D L Carlson Investment Group Inc Sells in Q1 2025

D L Carlson Investment Group Inc

  • $507 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-9.43K
- 9.2%
$209.68 - $247.1 $1.98M - $2.33M
93.1K $20.7M
NVDA
Nvidia Corp

Technology
-14.5K
- 11.11%
$106.98 - $149.43 $1.55M - $2.16M
116K $12.6M
GOOGL
Alphabet Inc.

Communication Services
-5K
- 5.08%
$154.33 - $206.19 $772K - $1.03M
93.4K $14.4M
MSFT
Microsoft Corp

Technology
-2.34K
- 4.26%
$375.39 - $447.2 $877K - $1.04M
52.4K $19.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.93K
- 6.2%
$190.26 - $242.06 $938K - $1.19M
74.6K $14.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-94.5K
- 52.77%
$30.73 - $32.26 $2.91M - $3.05M
84.6K $2.6M
HPE
Hewlett Packard Enterprise CO

Technology
-16.9K
- 4.93%
$14.77 - $24.42 $250K - $413K
326K $5.03M
CL
Colgate Palmolive CO

Consumer Defensive
-24.7K
- 66.28%
$85.68 - $97.5 $2.12M - $2.41M
12.6K $1.18M
IR
Ingersoll Rand Inc.

Industrials
-20.4K
- 46.4%
$79.44 - $94.23 $1.62M - $1.92M
23.5K $1.88M
EQT
Eqt Corp

Energy
-48.1K
- 51.79%
$46.16 - $54.25 $2.22M - $2.61M
44.8K $2.39M
CRM
Salesforce, Inc.

Technology
-344
- 2.1%
$268.36 - $359.95 $92.3K - $124K
16K $4.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.38K
- 19.14%
$551.42 - $612.93 $759K - $843K
5.81K $3.25M
GS
Goldman Sachs Group Inc

Financial Services
-1.39K
- 27.57%
$524.81 - $672.19 $731K - $936K
3.66K $2M
PWR
Quanta Services, Inc.

Industrials
-312
- 2.61%
$236.71 - $358.03 $73.9K - $112K
11.6K $2.96M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13.6K
- 9.38%
$50.72 - $50.92 $690K - $693K
132K $6.69M
ISRG
Intuitive Surgical Inc

Healthcare
-483
- 3.13%
$476.63 - $610.45 $230K - $295K
14.9K $7.4M
CAT
Caterpillar Inc

Industrials
-792
- 11.32%
$326.75 - $407.63 $259K - $323K
6.21K $2.05M
ORCL
Oracle Corp

Technology
-503
- 3.51%
$139.81 - $186.47 $70.3K - $93.8K
13.8K $1.93M
POST
Post Holdings, Inc.

Consumer Defensive
-4.47K
- 12.81%
$104.57 - $116.92 $467K - $522K
30.4K $3.54M
META
Meta Platforms, Inc.

Communication Services
-381
- 2.57%
$576.36 - $736.67 $220K - $281K
14.4K $8.31M
HON
Honeywell International Inc

Industrials
-713
- 3.95%
$202.75 - $226.52 $145K - $162K
17.3K $3.67M
IWM
Ishares Russell 2000 ETF

ETFs
-1.15K
- 14.17%
$198.1 - $229.79 $228K - $264K
6.96K $1.39M
HD
Home Depot, Inc.

Consumer Cyclical
-371
- 3.53%
$347.25 - $424.87 $129K - $158K
10.1K $3.72M
AMD
Advanced Micro Devices Inc

Technology
-1.45K
- 13.06%
$96.63 - $129.55 $140K - $188K
9.66K $992K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-7K
- 19.3%
$48.32 - $51.22 $338K - $359K
29.3K $1.47M
ADBE
Adobe Inc.

Technology
-431
- 16.95%
$377.84 - $464.11 $163K - $200K
2.11K $810K
MS
Morgan Stanley

Financial Services
-987
- 4.4%
$111.68 - $141.08 $110K - $139K
21.5K $2.5M
GOOG
Alphabet Inc.

Communication Services
-502
- 8.2%
$156.06 - $207.71 $78.3K - $104K
5.62K $877K
BA
Boeing CO

Industrials
-690
- 2.93%
$148.15 - $186.25 $102K - $129K
22.9K $3.9M
NFLX
Netflix Inc

Communication Services
-526
- 8.71%
$828.4 - $1058.6 $436K - $557K
5.51K $5.14M
ACN
Accenture PLC

Technology
-406
- 16.94%
$300.91 - $398.25 $122K - $162K
1.99K $620K
JPM
Jpmorgan Chase & CO

Financial Services
-1.79K
- 4.57%
$225.19 - $279.95 $404K - $502K
37.4K $9.18M
XLP
Consumer Staples Sector Spdr

ETFs
-2.66K
- 18.9%
N/A
11.4K $869K
GVI
Ishares Tr

ETFs
-7.88K
- 2.15%
$103.49 - $106.02 $815K - $835K
359K $38.1M
PFE
Pfizer Inc

Healthcare
-3.19K
- 4.06%
$25.01 - $27.13 $79.7K - $86.5K
75.4K $1.91M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.58K
- 4.6%
$50.82 - $52.7 $284K - $294K
116K $6.08M
TGT
Target Corp

Consumer Defensive
-615
- 19.35%
$103.65 - $142.5 $63.7K - $87.6K
2.56K $267K
RGEN
Repligen Corp

Healthcare
-426
- 7.36%
$127.24 - $174.24 $54.2K - $74.2K
5.36K $682K
AMAT
Applied Materials Inc

Technology
-342
- 6.05%
$145.06 - $195.51 $49.6K - $66.9K
5.31K $770K
IYJ
Ishares Tr

ETFs
-912
- 10.75%
$127.48 - $142.0 $116K - $130K
7.57K $985K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.12K
- 5.15%
$34.5 - $43.01 $108K - $134K
57.5K $2.18M
FISV
Fiserv Inc

Technology
-1.03K
- 2.93%
N/A
33.9K $4.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.17K
- 12.81%
$24.91 - $29.02 $54.1K - $63K
14.8K $370K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-507
- 10.63%
$169.43 - $182.84 $85.9K - $92.7K
4.26K $738K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-712
- 14.21%
$120.5 - $145.97 $85.8K - $104K
4.3K $566K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.34K
- 4.9%
$114.57 - $118.14 $154K - $158K
26K $3.07M
SYK
Stryker Corp

Healthcare
-578
- 5.45%
$355.18 - $399.9 $205K - $231K
10K $3.74M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.26K
- 4.96%
$81.83 - $82.73 $103K - $104K
24.1K $2M
IYW
Ishares Dj Us Tech ETF

ETFs
-153
- 5.06%
$140.44 - $166.79 $21.5K - $25.5K
2.87K $403K
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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