Carbahal Olsen Financial Services Group, LLC Portfolio Holdings by Sector

Carbahal Olsen Financial Services Group, LLC

$105 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ IVW IEFA AGG FDVV IVE IWO 13 stocks	$95.6 Million 91.13% of portfolio	8	5	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.01 Million 1.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY GILD JNJ ABBV 4 stocks	$1.45 Million 1.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.26 Million 1.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$754,732 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$431,394 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$362,995 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare BMRN 1 stocks	$351,683 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$344,790 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services SEIC 1 stocks	$310,520 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$288,241 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$270,329 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$262,751 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$258,106 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$250,568 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$248,192 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$243,800 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$204,877 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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