CARSON ADVISORY INC. Holdings

CARSON ADVISORY INC. is an investment fund managing more than 90.24M US dollars. The largest holdings include The Southern Company, BERKSHIRE HATHAWAY INC DEL and Nuveen Georgia Quality Municipal Income Fund. In Q3 2022 the fund bought assets of total value of 7.48M US dollars and sold assets of total value of 6.51M US dollars.

CARSON ADVISORY INC. portfolio value:

$90.24M
portfolio value

CARSON ADVISORY INC. quarter portfolio value change:

-14.48%
quarter

CARSON ADVISORY INC. portfolio changes

Portfolio changes (number of shares)
Period Buy Sel
Q1 2022 7644000 5862000
Q2 2022 -2271000 6864000
Q3 2022 7483000 6508000

CARSON ADVISORY INC. 13F holdings

Stock
Portfolio share: 5.30%
Portfolio value: 4.78M
Avg. open price: $68.69
Current price: $67.34
P/L: -1.97%
Bought +0.28% shares
Q3 2022
Portfolio share: 3.90%
Portfolio value: 3.52M
Avg. open price: N/A
Current price: N/A
P/L: N/A
Sold -1.89% shares
Q1 2022
Portfolio share: 3.84%
Portfolio value: 3.46M
Avg. open price: $11.15
Current price: $10.36
P/L: -7.11%
Bought +90.58% shares
Q3 2022
Portfolio share: 3.64%
Portfolio value: 3.28M
Avg. open price: $67.63
Current price: $65.37
P/L: -3.34%
Sold -0.85% shares
Q3 2022
Portfolio share: 3.32%
Portfolio value: 2.99M
Avg. open price: $174.61
Current price: $147.81
P/L: -15.35%
Sold -3.64% shares
Q3 2022
Portfolio share: 2.98%
Portfolio value: 2.68M
Avg. open price: N/A
Current price: $21.94
P/L: N/A
N/A
Q3 2022
Portfolio share: 2.78%
Portfolio value: 2.51M
Avg. open price: $24.68
Current price: $19.02
P/L: -22.93%
Sold -3.20% shares
Q3 2022
Portfolio share: 2.36%
Portfolio value: 2.13M
Avg. open price: $38.91
Current price: $36.08
P/L: -7.26%
Bought +3.15% shares
Q3 2022
Portfolio share: 2.35%
Portfolio value: 2.12M
Avg. open price: $324.28
Current price: $255.02
P/L: -21.36%
Sold -0.62% shares
Q3 2022
Portfolio share: 2.19%
Portfolio value: 1.97M
Avg. open price: N/A
Current price: $60.47
P/L: N/A
Sold -0.31% shares
Q3 2022
Portfolio share: 2.16%
Portfolio value: 1.95M
Avg. open price: $49
Current price: $41.81
P/L: -14.67%
Sold -0.18% shares
Q3 2022
Portfolio share: 2.13%
Portfolio value: 1.92M
Avg. open price: $361.39
Current price: $327.99
P/L: -9.24%
Bought +2.26% shares
Q3 2022
Portfolio share: 2.05%
Portfolio value: 1.84M
Avg. open price: $141.19
Current price: $148.67
P/L: +5.30%
Bought +0.86% shares
Q3 2022
Portfolio share: 1.77%
Portfolio value: 1.60M
Avg. open price: $111.66
Current price: $99.52
P/L: -10.87%
Sold -0.68% shares
Q3 2022
Portfolio share: 1.72%
Portfolio value: 1.55M
Avg. open price: $177.36
Current price: $178.88
P/L: +0.86%
Bought +15.39% shares
Q3 2022
Portfolio share: 1.47%
Portfolio value: 1.33M
Avg. open price: $213.92
Current price: $189.39
P/L: -11.47%
Bought +0.07% shares
Q3 2022
Portfolio share: 1.42%
Portfolio value: 1.27M
Avg. open price: $62.01
Current price: $64.35
P/L: +3.77%
Bought +0.03% shares
Q3 2022
Portfolio share: 1.37%
Portfolio value: 1.23M
Avg. open price: $160.57
Current price: $150.61
P/L: -6.20%
Bought +0.60% shares
Q3 2022
Portfolio share: 1.24%
Portfolio value: 1.12M
Avg. open price: $120.69
Current price: $135.16
P/L: +11.99%
Bought +19.23% shares
Q3 2022
Portfolio share: 1.24%
Portfolio value: 1.11M
Avg. open price: $34.54
Current price: $36.72
P/L: +6.32%
Bought +87.99% shares
Q3 2022
Portfolio share: 1.23%
Portfolio value: 1.10M
Avg. open price: $52
Current price: $50.91
P/L: -2.09%
Bought +3.52% shares
Q3 2022
Portfolio share: 1.10%
Portfolio value: 991K
Avg. open price: $127.36
Current price: $85.16
P/L: -33.14%
Bought +0.85% shares
Q3 2022
Portfolio share: 1.10%
Portfolio value: 990K
Avg. open price: $59.29
Current price: $72.34
P/L: +22.00%
Bought +0.05% shares
Q3 2022
Portfolio share: 1.07%
Portfolio value: 969K
Avg. open price: $166.86
Current price: $185.69
P/L: +11.29%
Bought +104.72% shares
Q3 2022
Portfolio share: 1.07%
Portfolio value: 964K
Avg. open price: $40.78
Current price: $32.42
P/L: -20.50%
Sold -0.88% shares
Q3 2022
Portfolio share: 1.02%
Portfolio value: 920K
Avg. open price: $28.8
Current price: $27.04
P/L: -6.10%
Sold -0.68% shares
Q3 2022
Portfolio share: 1.01%
Portfolio value: 913K
Avg. open price: $130.08
Current price: $89.21
P/L: -31.42%
Bought +0.46% shares
Q3 2022
Portfolio share: 1.01%
Portfolio value: 908K
Avg. open price: $176.87
Current price: $146.12
P/L: -17.39%
Bought +8.45% shares
Q3 2022
Portfolio share: 0.99%
Portfolio value: 890K
Avg. open price: $94.7
Current price: $86.88
P/L: -8.26%
Sold -1.25% shares
Q3 2022
Portfolio share: 0.98%
Portfolio value: 886K
Avg. open price: $85.35
Current price: $109.86
P/L: +28.71%
Bought +50.07% shares
Q3 2022
Portfolio share: 0.95%
Portfolio value: 857K
Avg. open price: $59.92
Current price: $40.61
P/L: -32.23%
Bought +55.08% shares
Q3 2022
Portfolio share: 0.92%
Portfolio value: 826K
Avg. open price: $49.98
Current price: $47.24
P/L: -5.48%
Bought +3.12% shares
Q3 2022
Portfolio share: 0.88%
Portfolio value: 795K
Avg. open price: N/A
Current price: $87.63
P/L: N/A
Sold -0.68% shares
Q3 2022
Portfolio share: 0.87%
Portfolio value: 781K
Avg. open price: $144.78
Current price: $181.03
P/L: +25.04%
Bought +19.60% shares
Q3 2022
Portfolio share: 0.86%
Portfolio value: 774K
Avg. open price: $118.17
Current price: $107.68
P/L: -8.88%
Sold -1.83% shares
Q3 2022
Portfolio share: 0.82%
Portfolio value: 737K
Avg. open price: $51.48
Current price: $38.18
P/L: -25.84%
Bought +8.96% shares
Q3 2022
Portfolio share: 0.81%
Portfolio value: 727K
Avg. open price: $21.35
Current price: $21.01
P/L: -1.58%
Bought +10.22% shares
Q3 2022
Portfolio share: 0.80%
Portfolio value: 718K
Avg. open price: $81.99
Current price: $54.68
P/L: -33.31%
Bought +0.70% shares
Q3 2022
Portfolio share: 0.79%
Portfolio value: 717K
Avg. open price: $78.33
Current price: $85.2
P/L: +8.78%
Bought +106.23% shares
Q3 2022
Portfolio share: 0.79%
Portfolio value: 717K
Avg. open price: $29.94
Current price: $20.38
P/L: -31.94%
Bought +5.32% shares
Q3 2022
Portfolio share: 0.79%
Portfolio value: 715K
Avg. open price: $38.95
Current price: $35.71
P/L: -8.32%
Bought +1.59% shares
Q3 2022
Portfolio share: 0.78%
Portfolio value: 705K
Avg. open price: $11.03
Current price: $15.66
P/L: +42.04%
Bought +2.36% shares
Q3 2022
Portfolio share: 0.78%
Portfolio value: 700K
Avg. open price: N/A
Current price: N/A
P/L: N/A
Sold -3.14% shares
Q3 2022
Portfolio share: 0.76%
Portfolio value: 685K
Avg. open price: $13.9
Current price: $17.4
P/L: +25.16%
Bought +0.64% shares
Q3 2022
Portfolio share: 0.72%
Portfolio value: 653K
Avg. open price: N/A
Current price: $53.83
P/L: N/A
Sold -4.68% shares
Q3 2022
Portfolio share: 0.71%
Portfolio value: 645K
Avg. open price: $13.02
Current price: $11.17
P/L: -14.19%
Sold -2.81% shares
Q3 2022
Portfolio share: 0.70%
Portfolio value: 629K
Avg. open price: N/A
Current price: $24.38
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.69%
Portfolio value: 621K
Avg. open price: $227.67
Current price: $203.99
P/L: -10.40%
Sold -1.42% shares
Q3 2022
Portfolio share: 0.68%
Portfolio value: 615K
Avg. open price: $202.19
Current price: $214.84
P/L: +6.26%
Sold -2.59% shares
Q3 2022
Portfolio share: 0.68%
Portfolio value: 615K
Avg. open price: $159.55
Current price: $125.66
P/L: -21.24%
Sold -3.39% shares
Q3 2022
Portfolio share: 0.67%
Portfolio value: 604K
Avg. open price: N/A
Current price: $58.8
P/L: N/A
Sold -4.07% shares
Q3 2022
Portfolio share: 0.65%
Portfolio value: 589K
Avg. open price: $464.78
Current price: $408.71
P/L: -12.06%
Bought +1.92% shares
Q3 2022
Portfolio share: 0.60%
Portfolio value: 545K
Avg. open price: $48.46
Current price: $45.94
P/L: -5.20%
Sold -1.92% shares
Q3 2022
Portfolio share: 0.59%
Portfolio value: 533K
Avg. open price: $35.74
Current price: $37
P/L: +3.51%
Bought +36.66% shares
Q3 2022
Portfolio share: 0.56%
Portfolio value: 506K
Avg. open price: $18.78
Current price: $13.86
P/L: -26.20%
Bought +2.21% shares
Q3 2022
Portfolio share: 0.54%
Portfolio value: 491K
Avg. open price: $125.21
Current price: $131.57
P/L: +5.08%
Bought +0.30% shares
Q3 2022
Portfolio share: 0.54%
Portfolio value: 483K
Avg. open price: N/A
Current price: $11.55
P/L: N/A
Sold -3.59% shares
Q3 2022
Portfolio share: 0.53%
Portfolio value: 478K
Avg. open price: $148.1
Current price: $99.43
P/L: -32.86%
Bought +5.43% shares
Q3 2022
Portfolio share: 0.52%
Portfolio value: 466K
Avg. open price: N/A
Current price: $163.31
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.51%
Portfolio value: 458K
Avg. open price: $3,260.12
Current price: $94.13
P/L: -97.11%
Sold -19.34% shares
Q3 2022
Portfolio share: 0.49%
Portfolio value: 443K
Avg. open price: $150.15
Current price: $163.66
P/L: +9.00%
Bought +16.74% shares
Q3 2022
Portfolio share: 0.46%
Portfolio value: 417K
Avg. open price: $38.14
Current price: $39.83
P/L: +4.43%
Bought +0.06% shares
Q3 2022
Portfolio share: 0.46%
Portfolio value: 415K
Avg. open price: $38.76
Current price: $31.56
P/L: -18.58%
Bought +3.22% shares
Q3 2022
Portfolio share: 0.42%
Portfolio value: 380K
Avg. open price: $127.95
Current price: $153.22
P/L: +19.75%
Bought +11.44% shares
Q3 2022
Portfolio share: 0.42%
Portfolio value: 378K
Avg. open price: N/A
Current price: $52.25
P/L: N/A
Sold -0.67% shares
Q1 2022
Portfolio share: 0.41%
Portfolio value: 371K
Avg. open price: $286.32
Current price: $374.76
P/L: +30.89%
Sold -12.17% shares
Q3 2022
Portfolio share: 0.41%
Portfolio value: 366K
Avg. open price: $167.1
Current price: $158.71
P/L: -5.02%
Bought +4.59% shares
Q3 2022
Portfolio share: 0.40%
Portfolio value: 360K
Avg. open price: $191.5
Current price: $182.87
P/L: -4.51%
Bought +3.48% shares
Q2 2022
Portfolio share: 0.40%
Portfolio value: 359K
Avg. open price: N/A
Current price: $86.52
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.39%
Portfolio value: 354K
Avg. open price: $94.51
Current price: $104.3
P/L: +10.36%
Bought +0.07% shares
Q3 2022
Portfolio share: 0.38%
Portfolio value: 347K
Avg. open price: $59.67
Current price: $48.67
P/L: -18.43%
Bought +16.19% shares
Q3 2022
Portfolio share: 0.38%
Portfolio value: 346K
Avg. open price: $222.36
Current price: $123.49
P/L: -44.46%
Sold -7.28% shares
Q3 2022
Portfolio share: 0.37%
Portfolio value: 335K
Avg. open price: N/A
Current price: $57.56
P/L: N/A
Sold -3.33% shares
Q3 2022
Portfolio share: 0.37%
Portfolio value: 333K
Avg. open price: N/A
Current price: $164.23
P/L: N/A
Sold -17.10% shares
Q1 2022
Portfolio share: 0.37%
Portfolio value: 330K
Avg. open price: N/A
Current price: $81.13
P/L: N/A
N/A
Q4 2021
Portfolio share: 0.35%
Portfolio value: 318K
Avg. open price: $509.61
Current price: $536.16
P/L: +5.21%
Sold -4.69% shares
Q3 2022
Portfolio share: 0.35%
Portfolio value: 315K
Avg. open price: $148.22
Current price: $68.18
P/L: -54.00%
Bought +8.23% shares
Q3 2022
Portfolio share: 0.34%
Portfolio value: 306K
Avg. open price: N/A
Current price: $218.76
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.33%
Portfolio value: 298K
Avg. open price: $262.04
Current price: $273.4
P/L: +4.34%
Sold -7.18% shares
Q3 2022
Portfolio share: 0.32%
Portfolio value: 292K
Avg. open price: $158.14
Current price: $148.94
P/L: -5.82%
Sold -10.56% shares
Q3 2022
Portfolio share: 0.32%
Portfolio value: 288K
Avg. open price: $149.76
Current price: $135.36
P/L: -9.62%
Bought +3.46% shares
Q3 2022
Portfolio share: 0.32%
Portfolio value: 285K
Avg. open price: $57.19
Current price: $45.06
P/L: -21.21%
Sold -2.95% shares
Q3 2022
Portfolio share: 0.31%
Portfolio value: 284K
Avg. open price: $110.4
Current price: $108.09
P/L: -2.09%
Bought +6.96% shares
Q3 2022
Portfolio share: 0.31%
Portfolio value: 282K
Avg. open price: $241
Current price: $318.44
P/L: +32.13%
Bought +43.65% shares
Q3 2022
Portfolio share: 0.31%
Portfolio value: 280K
Avg. open price: $184.06
Current price: $228.29
P/L: +24.03%
Bought +0.91% shares
Q3 2022
Portfolio share: 0.31%
Portfolio value: 278K
Avg. open price: $208.33
Current price: $219.16
P/L: +5.20%
Sold -1.48% shares
Q3 2022
Portfolio share: 0.31%
Portfolio value: 276K
Avg. open price: $61.99
Current price: $68.25
P/L: +10.10%
Bought +4.40% shares
Q2 2022
Portfolio share: 0.30%
Portfolio value: 273K
Avg. open price: N/A
Current price: $82.46
P/L: N/A
N/A
Q4 2021
Portfolio share: 0.30%
Portfolio value: 272K
Avg. open price: $90.42
Current price: $110.04
P/L: +21.70%
Bought +5.93% shares
Q3 2022
Portfolio share: 0.30%
Portfolio value: 268K
Avg. open price: $101.44
Current price: $102.33
P/L: +0.88%
Bought +4.02% shares
Q3 2022
Portfolio share: 0.30%
Portfolio value: 267K
Avg. open price: N/A
Current price: $51.22
P/L: N/A
Sold -4.65% shares
Q3 2022
Portfolio share: 0.29%
Portfolio value: 265K
Avg. open price: $79.52
Current price: $79.01
P/L: -0.64%
Sold -17.96% shares
Q3 2022
Portfolio share: 0.28%
Portfolio value: 249K
Avg. open price: $21.6
Current price: $12.99
P/L: -39.86%
Sold -26.35% shares
Q3 2022
Portfolio share: 0.27%
Portfolio value: 248K
Avg. open price: $82.21
Current price: $118.23
P/L: +43.81%
Bought +0.28% shares
Q3 2022
Portfolio share: 0.27%
Portfolio value: 247K
Avg. open price: $46.13
Current price: $40.67
P/L: -11.84%
Sold -2.94% shares
Q3 2022
Portfolio share: 0.27%
Portfolio value: 245K
Avg. open price: $42.27
Current price: $40.61
P/L: -3.92%
Bought +1.98% shares
Q3 2022
Portfolio share: 0.27%
Portfolio value: 241K
Avg. open price: $80.14
Current price: $78.17
P/L: -2.46%
Bought +7.87% shares
Q3 2022
Portfolio share: 0.27%
Portfolio value: 241K
Avg. open price: $99.07
Current price: $101.01
P/L: +1.96%
Sold -11.81% shares
Q3 2022
Portfolio share: 0.26%
Portfolio value: 237K
Avg. open price: $352.28
Current price: $296.68
P/L: -15.78%
Bought +4.27% shares
Q3 2022
Portfolio share: 0.26%
Portfolio value: 232K
Avg. open price: N/A
Current price: $269.9
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.25%
Portfolio value: 225K
Avg. open price: $20.71
Current price: $7.55
P/L: -63.55%
Bought +7.85% shares
Q3 2022
Portfolio share: 0.25%
Portfolio value: 222K
Avg. open price: $116.24
Current price: $105.05
P/L: -9.63%
N/A
Q3 2022
Portfolio share: 0.24%
Portfolio value: 220K
Avg. open price: N/A
Current price: $126.99
P/L: N/A
Sold -1.87% shares
Q3 2022
Portfolio share: 0.24%
Portfolio value: 219K
Avg. open price: N/A
Current price: $129.68
P/L: N/A
N/A
Q4 2021
Portfolio share: 0.24%
Portfolio value: 219K
Avg. open price: $128.13
Current price: $125.19
P/L: -2.29%
Bought +18.68% shares
Q2 2022
Portfolio share: 0.24%
Portfolio value: 217K
Avg. open price: $50.47
Current price: $49.7
P/L: -1.53%
Bought +8.86% shares
Q3 2022
Portfolio share: 0.24%
Portfolio value: 217K
Avg. open price: N/A
Current price: $68.46
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.23%
Portfolio value: 212K
Avg. open price: N/A
Current price: $37.85
P/L: N/A
Sold -9.27% shares
Q2 2022
Portfolio share: 0.23%
Portfolio value: 212K
Avg. open price: $241.76
Current price: $230
P/L: -4.86%
Bought +12.56% shares
Q3 2022
Portfolio share: 0.23%
Portfolio value: 211K
Avg. open price: $64.8
Current price: $68.31
P/L: +5.42%
Bought +0.81% shares
Q3 2022
Portfolio share: 0.23%
Portfolio value: 210K
Avg. open price: $30.88
Current price: $33.06
P/L: +7.06%
Bought +10.45% shares
Q3 2022
Portfolio share: 0.23%
Portfolio value: 210K
Avg. open price: N/A
Current price: $69.59
P/L: N/A
Sold -26.49% shares
Q3 2022
Portfolio share: 0.23%
Portfolio value: 208K
Avg. open price: N/A
Current price: $100.83
P/L: N/A
Sold -23.73% shares
Q3 2022
Portfolio share: 0.23%
Portfolio value: 207K
Avg. open price: N/A
Current price: $766.39
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.23%
Portfolio value: 206K
Avg. open price: $104.12
Current price: $99.64
P/L: -4.30%
Bought +0.26% shares
Q3 2022
Portfolio share: 0.23%
Portfolio value: 205K
Avg. open price: $47.39
Current price: $47.63
P/L: +0.51%
Sold -0.74% shares
Q3 2022
Portfolio share: 0.22%
Portfolio value: 202K
Avg. open price: $128.24
Current price: $139.78
P/L: +9.00%
Bought +0.18% shares
Q3 2022
Portfolio share: 0.20%
Portfolio value: 177K
Avg. open price: $12.47
Current price: $11.66
P/L: -6.50%
Bought +36.99% shares
Q3 2022
Portfolio share: 0.19%
Portfolio value: 169K
Avg. open price: N/A
Current price: $15.13
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.16%
Portfolio value: 145K
Avg. open price: N/A
Current price: $12.29
P/L: N/A
Sold -2.60% shares
Q1 2022
Portfolio share: 0.14%
Portfolio value: 126K
Avg. open price: N/A
Current price: $8.66
P/L: N/A
N/A
Q4 2021
Portfolio share: 0.10%
Portfolio value: 89K
Avg. open price: N/A
Current price: $13.3
P/L: N/A
N/A
Q3 2022
Portfolio share: 0.09%
Portfolio value: 81K
Avg. open price: N/A
Current price: N/A
P/L: N/A
Bought +1.66% shares
Q3 2022
Portfolio share: 0.09%
Portfolio value: 77K
Avg. open price: $6.32
Current price: $2.14
P/L: -66.14%
Sold -7.15% shares
Q3 2022
Portfolio share: 0.08%
Portfolio value: 69K
Avg. open price: N/A
Current price: $7.52
P/L: N/A
N/A
Q4 2021
Portfolio share: 0.01%
Portfolio value: 12K
Avg. open price: $4.43
Current price: $1.33
P/L: -69.98%
Sold -16.67% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: N/A
Current price: N/A
P/L: N/A
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: N/A
Current price: $0.45
P/L: N/A
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: N/A
Current price: $125.09
P/L: N/A
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: $108.34
Current price: $102.13
P/L: -5.73%
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: N/A
Current price: $257
P/L: N/A
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: N/A
Current price: $45.97
P/L: N/A
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: $337.41
Current price: $301.73
P/L: -10.57%
Sold -100.00% shares
Q3 2022
Portfolio share: 0.00%
Portfolio value: 0
Avg. open price: $273.72
Current price: $168.76
P/L: -38.35%
Sold -100.00% shares
Q3 2022

Showing TOP 134 CARSON ADVISORY's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CARSON ADVISORY INC.?

The biggest position of the CARSON ADVISORY INC. is The Southern Company (SO) with 5.3% portfolio share worth of 4.78M US dollars.

Top 5 CARSON ADVISORY's holdings represent 20% of the portfolio:

  • The Southern Company (SO)5.3%
  • BERKSHIRE HATHAWAY INC DEL ()3.9%
  • Nuveen Georgia Quality Municipal Income Fund (NKG)3.84%
  • Edison International (EIX)3.64%
  • Apple Inc. (AAPL)3.32%

Who is the portfolio manager of CARSON ADVISORY INC.?

The portfolio manager of the CARSON ADVISORY INC. is .

What is the total asset value of the CARSON ADVISORY INC. portfolio?

CARSON ADVISORY INC. total asset value (portfolio value) is 90.24M US dollars.

Who is ?

is the portfolio manager of the CARSON ADVISORY INC..

What is (CARSON ADVISORY INC.) fund performance?

CARSON ADVISORY's quarterly performance is -14.48%, annualy 0.00%.

What is the CARSON ADVISORY INC. CIK?

CARSON ADVISORY's Central Index Key is 0001909304 .