CS

CARL STUART INVESTMENT ADVISOR, INC

13F
CARL STUART INVESTMENT ADVISOR, INC
Last update 2025-04-23 16 Stocks (1 new)
Value $177.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(50.07%)IAU(20.32%)VOO(12.16%)VXUS(11.56%)RJF(2.23%)
Summary Stock Picks Current Portfolio
CARL STUART INVESTMENT ADVISOR... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
322,721
88,696.6
-0.74%
50.070
-0.37%
0.020
+25.74%
+6.13%
469,505.6
 
IAU
iShares Gold Trust
610,426
35,990.7
-1.19%
20.320
-0.19%
0.080
+10.57%
+25.75%
46,906.0
 
VOO
Vanguard S&P 500 ETF
41,903
21,534.3
-0.39%
12.160
-0.05%
0.000
+25.23%
+6.53%
651,240.4
 
VXUS
Vanguard Total International Stock
329,675
20,472.8
+3.59%
11.560
+0.40%
0.030
+25.26%
+18.41%
91,362.2
 
RJF
Raymond James Financial Inc
28,475
3,955.5
0%
2.230
0%
0.010
+26.62%
+2.48%
31,792.5
Asset Management
VOT
Vanguard Mid-Cap Growth ETF
8,822
2,158.2
-5.70%
1.220
-0.07%
0.010
+31.76%
+12.51%
16,072.9
 
XOM
Exxon Mobil Corp
11,854
1,409.8
+0.61%
0.800
0%
0.000
+14.36%
+8.09%
492,117.7
Oil & Gas
MSFT
Microsoft Corp
1,596
599.2
0%
0.340
0%
0.000
+40.32%
+18.28%
3,691,149.9
Software
ADP
Automatic Data Processing Inc
1,468
448.5
0%
0.250
0%
0.000
+11.44%
+5.93%
124,577.7
Software
GLD
SPDR Gold Shares ETF
1,248
359.6
0%
0.200
0%
0.000
+10.52%
+25.62%
101,317.1
 

CARL STUART INVESTMENT ADVISOR, INC's Historical Top Holdings Breakdowns

CARL STUART INVESTMENT ADVISOR, INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTWV
Vanguard Russell 2000 Value Index Fund
Vanguard Russell 2000 Value Index Fund
2025-03-31
Sold Out
Sold Out
-4.21%
●
131.51 ($142.32) 149.24
$144.52
1.55%
Sold Out
0
-54,551
SCMB
Schwab Municipal Bond ETF
2025-03-31
Sold Out
Sold Out
-0.76%
●
25.2 ($25.64) 25.96
$25.10
-2.11%
Sold Out
0
-55,424
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Sold Out
Sold Out
-0.45%
●
25.77 ($26.17) 26.48
$26.31
0.53%
Sold Out
0
-32,716
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.40%
●
58.01 ($61.77) 64.46
$69.07
11.82%
Add 3.59%
329,675
11,417
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.37%
●
271.18 ($290.53) 303.12
$305.58
5.18%
Reduce -0.74%
322,721
-2,404
IAU
iShares Gold Trust
2025-03-31
Reduce
Reduce
-0.19%
●
49.74 ($54.09) 58.96
$62.26
15.10%
Reduce -1.19%
610,426
-7,326
RTX
RTX Corp
2025-03-31
New Buy
New Buy
+0.11%
●
114.1 ($126.79) 135.66
$144.91
14.29%
New holding
1,528
1,528
GIS
General Mills Inc
2025-03-31
Sold Out
Sold Out
-0.11%
●
57.56 ($60.07) 65.3
$51.84
-13.70%
Sold Out
0
-3,171
VOT
Vanguard Mid-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.07%
●
237.55 ($260.02) 276.98
$284.54
9.43%
Reduce -5.7%
8,822
-533
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.05%
●
507.05 ($540.58) 563.67
$570.23
5.48%
Reduce -0.39%
41,903
-164

CARL STUART INVESTMENT ADVISOR, INC Total Holding History ($B)

To

CARL STUART INVESTMENT ADVISOR, INC's Asset Allocation

To

CARL STUART INVESTMENT ADVISOR, INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CARL STUART INVESTMENT ADVISOR, INC's Hypothetical Growth since 2025-03-31

CARL STUART INVESTMENT ADVISOR, INC's Yearly Returns

Year Portfolio % % Excess Gain %

CARL STUART INVESTMENT ADVISOR, INC's Holdings Heat Map

Size field:

CARL STUART INVESTMENT ADVISOR, INC's Holdings Bubble Chart

CARL STUART INVESTMENT ADVISOR, INC News

  • 1

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