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Scm Trust shares owned by Carson Advisory

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by Carson Advisory from 13F filings

Historical chart of Carson Advisory investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Scm Trust by Carson Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $814k 33k 25.06

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Southern Company (SO)
Edison International (EIX)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dominion Resources (D)
AES Corporation (AES)
Duke Energy Corp Com New (DUK)
International Business Machines (IBM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Carson Advisory

Top funds holding Scm Trust

CCM Partners
Good Steward Wealth Advisors
LPL Financial
Focused Alpha
Steward Partners Investment Advisory
Jane Street
Investment Planning Advisors
Royal Bank of Canada
Hilton Head Capital Partners
Carson Advisory
Golden State Equity Partners
Western Wealth Management
Private Advisor
Pittenger & Anderson
DHJJ Financial Advisors

View all funds holding Scm Trust