CARL STUART INVESTMENT ADVISOR, INC holdings history

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111 is the total number of securities CARL STUART INVESTMENT ADVISOR, INC has owned. The longest CARL STUART INVESTMENT ADVISOR, INC has owned a single stock is 8 quarters.

CARL STUART INVESTMENT ADVISOR, INC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD TOTAL STOCK M...889.80%41.67%47.55%Q4 2021Q3 20238
VOO VANGUARD INDEX FUNDS S...880.28%15.54%18.91%Q4 2021Q3 20238
IAU ISHARES GOLD TR ISHARE...880.02%14.98%19.04%Q4 2021Q3 20238
VXUS VANGUARD TOTAL INTERNA...880.27%6.98%8.79%Q4 2021Q3 20238
VOT VANGUARD MID-CAP GROWT...882.00%3.44%9.00%Q4 2021Q3 20238
XOM EXXON MOBIL CORPORATION880.09%1.08%1.64%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.30%0.59%0.80%Q4 2021Q3 20238
CVX CHEVRON CORPORATION NEW880.18%0.25%0.34%Q4 2021Q3 20238
AAPL APPLE INCORPORATED610.06%1.21%1.57%Q4 2021Q3 20237
AMZN AMAZON COM INCORPORATED520.53%0.71%0.82%Q4 2021Q3 20237
MSFT MICROSOFT CORPORATION520.42%0.50%0.67%Q4 2021Q3 20237
COP CONOCOPHILLIPS520.29%0.47%0.61%Q4 2021Q3 20237
ADP AUTOMATIC DATA PROCESS...520.30%0.40%0.50%Q4 2021Q3 20237
JNJ JOHNSON & JOHNSON520.26%0.29%0.34%Q4 2021Q3 20237
VEU VANGUARD INTL EQUITY I...520.22%0.23%0.25%Q4 2021Q3 20237
QCOM QUALCOMM INCORPORATED520.18%0.22%0.27%Q4 2021Q3 20237
PSX PHILLIPS 66520.15%0.21%0.28%Q4 2021Q3 20237
PEP PEPSICO INCORPORATED520.17%0.20%0.26%Q4 2021Q3 20237
HD HOME DEPOT INCORPORATED520.17%0.20%0.23%Q4 2021Q3 20237
NSC NORFOLK SOUTHN CORPORA...510.17%0.20%0.22%Q4 2021Q2 20236
GIS GENERAL MLS INCORPORATED510.15%0.19%0.24%Q4 2021Q2 20236
ET ENERGY TRANSFER L P CO...510.00%0.10%0.16%Q1 2022Q3 20236
AMAT APPLIED MATLS INCORPOR...410.19%0.42%1.24%Q4 2021Q1 20235
MMM 3M COMPANY550.18%0.20%0.22%Q4 2021Q4 20225
DIS DISNEY WALT COMPANY310.18%0.23%0.27%Q4 2021Q1 20234
GLD SPDR GOLD TR210.15%0.18%0.20%Q1 2022Q3 20234
AMGN AMGEN INCORPORATED210.15%0.18%0.20%Q1 2022Q3 20234
BR BROADRIDGE FINL SOLUTI...110.02%7.07%14.12%Q1 2022Q1 20232
PRU PRUDENTIAL FINL INCORP...110.04%2.91%5.79%Q1 2022Q1 20232
BEP BROOKFIELD RENEWABLE P...110.04%2.06%4.08%Q1 2022Q1 20232
TRGP TARGA RES CORPORATION110.07%0.69%1.30%Q1 2022Q1 20232
ABBV ABBVIE INCORPORATED110.07%0.67%1.27%Q1 2022Q1 20232
MSEX MIDDLESEX WTR COMPANY110.02%0.39%0.77%Q1 2022Q1 20232
AMD ADVANCED MICRO DEVICES...110.02%0.25%0.49%Q1 2022Q1 20232
WBA WALGREENS BOOTS ALLIAN...110.05%0.22%0.40%Q1 2022Q1 20232
RTX RAYTHEON TECHNOLOGIES ...110.14%0.19%0.25%Q1 2022Q1 20232
BDJ BLACKROCK ENHANCED EQU...110.06%0.19%0.32%Q1 2022Q1 20232
INTC INTEL CORPORATION110.11%0.18%0.25%Q1 2022Q1 20232
PSA PUBLIC STORAGE REIT220.17%0.17%0.17%Q4 2021Q1 20222
VGT VANGUARD INFORMATION T...220.04%0.16%0.27%Q4 2021Q1 20222
NKE NIKE INCORPORATED CLASS B220.14%0.15%0.17%Q4 2021Q1 20222
TXN TEXAS INSTRS INCORPORATED110.07%0.15%0.23%Q1 2022Q1 20232
LULU LULULEMON ATHLETICA IN...110.03%0.12%0.20%Q1 2022Q1 20232
MRO MARATHON OIL CORP1114.55%14.55%14.55%Q1 2023Q1 20231
WARNER BROS DISCOVERY INC1114.30%14.30%14.30%Q1 2023Q1 20231
HHC HOWARD HUGHES CORP1111.86%11.86%11.86%Q1 2023Q1 20231
WMT WALMART INC114.03%4.03%4.03%Q1 2023Q1 20231
AMC AMC ENTMT HLDGS INC111.35%1.35%1.35%Q1 2023Q1 20231
LMT LOCKHEED MARTIN CORP110.61%0.61%0.61%Q1 2023Q1 20231
BROOKFIELD CORP110.54%0.54%0.54%Q1 2023Q1 20231
OBNK ORIGIN BANCORP INC110.35%0.35%0.35%Q1 2023Q1 20231
ALLE ALLEGION PLC110.30%0.30%0.30%Q1 2023Q1 20231
RIG TRANSOCEAN LTD110.25%0.25%0.25%Q1 2023Q1 20231
MASTERBRAND INC110.23%0.23%0.23%Q1 2023Q1 20231
IWN ISHARES TR110.21%0.21%0.21%Q1 2023Q1 20231
BKR BAKER HUGHES COMPANY110.21%0.21%0.21%Q1 2023Q1 20231
SNA SNAP ON INC110.20%0.20%0.20%Q1 2023Q1 20231
UNP UNION PAC CORPORATION110.13%0.13%0.13%Q1 2022Q1 20221
LQD ISHARES TR IBOXX INV C...110.12%0.12%0.12%Q1 2022Q1 20221
LUV SOUTHWEST AIRLS COMPANY110.12%0.12%0.12%Q1 2022Q1 20221
IWB ISHARES TR RUS 1000 ETF110.11%0.11%0.11%Q1 2022Q1 20221
PG PROCTER AND GAMBLE COM...110.11%0.11%0.11%Q1 2022Q1 20221
IJS ISHARES TR SP SMCP600V...110.09%0.09%0.09%Q1 2022Q1 20221
T AT&T INCORPORATED110.09%0.09%0.09%Q1 2022Q1 20221
IBM INTERNATIONAL BUSINESS...110.09%0.09%0.09%Q1 2022Q1 20221
VBK VANGUARD SMALL-CAP GRO...110.09%0.09%0.09%Q1 2022Q1 20221
TCBI TEXAS CAP BANCSHARES I...110.08%0.08%0.08%Q1 2022Q1 20221
SLB SCHLUMBERGER LIMITED C...110.08%0.08%0.08%Q1 2022Q1 20221
DE DEERE & COMPANY110.08%0.08%0.08%Q1 2022Q1 20221
CAT CATERPILLAR INCORPORATED110.08%0.08%0.08%Q1 2022Q1 20221
ETG EATON VANCE TX ADV GLB...110.08%0.08%0.08%Q1 2022Q1 20221
MCD MCDONALDS CORPORATION110.08%0.08%0.08%Q1 2022Q1 20221
VZ VERIZON COMMUNICATIONS...110.08%0.08%0.08%Q1 2022Q1 20221
BSV VANGUARD SHORT-TERM BO...110.07%0.07%0.07%Q1 2022Q1 20221
FBHS FORTUNE BRANDS HOME & ...110.07%0.07%0.07%Q1 2022Q1 20221
ETN EATON CORPORATION PLC SHS110.07%0.07%0.07%Q1 2022Q1 20221
PEY INVESCO HIGH YIELD EQU...110.06%0.06%0.06%Q1 2022Q1 20221
MDT MEDTRONIC PLC SHS110.06%0.06%0.06%Q1 2022Q1 20221
CARR CARRIER GLOBAL CORPORA...110.06%0.06%0.06%Q1 2022Q1 20221
PFE PFIZER INCORPORATED110.06%0.06%0.06%Q1 2022Q1 20221
ORCL ORACLE CORPORATION110.05%0.05%0.05%Q1 2022Q1 20221
IRM IRON MTN INCORPORATED ...110.05%0.05%0.05%Q1 2022Q1 20221
PCY INVESCO EMERGING MARKE...110.05%0.05%0.05%Q1 2022Q1 20221
HBI HANESBRANDS INCORPORATED110.04%0.04%0.04%Q1 2022Q1 20221
O REALTY INCOME CORPORAT...110.04%0.04%0.04%Q1 2022Q1 20221
LPRO OPEN LENDING CORPORATI...110.04%0.04%0.04%Q1 2022Q1 20221
HPQ HP INCORPORATED110.04%0.04%0.04%Q1 2022Q1 20221
VIG VANGUARD DIVIDEND APPR...110.04%0.04%0.04%Q1 2022Q1 20221
FPE FIRST TRUST PREFERRED ...110.04%0.04%0.04%Q1 2022Q1 20221
VCIT VANGUARD INTERMEDIATE-...110.03%0.03%0.03%Q1 2022Q1 20221
CVS CVS HEALTH CORPORATION110.03%0.03%0.03%Q1 2022Q1 20221
HDV ISHARES TR CORE HIGH D...110.03%0.03%0.03%Q1 2022Q1 20221
GENERAL ELECTRIC COMPA...110.03%0.03%0.03%Q1 2022Q1 20221
JNK SPDR BLOOMBERG HIGH YI...110.03%0.03%0.03%Q1 2022Q1 20221
PFF ISHARES TR PFD AND INC...110.03%0.03%0.03%Q1 2022Q1 20221
DD DUPONT DE NEMOURS INCO...110.03%0.03%0.03%Q1 2022Q1 20221
KO COCA COLA COMPANY110.02%0.02%0.02%Q1 2022Q1 20221
MPC MARATHON PETE CORPORATION110.02%0.02%0.02%Q1 2022Q1 20221
OMC OMNICOM GROUP INCORPOR...110.02%0.02%0.02%Q1 2022Q1 20221
DUK DUKE ENERGY CORPORATIO...110.02%0.02%0.02%Q1 2022Q1 20221
PEAK HEALTHPEAK PROPERTIES ...110.02%0.02%0.02%Q1 2022Q1 20221
DOW DOW INCORPORATED110.02%0.02%0.02%Q1 2022Q1 20221
BMY BRISTOL-MYERS SQUIBB C...110.02%0.02%0.02%Q1 2022Q1 20221
CL COLGATE PALMOLIVE COMPANY110.02%0.02%0.02%Q1 2022Q1 20221
CTVA CORTEVA INCORPORATED110.02%0.02%0.02%Q1 2022Q1 20221
CLX CLOROX COMPANY DEL110.02%0.02%0.02%Q1 2022Q1 20221
SOXX ISHARES TR ISHARES SEM...110.02%0.02%0.02%Q1 2022Q1 20221
IWP ISHARES TR RUS MD CP G...110.02%0.02%0.02%Q1 2022Q1 20221
HPE HEWLETT PACKARD ENTERP...110.02%0.02%0.02%Q1 2022Q1 20221
ALL ALLSTATE CORPORATION110.02%0.02%0.02%Q1 2022Q1 20221
NLY ANNALY CAPITAL MANAGEM...110.02%0.02%0.02%Q1 2022Q1 20221
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The securities at the top of the list , including VANGUARD TOTAL STOCK MARKET ETF, VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW, and ISHARES GOLD TR ISHARES NEW, are the highest-conviction holdings of CARL STUART INVESTMENT ADVISOR, INC.

The conviction is calculated by counting the number of quarters a security has been reported by CARL STUART INVESTMENT ADVISOR, INC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CARL STUART INVESTMENT ADVISOR, INC owns currently or has owned in the past.