Carroll Financial Associates

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

Tip: Access up to 7 years of quarterly data

Positions held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Carroll Financial Associates

Companies in the Carroll Financial Associates portfolio as of the September 2020 quarterly 13F filing

Carroll Financial Associates has 1683 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Global X Adaptive U.s. Factor Etf Etf (AUSF) 10.5 $137M +3% 6.2M 22.07
Ishares Msci Usa Minimum Volatility Etf (USMV) 9.9 $129M 2.0M 63.73
Knowledge Leaders Developed World Etf Etf (KLDW) 7.1 $92M 2.4M 37.86
Powershares Ftse Rafi Us 1000 Etf (PRF) 4.7 $60M -3% 530k 113.79
Ishares Msci Usa Momentum Factor Etf (MTUM) 3.3 $43M 290k 147.40
Apple Stock (AAPL) 3.3 $43M +254% 368k 115.81
Microsoft Stock (MSFT) 2.5 $33M -6% 157k 210.33
Ark Innovation Etf Etf (ARKK) 2.2 $29M -6% 315k 92.00
Vanguard Dividend Appreciation Etf Etf (VIG) 2.2 $29M 224k 128.66
Ark Genomic Revolution Etf Etf (ARKG) 2.2 $29M -4% 450k 63.71
Ishares S&p 500 Index Etf (IVV) 1.8 $23M +2% 68k 336.05
Spdr S&p 500 Etf Etf (SPY) 1.8 $23M 68k 334.88
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 1.7 $22M +12% 448k 49.57
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.5 $19M 621k 30.92

Setup an alert

Carroll Financial Associates will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.5 $19M 89k 212.94
Ishares Russell 1000 Growth Etf Etf (IWF) 1.4 $18M -4% 83k 216.89
Duke Energy Corp Stock (DUK) 1.0 $13M 151k 88.56
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.8 $11M +862% 215k 50.39
Pgim Ultra Short Bond Etf Etf (PULS) 0.7 $9.0M +113% 180k 49.92
Johnson & Johnson Stock (JNJ) 0.7 $8.6M -3% 58k 148.86
Lowes Cos Stock (LOW) 0.6 $7.8M 47k 165.84
Truist Finl Corp Stock (TFC) 0.6 $7.8M 206k 38.05
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.6 $7.6M -10% 92k 82.85
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.6 $7.4M -7% 40k 185.31
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ) 0.6 $7.4M 63k 117.08
Ishares Tr S&p Global 100 Index Etf (IOO) 0.6 $7.3M 131k 56.29
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.5 $7.0M +8% 102k 68.05
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.5 $6.9M -19% 64k 108.10
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.5 $6.7M +10% 125k 53.82
Innovator S&p 500 Power Buffer Etf - July Etf (PJUL) 0.5 $6.5M +21% 237k 27.67
Amazon.com Stock (AMZN) 0.5 $6.5M -3% 2.1k 3148.40
Innovator S&p 500 Power Buffer Etf - September Etf (PSEP) 0.5 $6.2M +770% 235k 26.28
Ishares Tr Core Divid Growth Etf Etf (DGRO) 0.5 $6.1M 153k 39.78
Procter And Gamble Stock (PG) 0.5 $5.9M -2% 42k 138.98
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.4 $5.7M 82k 70.23
Vanguard Growth Etf Etf (VUG) 0.4 $5.7M +26% 25k 227.59
Pfizer Stock (PFE) 0.4 $5.5M -3% 150k 36.70
Jpmorgan Chase & Co Stock (JPM) 0.4 $5.5M -9% 57k 96.27
Wisdomtree Interest Rate Hedged U.s. Aggregate Bond Fund Etf (AGZD) 0.4 $5.4M +10% 116k 46.79
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.4 $5.4M +21% 104k 51.55
Exxon Mobil Corporation Stock (XOM) 0.4 $5.3M -2% 154k 34.33
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.4 $5.3M 73k 72.00
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.4 $5.2M 105k 49.71
Powershares Qqq Tr Etf (QQQ) 0.4 $4.9M 18k 277.82
Schwab U.s. Large-cap Etf Etf (SCHX) 0.4 $4.7M +3% 59k 80.62
American Express Stock (AXP) 0.4 $4.7M 47k 100.24
Innovator Msci Emerging Markets Power Buffer Etf - July Etf (EJUL) 0.4 $4.6M NEW 182k 25.31
Bk Of America Corp Stock (BAC) 0.3 $4.2M +2% 176k 24.09
Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $4.2M -3% 18k 231.08
Ishares Tr S&p 1500 Index Etf (ITOT) 0.3 $4.1M +9% 54k 75.49
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $4.1M 111k 36.56
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.3 $3.7M 160k 23.50
Innovator S&p 500 Power Buffer Etf - December Etf (PDEC) 0.3 $3.7M +77% 135k 27.65
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.3 $3.7M +15% 87k 42.85
Disney Walt Co Com Disney Stock (DIS) 0.3 $3.7M -4% 30k 124.07
Enbridge Stock (ENB) 0.3 $3.4M 118k 29.20
Pepsico Stock (PEP) 0.3 $3.4M 25k 138.58
Index Iq Merger Arbitrage Etf Etf (MNA) 0.3 $3.4M +21% 102k 33.63
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 0.3 $3.4M -3% 88k 38.72
Home Depot Stock (HD) 0.2 $3.2M 12k 277.65
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $3.2M +8% 31k 103.73
Coca Cola Stock (KO) 0.2 $3.2M -9% 64k 49.36
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.2 $3.2M -5% 97k 32.63
Ishares Msci Floating Rate Not E Funding Etf Etf (FLOT) 0.2 $3.1M -8% 61k 50.72
Verizon Communications Stock (VZ) 0.2 $3.1M 52k 59.47
First Trust Capital Strength Etf Etf (FTCS) 0.2 $3.1M +6% 48k 63.25
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.2 $3.0M +15% 30k 101.95
Powershares Sp500 Low Volatility Etf Etf (SPLV) 0.2 $2.9M 55k 53.64
Deutsche X-trackers Msci High Dividend Hedged Etf (HDEF) 0.2 $2.9M +8% 143k 20.35
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $2.9M +13% 52k 55.29
Vanguard Total Stk Mkt Etf (VTI) 0.2 $2.8M +18% 17k 170.31
At&t Stock (T) 0.2 $2.8M -2% 100k 28.51
Vanguard Extended Market Etf Etf (VXF) 0.2 $2.8M +7% 22k 129.70
Cisco Sys Stock (CSCO) 0.2 $2.8M 70k 39.39
Mcdonalds Corporation Stock (MCD) 0.2 $2.7M 12k 219.50
Medtronic Stock (MDT) 0.2 $2.7M -2% 26k 103.89
Powershares Ftse Rafi Emerging Markets Etf (PXH) 0.2 $2.6M 149k 17.55
Visa Stock (V) 0.2 $2.5M 13k 199.95
Royal Bank Of Canada Stock (RY) 0.2 $2.4M 35k 70.13
Sonoco Prods Stock (SON) 0.2 $2.4M +2% 46k 51.06
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.2 $2.3M NEW 50k 46.73
Dominion Resources Stock (D) 0.2 $2.3M -2% 30k 78.92
Vanguard S&p 500 Etf Etf (VOO) 0.2 $2.3M +144% 7.5k 307.60
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.2 $2.3M +21% 27k 86.48
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $2.3M +3% 29k 79.97
Intel Corp Stock (INTC) 0.2 $2.2M +4% 43k 51.78
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $2.2M 7.00 320000.00
Google Stock (GOOGL) 0.2 $2.2M 1.5k 1466.13
Global X Fds X Emerging Mkt Etf (EMBD) 0.2 $2.2M NEW 82k 26.43
Merck & Co Stock (MRK) 0.2 $2.2M 26k 82.91
Walmart Stock (WMT) 0.2 $2.1M 15k 139.87
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.2 $2.0M +7% 49k 41.33
Abbott Labs Stock (ABT) 0.2 $2.0M 19k 108.83
Principal Spectrum Preferred Securities Active Etf Etf (PREF) 0.1 $1.9M +602% 96k 20.07
Amgen Stock (AMGN) 0.1 $1.9M 7.6k 254.16
United Parcel Service Stock (UPS) 0.1 $1.8M -3% 11k 166.58
Southern Stock (SO) 0.1 $1.8M -3% 34k 54.20
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $1.8M 1.2k 1468.83
Csx Corp Stock (CSX) 0.1 $1.8M -7% 23k 77.67
John Hancock Multifactor Large Cap Etf Etf (JHML) 0.1 $1.8M +12% 42k 41.75
Philip Morris Intl Stock (PM) 0.1 $1.7M -3% 23k 74.97
Hormel Foods Corp Stock (HRL) 0.1 $1.7M 35k 48.88
Oshares U.s. Quality Dividend Etf Etf (OUSA) 0.1 $1.6M +2% 45k 36.26
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $1.6M 8.8k 185.31
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $1.6M +865% 13k 121.80
Intl Business Machines Stock (IBM) 0.1 $1.6M -6% 13k 121.63
Nextera Energy Stock (NEE) 0.1 $1.6M +13% 5.8k 277.46
First Citizens Bancshares Stock (FCNCA) 0.1 $1.6M 4.9k 318.61
Wisdomtree Tr Earnings 500 Etf (EPS) 0.1 $1.5M +6% 43k 35.42
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.1 $1.5M +7% 24k 62.08
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $1.5M +10% 50k 29.73
Ishares 3-7 Yr Treasury Bond Etf Etf (IEI) 0.1 $1.5M +4% 11k 133.55
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.5M -3% 13k 118.08
Vanguard Value Etf Etf (VTV) 0.1 $1.4M 14k 104.47
Vanguard Information Technology Etf (VGT) 0.1 $1.4M -17% 4.6k 311.44
Caterpillar Inc Del Stock (CAT) 0.1 $1.4M +13% 9.5k 149.13
Automatic Data Processing Stock (ADP) 0.1 $1.4M -6% 10k 139.44
Chevron Corp Stock (CVX) 0.1 $1.4M -12% 20k 71.96
Technology Select Sector Spdr Etf (XLK) 0.1 $1.4M +14% 12k 116.63
Abbvie Stock (ABBV) 0.1 $1.4M 16k 87.57
Invesco Dwa Momentum Etf Etf (PDP) 0.1 $1.4M 18k 76.44
Ishares Trust S&p Global Info Technology Etf (IXN) 0.1 $1.4M -7% 5.2k 263.62
Vanguard U.s. Multifactor Etf Etf (VFMF) 0.1 $1.4M +3% 19k 71.15
Invesco Buyback Achievers Etf Etf (PKW) 0.1 $1.3M -4% 22k 60.13
Ishares Tr S&p/citigroup Intl Treasury Bd Etf Etf (IGOV) 0.1 $1.3M +145058% 25k 52.84
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.3M -7% 26k 50.44
Nucor Corp Stock (NUE) 0.1 $1.3M -4% 28k 44.83
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.1 $1.3M +15% 37k 34.17
O'shares Global Internet Giants Etf Etf (OGIG) 0.1 $1.3M NEW 29k 44.06
Clorox Co Del Stock (CLX) 0.1 $1.2M -2% 6.0k 210.01
Fedex Corp Stock (FDX) 0.1 $1.2M -3% 4.8k 251.34
Ark Next Generation Internet Etf Etf (ARKW) 0.1 $1.2M -7% 11k 108.59
Facebook Inc Cl A Stock (FB) 0.1 $1.2M +3% 4.6k 261.71
Vanguard Small-cap Index Fund Etf (VB) 0.1 $1.2M 7.8k 153.74
3M Stock (MMM) 0.1 $1.2M -17% 7.2k 160.07
Norfolk Southern Crp Stock (NSC) 0.1 $1.1M -8% 5.3k 213.84
Nike Inc Class B Stock (NKE) 0.1 $1.1M -24% 9.1k 125.52
Cohen & Steers Quality Income Cef (RQI) 0.1 $1.1M NEW 102k 11.10
Costco Wholesale Corp Stock (COST) 0.1 $1.1M 3.2k 354.93
Tesla Motors Stock (TSLA) 0.1 $1.1M +304% 2.6k 428.74
Bristol-myers Squibb Stock (BMY) 0.1 $1.1M -4% 18k 60.26
Applied Matls Stock (AMAT) 0.1 $1.1M +3% 19k 59.45
Cvs Health Corp Stock (CVS) 0.1 $1.1M -6% 19k 58.37
Adobe Sys Stock (ADBE) 0.1 $1.1M 2.2k 490.40
Ishares Tr High Divid Equity Etf (HDV) 0.1 $1.1M -10% 13k 80.47
Unilever N V N Y Adr (UN) 0.1 $1.0M -8% 17k 60.37
Vanguard Mid Cap Growth Etf Etf (VOT) 0.1 $1.0M +5% 5.8k 180.06
Raytheon Technologies Corp Stock (RTX) 0.1 $1.0M -3% 18k 57.49
Lilly Eli & Co Stock (LLY) 0.1 $1.0M -4% 6.9k 147.92
Vanguard Large Cap Etf (VV) 0.1 $1.0M 6.5k 156.29
Spdr Gold Etf Etf (GLD) 0.1 $992k -12% 5.6k 176.95
Unitedhealth Group Stock (UNH) 0.1 $988k +2% 3.2k 311.67
Qualcomm Stock (QCOM) 0.1 $987k +4% 8.4k 117.57
Alibaba Group Hldg Adr (BABA) 0.1 $975k +17% 3.3k 293.76
Boeing Stock (BA) 0.1 $955k -8% 5.8k 165.22
Deere & Co Stock (DE) 0.1 $950k 4.3k 221.60
Altria Group Stock (MO) 0.1 $915k 24k 38.62
Comcast Corp New Cl A Stock (CMCSA) 0.1 $913k -4% 20k 46.24
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $907k -72% 36k 25.09
Invesco S&p Midcap Low Volatility Etf Etf (XMLV) 0.1 $891k +6% 21k 41.62
Union Pac Corp Stock (UNP) 0.1 $879k -5% 4.5k 196.69
Oracle Corporation Stock (ORCL) 0.1 $873k -5% 15k 59.66
Kimberly Clark Corp Stock (KMB) 0.1 $853k 5.8k 147.65
Schwab Etfs- Us Broad Market Etf Etf (SCHB) 0.1 $851k -3% 11k 79.58
Paypal Hldgs Stock (PYPL) 0.1 $834k -4% 4.2k 196.84
Ishares Dow Jones Us Home Const Etf (ITB) 0.1 $830k +49% 15k 56.60
Innovator Nasdaq-100 Power Buffer Etf - January Etf (NJAN) 0.1 $807k -86% 22k 37.39
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $776k 11k 69.41
Vanguard Mid Cap Etf (VO) 0.1 $775k 4.4k 176.14
Nvidia Corp Stock (NVDA) 0.1 $772k +7% 1.4k 541.00
Ishares S&p Midcap 400 Growth Index Etf (IJK) 0.1 $764k -3% 3.2k 239.05
Invesco Defensive Equity Etf Etf (DEF) 0.1 $760k 14k 55.60
Victoryshares U.s. Small Cap High Div Volatility Wtd Etf Etf (CSB) 0.1 $752k +1121% 20k 37.69
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $738k NEW 26k 27.94
Target Corp Stock (TGT) 0.1 $733k 4.7k 157.23
Tree.com Stock (TREE) 0.1 $729k 2.4k 306.82
Union First Mkt Bankshares Corp Stock (AUB) 0.1 $727k 34k 21.36
Aflac Stock (AFL) 0.1 $724k 20k 36.33
Eaton Corp Stock (ETN) 0.1 $716k 7.0k 101.91
Wells Fargo Stock (WFC) 0.1 $712k -14% 30k 23.51
Gallagher Arthur J &co Stock (AJG) 0.1 $698k -13% 6.6k 105.49
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.1 $693k -34% 23k 30.68
Gilead Sciences Stock (GILD) 0.1 $692k +3% 11k 63.18
Illinois Tool Wks Stock (ITW) 0.1 $691k 3.6k 193.07
Spdr S&p Software & Services Etf Etf (XSW) 0.1 $681k NEW 5.7k 119.16
Blackstone Group Stock (BX) 0.1 $676k -23% 13k 52.19
American Tower Corp Reit (AMT) 0.1 $673k 2.8k 241.48
Ishares Growth Allocation Fund Etf (AOR) 0.1 $668k -4% 14k 48.38
Financial Select Sector Spdr Etf (XLF) 0.1 $666k -16% 28k 24.04
Vanguard High Dividend Yield Etf (VYM) 0.1 $657k -2% 8.1k 80.87
Becton Dickinson & Co Stock (BDX) 0.0 $640k -11% 2.8k 232.56
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.0 $637k 12k 54.23
Mastercard Stock (MA) 0.0 $636k +6% 1.9k 338.12
Thermo Fisher Scientific Stock (TMO) 0.0 $631k 1.4k 440.95
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $621k -10% 2.0k 310.81
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $617k 11k 57.41
Ishares Phlx Sox Semiconductor Sector Index Fund Etf (SOXX) 0.0 $614k 2.0k 304.26
Innovator Laddered Fund Of S&p 500 Power Buffer Etfs Etf (BUFF) 0.0 $608k NEW 19k 31.75
Powershares Dividend Achievers Etf (PFM) 0.0 $605k 20k 30.23
Ishares Core Msci Eafe Etf (IEFA) 0.0 $582k -6% 9.7k 60.25
Ppg Inds Stock (PPG) 0.0 $580k +52% 4.8k 122.05
Starbucks Corp Stock (SBUX) 0.0 $578k +5% 6.7k 85.86
Highland Income Fd Highland Income Cef (HFRO) 0.0 $574k 67k 8.58
Honeywell Intl Stock (HON) 0.0 $574k -19% 3.5k 164.56
Parsons Corporation Stock 0.0 $557k +3% 17k 33.48
Wisdomtree Cloud Computing Fund Etf (WCLD) 0.0 $551k -9% 13k 42.69
General Mls Stock (GIS) 0.0 $549k -3% 8.9k 61.65
Salesforce Stock (CRM) 0.0 $546k +2% 2.2k 251.15
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $545k +4% 1.8k 299.29
Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.0 $535k -65% 4.0k 134.59
India Globalization Cap Stock (IGC) 0.0 $535k 515k 1.04
Ishares U.s. Consumer Services Etf Etf (IYC) 0.0 $532k +3% 2.1k 249.88
Ishares Dj Us Technology Etf (IYW) 0.0 $525k 1.7k 300.69
Zoom Video Communications Inc Cl A Stock (ZM) 0.0 $521k -31% 1.1k 469.79
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $518k -15% 17k 30.60
Live Oak Bancshares Stock (LOB) 0.0 $517k -44% 20k 25.29
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.0 $508k 9.3k 54.89
Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $505k -52% 3.7k 135.24
Tjx Cos Stock (TJX) 0.0 $494k -5% 8.9k 55.57
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.0 $493k 8.9k 55.16
Schwab Intermediate-term U.s. Treasury Etf Etf (SCHR) 0.0 $493k +24% 8.4k 58.62
Yum! Brands Stock (YUM) 0.0 $482k 5.3k 91.18
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $476k 9.0k 52.72
Zimmer Hldgs Stock (ZBH) 0.0 $467k -7% 3.4k 135.87
Texas Instrs Stock (TXN) 0.0 $466k 3.3k 142.77
Emerson Elec Stock (EMR) 0.0 $454k -17% 6.9k 65.44
Ishares Silver Trust Etf Etf (SLV) 0.0 $454k +462% 21k 21.64
General Electric Stock (GE) 0.0 $451k -6% 72k 6.23
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $449k +102% 6.1k 73.65
Lockheed Martin Corp Stock (LMT) 0.0 $447k -8% 1.2k 383.36
Snap On Stock (SNA) 0.0 $442k 3.0k 146.84
Dupont De Nemours Stock (DD) 0.0 $439k -52% 7.9k 55.37
Packaging Corp Amer Stock (PKG) 0.0 $439k NEW 4.0k 108.91
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $436k -3% 3.7k 118.03
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $435k +13% 10k 43.23
Raymond James Finl Stock (RJF) 0.0 $433k -33% 6.0k 72.68
Enterprise Prods Partners Stock (EPD) 0.0 $425k 27k 15.78
Ishares 20 Yr Treasury Etf Etf (TLT) 0.0 $415k -10% 2.5k 163.00
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $414k -2% 4.3k 95.61
American Elec Pwr Stock (AEP) 0.0 $412k 5.0k 81.63
Ishares Russell 2000 Etf Etf (IWM) 0.0 $411k 2.7k 149.51
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $408k -12% 8.0k 50.71
Accenture Stock (ACN) 0.0 $406k -3% 1.8k 226.06
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $405k -15% 5.9k 68.12
Vanguard Total World Bond Etf Etf (BNDW) 0.0 $400k +70% 4.9k 81.72
Lincoln Natl Corp Ind Stock (LNC) 0.0 $396k 13k 31.33
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $396k +26% 4.9k 81.06
Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.0 $387k +2% 7.4k 52.38
Vanguard Health Care Etf Etf (VHT) 0.0 $387k 1.9k 203.58
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.0 $384k +67% 6.7k 57.25

Past Filings by Carroll Financial Associates

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

View all past filings