Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SOBR Safe SOBR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 5292
2025
Q1 		– Hold
0
– – – 5189
2024
Q4 		– Hold
0
– – – 5145
2024
Q3 		– Hold
0
– – – 5129
2024
Q2 		– Hold
0
– – – 4915
2024
Q1 		– Hold
0
– – – 4719
2023
Q4 		– Hold
0
– – – 4491
2023
Q3 		– Hold
0
– – – 4079
2023
Q2 		– Hold
0
– – – 4069
2023
Q1 		– Hold
0
– – – 3928
2022
Q4 		– Hold
0
– – – 4236

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TRCT
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return