Carr Financial Group Corp

13F Filings History

Latest 13F report: Q4 2024 - Jan 21, 2025
Value $: $318M
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 180 stock holdings with total value $318M as of Q4 2024. Top holdings included SCHX, HELO, BND, VTI, and VIG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	180	$318M	+$49.3M	-$47.4M	+$1.91M	SCHX, HELO, BND, VTI, VIG	13F-HR	1/21/2025, 11:15 AM
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

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