associates has 1788 total positions. Only the first 250 positions are shown.

Sign up to view all of the Carroll Financial Associates Dec. 31, 2021 positions
Download the Carroll Financial Associates December 2021 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Global X Adaptive U.s. Factor Etf Etf (AUSF)	9.3	$176M		5.5M	31.73	View chart
Ishares Msci Usa Minimum Volatility Etf (USMV)	7.8	$146M		1.8M	80.57	View chart
Knowledge Leaders Developed World Etf Etf (KLDW)	6.5	$123M		2.6M	47.89	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	5.0	$94M		548k	171.45	View chart
Apple Stock (AAPL)	3.5	$65M	+5%	361k	180.33	View chart
Ishares Msci Usa Momentum Factor Etf (MTUM)	2.9	$54M		290k	184.45	View chart
Microsoft Stock (MSFT)	2.7	$50M		146k	342.45	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	2.6	$49M	-5%	159k	309.52	View chart
Armor Us Equity Index Etf Etf	2.6	$48M	+23%	1.8M	27.23	View chart
Ishares S&p 500 Index Etf (IVV)	1.9	$35M		74k	479.39	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.9	$35M	+2%	688k	50.78	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	1.8	$34M	NEW	677k	50.37	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.7	$33M	-13%	191k	171.03	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	1.7	$32M	-6%	484k	65.70	View chart
Ark Innovation Etf Etf (ARKK)	1.3	$24M	-2%	243k	97.41	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$22M	-13%	75k	296.67	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	1.1	$22M	-3%	434k	49.52	View chart
Spdr S&p 500 Etf Etf (SPY)	1.1	$21M	-8%	44k	477.26	View chart
Ark Genomic Revolution Etf Etf (ARKG)	1.0	$18M		291k	62.24	View chart
Duke Energy Corp Stock (DUK)	0.9	$17M	+5%	167k	103.29	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC)	0.9	$17M	+11%	173k	95.50	View chart
Natixis Loomis Sayles Short Duration Income Etf Etf (LSST)	0.8	$14M	+6%	580k	24.89	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.8	$14M	+16904%	134k	105.48	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.7	$14M		73k	191.86	View chart
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST)	0.7	$14M		271k	50.54	View chart
Truist Finl Corp Stock (TFC)	0.7	$13M	+4%	213k	58.46	View chart
Lowes Cos Stock (LOW)	0.6	$12M	+5%	47k	253.70	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.6	$12M	+13%	231k	50.49	View chart
Lha Market State Tactical Beta Etf Etf (MSTB)	0.6	$12M		356k	32.35	View chart
Simplify Us Equity Plus Downside Convexity Etf Etf (SPD)	0.6	$11M	+6%	335k	33.42	View chart
Johnson & Johnson Stock (JNJ)	0.6	$11M	+12%	65k	169.66	View chart
Ishares Tr S&p Global 100 Index Etf (IOO)	0.5	$10M		128k	78.66	View chart
Vaneck Inflation Allocation Etf Etf (RAAX)	0.5	$10M	+152%	372k	26.99	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$9.3M	+4%	59k	158.15	View chart
Pfizer Stock (PFE)	0.5	$9.2M	+10%	155k	59.20	View chart
Exxon Mobil Corporation Stock (XOM)	0.5	$9.1M		148k	61.89	View chart
Ishares Tr Core Divid Growth Etf Etf (DGRO)	0.5	$8.7M	+6%	158k	55.45	View chart
Powershares Qqq Tr Etf (QQQ)	0.5	$8.7M	-14%	22k	403.45	View chart
Janus Henderson Short Duration Income Etf Etf (VNLA)	0.4	$8.3M	-80%	167k	49.52	View chart
Bk Of America Corp Stock (BAC)	0.4	$7.9M		176k	44.64	View chart
Global X Emerging Market Debt Etf (EMBD)	0.4	$7.8M	+16%	300k	26.13	View chart
American Express Stock (AXP)	0.4	$7.7M	-8%	47k	164.38	View chart
Amazon.com Stock (AMZN)	0.4	$7.6M	+3%	2.3k	3393.33	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.4	$7.4M	+19%	149k	49.55	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.4	$7.2M	-39%	63k	115.02	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$7.2M	+4%	174k	41.33	View chart
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)	0.4	$7.0M		98k	71.53	View chart
Procter And Gamble Stock (PG)	0.4	$6.9M	+4%	43k	161.95	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.4	$6.8M	+55%	177k	38.17	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$6.6M	+4%	45k	146.27	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$6.5M	-25%	20k	325.06	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.3	$6.5M		76k	85.55	View chart
Vanguard U.s. Multifactor Etf Etf (VFMF)	0.3	$6.5M	+6%	60k	107.36	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.3	$6.1M	-45%	22k	282.12	View chart
Home Depot Stock (HD)	0.3	$6.0M	+15%	15k	404.06	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$6.0M	-24%	74k	80.54	View chart
Principal Spectrum Preferred Securities Active Etf Etf (PREF)	0.3	$6.0M	+7%	294k	20.30	View chart
Innovator Emerging Markets Power Buffer Etf - January Etf (EJAN)	0.3	$5.5M	-4%	187k	29.63	View chart
Deutsche X-trackers Msci High Dividend Etf (HDEF)	0.3	$5.4M	+4%	228k	23.62	View chart
Pepsico Stock (PEP)	0.3	$5.3M	+22%	31k	171.47	View chart
Victoryshares U.s. Small Cap High Div Volatility Wtd Etf Etf (CSB)	0.3	$5.1M		84k	61.14	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.3	$5.1M		158k	32.19	View chart
Powershares Ftse Rafi Emerging Markets Etf (PXH)	0.3	$5.1M	+24%	231k	21.96	View chart
Enbridge Stock (ENB)	0.3	$5.1M	+4%	132k	38.33	View chart
Index Iq Merger Arbitrage Etf Etf (MNA)	0.3	$5.0M	+4%	156k	32.25	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$4.7M	+2%	25k	184.52	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$4.6M	+57%	11k	438.79	View chart
Disney Walt Stock (DIS)	0.2	$4.6M		30k	152.79	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.2	$4.6M	-3%	57k	81.28	View chart
Chevron Corp Stock (CVX)	0.2	$4.6M	+2%	39k	118.79	View chart
Coca Cola Stock (KO)	0.2	$4.5M	+20%	77k	58.65	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$4.3M	-43%	51k	84.81	View chart
Powershares Ftse Rafi Dev Mkts Ex Us Etf (PXF)	0.2	$4.3M	+6%	90k	47.44	View chart
Google Stock (GOOGL)	0.2	$4.2M	-13%	1.4k	2959.15	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.2	$4.1M	+26%	39k	107.60	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.2	$4.1M	-2%	49k	84.20	View chart
Mcdonalds Corporation Stock (MCD)	0.2	$4.1M	+26%	15k	268.18	View chart
Cisco Sys Stock (CSCO)	0.2	$4.1M		64k	63.41	View chart
Logan Ridge Finance Corp Cef (LRFC)	0.2	$4.0M	+43%	174k	23.23	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$4.0M	+16%	34k	117.14	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$4.0M	-11%	1.3k	2961.02	View chart
Innovator Triple Stacker Etf - October Etf	0.2	$3.9M	+112%	120k	32.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$3.8M	+1069%	77k	49.33	View chart
First Citizens Bancshares Stock (FCNCA)	0.2	$3.6M	-14%	4.2k	860.10	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.2	$3.5M	+2%	66k	52.85	View chart
Nucor Corp Stock (NUE)	0.2	$3.4M	+5%	29k	116.63	View chart
Royal Bank Of Canada Stock (RY)	0.2	$3.3M	-14%	32k	105.57	View chart
Oshares U.s. Quality Dividend Etf Etf	0.2	$3.2M	+12%	69k	46.53	View chart
Abbott Labs Stock (ABT)	0.2	$2.9M	+6%	20k	141.45	View chart
Visa Stock (V)	0.2	$2.9M		13k	217.63	View chart
Applied Matls Stock (AMAT)	0.1	$2.8M	-4%	17k	162.72	View chart
Innovator Russell 2000 Power Buffer Etf - January Etf (KJAN)	0.1	$2.8M	-3%	87k	32.16	View chart
United Parcel Service Stock (UPS)	0.1	$2.8M		13k	215.10	View chart
Tesla Motors Stock (TSLA)	0.1	$2.8M	-2%	2.5k	1093.58	View chart
Vanguard Value Etf Etf (VTV)	0.1	$2.7M	-35%	19k	146.52	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$2.6M	+10%	10k	264.33	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.1	$2.6M	-30%	38k	67.79	View chart
Lilly Eli & Co Stock (LLY)	0.1	$2.6M	+35%	9.2k	278.42	View chart
Wisdomtree Tr Earnings 500 Etf (EPS)	0.1	$2.5M		50k	50.57	View chart
Medtronic Stock (MDT)	0.1	$2.5M		24k	104.41	View chart
Ishares Trust S&p Global Info Technology Etf (IXN)	0.1	$2.5M	+22%	38k	65.46	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.1	$2.5M		45k	55.98	View chart
Vanguard Information Technology Etf (VGT)	0.1	$2.5M	-17%	5.3k	466.04	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.1	$2.4M	-42%	9.8k	242.93	View chart
Nextera Energy Stock (NEE)	0.1	$2.4M	+18%	26k	91.29	View chart
Csx Corp Stock (CSX)	0.1	$2.4M	+2%	63k	37.18	View chart
Dominion Energy Stock (D)	0.1	$2.4M	+13%	30k	77.40	View chart
Abbvie Stock (ABBV)	0.1	$2.3M	+7%	17k	134.41	View chart
Sonoco Prods Stock (SON)	0.1	$2.3M		41k	57.03	View chart
Global X Uranium Etf Etf (URA)	0.1	$2.3M	+32%	92k	25.48	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$2.3M	+7%	14k	167.37	View chart
Philip Morris Intl Stock (PM)	0.1	$2.3M	+11%	24k	93.52	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.2M		9.1k	246.19	View chart
Verizon Communications Stock (VZ)	0.1	$2.2M	-18%	42k	52.67	View chart
Nike Inc Class B Stock (NKE)	0.1	$2.2M	+42%	13k	167.57	View chart
Costco Wholesale Corp Stock (COST)	0.1	$2.2M	-21%	3.9k	563.37	View chart
Walmart Stock (WMT)	0.1	$2.2M	+6%	15k	140.73	View chart
Norfolk Southern Crp Stock (NSC)	0.1	$2.1M	+54%	7.3k	291.50	View chart
Ncino Stock	0.1	$2.1M	-50%	38k	55.73	View chart
Intel Corp Stock (INTC)	0.1	$2.1M	-3%	40k	51.94	View chart
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)	0.1	$2.0M		34k	58.52	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$2.0M		21k	96.69	View chart
Intl Business Machines Stock (IBM)	0.1	$1.9M	+14%	15k	131.58	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.9M	+5%	19k	102.38	View chart
At&t Stock (T)	0.1	$1.9M	-19%	75k	24.77	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.1	$1.8M		7.0k	256.76	View chart
Blackstone Group Stock (BX)	0.1	$1.8M		13k	135.03	View chart
Salesforce Stock (CRM)	0.1	$1.8M	-3%	6.8k	258.24	View chart
Merck & Co Stock (MRK)	0.1	$1.8M		23k	76.53	View chart
Caterpillar Stock (CAT)	0.1	$1.8M	-3%	8.5k	206.29	View chart
Southern Stock (SO)	0.1	$1.7M	-6%	26k	66.94	View chart
Innovator Double Stacker 9 Buffer Etf - October Etf	0.1	$1.7M		57k	30.19	View chart
Amgen Stock (AMGN)	0.1	$1.7M	+8%	7.6k	225.09	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$1.7M	-33%	9.7k	176.57	View chart
Deere & Co Stock (DE)	0.1	$1.7M	+19%	4.9k	350.75	View chart
Vanguard Short-term Government Bond Etf Etf (VGSH)	0.1	$1.7M	+3%	28k	60.76	View chart
Ishares Core Msci Eafe Etf (IEFA)	0.1	$1.7M	+123%	22k	74.86	View chart
Cohen & Steers Quality Income Cef (RQI)	0.1	$1.6M		90k	17.83	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$1.6M		26k	61.37	View chart
Fedex Corp Stock (FDX)	0.1	$1.6M	+33%	6.2k	256.22	View chart
Simplify Growth Equity Plus Downside Convexity Etf Etf	0.1	$1.6M	+818%	48k	32.63	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.1	$1.5M	+3%	27k	57.76	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.1	$1.5M	+3%	26k	59.83	View chart
Wells Fargo Stock (WFC)	0.1	$1.5M	+7%	32k	48.76	View chart
3M Stock (MMM)	0.1	$1.5M	+22%	8.5k	176.59	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$1.5M		15k	100.76	View chart
26 Capital Acquisition Corp Com Cl A Stock	0.1	$1.4M	-11%	147k	9.85	View chart
Vanguard Large Cap Etf (VV)	0.1	$1.4M	-19%	6.5k	221.61	View chart
Global X Copper Miners Etf Etf (COPX)	0.1	$1.4M	+4%	39k	37.06	View chart
Fidelity Growth Opportunities Etf Etf (FFLG)	0.1	$1.4M	+11%	67k	21.05	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$1.4M	+6%	16k	85.22	View chart
Oracle Corporation Stock (ORCL)	0.1	$1.4M	-2%	15k	89.52	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.4M	-2%	2.7k	499.45	View chart
Lincoln Natl Corp Ind Stock (LNC)	0.1	$1.4M	+44%	20k	68.81	View chart
Dupont De Nemours Stock (DD)	0.1	$1.3M	+136%	17k	79.81	View chart
Hormel Foods Corp Stock (HRL)	0.1	$1.3M		28k	47.96	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.3M	+952%	12k	107.25	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.3M	-33%	3.8k	346.10	View chart
Robo Global Healthcare Technology And Innovation Etf Etf (HTEC)	0.1	$1.3M	NEW	30k	43.73	View chart
Union First Mkt Bankshares Corp Stock (AUB)	0.1	$1.3M		35k	38.04	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$1.3M		11k	111.62	View chart
Altria Group Stock (MO)	0.1	$1.3M	+2%	27k	46.79	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.1	$1.2M		16k	78.86	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$1.2M	+76%	19k	65.50	View chart
Innovator Growth 100 Accelerated Etf - Quarterly Etf (XDQQ)	0.1	$1.2M	-62%	39k	30.62	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.2M	+12%	19k	62.25	View chart
Nvidia Corp Stock (NVDA)	0.1	$1.2M	-56%	3.8k	309.24	View chart
Qualcomm Stock (QCOM)	0.1	$1.2M	-21%	6.3k	186.33	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.1	$1.2M		9.2k	125.71	View chart
Aflac Stock (AFL)	0.1	$1.2M		20k	58.16	View chart
Eaton Corp Stock (ETN)	0.1	$1.1M	-6%	6.6k	170.66	View chart
Target Corp Stock (TGT)	0.1	$1.1M		5.0k	223.93	View chart
Gallagher Arthur J &co Stock (AJG)	0.1	$1.1M		6.6k	170.32	View chart
Parsons Corp Del Stock (PSN)	0.1	$1.1M		32k	34.10	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$1.1M	-10%	4.1k	265.89	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$1.1M	+3%	28k	39.20	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$1.1M	+19%	25k	43.69	View chart
Adobe Sys Stock (ADBE)	0.1	$1.1M	-31%	1.9k	577.40	View chart
The Spac And New Issue Etf Etf (SPCX)	0.1	$1.1M	+13%	38k	27.99	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.0M		5.4k	191.95	View chart
Ishares Core S&p U.s. Value Etf Etf (IUSV)	0.1	$1.0M	+13%	14k	75.98	View chart
Boeing Stock (BA)	0.1	$1.0M	-2%	5.1k	203.09	View chart
Ishares S&p Midcap 400 Growth Index Etf (IJK)	0.1	$1.0M	-3%	12k	85.15	View chart
Dow Stock (DOW)	0.1	$993k	+130%	18k	55.82	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$962k	+2%	1.5k	661.62	View chart
Starbucks Corp Stock (SBUX)	0.0	$922k	+12%	8.1k	114.19	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$909k	-16%	18k	50.43	View chart
Unilever Adr (UL)	0.0	$900k	-5%	17k	53.23	View chart
Illinois Tool Wks Stock (ITW)	0.0	$898k		3.7k	243.69	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$894k	-71%	2.00	447000.00	View chart
General Electric Stock (GE)	0.0	$884k	+6%	9.4k	94.54	View chart
Union Pac Corp Stock (UNP)	0.0	$868k	-15%	3.5k	247.93	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$868k	+6%	3.9k	224.06	View chart
American Tower Corp Reit (AMT)	0.0	$861k	+4%	3.0k	285.48	View chart
Clorox Co Del Stock (CLX)	0.0	$860k	-2%	5.0k	170.80	View chart
Vanguard Small-cap Index Fund Etf (VB)	0.0	$841k	-59%	3.7k	226.50	View chart
Conocophillips Stock (COP)	0.0	$841k	-26%	12k	73.17	View chart
Yum! Brands Stock (YUM)	0.0	$818k	+10%	5.9k	137.87	View chart
Ishares Commodities Select Strategy Etf Etf (COMT)	0.0	$806k	NEW	26k	31.01	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$795k	NEW	50k	15.91	View chart
Powershares Dividend Achievers Etf (PFM)	0.0	$788k		20k	39.58	View chart
Emerson Elec Stock (EMR)	0.0	$777k	+59%	8.4k	92.11	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$777k	+8%	8.2k	95.33	View chart
Corteva Stock (CTVA)	0.0	$773k	+115%	17k	46.95	View chart
Vanguard Mid Cap Etf (VO)	0.0	$772k	-46%	3.0k	254.70	View chart
Spdr Gold Etf Etf (GLD)	0.0	$769k	+8%	4.5k	169.20	View chart
Honeywell Intl Stock (HON)	0.0	$766k	+9%	3.7k	206.19	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$765k	-14%	6.9k	111.63	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$754k		5.4k	139.78	View chart
Ppg Inds Stock (PPG)	0.0	$750k	+31%	4.4k	169.61	View chart
Ameriprise Financial Stock (AMP)	0.0	$735k		2.4k	307.15	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$730k		2.9k	251.38	View chart
Ishares Growth Allocation Fund Etf (AOR)	0.0	$729k		13k	57.21	View chart
Carrier Global Corporation Stock (CARR)	0.0	$729k	+3%	14k	53.51	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$725k	+17%	6.2k	116.50	View chart
Wisdomtree Cloud Computing Fund Etf (WCLD)	0.0	$719k	-8%	14k	53.23	View chart
Us Bancorp Del Stock (USB)	0.0	$705k	-5%	12k	56.66	View chart
Kinder Morgan Stock (KMI)	0.0	$697k	+53%	44k	15.80	View chart
Northwest Bancshares Inc Md Stock (NWBI)	0.0	$691k	+26%	49k	14.11	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$687k	NEW	6.3k	108.46	View chart
Danaher Corp Stock (DHR)	0.0	$671k		2.1k	327.32	View chart
Sherwin Williams Stock (SHW)	0.0	$665k	+165%	1.9k	345.10	View chart
Accenture Stock (ACN)	0.0	$664k		1.6k	415.26	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$658k		5.8k	114.14	View chart
Albemarle Corp Stock (ALB)	0.0	$648k	-5%	2.8k	232.84	View chart
Snap On Stock (SNA)	0.0	$644k		3.0k	213.95	View chart
Align Technology Stock (ALGN)	0.0	$643k		973.00	660.84	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$637k	NEW	5.8k	110.69	View chart
Avago Technologies Stock (AVGO)	0.0	$634k	+40%	941.00	673.75	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.0	$627k	NEW	37k	17.05	View chart
Sprott Physical Gold Trust Cef (PHYS)	0.0	$624k	-14%	44k	14.19	View chart
Iron Mtn Reit (IRM)	0.0	$622k	+2%	12k	52.41	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$614k	+10%	4.0k	153.16	View chart
Tjx Cos Stock (TJX)	0.0	$614k	+8%	8.3k	74.22	View chart
American Elec Pwr Stock (AEP)	0.0	$609k	+9%	7.0k	86.95	View chart
Ark Fintech Innovation Etf Etf (ARKF)	0.0	$598k	+51%	14k	41.77	View chart
Mastercard Stock (MA)	0.0	$577k	-28%	1.6k	360.17	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.0	$569k	+7%	11k	53.89	View chart
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$544k	-14%	14k	39.43	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.0	$544k		4.3k	127.73	View chart
Regions Financial Corp Stock (RF)	0.0	$543k		25k	21.89	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$539k	+5%	8.6k	62.42	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$533k	+506%	4.1k	128.46	View chart
Advanced Micro Devices Stock (AMD)	0.0	$529k	+79%	3.4k	154.32	View chart
Ishares Dj Us Technology Etf (IYW)	0.0	$529k	-52%	4.5k	116.88	View chart
Coca Cola Cons Stock (COKE)	0.0	$514k		858.00	599.07	View chart
Ishares Msci Em Esg Select Etf Etf (ESGE)	0.0	$511k	+410%	13k	39.70	View chart
Flexshares Global Quality Real Estate Index Fund Etf (GQRE)	0.0	$508k		7.0k	72.72	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$508k	+5125%	836.00	607.66	View chart
Genuine Parts Stock (GPC)	0.0	$508k	+20%	3.7k	137.56	View chart

Past Filings by Carroll Financial Associates

SEC 13F filings are viewable for Carroll Financial Associates going back to 2012

Carroll Financial Associates 2021 Q4 filed Jan. 6, 2022
Carroll Financial Associates 2021 Q3 filed Oct. 7, 2021
Carroll Financial Associates 2021 Q2 filed July 13, 2021
Carroll Financial Associates 2021 Q1 filed April 6, 2021
Carroll Financial Associates 2020 Q4 filed Jan. 8, 2021
Carroll Financial Associates 2020 Q3 filed Oct. 6, 2020
Carroll Financial Associates 2020 Q2 filed July 9, 2020
Carroll Financial Associates 2020 Q1 filed April 10, 2020
Carroll Financial Associates 2019 Q4 filed Jan. 8, 2020
Carroll Financial Associates 2019 Q3 filed Oct. 9, 2019
Carroll Financial Associates 2019 Q2 filed July 8, 2019
Carroll Financial Associates 2019 Q1 filed April 17, 2019
Carroll Financial Associates 2018 Q4 filed Jan. 11, 2019
Carroll Financial Associates 2018 Q3 filed Oct. 30, 2018
Carroll Financial Associates 2018 Q2 filed July 19, 2018
Carroll Financial Associates 2018 Q1 filed April 6, 2018

View all past filings

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