CIK 1900946
CarsonAllaria Wealth Management, Ltd.
Institutional 13F holdings & portfolio
Holdings
67
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–67 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 420 | $100K–$500K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| FMBH | FIRST MID ILL BANCSHARES INC | 6K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 367 | $100K–$500K | SH |
| AMGN | AMGEN INC | 686 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| AEE | AMEREN CORP | 2K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 875 | $100K–$500K | SH |
| AOR | ISHARES TR | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 975 | $100K–$500K | SH |