D L Carlson Investment Group Inc Purchases in Q1 2025

D L Carlson Investment Group Inc

  • $507 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
163K
New
$60.63 - $68.55 $9.9M - $11.2M
163K $10.8M
ACI
Albertsons Companies, Inc.

Consumer Defensive
167K
New
$19.58 - $22.02 $3.27M - $3.67M
167K $3.67M
AVEM
American Centy ETF Tr Avantis

ETFs
60.8K
New
$57.11 - $62.4 $3.47M - $3.79M
60.8K $3.66M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
33.2K
+ 1018.22%
$100.59 - $103.47 $3.34M - $3.44M
36.5K $3.78M
ZG
Zillow Group, Inc.

Communication Services
45.6K
New
$66.41 - $85.29 $3.03M - $3.89M
45.6K $3.05M
XLK
Technology Sector Spdr

ETFs
9.41K
+ 277.71%
$206.38 - $242.18 $1.94M - $2.28M
12.8K $2.64M
BMY
Bristol Myers Squibb CO

Healthcare
24.8K
New
$53.9 - $63.11 $1.33M - $1.56M
24.8K $1.51M
IAU
Ishares Gold Trust

ETFs
10.6K
+ 12.5%
$49.74 - $58.96 $527K - $625K
95.4K $5.62M
CF
Cf Industries Holdings, Inc.

Basic Materials
17.1K
New
$75.03 - $97.25 $1.28M - $1.66M
17.1K $1.33M
RTX
Raytheon Technologies Corp

Industrials
2.83K
+ 5.71%
$114.1 - $135.66 $323K - $384K
52.5K $6.95M
TXN
Texas Instruments Inc

Technology
4.26K
+ 16.87%
N/A
29.5K $5.74M
WING
Wingstop Inc.

Consumer Cyclical
5.8K
+ 63.95%
$207.0 - $311.93 $1.2M - $1.81M
14.9K $3.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.43K
+ 26.8%
$50.39 - $50.66 $475K - $478K
44.6K $2.26M
CTSH
Cognizant Technology Solutions Corp

Technology
3.21K
+ 7.44%
$75.32 - $90.7 $241K - $291K
46.3K $3.54M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
522
+ 0.22%
$51.52 - $52.37 $26.9K - $27.3K
236K $12.4M
IEF
Ishares Barclays

ETFs
1.58K
+ 43.75%
$91.17 - $95.39 $144K - $150K
5.18K $493K
MUB
Ishares National Muni Bond ETF

ETFs
1.03K
+ 2.84%
$104.71 - $107.69 $108K - $111K
37.2K $3.93M
NEE
Nextera Energy Inc

Utilities
454
+ 5.77%
$66.96 - $76.16 $30.4K - $34.6K
8.33K $590K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
354
+ 0.84%
$42.38 - $43.28 $15K - $15.3K
42.5K $1.81M
Linde PLC
4.58K
New
N/A
4.58K $0
IVV
Ishares Core S&P 500 ETF

ETFs
60
+ 4.84%
$554.06 - $615.85 $33.2K - $37K
1.3K $729K
Ab Active Etfs Inc
14.6K
New
N/A
14.6K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
153
+ 6.16%
$102.49 - $119.96 $15.7K - $18.4K
2.64K $275K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.41%
$271.18 - $303.12 $1.08K - $1.21K
986 $270K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
54
+ 0.3%
$26.53 - $29.63 $1.43K - $1.6K
17.8K $479K
QQQ
Invesco Qqq Trust, Series 1

ETFs
34
+ 2.64%
$468.34 - $539.52 $15.9K - $18.3K
1.32K $620K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.6K
+ 0.68%
$21.23 - $23.75 $395K - $441K
2.76M $59.5M
Activity Summary
Buys All Purchases 28 New Holdings 8 Increased Positions 20 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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