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Carota Wealth Management

Q4 2025 Holdings

Filed 2026-06-10 | 45 holdings | $46.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Bitwise XRP ETF Beneficial INT(XRP)ETF09174F107$10.0M487,42321.7%
Procter & Gamble Co(PG)Stock742718109$6.2M43,48213.5%
Novo Nordisk A S ADR(NVO)Stock670100205$5.6M110,17312.2%
Fiserv Inc(FISV)Stock337738108$5.0M75,10611.0%
Philip Morris International Inc(PM)Stock718172109$4.9M30,50610.6%
General Mills Inc(GIS)Stock370334104$3.4M72,4847.3%
Petroleo Brasileiro - Spon ADR - Petrobras(PBR)Stock71654V408$2.7M231,3826.0%
Sprott Lithium ETF Miners(LITP)ETF85208P709$2.7M223,3755.8%
Duke Energy Corp COM New(DUK)Stock26441C204$2.2M18,3854.7%
Alps TR ETF Alerian MLP New(AMLPUSD)ETF00162Q866$742.0K15,7801.6%
Clorox Company(CLX)Stock189054109$680.0K6,7441.5%
Costco Whsl Corp New COM(COST)Stock22160K105$560.5K6501.2%
Advisors Inner ETF Circle FD 111 Democratic Large Cap Core(DEMZ)ETF00774Q346$241.4K5,6590.5%
Lowes Companies Inc(LOW)Stock548661107$217.0K9000.5%
Global X FDS ETF Global X Lithium & Battery Tech(LIT)ETF37954Y855$121.7K1,8760.3%
Altria Group Inc(MO)Stock02209S103$110.0K1,9080.2%
Kimberly-Clark Corp(KMB)Stock494368103$90.5K8970.2%
GE Aerospace New(GE)Stock369604301$54.5K1770.1%
Mplx LP COM Unit Rpstg Limited Partnership(MPLX)Stock55336V100$53.4K1,0000.1%
Cheniere Energy Inc New(LNG)Stock16411R208$48.6K2500.1%
Getty Realty Corp New(GTY)REIT374297109$41.1K1,5000.1%
Sunoco LP(SUN)Stock86765K109$39.3K7500.1%
Oscar Health Inc CL A(OSCR)Stock687793109$37.8K2,6300.1%
Exxon Mobil Corp(XOM)Stock30231G102$37.4K3110.1%
Chevron Corporation(CVX)Stock166764100$36.9K2420.1%
Global X Funds ETF Superdividend U S(DIV)ETF37950E291$34.6K2,0000.1%
GE Vernova LLC(GEV)Stock36828A101$28.8K440.1%
Oneok Inc New(OKE)Stock682680103$25.0K3400.1%
Verizon Communications COM(VZ)Stock92343V104$20.4K5000.0%
Iren LTD(IREN)StockQ4982L109$18.9K5000.0%
Colgate-Palmolive Co(CL)Stock194162103$16.1K2040.0%
Pfizer Incorporated(PFE)Stock717081103$12.5K5000.0%
Opportunities TR ETF Rex-Osprey XRP(XRPR)ETF26923N231$12.2K8160.0%
State Street Spdr ETF S&P Metals & Mining(XME)ETF78464A755$11.8K1140.0%
Proshares TR ETF K-1 Free Crude Oil New(OILK)ETF74347G804$5.0K1330.0%
GE Healthcare Techs Inc(GEHC)Stock36266G107$4.8K590.0%
Hinge Health Inc CL A(HNGE)Stock433313103$4.6K1000.0%
GSK PLC ADR Sponsored ADR New(GSK)Stock37733W204$3.9K800.0%
Kratos Defense and Security Solutions(KTOS)Stock50077B207$3.8K500.0%
Sprott Physical UraniumStock85210A104$3.0K1530.0%
Ishares ETF Micro-Cap(IWC)ETF464288869$2.8K180.0%
Aberdeen STD ETF Platinum TR Physical SHS(PPLT)ETF003260106$1.9K100.0%
Wabtec(WAB)Stock929740108$1.5K70.0%
Wsfs Financial Corp(WSFS)Stock929328102$1.2K210.0%
Viatris Inc COMStock92556V906$971780.0%