CHARLES CARROLL FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 52K | $9.98M |
 | GOOG | 50K | $7.08M |
 | BAC | 45K | $1.52M |
 | JPM | 35K | $5.94M |
 | V | 18K | $4.75M |
 | MSFT | 18K | $6.74M |
 | URI | 14K | $7.97M |
 | GLP | 13K | $567.05K |
 | AMG | 13K | $1.99M |
 | ICE | 13K | $1.61M |
 | AMZN | 12K | $1.82M |
 | BA | 10K | $2.65M |
 | AMD | 10K | $1.41M |
 | CRWD | 8K | $2.15M |
 | META | 8K | $2.95M |
 | INTU | 8K | $5.19M |
 | BLK | 8K | $6.70M |
 | CRM | 8K | $2.00M |
 | SONY | 8K | $710.17K |
 | MS | 7K | $676.32K |
Apple Inc.
AAPL
Shares Held
52K
Value
$9.98M
Alphabet Inc.
GOOG
Shares Held
50K
Value
$7.08M
Bank of America Corporation
BAC
Shares Held
45K
Value
$1.52M
JPMorgan Chase & Co.
JPM
Shares Held
35K
Value
$5.94M
Visa Inc.
V
Shares Held
18K
Value
$4.75M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$6.74M
United Rentals, Inc.
URI
Shares Held
14K
Value
$7.97M
Global Partners LP
GLP
Shares Held
13K
Value
$567.05K
Affiliated Managers Group, Inc.
AMG
Shares Held
13K
Value
$1.99M
Intercontinental Exchange, Inc.
ICE
Shares Held
13K
Value
$1.61M
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$1.82M
The Boeing Company
BA
Shares Held
10K
Value
$2.65M
Advanced Micro Devices, Inc.
AMD
Shares Held
10K
Value
$1.41M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
8K
Value
$2.15M
Meta Platforms, Inc.
META
Shares Held
8K
Value
$2.95M
Intuit Inc.
INTU
Shares Held
8K
Value
$5.19M
BlackRock, Inc.
BLK
Shares Held
8K
Value
$6.70M
Salesforce, Inc.
CRM
Shares Held
8K
Value
$2.00M
Sony Group Corporation
SONY
Shares Held
8K
Value
$710.17K
Morgan Stanley
MS
Shares Held
7K
Value
$676.32K