Carl Stuart Investment Advisor, Inc Top Holdings and 13F Report (2025) About Carl Stuart Investment Advisor, IncInvestment ActivityCarl Stuart Investment Advisor, Inc has $187.37 million in total holdings as of December 31, 2024.Carl Stuart Investment Advisor, Inc owns shares of 19 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 5.95% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Carl Stuart Investment Advisor, Inc has purchased 16 new stocks and bought additional shares in 6 stocks.Carl Stuart Investment Advisor, Inc sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $94,224,534iShares Gold Trust $30,584,902Vanguard S&P 500 ETF $22,666,311Vanguard Total International Stock ETF $18,754,947Vanguard Russell 2000 Value ETF $7,888,600 Largest New Holdings this Quarter Vanguard Russell 2000 Value ETF $7,888,600 HoldingSchwab Municipal Bond ETF $1,423,288 HoldingPIMCO Multi Sector Bond Active ETF $847,999 HoldingTarga Resources $240,082 Holding Largest Purchases this Quarter Vanguard Russell 2000 Value ETF 54,551 shares (about $7.89M)Schwab Municipal Bond ETF 55,424 shares (about $1.42M)PIMCO Multi Sector Bond Active ETF 32,716 shares (about $848.00K)Vanguard Total International Stock ETF 12,343 shares (about $727.37K)Targa Resources 1,345 shares (about $240.08K) Largest Sales this Quarter Vanguard Total Stock Market ETF 5,280 shares (about $1.53M)Vanguard S&P 500 ETF 1,680 shares (about $905.21K)Raymond James 1,675 shares (about $260.18K)iShares Gold Trust 4,797 shares (about $237.50K)Vanguard Mid-Cap Growth ETF 390 shares (about $98.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarl Stuart Investment Advisor, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$94,224,534$1,530,198 ▼-1.6%325,12550.3%ETFIAUiShares Gold Trust$30,584,902$237,499 ▼-0.8%617,75216.3%FinanceVOOVanguard S&P 500 ETF$22,666,311$905,208 ▼-3.8%42,06712.1%ETFVXUSVanguard Total International Stock ETF$18,754,947$727,373 ▲4.0%318,25810.0%ETFVTWVVanguard Russell 2000 Value ETF$7,888,600$7,888,600 ▲New Holding54,5514.2%ETFRJFRaymond James$4,423,022$260,178 ▼-5.6%28,4752.4%FinanceVOTVanguard Mid-Cap Growth ETF$2,373,708$98,957 ▼-4.0%9,3551.3%ETFSCMBSchwab Municipal Bond ETF$1,423,288$1,423,288 ▲New Holding55,4240.8%ETFXOMExxon Mobil$1,267,393$7,960 ▲0.6%11,7820.7%EnergyPYLDPIMCO Multi Sector Bond Active ETF$847,999$847,999 ▲New Holding32,7160.5%ETFMSFTMicrosoft$672,622$421 ▲0.1%1,5960.4%Computer and TechnologyADPAutomatic Data Processing$429,7280.0%1,4680.2%Business ServicesVEUVanguard FTSE All-World ex-US ETF$331,314$5,339 ▲1.6%5,7710.2%ETFAAPLApple$304,487$250 ▲0.1%1,2160.2%Computer and TechnologyGLDSPDR Gold Shares$302,1780.0%1,2480.2%FinanceTRGPTarga Resources$240,082$240,082 ▲New Holding1,3450.1%EnergyJNJJohnson & Johnson$217,7980.0%1,5060.1%MedicalOBKOrigin Bancorp$210,5930.0%6,3260.1%FinanceGISGeneral Mills$202,215$6,377 ▲3.3%3,1710.1%Consumer StaplesVVisa$0$290,897 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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