13F Filings History of Carlsbad Wealth Advisory Group, Inc.

Latest 13F report
Q2 2023 - 27 Jul 2023
Value $
$155,102,330
Signature - Title
Andrew Sontag - President
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by Carlsbad Wealth Advisory Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carlsbad Wealth Advisory Group, Inc. reported 45 stock holdings with total value $155,102,330 as of Q2 2023. Top holdings included SCHX, SCHG, SCHV, VEA, and SCHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 45 $155,102,330 $0 $0 $0 SCHX, SCHG, SCHV, VEA, SCHP 13F-HR 27 Jul 2023, 15:13