The Analysis of CARL STUART INVESTMENT ADVISOR, INC's Holdings


Currently, CARL STUART INVESTMENT ADVISOR, INC holds 17 types of securities in its portfolio with a total value $110.8M. In the most recent quarter, they have increased their positions in VXUS (+17.8K shares, valued at $1.3M), IAUM (+9.6K shares, valued at $412.1K), AMD (+988 shares, valued at $211.6K); decreased their positions in N/A (-23.2K shares, valued at $1.9M), RJF (-9.4K shares, valued at $1.5M), N/A (-129 shares, valued at $80.9K); initiated new positions in AMD (+988 shares, valued at $211.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ISHARES GOLD TR ISHARES GOLD TR560.7K shares-3.98%2025-12-312026-02-13history
VXUS VANGUARD STAR FDS371.8K shares5.04%2025-12-312026-02-13history
VANGUARD INDEX FDS VANGUARD INDEX FDS41.2K shares-0.31%2025-12-312026-02-13history
RJF RAYMOND JAMES FINL INC19.1K shares-32.87%2025-12-312026-02-13history
VOT VANGUARD INDEX FDS7.5K shares-1.07%2025-12-312026-02-13history
XOM EXXON MOBIL CORP12.9K shares7.48%2025-12-312026-02-13history
IAUM ISHARES GOLD TR24.0K shares66.36%2025-12-312026-02-13history
MSFT MICROSOFT CORP1.6K shares0.00%2025-12-312026-02-13history
Sponsored
GLD SPDR GOLD TR1.2K shares0.00%2025-12-312026-02-13history
VEU VANGUARD INTL EQUITY INDEX F6.0K shares1.72%2025-12-312026-02-13history
ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2025-12-312026-02-13history
JNJ JOHNSON & JOHNSON1.5K shares0.00%2025-12-312026-02-13history
RTX RTX CORPORATION1.5K shares0.00%2025-12-312026-02-13history
AAPL APPLE INC1.0K shares0.00%2025-12-312026-02-13history
TSLA TESLA INC541 shares0.00%2025-12-312026-02-13history
OBK ORIGIN BANCORP INC6.3K shares0.00%2025-12-312026-02-13history
Sponsored
AMD ADVANCED MICRO DEVICES INC988 sharesnew addition2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available