Long-term investor
Carroll Advisory Group, LLC @carrolladvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108684).
Record
- Tracked since 2025-12-31 (261 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.9%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 9.4% · long · since 2025-12-31
- RSP · 8.3% · long · since 2025-12-31
- HAWX · 7.6% · long · since 2025-12-31
- QQQM · 6.3% · long · since 2025-12-31
- IJH · 6.0% · long · since 2025-12-31
- SPSM · 5.7% · long · since 2025-12-31
- VEA · 5.2% · long · since 2025-12-31
- NOBL · 5.1% · long · since 2025-12-31
- NVDA · 4.3% · long · since 2025-12-31
- VTI · 3.1% · long · since 2025-12-31
- PG · 2.7% · long · since 2025-12-31
- BSCT · 2.3% · long · since 2025-12-31