0001951757-23-000124.txt : 20230410 0001951757-23-000124.hdr.sgml : 20230410 20230410132639 ACCESSION NUMBER: 0001951757-23-000124 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230410 DATE AS OF CHANGE: 20230410 EFFECTIVENESS DATE: 20230410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CARL STUART INVESTMENT ADVISOR, INC CENTRAL INDEX KEY: 0001910180 IRS NUMBER: 742862133 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22190 FILM NUMBER: 23810508 BUSINESS ADDRESS: STREET 1: 623 W 38TH STREET STREET 2: SUITE 110 CITY: AUSTIN STATE: TX ZIP: 78705 BUSINESS PHONE: 512-478-2275 MAIL ADDRESS: STREET 1: 623 W 38TH STREET STREET 2: SUITE 110 CITY: AUSTIN STATE: TX ZIP: 78705 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001910180 XXXXXXXX 03-31-2023 03-31-2023 CARL STUART INVESTMENT ADVISOR, INC

623 W 38TH STREET SUITE 110 AUSTIN TX 78705

13F HOLDINGS REPORT 028-22190 N CARL W. STUART 512-478-2275 CARL W. STUART AUSTIN TX 04-10-2023 0 39 104498049 false INFORMATION TABLE 2 csiaq12023.xml ADVANCED MICRO DEVICES INC COM 007903107 513853 1263 SH SOLE 0 0 1263 APPLE INC COM 037833100 60555 10259 SH SOLE 0 0 10259 APPLIED MATLS INC COM 038222105 1293886 790 SH SOLE 0 0 790 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 318698 2818 SH SOLE 0 0 2818 CHEVRON CORP NEW COM 166764100 204525 2042 SH SOLE 0 0 2042 DISNEY WALT CO COM 254687106 279770 464 SH SOLE 0 0 464 INTEL CORP COM 458140100 257503 2930 SH SOLE 0 0 2930 ISHARES GOLD TR ISHARES NEW 464285204 16314 616473 SH SOLE 0 0 616473 ISHARES TR RUS 2000 VAL ETF 464287630 222059 99 SH SOLE 0 0 99 LOCKHEED MARTIN CORP COM 539830109 641668 10 SH SOLE 0 0 10 LULULEMON ATHLETICA INC COM 550021109 213815 128 SH SOLE 0 0 128 MARATHON OIL CORP COM 565849106 15200230 400 SH SOLE 0 0 400 MIDDLESEX WTR CO COM 596680108 801906 209 SH SOLE 0 0 209 PRUDENTIAL FINL INC COM 744320102 6048588 422 SH SOLE 0 0 422 SNAP ON INC COM 833034101 208645 48 SH SOLE 0 0 48 TEXAS INSTRS INC COM 882508104 239360 500 SH SOLE 0 0 500 VANGUARD STAR FDS VG TL INTL STK F 921909768 279363 198967 SH SOLE 0 0 198967 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 297981 54401 SH SOLE 0 0 54401 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 9400583 13042 SH SOLE 0 0 13042 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10242351 282092 SH SOLE 0 0 282092 WALMART INC COM 931142103 4210753 100 SH SOLE 0 0 100 WALGREENS BOOTS ALLIANCE INC COM 931427108 414830 700 SH SOLE 0 0 700 WARNER BROS DISCOVERY INC COM SER A 934423104 14938761 113 SH SOLE 0 0 113 RAYTHEON TECHNOLOGIES CORP COM 75513E101 264221 1882 SH SOLE 0 0 1882 AMC ENTMT HLDGS INC CL A COM 00165C104 1412826 5389 SH SOLE 0 0 5389 ABBVIE INC COM 00287Y109 1331681 600 SH SOLE 0 0 600 BAKER HUGHES COMPANY CL A 05722G100 219567 242 SH SOLE 0 0 242 BLACKROCK ENHANCED EQUITY DI COM 09251A104 335062 7322 SH SOLE 0 0 7322 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14755342 199 SH SOLE 0 0 199 BROOKFIELD CORP CL A LTD VT SH 11271J107 568680 10 SH SOLE 0 0 10 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2291 14236 SH SOLE 0 0 14236 EXXON MOBIL CORP COM 30231G102 94221 16170 SH SOLE 0 0 16170 HOWARD HUGHES CORP COM 44267D107 12389826 29 SH SOLE 0 0 29 MASTERBRAND INC COMMON STOCK 57638P104 243212 1220 SH SOLE 0 0 1220 ORIGIN BANCORP INC COM 68621T102 366725 6326 SH SOLE 0 0 6326 TARGA RES CORP COM 87612G101 1361061 1345 SH SOLE 0 0 1345 ALLEGION PLC ORD SHS G0176J109 317343 5 SH SOLE 0 0 5 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 4265627 1312 SH SOLE 0 0 1312 TRANSOCEAN LTD REG SHS H8817H100 264367 369 SH SOLE 0 0 369