Carl Stuart Investment Advisor as of March 31, 2025
Portfolio Holdings for Carl Stuart Investment Advisor
Carl Stuart Investment Advisor holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 50.1 | $89M | 323k | 274.84 | |
| Ishares Gold Tr Ishares New (IAU) | 20.3 | $36M | 610k | 58.96 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.2 | $22M | 42k | 513.91 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 11.6 | $21M | 330k | 62.10 | |
| Raymond James Financial (RJF) | 2.2 | $4.0M | 29k | 138.91 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $2.2M | 8.8k | 244.64 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.4M | 12k | 118.93 | |
| Microsoft Corporation (MSFT) | 0.3 | $599k | 1.6k | 375.43 | |
| Automatic Data Processing (ADP) | 0.3 | $449k | 1.5k | 305.53 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $360k | 1.2k | 288.14 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $351k | 5.8k | 60.66 | |
| Targa Res Corp (TRGP) | 0.2 | $270k | 1.3k | 200.47 | |
| Johnson & Johnson (JNJ) | 0.1 | $250k | 1.5k | 165.84 | |
| Apple (AAPL) | 0.1 | $224k | 1.0k | 222.03 | |
| Origin Bancorp (OBK) | 0.1 | $219k | 6.3k | 34.67 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $202k | 1.5k | 132.46 |
