CARL STUART INVESTMENT ADVISOR, INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$187M
Signature - Title
Carl Stuart - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by CARL STUART INVESTMENT ADVISOR, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CARL STUART INVESTMENT ADVISOR, INC reported 19 stock holdings with total value $187M as of Q4 2024. Top holdings included VTI, IAU, VOO, VXUS, and VTWV.
Holdings Value