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 December 2021 quarterly 13F filing

Carroll Financial Associates has 1788 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) 9.3 $176M 5.5M 31.73
Ishares Msci Usa Minimum Volatility Etf (USMV) 7.8 $146M 1.8M 80.57
Knowledge Leaders Developed World Etf Etf (KLDW) 6.5 $123M 2.6M 47.89
Powershares Ftse Rafi Us 1000 Etf (PRF) 5.0 $94M 548k 171.45
Apple Stock (AAPL) 3.5 $65M +5% 361k 180.33
Ishares Msci Usa Momentum Factor Etf (MTUM) 2.9 $54M 290k 184.45
Microsoft Stock (MSFT) 2.7 $50M 146k 342.45
Ishares Russell 1000 Growth Etf Etf (IWF) 2.6 $49M -5% 159k 309.52
Armor Us Equity Index Etf Etf (ARMR) 2.6 $48M +23% 1.8M 27.23
Ishares S&p 500 Index Etf (IVV) 1.9 $35M 74k 479.39
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.9 $35M +2% 688k 50.78
Janus Henderson Aaa Clo Etf Etf (JAAA) 1.8 $34M NEW 677k 50.37
Vanguard Dividend Appreciation Etf Etf (VIG) 1.7 $33M -13% 191k 171.03
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 1.7 $32M -6% 484k 65.70
Ark Innovation Etf Etf (ARKK) 1.3 $24M -2% 243k 97.41
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.2 $22M -13% 75k 296.67
Pgim Ultra Short Bond Etf Etf (PULS) 1.1 $22M -3% 434k 49.52
Spdr S&p 500 Etf Etf (SPY) 1.1 $21M -8% 44k 477.26
Ark Genomic Revolution Etf Etf (ARKG) 1.0 $18M 291k 62.24
Duke Energy Corp Stock (DUK) 0.9 $17M +5% 167k 103.29
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.9 $17M +11% 173k 95.50
Natixis Loomis Sayles Short Duration Income Etf Etf (LSST) 0.8 $14M +6% 580k 24.89
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.8 $14M +16904% 134k 105.48
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ) 0.7 $14M 73k 191.86
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) 0.7 $14M 271k 50.54
Truist Finl Corp Stock (TFC) 0.7 $13M +4% 213k 58.46
Lowes Cos Stock (LOW) 0.6 $12M +5% 47k 253.70
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $12M +13% 231k 50.49
Lha Market State Tactical Beta Etf Etf (MSTB) 0.6 $12M 356k 32.35
Simplify Us Equity Plus Downside Convexity Etf Etf (SPD) 0.6 $11M +6% 335k 33.42
Johnson & Johnson Stock (JNJ) 0.6 $11M +12% 65k 169.66
Ishares Tr S&p Global 100 Index Etf (IOO) 0.5 $10M 128k 78.66
Vaneck Inflation Allocation Etf Etf (RAAX) 0.5 $10M +152% 372k 26.99
Jpmorgan Chase & Co Stock (JPM) 0.5 $9.3M +4% 59k 158.15
Pfizer Stock (PFE) 0.5 $9.2M +10% 155k 59.20
Exxon Mobil Corporation Stock (XOM) 0.5 $9.1M 148k 61.89
Ishares Tr Core Divid Growth Etf Etf (DGRO) 0.5 $8.7M +6% 158k 55.45
Powershares Qqq Tr Etf (QQQ) 0.5 $8.7M -14% 22k 403.45
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.4 $8.3M -80% 167k 49.52
Bk Of America Corp Stock (BAC) 0.4 $7.9M 176k 44.64
Global X Emerging Market Debt Etf (EMBD) 0.4 $7.8M +16% 300k 26.13
American Express Stock (AXP) 0.4 $7.7M -8% 47k 164.38
Amazon.com Stock (AMZN) 0.4 $7.6M +3% 2.3k 3393.33
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.4 $7.4M +19% 149k 49.55
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.4 $7.2M -39% 63k 115.02
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.4 $7.2M +4% 174k 41.33
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.4 $7.0M 98k 71.53
Procter And Gamble Stock (PG) 0.4 $6.9M +4% 43k 161.95
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.4 $6.8M +55% 177k 38.17
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.3 $6.6M +4% 45k 146.27
Vanguard Growth Etf Etf (VUG) 0.3 $6.5M -25% 20k 325.06
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.3 $6.5M 76k 85.55
Vanguard U.s. Multifactor Etf Etf (VFMF) 0.3 $6.5M +6% 60k 107.36
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.3 $6.1M -45% 22k 282.12
Home Depot Stock (HD) 0.3 $6.0M +15% 15k 404.06
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $6.0M -24% 74k 80.54
Principal Spectrum Preferred Securities Active Etf Etf (PREF) 0.3 $6.0M +7% 294k 20.30
Innovator Emerging Markets Power Buffer Etf - January Etf (EJAN) 0.3 $5.5M -4% 187k 29.63
Deutsche X-trackers Msci High Dividend Etf (HDEF) 0.3 $5.4M +4% 228k 23.62
Pepsico Stock (PEP) 0.3 $5.3M +22% 31k 171.47
Victoryshares U.s. Small Cap High Div Volatility Wtd Etf Etf (CSB) 0.3 $5.1M 84k 61.14
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.3 $5.1M 158k 32.19
Powershares Ftse Rafi Emerging Markets Etf (PXH) 0.3 $5.1M +24% 231k 21.96
Enbridge Stock (ENB) 0.3 $5.1M +4% 132k 38.33
Index Iq Merger Arbitrage Etf Etf (MNA) 0.3 $5.0M +4% 156k 32.25
Vanguard Extended Market Etf Etf (VXF) 0.2 $4.7M +2% 25k 184.52
Vanguard S&p 500 Etf Etf (VOO) 0.2 $4.6M +57% 11k 438.79
Disney Walt Stock (DIS) 0.2 $4.6M 30k 152.79
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.2 $4.6M -3% 57k 81.28
Chevron Corp Stock (CVX) 0.2 $4.6M +2% 39k 118.79
Coca Cola Stock (KO) 0.2 $4.5M +20% 77k 58.65
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $4.3M -43% 51k 84.81
Powershares Ftse Rafi Dev Mkts Ex Us Etf (PXF) 0.2 $4.3M +6% 90k 47.44
Google Stock (GOOGL) 0.2 $4.2M -13% 1.4k 2959.15
Ishares Tr S&p 1500 Index Etf (ITOT) 0.2 $4.1M +26% 39k 107.60
First Trust Capital Strength Etf Etf (FTCS) 0.2 $4.1M -2% 49k 84.20
Mcdonalds Corporation Stock (MCD) 0.2 $4.1M +26% 15k 268.18
Cisco Sys Stock (CSCO) 0.2 $4.1M 64k 63.41
Logan Ridge Finance Corp Cef (LRFC) 0.2 $4.0M +43% 174k 23.23
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $4.0M +16% 34k 117.14
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $4.0M -11% 1.3k 2961.02
Innovator Triple Stacker Etf - October Etf (TSOC) 0.2 $3.9M +112% 120k 32.36
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $3.8M +1069% 77k 49.33
First Citizens Bancshares Stock (FCNCA) 0.2 $3.6M -14% 4.2k 860.10
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.2 $3.5M +2% 66k 52.85
Nucor Corp Stock (NUE) 0.2 $3.4M +5% 29k 116.63
Royal Bank Of Canada Stock (RY) 0.2 $3.3M -14% 32k 105.57
Oshares U.s. Quality Dividend Etf Etf (OUSA) 0.2 $3.2M +12% 69k 46.53
Abbott Labs Stock (ABT) 0.2 $2.9M +6% 20k 141.45
Visa Stock (V) 0.2 $2.9M 13k 217.63
Applied Matls Stock (AMAT) 0.1 $2.8M -4% 17k 162.72
Innovator Russell 2000 Power Buffer Etf - January Etf (KJAN) 0.1 $2.8M -3% 87k 32.16
United Parcel Service Stock (UPS) 0.1 $2.8M 13k 215.10
Tesla Motors Stock (TSLA) 0.1 $2.8M -2% 2.5k 1093.58
Vanguard Value Etf Etf (VTV) 0.1 $2.7M -35% 19k 146.52
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $2.6M +10% 10k 264.33
Powershares Sp500 Low Volatility Etf Etf (SPLV) 0.1 $2.6M -30% 38k 67.79
Lilly Eli & Co Stock (LLY) 0.1 $2.6M +35% 9.2k 278.42
Wisdomtree Tr Earnings 500 Etf (EPS) 0.1 $2.5M 50k 50.57
Medtronic Stock (MDT) 0.1 $2.5M 24k 104.41
Ishares Trust S&p Global Info Technology Etf (IXN) 0.1 $2.5M +22% 38k 65.46
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.1 $2.5M 45k 55.98
Vanguard Information Technology Etf (VGT) 0.1 $2.5M -17% 5.3k 466.04
Vanguard Total Stk Mkt Etf (VTI) 0.1 $2.4M -42% 9.8k 242.93
Nextera Energy Stock (NEE) 0.1 $2.4M +18% 26k 91.29
Csx Corp Stock (CSX) 0.1 $2.4M +2% 63k 37.18
Dominion Energy Stock (D) 0.1 $2.4M +13% 30k 77.40
Abbvie Stock (ABBV) 0.1 $2.3M +7% 17k 134.41
Sonoco Prods Stock (SON) 0.1 $2.3M 41k 57.03
Global X Uranium Etf Etf (URA) 0.1 $2.3M +32% 92k 25.48
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $2.3M +7% 14k 167.37
Philip Morris Intl Stock (PM) 0.1 $2.3M +11% 24k 93.52
Automatic Data Processing Stock (ADP) 0.1 $2.2M 9.1k 246.19
Verizon Communications Stock (VZ) 0.1 $2.2M -18% 42k 52.67
Nike Inc Class B Stock (NKE) 0.1 $2.2M +42% 13k 167.57
Costco Wholesale Corp Stock (COST) 0.1 $2.2M -21% 3.9k 563.37
Walmart Stock (WMT) 0.1 $2.2M +6% 15k 140.73
Norfolk Southern Crp Stock (NSC) 0.1 $2.1M +54% 7.3k 291.50
Ncino Stock 0.1 $2.1M -50% 38k 55.73
Intel Corp Stock (INTC) 0.1 $2.1M -3% 40k 51.94
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 0.1 $2.0M 34k 58.52
Invesco Buyback Achievers Etf Etf (PKW) 0.1 $2.0M 21k 96.69
Intl Business Machines Stock (IBM) 0.1 $1.9M +14% 15k 131.58
Cvs Health Corp Stock (CVS) 0.1 $1.9M +5% 19k 102.38
At&t Stock (T) 0.1 $1.9M -19% 75k 24.77
Vanguard Mid Cap Growth Etf Etf (VOT) 0.1 $1.8M 7.0k 256.76
Blackstone Group Stock (BX) 0.1 $1.8M 13k 135.03
Salesforce Stock (CRM) 0.1 $1.8M -3% 6.8k 258.24
Merck & Co Stock (MRK) 0.1 $1.8M 23k 76.53
Caterpillar Stock (CAT) 0.1 $1.8M -3% 8.5k 206.29
Southern Stock (SO) 0.1 $1.7M -6% 26k 66.94
Innovator Double Stacker 9 Buffer Etf - October Etf (DBOC) 0.1 $1.7M 57k 30.19
Amgen Stock (AMGN) 0.1 $1.7M +8% 7.6k 225.09
Technology Select Sector Spdr Etf (XLK) 0.1 $1.7M -33% 9.7k 176.57
Deere & Co Stock (DE) 0.1 $1.7M +19% 4.9k 350.75
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.1 $1.7M +3% 28k 60.76
Ishares Core Msci Eafe Etf (IEFA) 0.1 $1.7M +123% 22k 74.86
Cohen & Steers Quality Income Cef (RQI) 0.1 $1.6M 90k 17.83
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.6M 26k 61.37
Fedex Corp Stock (FDX) 0.1 $1.6M +33% 6.2k 256.22
Simplify Growth Equity Plus Downside Convexity Etf Etf (QQD) 0.1 $1.6M +818% 48k 32.63
Invesco S&p Midcap Low Volatility Etf Etf (XMLV) 0.1 $1.5M +3% 27k 57.76
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.1 $1.5M +3% 26k 59.83
Wells Fargo Stock (WFC) 0.1 $1.5M +7% 32k 48.76
3M Stock (MMM) 0.1 $1.5M +22% 8.5k 176.59
Ishares Tr High Divid Equity Etf (HDV) 0.1 $1.5M 15k 100.76
26 Capital Acquisition Corp Com Cl A Stock (ADER) 0.1 $1.4M -11% 147k 9.85
Vanguard Large Cap Etf (VV) 0.1 $1.4M -19% 6.5k 221.61
Global X Copper Miners Etf Etf (COPX) 0.1 $1.4M +4% 39k 37.06
Fidelity Growth Opportunities Etf Etf (FGRO) 0.1 $1.4M +11% 67k 21.05
Raytheon Technologies Corp Stock (RTX) 0.1 $1.4M +6% 16k 85.22
Oracle Corporation Stock (ORCL) 0.1 $1.4M -2% 15k 89.52
Unitedhealth Group Stock (UNH) 0.1 $1.4M -2% 2.7k 499.45
Lincoln Natl Corp Ind Stock (LNC) 0.1 $1.4M +44% 20k 68.81
Dupont De Nemours Stock (DD) 0.1 $1.3M +136% 17k 79.81
Hormel Foods Corp Stock (HRL) 0.1 $1.3M 28k 47.96
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $1.3M +952% 12k 107.25
Meta Platforms Inc Cl A Stock (FB) 0.1 $1.3M -33% 3.8k 346.10
Robo Global Healthcare Technology And Innovation Etf Etf (HTEC) 0.1 $1.3M NEW 30k 43.73
Union First Mkt Bankshares Corp Stock (AUB) 0.1 $1.3M 35k 38.04
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $1.3M 11k 111.62
Altria Group Stock (MO) 0.1 $1.3M +2% 27k 46.79
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.1 $1.2M 16k 78.86
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.2M +76% 19k 65.50
Innovator Growth 100 Accelerated Etf - Quarterly Etf (XDQQ) 0.1 $1.2M -62% 39k 30.62
Bristol-myers Squibb Stock (BMY) 0.1 $1.2M +12% 19k 62.25
Nvidia Corp Stock (NVDA) 0.1 $1.2M -56% 3.8k 309.24
Qualcomm Stock (QCOM) 0.1 $1.2M -21% 6.3k 186.33
Ark Next Generation Internet Etf Etf (ARKW) 0.1 $1.2M 9.2k 125.71
Aflac Stock (AFL) 0.1 $1.2M 20k 58.16
Eaton Corp Stock (ETN) 0.1 $1.1M -6% 6.6k 170.66
Target Corp Stock (TGT) 0.1 $1.1M 5.0k 223.93
Gallagher Arthur J &co Stock (AJG) 0.1 $1.1M 6.6k 170.32
Parsons Corp Del Stock (PSN) 0.1 $1.1M 32k 34.10
Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.1 $1.1M -10% 4.1k 265.89
Financial Select Sector Spdr Etf (XLF) 0.1 $1.1M +3% 28k 39.20
Fifth Third Bancorp Stock (FITB) 0.1 $1.1M +19% 25k 43.69
Adobe Sys Stock (ADBE) 0.1 $1.1M -31% 1.9k 577.40
The Spac And New Issue Etf Etf (SPCX) 0.1 $1.1M +13% 38k 27.99
Paypal Hldgs Stock (PYPL) 0.1 $1.0M 5.4k 191.95
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $1.0M +13% 14k 75.98
Boeing Stock (BA) 0.1 $1.0M -2% 5.1k 203.09
Ishares S&p Midcap 400 Growth Index Etf (IJK) 0.1 $1.0M -3% 12k 85.15
Dow Stock (DOW) 0.1 $993k +130% 18k 55.82
Thermo Fisher Scientific Stock (TMO) 0.1 $962k +2% 1.5k 661.62
Starbucks Corp Stock (SBUX) 0.0 $922k +12% 8.1k 114.19
Comcast Corp New Cl A Stock (CMCSA) 0.0 $909k -16% 18k 50.43
Unilever Adr (UL) 0.0 $900k -5% 17k 53.23
Illinois Tool Wks Stock (ITW) 0.0 $898k 3.7k 243.69
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.0 $894k -71% 2.00 447000.00
General Electric Stock (GE) 0.0 $884k +6% 9.4k 94.54
Union Pac Corp Stock (UNP) 0.0 $868k -15% 3.5k 247.93
Ishares Russell 2000 Etf Etf (IWM) 0.0 $868k +6% 3.9k 224.06
American Tower Corp Reit (AMT) 0.0 $861k +4% 3.0k 285.48
Clorox Co Del Stock (CLX) 0.0 $860k -2% 5.0k 170.80
Vanguard Small-cap Index Fund Etf (VB) 0.0 $841k -59% 3.7k 226.50
Conocophillips Stock (COP) 0.0 $841k -26% 12k 73.17
Yum! Brands Stock (YUM) 0.0 $818k +10% 5.9k 137.87
Ishares Commodities Select Strategy Etf Etf (COMT) 0.0 $806k NEW 26k 31.01
Nuveen Quality Muncp Income Cef (NAD) 0.0 $795k NEW 50k 15.91
Powershares Dividend Achievers Etf (PFM) 0.0 $788k 20k 39.58
Emerson Elec Stock (EMR) 0.0 $777k +59% 8.4k 92.11
Pinnacle Finl Partners Stock (PNFP) 0.0 $777k +8% 8.2k 95.33
Corteva Stock (CTVA) 0.0 $773k +115% 17k 46.95
Vanguard Mid Cap Etf (VO) 0.0 $772k -46% 3.0k 254.70
Spdr Gold Etf Etf (GLD) 0.0 $769k +8% 4.5k 169.20
Honeywell Intl Stock (HON) 0.0 $766k +9% 3.7k 206.19
Vanguard High Dividend Yield Etf (VYM) 0.0 $765k -14% 6.9k 111.63
Kimberly-clark Corp Stock (KMB) 0.0 $754k 5.4k 139.78
Ppg Inds Stock (PPG) 0.0 $750k +31% 4.4k 169.61
Ameriprise Financial Stock (AMP) 0.0 $735k 2.4k 307.15
Becton Dickinson & Co Stock (BDX) 0.0 $730k 2.9k 251.38
Ishares Growth Allocation Fund Etf (AOR) 0.0 $729k 13k 57.21
Carrier Global Corporation Stock (CARR) 0.0 $729k +3% 14k 53.51
Alibaba Group Hldg Adr (BABA) 0.0 $725k +17% 6.2k 116.50
Wisdomtree Cloud Computing Fund Etf (WCLD) 0.0 $719k -8% 14k 53.23
Us Bancorp Del Stock (USB) 0.0 $705k -5% 12k 56.66
Kinder Morgan Stock (KMI) 0.0 $697k +53% 44k 15.80
Northwest Bancshares Inc Md Stock (NWBI) 0.0 $691k +26% 49k 14.11
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $687k NEW 6.3k 108.46
Danaher Corp Stock (DHR) 0.0 $671k 2.1k 327.32
Sherwin Williams Stock (SHW) 0.0 $665k +165% 1.9k 345.10
Accenture Stock (ACN) 0.0 $664k 1.6k 415.26
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $658k 5.8k 114.14
Albemarle Corp Stock (ALB) 0.0 $648k -5% 2.8k 232.84
Snap On Stock (SNA) 0.0 $644k 3.0k 213.95
Align Technology Stock (ALGN) 0.0 $643k 973.00 660.84
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $637k NEW 5.8k 110.69
Avago Technologies Stock (AVGO) 0.0 $634k +40% 941.00 673.75
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.0 $627k NEW 37k 17.05
Sprott Physical Gold Trust Cef (PHYS) 0.0 $624k -14% 44k 14.19
Iron Mtn Reit (IRM) 0.0 $622k +2% 12k 52.41
Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $614k +10% 4.0k 153.16
Tjx Cos Stock (TJX) 0.0 $614k +8% 8.3k 74.22
American Elec Pwr Stock (AEP) 0.0 $609k +9% 7.0k 86.95
Ark Fintech Innovation Etf Etf (ARKF) 0.0 $598k +51% 14k 41.77
Mastercard Stock (MA) 0.0 $577k -28% 1.6k 360.17
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.0 $569k +7% 11k 53.89
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $544k -14% 14k 39.43
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.0 $544k 4.3k 127.73
Regions Financial Corp Stock (RF) 0.0 $543k 25k 21.89
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.0 $539k +5% 8.6k 62.42
Ishares Tips Bond Etf Etf (TIP) 0.0 $533k +506% 4.1k 128.46
Advanced Micro Devices Stock (AMD) 0.0 $529k +79% 3.4k 154.32
Ishares Dj Us Technology Etf (IYW) 0.0 $529k -52% 4.5k 116.88
Coca Cola Cons Stock (COKE) 0.0 $514k 858.00 599.07
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.0 $511k +410% 13k 39.70
Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.0 $508k 7.0k 72.72
Microstrategy Inc Cl A Stock (MSTR) 0.0 $508k +5125% 836.00 607.66
Genuine Parts Stock (GPC) 0.0 $508k +20% 3.7k 137.56

Past Filings by Carroll Financial Associates

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

View all past filings