Carroll Financial Associates

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

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

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Portfolio Holdings for Carroll Financial Associates

Companies in the Carroll Financial Associates portfolio as of the June 2021 quarterly 13F filing

Carroll Financial Associates has 1800 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) 9.6 $169M 5.7M 29.67
Ishares Msci Usa Minimum Volatility Etf (USMV) 7.9 $140M -5% 1.9M 73.61
Knowledge Leaders Developed World Etf Etf (KLDW) 6.8 $119M 2.6M 46.60
Powershares Ftse Rafi Us 1000 Etf (PRF) 5.0 $88M 548k 160.33
Ishares Msci Usa Momentum Factor Etf (MTUM) 3.0 $53M 305k 173.43
Apple Stock (AAPL) 2.6 $46M 339k 136.96
Ishares Russell 1000 Growth Etf Etf (IWF) 2.6 $46M +64% 169k 271.48
Janus Henderson Short Duration Income Etf Etf (VNLA) 2.5 $44M -6% 867k 50.22
Microsoft Stock (MSFT) 2.3 $40M 147k 270.90
Vanguard Dividend Appreciation Etf Etf (VIG) 2.0 $35M 228k 154.79
Ark Innovation Etf Etf (ARKK) 1.8 $32M -3% 248k 130.78
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.8 $31M +3% 667k 46.77
Ishares S&p 500 Index Etf (IVV) 1.7 $29M 68k 429.91
Spdr S&p 500 Etf Etf (SPY) 1.6 $29M 68k 428.06

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Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 1.6 $29M 477k 59.67
Ark Genomic Revolution Etf Etf (ARKG) 1.5 $27M 288k 92.50
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.4 $24M 87k 277.92
Armor Us Equity Index Etf Etf (ARMR) 1.1 $19M +6938% 781k 24.65
Pgim Ultra Short Bond Etf Etf (PULS) 1.0 $18M +7% 371k 49.75
Duke Energy Corp Stock (DUK) 0.8 $14M -2% 146k 98.72
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) 0.7 $13M 257k 50.73
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ) 0.7 $13M 67k 186.87
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.7 $12M +3% 103k 112.98
Lha Market State Tactical Beta Etf Etf (MSTB) 0.6 $12M -15% 374k 30.67
Truist Finl Corp Stock (TFC) 0.6 $11M 201k 55.50
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.6 $11M +7% 126k 86.02
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.6 $11M 40k 268.73
Natixis Loomis Sayles Short Duration Income Etf Etf (LSST) 0.6 $10M +20% 414k 25.24
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.6 $10M +10% 198k 51.29
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.6 $9.9M 66k 150.72
Johnson & Johnson Stock (JNJ) 0.5 $9.5M -2% 58k 164.72
Exxon Mobil Corporation Stock (XOM) 0.5 $9.4M 149k 63.08
Ishares Tr S&p Global 100 Index Etf (IOO) 0.5 $9.1M 128k 70.99
Lowes Cos Stock (LOW) 0.5 $8.9M 46k 193.96
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $8.9M +22% 176k 50.74
Jpmorgan Chase & Co Stock (JPM) 0.5 $8.7M -2% 56k 155.54
American Express Stock (AXP) 0.5 $8.6M +10% 52k 165.21
Amazon.com Stock (AMZN) 0.5 $8.2M +4% 2.4k 3439.78
Vanguard Growth Etf Etf (VUG) 0.4 $7.6M 27k 286.79
Ishares Tr Core Divid Growth Etf Etf (DGRO) 0.4 $7.5M 148k 50.35
Powershares Qqq Tr Etf (QQQ) 0.4 $7.3M +9% 21k 354.42
Bk Of America Corp Stock (BAC) 0.4 $7.2M 174k 41.22
Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $7.0M +10% 92k 75.62
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.4 $6.8M 78k 87.48
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.4 $6.8M +2% 149k 45.50
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.4 $6.6M 98k 67.20
Schwab U.s. Large-cap Etf Etf (SCHX) 0.4 $6.5M +2% 63k 103.96
Innovator Msci Emerging Markets Power Buffer Etf - January Etf (EJAN) 0.3 $6.0M 193k 31.05
Global X Emerging Market Debt Etf (EMBD) 0.3 $5.7M +14% 210k 26.96
Pfizer Stock (PFE) 0.3 $5.6M 143k 39.16
Procter And Gamble Stock (PG) 0.3 $5.5M -2% 41k 134.92
Disney Walt Stock (DIS) 0.3 $5.3M +2% 30k 175.76
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $5.3M +17% 40k 132.86
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.3 $5.2M -16% 111k 47.21
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.3 $5.1M -5% 61k 82.70
Vanguard Extended Market Etf Etf (VXF) 0.3 $4.8M +7% 25k 188.57
Victoryshares U.s. Small Cap High Div Volatility Wtd Etf Etf (CSB) 0.3 $4.8M +2% 79k 60.08
Enbridge Stock (ENB) 0.3 $4.7M 116k 40.08
Principal Spectrum Preferred Securities Active Etf Etf (PREF) 0.3 $4.6M +15% 222k 20.72
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.3 $4.6M 149k 30.50
Ncino Stock (NCNO) 0.3 $4.5M -40% 75k 59.92
Deutsche X-trackers Msci High Dividend Etf (HDEF) 0.3 $4.4M +6% 183k 24.28
Index Iq Merger Arbitrage Etf Etf (MNA) 0.3 $4.4M +5% 132k 33.51
First Citizens Bancshares Stock (FCNCA) 0.2 $4.2M +15% 5.1k 832.68
Powershares Ftse Rafi Emerging Markets Etf (PXH) 0.2 $4.2M +4% 179k 23.35
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $4.2M -2% 57k 72.72
26 Capital Acquisition Corp Com Cl A Stock (ADER) 0.2 $4.1M NEW 423k 9.71
Chevron Corp Stock (CVX) 0.2 $4.0M 38k 104.74
Google Stock (GOOGL) 0.2 $4.0M 1.6k 2442.21
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.2 $4.0M +45% 46k 86.14
Home Depot Stock (HD) 0.2 $3.8M +2% 12k 318.85
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $3.8M +11% 1.5k 2505.99
Cisco Sys Stock (CSCO) 0.2 $3.7M 70k 52.99
First Trust Capital Strength Etf Etf (FTCS) 0.2 $3.7M +5% 49k 75.54
Pepsico Stock (PEP) 0.2 $3.7M 25k 148.14
Royal Bank Of Canada Stock (RY) 0.2 $3.6M +2% 35k 101.28
Vanguard Total Stk Mkt Etf (VTI) 0.2 $3.5M -3% 16k 222.80
Coca Cola Stock (KO) 0.2 $3.4M 64k 54.10
Powershares Sp500 Low Volatility Etf Etf (SPLV) 0.2 $3.4M 56k 60.91
Ishares Tr S&p 1500 Index Etf (ITOT) 0.2 $3.4M -2% 34k 98.75
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.2 $3.3M +4% 61k 54.47
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.2 $3.2M +51% 91k 35.85
Powershares Ftse Rafi Dev Mkts Ex Us Etf (PXF) 0.2 $3.2M +19% 66k 48.13
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.2 $3.2M +2% 31k 101.97
Ishares Msci Floating Rate Not E Funding Etf Etf (FLOT) 0.2 $3.1M 61k 50.81
Visa Stock (V) 0.2 $3.1M 13k 233.81
Medtronic Stock (MDT) 0.2 $3.0M 25k 124.10
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $3.0M 29k 100.96
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $2.9M 7.00 418571.43
Innovator Russell 2000 Power Buffer Etf - January Etf (KJAN) 0.2 $2.9M +14% 92k 31.22
United Parcel Service Stock (UPS) 0.2 $2.9M +25% 14k 207.94
At&t Stock (T) 0.2 $2.8M 99k 28.77
Verizon Communications Stock (VZ) 0.2 $2.8M +3% 51k 56.02
Applied Matls Stock (AMAT) 0.2 $2.8M +4% 20k 142.38
Mcdonalds Corporation Stock (MCD) 0.2 $2.8M +2% 12k 230.97
Sonoco Prods Stock (SON) 0.2 $2.7M +2% 40k 66.89
Vanguard Information Technology Etf (VGT) 0.2 $2.7M +28% 6.8k 398.67
Nucor Corp Stock (NUE) 0.2 $2.7M -4% 28k 95.91
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 0.1 $2.6M -4% 48k 54.70
Oshares U.s. Quality Dividend Etf Etf (OUSA) 0.1 $2.6M +6% 62k 42.01
Innovator S&p 500 Power Buffer Etf - September Etf (PSEP) 0.1 $2.4M -18% 81k 29.46
John Hancock Multifactor Large Cap Etf Etf (JHML) 0.1 $2.3M 43k 54.41
Facebook Inc Cl A Stock (FB) 0.1 $2.3M -13% 6.7k 347.59
Intel Corp Stock (INTC) 0.1 $2.3M -5% 41k 56.13
Vanguard Value Etf Etf (VTV) 0.1 $2.3M +10% 17k 137.44
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.1 $2.3M +4% 43k 52.37
Wisdomtree Tr Earnings 500 Etf (EPS) 0.1 $2.3M +8% 49k 46.20
Nvidia Corp Stock (NVDA) 0.1 $2.2M +69% 2.8k 800.29
Salesforce Stock (CRM) 0.1 $2.2M +130% 9.0k 244.22
Abbott Labs Stock (ABT) 0.1 $2.2M 19k 115.91
Vanguard S&p 500 Etf Etf (VOO) 0.1 $2.1M +36% 5.4k 393.45
Vanguard Small-cap Index Fund Etf (VB) 0.1 $2.1M +3% 9.4k 225.30
Philip Morris Intl Stock (PM) 0.1 $2.1M 21k 99.10
Walmart Stock (WMT) 0.1 $2.1M 15k 140.99
Csx Corp Stock (CSX) 0.1 $2.0M +165% 63k 32.07
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $2.0M 8.7k 231.31
Dominion Energy Stock (D) 0.1 $2.0M -4% 27k 73.55
Innovator Double Stacker 9 Buffer Etf - October Etf (DBOC) 0.1 $2.0M -27% 68k 28.72
Intl Business Machines Stock (IBM) 0.1 $1.9M -6% 13k 146.54
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.9M 12k 158.59
Invesco Buyback Achievers Etf Etf (PKW) 0.1 $1.9M 21k 90.23
Caterpillar Stock (CAT) 0.1 $1.9M -15% 8.7k 217.65
Merck & Co Stock (MRK) 0.1 $1.8M -6% 24k 77.76
Tesla Motors Stock (TSLA) 0.1 $1.8M +10% 2.7k 679.66
Automatic Data Processing Stock (ADP) 0.1 $1.8M -6% 9.2k 198.59
Amgen Stock (AMGN) 0.1 $1.8M 7.4k 243.69
Abbvie Stock (ABBV) 0.1 $1.8M 16k 112.61
Costco Wholesale Corp Stock (COST) 0.1 $1.8M +29% 4.4k 395.68
Ishares Trust S&p Global Info Technology Etf (IXN) 0.1 $1.7M -2% 5.2k 337.39
Technology Select Sector Spdr Etf (XLK) 0.1 $1.7M +26% 12k 147.61
Southern Stock (SO) 0.1 $1.7M 28k 60.50
Nextera Energy Stock (NEE) 0.1 $1.7M +4% 23k 73.26
Innovator Triple Stacker Etf - October Etf (TSOC) 0.1 $1.7M +25% 55k 30.34
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.1 $1.6M 27k 61.41
Vanguard Mid Cap Growth Etf Etf (VOT) 0.1 $1.6M +16% 6.9k 236.36
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.1 $1.6M -4% 24k 66.83
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.6M 26k 63.38
Paypal Hldgs Stock (PYPL) 0.1 $1.6M +20% 5.5k 291.40
Fidelity Growth Opportunities Etf Etf (FGRO) 0.1 $1.6M NEW 75k 21.21
Invesco Dwa Momentum Etf Etf (PDP) 0.1 $1.6M 18k 89.61
Adobe Sys Stock (ADBE) 0.1 $1.6M 2.7k 585.58
Lilly Eli & Co Stock (LLY) 0.1 $1.5M 6.6k 229.41
Cvs Health Corp Stock (CVS) 0.1 $1.5M +3% 18k 83.42
Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $1.5M +428% 10k 145.64
Ark Next Generation Internet Etf Etf (ARKW) 0.1 $1.5M 9.4k 154.01
Deere & Co Stock (DE) 0.1 $1.4M -2% 4.1k 352.58
Cohen & Steers Quality Income Cef (RQI) 0.1 $1.4M -42% 91k 15.71
Vanguard Large Cap Etf (VV) 0.1 $1.4M +8% 7.0k 200.65
Nike Inc Class B Stock (NKE) 0.1 $1.4M 9.1k 154.39
3M Stock (MMM) 0.1 $1.4M 6.9k 198.55
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.1 $1.4M 16k 86.20
Invesco S&p Midcap Low Volatility Etf Etf (XMLV) 0.1 $1.4M +14% 25k 53.48
Ishares Tr High Divid Equity Etf (HDV) 0.1 $1.3M +7% 14k 96.49
Vanguard Mid Cap Etf (VO) 0.1 $1.3M +5% 5.6k 237.32
Hormel Foods Corp Stock (HRL) 0.1 $1.3M -5% 28k 47.75
Global X Uranium Etf Etf (URA) 0.1 $1.3M +3% 63k 21.19
Norfolk Southern Crp Stock (NSC) 0.1 $1.3M -8% 4.9k 265.31
Raytheon Technologies Corp Stock (RTX) 0.1 $1.3M -11% 15k 85.29
Boeing Stock (BA) 0.1 $1.3M 5.4k 239.51
Wells Fargo Stock (WFC) 0.1 $1.3M 28k 45.26
Target Corp Stock (TGT) 0.1 $1.3M +8% 5.3k 241.78
Blackstone Group Stock (BX) 0.1 $1.3M +2% 13k 97.11
Parsons Corp Del Stock (PSN) 0.1 $1.2M NEW 32k 39.33
Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.2M 22k 57.01
Union First Mkt Bankshares Corp Stock (AUB) 0.1 $1.2M 34k 36.19
Altria Group Stock (MO) 0.1 $1.2M -4% 26k 47.67
Global X Copper Miners Etf Etf (COPX) 0.1 $1.2M +7% 33k 37.13
Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.1 $1.2M +7% 5.0k 242.06
Qualcomm Stock (QCOM) 0.1 $1.2M +7% 8.5k 142.82
Bristol-myers Squibb Stock (BMY) 0.1 $1.2M +3% 18k 66.78
Oracle Corporation Stock (ORCL) 0.1 $1.2M 15k 77.78
Schwab Etfs- Us Broad Market Etf Etf (SCHB) 0.1 $1.2M 11k 104.20
Unitedhealth Group Stock (UNH) 0.1 $1.1M -12% 2.8k 400.14
Fedex Corp Stock (FDX) 0.1 $1.1M -33% 3.7k 298.35
Aflac Stock (AFL) 0.1 $1.1M 20k 53.65
Unilever Adr (UL) 0.1 $1.1M 18k 58.48
Eaton Corp Stock (ETN) 0.1 $1.0M -2% 6.9k 148.10
Clorox Co Del Stock (CLX) 0.1 $1.0M -2% 5.6k 179.82
Ishares S&p Midcap 400 Growth Index Etf (IJK) 0.1 $991k 12k 80.89
Financial Select Sector Spdr Etf (XLF) 0.1 $977k -9% 27k 36.66
Alibaba Group Hldg Adr (BABA) 0.1 $966k -2% 4.3k 226.65
Vanguard U.s. Multifactor Etf Etf (VFMF) 0.1 $960k +4% 9.5k 100.93
Union Pac Corp Stock (UNP) 0.1 $941k -7% 4.3k 219.91
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $932k 11k 83.78
Gallagher Arthur J &co Stock (AJG) 0.1 $925k 6.6k 139.98
Invesco Defensive Equity Etf Etf (DEF) 0.1 $924k 14k 65.92
General Electric Stock (GE) 0.1 $915k -3% 68k 13.45
Ishares Dow Jones Us Regional Banks Etf (IAT) 0.1 $915k 16k 57.50
Mastercard Stock (MA) 0.1 $913k +3% 2.5k 365.05
Wisdomtree Cloud Computing Fund Etf (WCLD) 0.1 $890k +22% 16k 55.87
Vanguard High Dividend Yield Etf (VYM) 0.0 $865k +2% 8.3k 104.73
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.0 $861k 12k 71.90
Lincoln Natl Corp Ind Stock (LNC) 0.0 $861k +15% 14k 62.81
Raymond James Finl Stock (RJF) 0.0 $840k 6.5k 129.77
Vaneck Vectors Semiconductor Etf Etf (SMH) 0.0 $838k +347% 3.2k 262.04
Ishares Russell 2000 Etf Etf (IWM) 0.0 $832k +12% 3.6k 229.33
Honeywell Intl Stock (HON) 0.0 $825k 3.8k 219.36
Starbucks Corp Stock (SBUX) 0.0 $803k +2% 7.2k 111.70
Illinois Tool Wks Stock (ITW) 0.0 $799k 3.6k 223.43
Ishares U.s. Financial Services Etf Etf (IYG) 0.0 $793k +558% 4.3k 185.19
Fifth Third Bancorp Stock (FITB) 0.0 $792k 21k 38.19
Ishares Tr Dow Jonesus Broker Dealers Index Etf (IAI) 0.0 $776k +600% 7.6k 101.97
American Tower Corp Reit (AMT) 0.0 $775k +2% 2.9k 269.85
Ishares U.s. Industrials Etf Etf (IYJ) 0.0 $763k -13% 6.9k 111.03
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $759k +77% 6.6k 115.30
Ishares Transportation Average Etf Etf (IYT) 0.0 $735k -23% 2.8k 259.63
Ishares Dow Jones Us Home Const Etf (ITB) 0.0 $733k 11k 69.13
Sprott Physical Gold Trust Cef (PHYS) 0.0 $724k +4% 52k 14.02
Powershares Dividend Achievers Etf (PFM) 0.0 $720k 20k 36.26
Direxion Daily Small Cap Bear 3x Shares Etf (TZA) 0.0 $716k +138% 25k 28.64
Us Bancorp Del Stock (USB) 0.0 $715k +539% 13k 56.93
Ishares Growth Allocation Fund Etf (AOR) 0.0 $713k -3% 13k 55.96
Ppg Inds Stock (PPG) 0.0 $711k 4.2k 169.73
Thermo Fisher Scientific Stock (TMO) 0.0 $706k +5% 1.4k 503.93
Ishares Core Msci Eafe Etf (IEFA) 0.0 $704k 9.4k 74.82
Kimberly-clark Corp Stock (KMB) 0.0 $702k -6% 5.3k 133.69
Enterprise Prods Partners Stock (EPD) 0.0 $698k +5% 29k 24.13
Spdr Gold Etf Etf (GLD) 0.0 $695k 4.2k 165.44
Becton Dickinson & Co Stock (BDX) 0.0 $689k +2% 2.8k 243.12
Conocophillips Stock (COP) 0.0 $684k -31% 11k 60.90
Ishares U.s. Consumer Services Etf Etf (IYC) 0.0 $684k 8.8k 77.60
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $680k 11k 62.41
Snap On Stock (SNA) 0.0 $672k -3% 3.0k 223.26
Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $665k +3% 4.1k 163.43
Ishares 3-7 Yr Treasury Bond Etf Etf (IEI) 0.0 $661k 5.1k 130.37
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $658k +3% 18k 37.48
Carrier Global Corporation Stock (CARR) 0.0 $654k +34% 14k 48.57
Yum! Brands Stock (YUM) 0.0 $631k 5.5k 115.02
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $618k 9.2k 66.93
Atac Us Rotation Etf Etf (RORO) 0.0 $614k -35% 26k 23.67
Ishares Dj Us Technology Etf (IYW) 0.0 $610k 6.1k 99.32
Dupont De Nemours Stock (DD) 0.0 $603k -8% 7.8k 77.34
Align Technology Stock (ALGN) 0.0 $596k 977.00 610.03
Gilead Sciences Stock (GILD) 0.0 $593k -10% 8.6k 68.79
Ameriprise Financial Stock (AMP) 0.0 $590k 2.4k 248.84
Pinnacle Finl Partners Stock (PNFP) 0.0 $590k 6.7k 88.27
Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.0 $586k -6% 4.4k 134.31
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $581k +20% 11k 54.03
26 Capital Acquisition Corp Unit Ex 123127 Stock (ADERU) 0.0 $573k NEW 56k 10.22
Open Lending Corp Com Cl A Stock (LPRO) 0.0 $570k 13k 43.02
Vanguard Health Care Etf Etf (VHT) 0.0 $570k +16% 2.3k 246.86
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $559k -4% 10k 54.27
Phillips 66 Stock (PSX) 0.0 $554k -13% 6.5k 85.77
Zimmer Hldgs Stock (ZBH) 0.0 $547k -2% 3.4k 160.79
Danaher Corp Stock (DHR) 0.0 $542k +7% 2.0k 268.18
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.0 $541k 9.9k 54.74
American Elec Pwr Stock (AEP) 0.0 $538k +24% 6.4k 84.55
Kinder Morgan Stock (KMI) 0.0 $532k +5% 29k 18.22
General Mls Stock (GIS) 0.0 $531k 8.7k 60.89
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA) 0.0 $529k 9.7k 54.34

Past Filings by Carroll Financial Associates

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

View all past filings