BDPO Beta Logo
Charts
Backtesting
The Backtester Lab Codeless Libary Editor Documentation
API
Finance
Finance Portfolio Screener Watchlists Economic Calendar Earnings Calendar News Notifications Congress Trading Institutional Investors Insiders
Community
Explore Forum
Market
Marketplace Submit
Profile
Profile Settings
Pricing
More
Terms FAQ Contact Ticker Request Changelog
BDPO Beta Logo
BDPO Beta Logo
Home Charts
Backtesting
The Backtester Lab Codeless Libary Editor Documentation
API
Finance
Finance Portfolio Screener Watchlists Economic Calendar Earnings Calendar News Notifications Congress Trading Institutional Investors Insiders
Community
Explore Forum
Market
Marketplace Submit
Profile
Profile Settings
Pricing
More
Terms FAQ Contact Ticker Request Changelog
GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Carl Stuart Investment Advisor, Inc

13F Holdings
Filed: 2025-04-23
Portfolio Value
177.14M arrow_downward -5.46%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001910180
Filing Date
2025-04-23 09:36:42
Address
623 W 38th Street
Austin
TX
Prior Value
187.37M
Top 10 Holdings %
lock
Portfolio Value
Carl Stuart Investment Advisor, Inc
(13F - 2025-03-31)
Vanguard Index Fds
VTI
2025-04-23
Value
88.70M
Shares
322.72K
Portfolio %
50.07%
Ishares Gold Tr
IAU
2025-04-23
Value
35.99M
Shares
610.43K
Portfolio %
20.32%
Vanguard Index Fds
VOO
2025-04-23
Value
21.53M
Shares
41.90K
Portfolio %
12.16%
Vanguard Star Fds
VXUS
2025-04-23
Value
20.47M
Shares
329.68K
Portfolio %
11.56%
Raymond James Finl Inc
RJF
2025-04-23
Value
3.96M
Shares
28.48K
Portfolio %
2.23%
Vanguard Index Fds
VOT
2025-04-23
Value
2.16M
Shares
8.82K
Portfolio %
1.22%
Exxon Mobil Corp
XOM
2025-04-23
Value
1.41M
Shares
11.85K
Portfolio %
0.80%
Microsoft Corp
MSFT
2025-04-23
Value
599.19K
Shares
1.60K
Portfolio %
0.34%
Automatic Data Processing In
ADP
2025-04-23
Value
448.52K
Shares
1.47K
Portfolio %
0.25%
Spdr Gold Tr
GLD
2025-04-23
Value
359.60K
Shares
1.25K
Portfolio %
0.20%
Top Increases | Carl Stuart Investment Advisor, Inc
(2024-12-31 → 2025-03-31)
Ishares Gold Tr
IAU
2025-04-23
Value Change
arrow_upward 5.41M
Shares
arrow_upward -7326.00
Portfolio % Change
arrow_upward 3.99%
Portfolio %
20.32%
Vanguard Star Fds
VXUS
2025-04-23
Value Change
arrow_upward 1.72M
Shares
arrow_upward 11.42K
Portfolio % Change
arrow_upward 1.55%
Portfolio %
11.56%
Exxon Mobil Corp
XOM
2025-04-23
Value Change
arrow_upward 142.39K
Shares
arrow_upward 72.00
Portfolio % Change
arrow_upward 0.12%
Portfolio %
0.80%
Vanguard Index Fds
VOO
2025-04-23
Value Change
arrow_upward -1132052.00
Shares
arrow_upward -164.00
Portfolio % Change
arrow_upward 0.06%
Portfolio %
12.16%
Spdr Gold Tr
GLD
2025-04-23
Value Change
arrow_upward 57.42K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.20%
Johnson & Johnson
JNJ
2025-04-23
Value Change
arrow_upward 31.96K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
0.14%
Targa Res Corp
TRGP
2025-04-23
Value Change
arrow_upward 29.55K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
0.15%
Automatic Data Processing In
ADP
2025-04-23
Value Change
arrow_upward 18.79K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
0.25%
Vanguard Intl Equity Index F
VEU
2025-04-23
Value Change
arrow_upward 19.83K
Shares
arrow_upward 18.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
0.20%
Origin Bancorp Inc
OBK
2025-04-23
Value Change
arrow_upward 8.73K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.01%
Portfolio %
0.12%
Top Decreases | Carl Stuart Investment Advisor, Inc
(2024-12-31 → 2025-03-31)
Microsoft Corp
MSFT
2025-04-23
Value Change
arrow_downward -73430.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.34%
Apple Inc
AAPL
2025-04-23
Value Change
arrow_downward -80905.00
Shares
arrow_downward -209.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.13%
Vanguard Index Fds
VOT
2025-04-23
Value Change
arrow_downward -215467.00
Shares
arrow_downward -533.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
1.22%
Raymond James Finl Inc
RJF
2025-04-23
Value Change
arrow_downward -467560.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.13%
Portfolio %
2.23%
Vanguard Index Fds
VTI
2025-04-23
Value Change
arrow_downward -5527881.00
Shares
arrow_downward -2404.00
Portfolio % Change
arrow_downward 0.22%
Portfolio %
50.07%
Carl Stuart Investment Advisor, Inc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Carl Stuart Investment Advisor, Inc
(2024-12-31 → 2025-03-31)
Rtx Corporation
RTX
2025-04-23
Value
add_circle 202.40K
Shares
1.53K
Portfolio %
0.11%
% Change
0.11%
Closed Positions | Carl Stuart Investment Advisor, Inc
(2024-12-31 → 2025-03-31)
General Mls Inc
-
2025-02-10
Value
remove_circle 202.22K
Shares
3.17K
Previous %
50.29%
% Change
-50.29%
Pimco Etf Tr
-
2025-02-10
Value
remove_circle 848.00K
Shares
32.72K
Previous %
50.29%
% Change
-50.29%
Schwab Strategic Tr
-
2025-02-10
Value
remove_circle 1.42M
Shares
55.42K
Previous %
50.29%
% Change
-50.29%
Vanguard Scottsdale Fds
-
2025-02-10
Value
remove_circle 7.89M
Shares
54.55K
Previous %
50.29%
% Change
-50.29%