60 is the total number of securities Carter Financial Group, INC. has owned. The longest Carter Financial Group, INC. has owned a single stock is 1 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 21.95% | 21.95% | 21.95% | Q1 2022 | Q1 2022 | 1 |
| QQQ | INVESCO QQQ TRUST UNIT... | 1 | 1 | 13.61% | 13.61% | 13.61% | Q1 2022 | Q1 2022 | 1 |
| DBEF | DBX ETF TRUST XTRACK M... | 1 | 1 | 11.56% | 11.56% | 11.56% | Q1 2022 | Q1 2022 | 1 |
| SLYV | SPDR SERIES TRUST S&P ... | 1 | 1 | 8.15% | 8.15% | 8.15% | Q1 2022 | Q1 2022 | 1 |
| DIVO | AMPLIFY ETF TR CWP ENH... | 1 | 1 | 6.18% | 6.18% | 6.18% | Q1 2022 | Q1 2022 | 1 |
| AAPL | APPLE INC COM | 1 | 1 | 3.96% | 3.96% | 3.96% | Q1 2022 | Q1 2022 | 1 |
| IBUY | AMPLIFY ETF TR ONLIN R... | 1 | 1 | 3.77% | 3.77% | 3.77% | Q1 2022 | Q1 2022 | 1 |
| VWO | VANGUARD FTSE EMR MKT ETF | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2022 | Q1 2022 | 1 |
| MSFT | MICROSOFT CORP COM | 1 | 1 | 1.86% | 1.86% | 1.86% | Q1 2022 | Q1 2022 | 1 |
| SCHC | SCHWAB STRATEGIC TR IN... | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2022 | Q1 2022 | 1 |
| TSLA | TESLA INC COM | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2022 | Q1 2022 | 1 |
| BCI | ABERDEEN STANDARD INVE... | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2022 | Q1 2022 | 1 |
| SCHH | SCHWAB STRATEGIC TR US... | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2022 | Q1 2022 | 1 |
| BLOK | AMPLIFY ETF TR BLOCKCH... | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
| XOM | EXXON MOBIL CORPORATIO... | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2022 | Q1 2022 | 1 |
| GOOG | ALPHABET INC COM CL C | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2022 | Q1 2022 | 1 |
| SQ | BLOCK INC COM CL A | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2022 | Q1 2022 | 1 |
| SHV | ISHARES TRUST SHORT TR... | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
| IBB | ISHARES TRUST ISHARES ... | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2022 | Q1 2022 | 1 |
| AMZN | AMAZON COM INC COM | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2022 | Q1 2022 | 1 |
| SCHP | SCHWAB STRATEGIC TR US... | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
| FNDX | SCHWAB STRATEGIC TR SC... | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
| BNDX | VANGUARD TOTAL INT BD ETF | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
| MCD | MCDONALD'S CORPORATION... | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
| GOOGL | ALPHABET INC COM CL A | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
| NTR | NUTRIEN LTD COM | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
| IEFA | ISHARES TRUST CORE MSC... | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
| T | AT&T INC COM | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
| VCIT | VANGUARD INT-TERM CORP... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
| IVV | ISHARES TRUST CORE S&P... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
| UPS | UNITED PARCEL SERVICE ... | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
| VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
| BA | BOEING CO COM | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
| VEA | VANGUARD FTSE DEV MKT ETF | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
| VTWO | VANGUARD VNG RUS2000ID... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
| EMB | ISHARES TRUST JPMORGAN... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
| NVDA | NVIDIA CORP COM | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
| PFE | PFIZER INC COM | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
| BCE | BCE INC COM | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
| IJR | ISHARES TRUST CORE S&P... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
| VGIT | VANGUARD INTER TERM TR... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
| BAC | BANK OF AMERICA CORPOR... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
| FB | META PLATFORMS INC COM... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
| VOO | VANGUARD S&P 500 ETF SHS | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
| SPMB | SPDR SERIES TRUST PORT... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
| JNJ | JOHNSON & JOHNSON COM | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
| SPYG | SPDR SERIES TRUST PRTF... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
| MDYV | SPDR SERIES TRUST S&P ... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
| LIT | GLOBAL X FDS LITHIUM B... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
| CMCSA | COMCAST CORP COM CL A | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
| SCHX | SCHWAB STRATEGIC TR US... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
| COIN | COINBASE GLOBAL INC CO... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
| NWBI | NORTHWEST BANCSHARES I... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
| STIP | ISHARES TRUST 0-5 YR T... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
| TIP | ISHARES TRUST TIPS BD ETF | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
| DRIV | GLOBAL X FDS AUTONMOUS... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
| CRLBF | CRESCO LABS INC COM | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
| NGL | NGL ENERGY PARTNERS LP... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
| DHF | BNY MELLON HIGH YIELD ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
| FNMA | FED NATIONAL MTG ASSN COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including BERKSHIRE HATHAWAY INC COM CL B, INVESCO QQQ TRUST UNIT SER 1 ETF, and DBX ETF TRUST XTRACK MSCI EAFE ETF, are the highest-conviction holdings of Carter Financial Group, INC..
The conviction is calculated by counting the number of quarters a security has been reported by Carter Financial Group, INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Carter Financial Group, INC. owns currently or has owned in the past.