D L Carlson Investment Group Inc Incresed Positions in Q4 2024

D L Carlson Investment Group Inc

  • $543 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.87M
+ 215.52%
$22.01 - $66.82 $41.3M - $125M
2.74M $62.3M
BA
Boeing CO

Industrials
21.3K
+ 920.7%
$138.14 - $180.72 $2.94M - $3.84M
23.6K $4.17M
NVDA
Nvidia Corp

Technology
12.5K
+ 10.62%
$117.0 - $148.88 $1.47M - $1.86M
130K $17.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 1.54%
$180.88 - $232.93 $219K - $281K
79.5K $17.4M
IAU
Ishares Gold Trust

ETFs
30K
+ 54.65%
$48.37 - $52.65 $1.45M - $1.58M
84.8K $4.2M
PWR
Quanta Services, Inc.

Industrials
4.18K
+ 53.78%
$296.05 - $346.6 $1.24M - $1.45M
11.9K $3.78M
TW
Tradeweb Markets Inc.

Financial Services
10.4K
+ 78.12%
$124.87 - $136.32 $1.3M - $1.42M
23.8K $3.11M
JPM
Jpmorgan Chase & CO

Financial Services
961
+ 2.51%
$205.18 - $250.29 $197K - $241K
39.2K $9.4M
NFLX
Netflix Inc

Communication Services
225
+ 3.87%
$687.65 - $936.56 $155K - $211K
6.04K $5.38M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.9K
+ 24.57%
$51.33 - $53.74 $1.23M - $1.29M
121K $6.25M
XLB
Select Sector Spdr Fd Material

ETFs
9.85K
+ 108.81%
$83.8 - $97.58 $826K - $961K
18.9K $1.59M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.2K
+ 10.88%
$50.67 - $50.9 $722K - $725K
145K $7.36M
HON
Honeywell International Inc

Industrials
991
+ 5.81%
$202.84 - $236.0 $201K - $234K
18K $4.08M
GVI
Ishares Tr

ETFs
11.8K
+ 3.33%
$103.89 - $107.05 $1.23M - $1.27M
367K $38.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
196
+ 2.8%
$567.81 - $607.81 $111K - $119K
7.19K $4.21M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.02K
+ 3.07%
$51.54 - $52.55 $362K - $369K
236K $12.2M
CNP
Centerpoint Energy Inc

Utilities
188
+ 0.38%
$28.58 - $32.66 $5.37K - $6.14K
49.7K $1.58M
CVX
Chevron Corp

Energy
862
+ 35.74%
$141.15 - $162.53 $122K - $140K
3.27K $474K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
2.8K
+ 32.35%
$35.81 - $39.43 $100K - $110K
11.5K $418K
ADI
Analog Devices Inc

Technology
389
+ 31.68%
$206.35 - $236.48 $80.3K - $92K
1.62K $343K
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 4.71%
$481.22 - $538.17 $27.9K - $31.2K
1.29K $659K
UNP
Union Pacific Corp

Industrials
370
+ 22.6%
$223.15 - $249.32 $82.6K - $92.2K
2.01K $457K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.74K
+ 4.29%
$42.33 - $43.3 $73.4K - $75.1K
42.2K $1.8M
ABT
Abbott Laboratories

Healthcare
293
+ 12.48%
$111.93 - $119.39 $32.8K - $35K
2.64K $298K
IEMG
Ishares Inc

ETFs
586
+ 0.95%
N/A
62.3K $3.34M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 1.56%
$570.51 - $610.59 $10.8K - $11.6K
1.24K $729K
IEF
Ishares Barclays

ETFs
430
+ 13.56%
$92.08 - $98.18 $39.6K - $42.2K
3.6K $332K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
8.92K
+ 101.17%
$27.45 - $55.56 $245K - $496K
17.7K $502K
TRV
Travelers Companies, Inc.

Financial Services
13
+ 1.45%
$225.97 - $266.66 $2.94K - $3.47K
911 $219K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
409
+ 1.18%
$50.37 - $50.6 $20.6K - $20.7K
35.2K $1.77M
WM
Waste Management Inc

Industrials
42
+ 3.25%
$201.79 - $228.46 $8.48K - $9.6K
1.33K $269K
Kenvue Inc
64
+ 0.43%
N/A
15K $0
Reddit Inc
4
+ 0.01%
N/A
57.7K $0
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 4.46%
$288.47 - $316.54 $29.1K - $32K
2.37K $686K
SYK
Stryker Corp

Healthcare
20
+ 0.19%
$345.14 - $392.15 $6.9K - $7.84K
10.6K $3.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
63
+ 1.34%
$174.22 - $187.62 $11K - $11.8K
4.77K $836K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.43K
+ 1.7%
$26.55 - $27.32 $38K - $39.1K
85.7K $2.29M
SBUX
Starbucks Corp

Consumer Cyclical
22
+ 0.67%
$87.44 - $102.5 $1.92K - $2.26K
3.3K $301K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
104
+ 0.41%
$81.68 - $82.93 $8.49K - $8.62K
25.4K $2.08M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.8K
+ 96.9%
$22.63 - $47.53 $379K - $797K
34.1K $772K
PEP
Pepsico Inc

Consumer Defensive
17
+ 0.52%
$151.29 - $176.1 $2.57K - $2.99K
3.3K $501K
MBB
Ishares Tr

ETFs
456
+ 1.88%
$91.26 - $95.82 $41.6K - $43.7K
24.7K $2.26M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.71K
+ 2.82%
$26.08 - $27.65 $70.7K - $75K
98.8K $2.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
95
+ 0.35%
$115.08 - $119.55 $10.9K - $11.4K
27.3K $3.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
131
+ 0.33%
$96.64 - $101.23 $12.7K - $13.3K
39.6K $3.84M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.19%
$385.02 - $431.37 $7.7K - $8.63K
10.5K $4.09M
MSFT
Microsoft Corp

Technology
670
+ 1.24%
$406.35 - $454.46 $272K - $304K
54.8K $23.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 165.6%
$25.93 - $105.3 $274K - $1.11M
17K $472K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.62K
+ 87.35%
$26.93 - $84.95 $151K - $478K
12.1K $329K
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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