Carl Stuart Investment Advisor, Inc Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode April 20th? (From True Market Insiders) (Ad) About Carl Stuart Investment Advisor, IncInvestment ActivityCarl Stuart Investment Advisor, Inc has $154.23 million in total holdings as of March 31, 2024.Carl Stuart Investment Advisor, Inc owns shares of 15 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 7.93% of the portfolio was purchased this quarter.About 11.66% of the portfolio was sold this quarter.This quarter, Carl Stuart Investment Advisor, Inc has purchased 31 new stocks and bought additional shares in 4 stocks.Carl Stuart Investment Advisor, Inc sold shares of 8 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $78,997,221iShares Gold Trust $26,344,513Vanguard S&P 500 ETF $23,025,032Vanguard Total International Stock ETF $15,448,990Raymond James $3,871,863 Largest New Holdings this Quarter Raymond James $3,871,863 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 23,582 shares (about $6.13M)Raymond James 30,150 shares (about $3.87M)Vanguard Total International Stock ETF 27,701 shares (about $1.67M)iShares Gold Trust 13,344 shares (about $560.58K)Vanguard FTSE All-World ex-US ETF 21 shares (about $1.23K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,908 shares (about $2.36M)Apple 9,098 shares (about $1.56M)Exxon Mobil 4,354 shares (about $506.11K)Vanguard Mid-Cap Growth ETF 1,022 shares (about $240.97K)Microsoft 403 shares (about $169.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarl Stuart Investment Advisor, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$78,997,221$6,128,969 ▲8.4%303,95251.2%ETFIAUiShares Gold Trust$26,344,513$560,581 ▲2.2%627,10117.1%FinanceVOOVanguard S&P 500 ETF$23,025,032$2,359,274 ▼-9.3%47,89914.9%ETFVXUSVanguard Total International Stock ETF$15,448,990$1,670,371 ▲12.1%256,20210.0%ETFRJFRaymond James$3,871,863$3,871,863 ▲New Holding30,1502.5%FinanceVOTVanguard Mid-Cap Growth ETF$2,694,813$240,975 ▼-8.2%11,4291.7%ETFXOMExxon Mobil$1,344,678$506,114 ▼-27.3%11,5680.9%Oils/EnergyMSFTMicrosoft$670,958$169,527 ▼-20.2%1,5950.4%Computer and TechnologyADPAutomatic Data Processing$366,618$72,425 ▼-16.5%1,4680.2%Business ServicesVEUVanguard FTSE All-World ex-US ETF$329,135$1,232 ▲0.4%5,6120.2%ETFGLDSPDR Gold Shares$269,2870.0%1,3090.2%FinanceJNJJohnson & Johnson$238,234$90,168 ▼-27.5%1,5060.2%MedicalGISGeneral Mills$214,8780.0%3,0710.1%Consumer StaplesCVXChevron$206,488$101,745 ▼-33.0%1,3090.1%Oils/EnergyAAPLApple$203,859$1,559,890 ▼-88.4%1,1890.1%Computer and TechnologySCMBSchwab Municipal Bond ETF$0$2,084,776 ▼-100.0%00.0%ETFMMM3M$0$1,792,707 ▼-100.0%00.0%Multi-Sector ConglomeratesVTWVVanguard Russell 2000 Value ETF$0$1,775,099 ▼-100.0%00.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$0$1,050,725 ▼-100.0%00.0%ETFAMZNAmazon.com$0$1,028,634 ▼-100.0%00.0%Retail/WholesaleBRK.BBerkshire Hathaway$0$1,005,068 ▼-100.0%00.0%FinanceJCPBJPMorgan Core Plus Bond ETF$0$835,100 ▼-100.0%00.0%ETFCOPConocoPhillips$0$651,962 ▼-100.0%00.0%Oils/EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$638,257 ▼-100.0%00.0%ETFPSXPhillips 66$0$346,077 ▼-100.0%00.0%Oils/EnergyQCOMQUALCOMM$0$289,260 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$266,844 ▼-100.0%00.0%Retail/WholesaleAMGNAmgen$0$240,785 ▼-100.0%00.0%MedicalNSCNorfolk Southern$0$229,608 ▼-100.0%00.0%TransportationOBKOrigin Bancorp$0$225,016 ▼-100.0%00.0%FinancePEPPepsiCo$0$208,810 ▼-100.0%00.0%Consumer StaplesETEnergy Transfer$0$206,912 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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