Carroll Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Strategy Inc | $477.1K | 0.2% |
| Warren E. Buffett | $428.3K | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $408.8K | 0.2% |
| SPDR SERIES TRUST | $397.3K | 0.2% |
| VANGUARD CHARLOTTE FDS | $317.8K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $309.1K | 0.1% |
| ISHARES TR | $296.4K | 0.1% |
| ISHARES TR | $295.4K | 0.1% |
| Alphabet Inc. | $282.1K | 0.1% |
| SPDR S&P 500 ETF TR | $270.7K | 0.1% |
| iShares MSCI UAE ETF | $263.2K | 0.1% |
| ISHARES TR | $254.8K | 0.1% |
| VANGUARD WHITEHALL FDS | $252.9K | 0.1% |
| ISHARES TR | $246.2K | 0.1% |
| Walmart Inc. | $246.2K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $243.8K | 0.1% |
| INVESCO TR INVT GRADE MUNS | $234.8K | 0.1% |
| SPDR SERIES TRUST | $216.5K | 0.1% |
| Meta Platforms Inc | $210.0K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $202.7K | 0.1% |
| iShares MSCI UAE ETF | $201.7K | 0.1% |
| Apple Hospitality REIT, Inc. | $177.8K | 0.1% |