Carl Stuart Investment Advisor as of Sept. 30, 2025
Portfolio Holdings for Carl Stuart Investment Advisor
Carl Stuart Investment Advisor holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 39.9 | $43M | 584k | 72.77 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 24.4 | $26M | 354k | 73.46 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 23.8 | $25M | 41k | 612.38 | |
| Raymond James Financial (RJF) | 4.6 | $4.9M | 29k | 172.60 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.1 | $2.2M | 7.5k | 293.78 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.4M | 12k | 112.75 | |
| Microsoft Corporation (MSFT) | 0.8 | $827k | 1.6k | 517.89 | |
| Ishares Gold Tr Shares Represent (IAUM) | 0.5 | $556k | 14k | 38.50 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $444k | 1.2k | 355.47 | |
| Automatic Data Processing (ADP) | 0.4 | $431k | 1.5k | 293.50 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $418k | 5.9k | 71.37 | |
| Johnson & Johnson (JNJ) | 0.3 | $279k | 1.5k | 185.42 | |
| Apple (AAPL) | 0.2 | $257k | 1.0k | 254.61 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $256k | 1.5k | 167.33 | |
| Tesla Motors (TSLA) | 0.2 | $241k | 541.00 | 444.72 | |
| Origin Bancorp (OBK) | 0.2 | $218k | 6.3k | 34.52 | |
| Meta Platforms Cl A (META) | 0.2 | $201k | 274.00 | 733.38 |
