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Holdings

Carson Advisory Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SOUTHERN CO SOCommon0-71,7710-4,993,837,0000.000.00 Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon0-13,1310-4,054,459,0000.000.00 Hist 06/30/2023
NUVEEN GEORGIA QUALITY MUNICIPAL INCOME FUND NKGCommon0-370,8410-3,771,453,0000.000.00 Hist 06/30/2023
Apple Inc. AAPLCommon0-21,0590-3,472,608,0000.000.00 Hist 06/30/2023
AT&T CORP TCommon0-140,2330-2,699,487,0000.000.00 Hist 06/30/2023
HOME DEPOT, INC. HDCommon0-7,1300-2,104,193,0000.000.00 Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon0-10,7120-1,660,354,0000.000.00 Hist 06/30/2023
BANK OF AMERICA CORP /DE/ BACCommon0-56,4900-1,615,601,0000.000.00 Hist 06/30/2023
UNITED PARCEL SERVICE INC UPSCommon0-8,1830-1,587,356,0000.000.00 Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon0-10,6530-1,584,048,0000.000.00 Hist 06/30/2023
SYNOVUS FINANCIAL CORP SNVCOM0-49,4080-1,523,243,0000.000.00 Hist 06/30/2023
EXXON MOBIL CORP XOMCommon0-13,0660-1,432,813,0000.000.00 Hist 06/30/2023
PEPSICO INC PEPCommon0-6,2940-1,147,310,0000.000.00 Hist 06/30/2023
FORD MOTOR CO FCommon0-90,9770-1,146,312,0000.000.00 Hist 06/30/2023
Paramount Global CBSCommon0-45,0170-1,004,328,0000.000.00 Hist 06/30/2023
Blackstone Inc. BXStock0-11,1200-976,785,0000.000.00 Hist 06/30/2023
WHIRLPOOL CORP /DE/ WHRCommon0-7,3900-975,628,0000.000.00 Hist 06/30/2023
WEYERHAEUSER CO WYCommon0-32,1580-968,906,0000.000.00 Hist 06/30/2023
Walker & Dunlop, Inc. WDCOMMON STOCK0-12,1500-925,466,0000.000.00 Hist 06/30/2023
OCCIDENTAL PETROLEUM CORP /DE/ OXYCommon0-13,4520-839,820,0000.000.00 Hist 06/30/2023
BOEING CO BACommon0-3,8600-819,981,0000.000.00 Hist 06/30/2023
VANGUARD INDEX FUNDS VNQETF0-9,5170-790,292,0000.000.00 Hist 06/30/2023
VERIZON COMMUNICATIONS INC VZCommon0-20,1450-783,456,0000.000.00 Hist 06/30/2023
VANGUARD STAR FUNDS VXUSCommon0-13,2130-729,490,0000.000.00 Hist 06/30/2023
PRUDENTIAL FINANCIAL INC PRUCommon0-8,6700-717,339,0000.000.00 Hist 06/30/2023
SPDR SERIES TRUST SDYCommon0-5,6970-704,792,0000.000.00 Hist 06/30/2023
HALLIBURTON CO HALCommon0-21,7480-688,121,0000.000.00 Hist 06/30/2023
Nushares ETF Trust NUMVCommon0-23,6700-679,327,0000.000.00 Hist 06/30/2023
iSHARES TRUST IVVCommon0-1,6280-669,386,0000.000.00 Hist 06/30/2023
QUALCOMM INC/DE QCOMCommon0-5,1300-654,505,0000.000.00 Hist 06/30/2023
WILLIAMS COMPANIES, INC. WMBCommon0-21,8690-653,014,0000.000.00 Hist 06/30/2023
SL GREEN REALTY CORP SLGREIT0-27,4560-645,771,0000.000.00 Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon0-3,0190-616,178,0000.000.00 Hist 06/30/2023
TRUIST FINANCIAL CORP BBTCommon0-17,5390-598,080,0000.000.00 Hist 06/30/2023
Viatris Inc VTRSStock0-61,1870-588,619,0000.000.00 Hist 06/30/2023
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