Carroll Advisory Group, LLC

**Carroll Advisory Group, LLC** manages $231M across a portfolio of 72 positions, demonstrating a tactical allocation favoring core market exposure and sector rotation. Top holdings reveal significant weightings in broad market indices, notably VOO at $24.5M and VTI at $6.9M, alongside targeted allocations to specialized ETFs like HAWX ($20.3M) and RSP ($18.1M). The portfolio maintains exposure to key growth names, evidenced by $12.0M in both NVDA and IJH, suggesting a blend of systematic indexing and concentrated thematic bets.

📌 Top Holdings