CARL STUART INVESTMENT ADVISOR, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RJF | 28K | $4.91M |
 | XOM | 12K | $1.35M |
 | OBK | 6K | $218.37K |
 | MSFT | 2K | $827.08K |
 | RTX | 2K | $255.68K |
 | JNJ | 2K | $279.24K |
 | ADP | 1K | $430.86K |
 | AAPL | 1K | $256.65K |
 | TSLA | 541 | $240.59K |
 | META | 274 | $200.94K |
Raymond James Financial, Inc.
RJF
Shares Held
28K
Value
$4.91M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.35M
Origin Bancorp, Inc.
OBK
Shares Held
6K
Value
$218.37K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$827.08K
RTX Corporation
RTX
Shares Held
2K
Value
$255.68K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$279.24K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$430.86K
Apple Inc.
AAPL
Shares Held
1K
Value
$256.65K
Tesla, Inc.
TSLA
Shares Held
541
Value
$240.59K
Meta Platforms, Inc.
META
Shares Held
274
Value
$200.94K