D L Carlson Investment Group Inc Reduced Holdings in Q4 2024

D L Carlson Investment Group Inc

  • $543 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-27
- 0.33%
$216.13 - $242.4 $5.84K - $6.54K
8.11K $1.79M
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 3.35%
$280.04 - $302.45 $9.52K - $10.3K
982 $284K
Ge Vernova Inc
-107
- 0.61%
N/A
17.5K $0
BAC
Bank Of America Corp

Financial Services
-1.03K
- 9.25%
$39.22 - $47.77 $40.4K - $49.2K
10.1K $443K
ARCC
Ares Capital Corp

Financial Services
-580
- 3.21%
$20.74 - $22.27 $12K - $12.9K
17.5K $383K
ILMN
Illumina, Inc.

Healthcare
-101
- 1.46%
$128.99 - $155.15 $13K - $15.7K
6.81K $910K
IYW
Ishares Dj Us Tech ETF

ETFs
-43
- 1.4%
$148.14 - $166.23 $6.37K - $7.15K
3.02K $482K
XLK
Technology Sector Spdr

ETFs
-7
- 0.21%
$220.26 - $241.44 $1.54K - $1.69K
3.39K $787K
XLF
Financial Sector Spdr

ETFs
-1.18K
- 4.14%
$44.89 - $51.34 $53.1K - $60.8K
27.4K $1.33M
GOOG
Alphabet Inc.

Communication Services
-556
- 8.33%
$163.08 - $198.16 $90.7K - $110K
6.12K $1.17M
BK
Bank Of New York Mellon Corp

Financial Services
-843
- 2.04%
$70.82 - $81.87 $59.7K - $69K
40.4K $3.1M
ISRG
Intuitive Surgical Inc

Healthcare
-544
- 3.41%
$471.27 - $550.62 $256K - $300K
15.4K $8.05M
HPE
Hewlett Packard Enterprise CO

Technology
-3.82K
- 1.1%
$19.31 - $23.95 $73.7K - $91.4K
343K $7.32M
SCHW
Schwab Charles Corp

Financial Services
-191
- 0.52%
$63.31 - $82.85 $12.1K - $15.8K
36.4K $2.69M
GS
Goldman Sachs Group Inc

Financial Services
-93
- 1.81%
$486.1 - $608.57 $45.2K - $56.6K
5.05K $2.89M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-2.25K
- 1.44%
$22.72 - $28.29 $51.1K - $63.6K
153K $4.05M
MS
Morgan Stanley

Financial Services
-331
- 1.45%
$104.42 - $134.99 $34.6K - $44.7K
22.5K $2.82M
BX
Blackstone Inc.

Financial Services
-369
- 1.39%
$148.45 - $199.05 $54.8K - $73.4K
26.2K $4.51M
WFC
Wells Fargo & Company

Financial Services
-420
- 0.92%
$54.98 - $77.35 $23.1K - $32.5K
45.1K $3.16M
CRM
Salesforce, Inc.

Technology
-286
- 1.72%
$270.87 - $367.87 $77.5K - $105K
16.3K $5.46M
AAPL
Apple Inc.

Technology
-1.91K
- 1.83%
$221.69 - $259.02 $423K - $494K
103K $25.7M
PLTR
Palantir Technologies Inc.

Technology
-64.7K
- 36.11%
$36.46 - $82.38 $2.36M - $5.33M
115K $8.66M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 1.04%
$161.86 - $196.66 $167K - $203K
98.4K $18.6M
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
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