Carson Wealth (CWM LLC)
PSQH icon

Carson Wealth (CWM LLC)’s PSQ Holdings PSQH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34
Closed -$2K – 5166
2024
Q4 		$2K Sell
34
-35
-51% -$1.65K ﹤0.01% 4595
2024
Q3 		$3K Sell
69
-64
-48% -$2.77K ﹤0.01% 4308
2024
Q2 		$8K Sell
133
-18
-12% -$1.06K ﹤0.01% 3679
2024
Q1 		$12K Hold
151
– – ﹤0.01% 3241
2023
Q4 		$12K Buy
151
+62
+70% +$5.6K ﹤0.01% 3094
2023
Q3 		$12K Buy
+89
New +$15.8K ﹤0.01% 3053

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSQH Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of PSQ Holdings (PSQH) in Q1 2025, closing a stake of 34 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in PSQH in Q3 2023 and held it in 6 quarters. The position peaked at $12K in Q1 2024. 71 funds tracked by Wall St. Rank hold PSQH as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining PSQ Holdings position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 34 PSQ Holdings shares in Q1 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in PSQ Holdings in Q3 2023 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s PSQ Holdings position peaked at $12K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.