Carr Financial Group Corp

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$335M
Signature - Title
Benjamin Cauley - Chief Compliance Officer
Location
Worcester, MA
Summary
This page shows a list of all the recent 13F filings made by Carr Financial Group Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carr Financial Group Corp reported 194 stock holdings with total value $335M as of Q3 2024. Top holdings included BND, SCHX, VIG, EMXC, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 194 $335M +$42.1M -$36M +$6.09M BND, SCHX, VIG, EMXC, VTI 13F-HR 11/1/2024, 12:41 PM
Q2 2024 185 $314M +$44.5M -$30.3M +$14.2M BND, SCHX, VIG, VTI, QQQE 13F-HR 7/12/2024, 02:38 PM
Q1 2024 179 $301M +$58.5M -$36.2M +$22.3M BND, SCHX, VIG, QQQE, EMXC 13F-HR 4/25/2024, 12:21 PM
Q4 2023 167 $270M +$33.6M -$33.9M -$277K BND, SCHX, JEPI, QQQE, SHY 13F-HR 1/26/2024, 05:26 PM
Q3 2023 163 $252M +$30.5M -$21.1M +$9.39M BND, VEA, JEPI, EEMV, SHY 13F-HR 11/6/2023, 06:01 PM
Q2 2023 175 $251M +$27.9M -$12.8M +$15.1M BND, VEA, MGK, EEMV, JEPI 13F-HR 7/14/2023, 05:38 PM
Q1 2023 169 $227M +$55.8M -$28.3M +$27.5M BND, VEA, EEMV, JEPI, MGK 13F-HR 4/19/2023, 08:27 PM
Q4 2022 164 $190M $0 $0 VEA, VYM, BND, JEPI, EEMV 13F-HR 2/13/2023, 04:30 PM