Carlson Capital Management New Holdings in Q3 2024

Carlson Capital Management

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
830
New
$520.18 - $576.82 $432K - $479K
830 $478K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.21K
New
$49.82 - $52.8 $309K - $328K
6.21K $326K
ABBV
Abb Vie Inc.

Healthcare
1.58K
New
$163.84 - $199.33 $258K - $314K
1.58K $311K
DE
Deere & CO

Industrials
625
New
$344.84 - $418.0 $216K - $261K
625 $260K
IBM
International Business Machines Corp

Technology
1.14K
New
$175.1 - $223.38 $200K - $255K
1.14K $252K
JEF
Jefferies Financial Group Inc.

Financial Services
4K
New
$49.97 - $62.49 $200K - $250K
4K $246K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.06K
New
$104.5 - $114.97 $215K - $236K
2.06K $235K
PG
Procter & Gamble CO

Consumer Defensive
1.24K
New
$160.76 - $177.82 $200K - $221K
1.24K $215K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.03K
New
$63.46 - $71.43 $192K - $217K
3.03K $214K
NOW
Service Now, Inc.

Technology
224
New
$730.87 - $937.36 $164K - $210K
224 $200K
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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