Holdings
CarsonAllaria Wealth Management, Ltd.
As of Jun 30, 2026, CarsonAllaria Wealth Management, Ltd. reported 33 positions worth US$20.9M. Largest: Apple Inc, Microsoft Corp. and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 12,261 | US$3.55M | −124 | Jun 30, 2026 |
| Microsoft Corp. | 5,687 | US$2.12M | +707 | Jun 30, 2026 |
| Eli Lilly And Company | 1,472 | US$1.77M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 1,315 | US$1.4M | +9 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,503 | US$1.25M | −5 | Jun 30, 2026 |
| Nvidia Corporation | 5,451 | US$1.09M | −67 | Jun 30, 2026 |
| Walmart Inc. | 8,510 | US$964K | +3,907 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,461 | US$825K | +91 | Jun 30, 2026 |
| Union Pacific Corporation | 2,212 | US$602K | no change | Jun 30, 2026 |
| Lincoln Electric Holdings, Inc. | 2,060 | US$547K | +6 | Jun 30, 2026 |