D L Carlson Investment Group Inc Purchases in Q2 2025

D L Carlson Investment Group Inc

  • $528 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
22K
New
$146.29 - $275.65 $3.22M - $6.07M
22K $6.07M
MUB
Ishares National Muni Bond ETF

ETFs
49.5K
+ 132.91%
$102.31 - $105.8 $5.06M - $5.23M
86.7K $9.06M
GVI
Ishares Tr

ETFs
42.4K
+ 11.8%
$104.82 - $106.79 $4.44M - $4.53M
401K $42.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
78.3K
+ 33.12%
$51.68 - $52.76 $4.05M - $4.13M
315K $16.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
76.9K
+ 66.41%
$51.1 - $53.29 $3.93M - $4.1M
193K $10.3M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.1K
+ 8.07%
$27.82 - $46.45 $337K - $562K
162K $7.53M
AVDE
American Centy ETF Tr Avantis

ETFs
13.7K
+ 8.36%
$59.32 - $74.36 $810K - $1.02M
177K $13.1M
GBF
Ishares Tr

ETFs
18.8K
New
$101.99 - $104.66 $1.92M - $1.97M
18.8K $1.96M
REG
Regency Centers Corp

Real Estate
27.4K
New
$65.48 - $74.74 $1.79M - $2.05M
27.4K $1.95M
IDXX
Idexx Laboratories Inc

Healthcare
3.19K
New
$361.04 - $536.34 $1.15M - $1.71M
3.19K $1.71M
WING
Wingstop Inc.

Consumer Cyclical
97
+ 0.65%
$210.24 - $381.46 $20.4K - $37K
15K $5.04M
RTX
Raytheon Technologies Corp

Industrials
3.15K
+ 6.0%
$113.75 - $148.48 $358K - $467K
55.6K $8.12M
PBF
Pbf Energy Inc.

Energy
52.9K
New
$14.37 - $24.39 $760K - $1.29M
52.9K $1.15M
AVEM
American Centy ETF Tr Avantis

ETFs
8.01K
+ 13.18%
$53.08 - $68.54 $425K - $549K
68.8K $4.72M
XLK
Technology Sector Spdr

ETFs
1.05K
+ 8.18%
$179.73 - $253.23 $188K - $265K
13.8K $3.5M
SCHW
Schwab Charles Corp

Financial Services
4.31K
+ 11.94%
$69.06 - $91.24 $297K - $393K
40.4K $3.68M
BMY
Bristol Myers Squibb CO

Healthcare
19.4K
+ 78.19%
$44.12 - $59.6 $854K - $1.15M
44.1K $2.04M
TW
Tradeweb Markets Inc.

Financial Services
2.9K
+ 12.28%
$125.37 - $149.02 $364K - $432K
26.5K $3.88M
JLL
Jones Lang Lasalle Inc

Real Estate
1.21K
+ 14.9%
$204.57 - $256.96 $247K - $310K
9.3K $2.38M
BK
Bank Of New York Mellon Corp

Financial Services
262
+ 0.66%
$73.31 - $91.62 $19.2K - $24K
40.2K $3.67M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.39K
+ 9.91%
$82.21 - $83.12 $197K - $199K
26.5K $2.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
44
+ 0.28%
$151.62 - $183.47 $6.67K - $8.07K
15.8K $2.9M
IEF
Ishares Barclays

ETFs
1.48K
+ 28.66%
$93.15 - $96.56 $138K - $143K
6.66K $637K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.95K
+ 13.22%
$22.27 - $29.21 $43.5K - $57.1K
16.7K $488K
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 2.08%
$498.8 - $620.9 $13.5K - $16.8K
1.33K $823K
SO
Southern CO

Utilities
916
+ 4.03%
$84.91 - $92.56 $77.8K - $84.8K
23.7K $2.17M
HD
Home Depot, Inc.

Consumer Cyclical
210
+ 2.07%
$335.24 - $380.78 $70.4K - $80K
10.4K $3.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.64K
+ 28.43%
$24.32 - $27.87 $64.2K - $73.6K
11.9K $316K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
51
+ 0.29%
$23.87 - $29.82 $1.22K - $1.52K
17.9K $532K
CI
Cigna Corp

Healthcare
24
+ 0.29%
$301.89 - $340.04 $7.25K - $8.16K
8.29K $2.74M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
41
+ 0.13%
$22.68 - $23.28 $930 - $954
30.5K $708K
Qxo Inc
164K
New
N/A
164K $0
Linde PLC
28
+ 0.61%
N/A
4.61K $0
Victory Portfolios Ii
60.4K
New
N/A
60.4K $0
Ab Active Etfs Inc
66.3K
+ 453.36%
N/A
80.9K $0
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email