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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.57K
- 3.96%
$95.85 - $99.25 $150K - $156K
38.1K $3.77M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.77K
- 22.98%
$27.01 - $28.54 $74.8K - $79.1K
9.29K $259K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.81K
- 3.28%
$26.64 - $27.14 $74.9K - $76.3K
82.9K $2.22M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-310
- 19.7%
$161.13 - $209.29 $50K - $64.9K
1.26K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.6K
- 10.58%
$22.46 - $23.26 $80.9K - $83.8K
30.4K $705K
UNH
Unitedhealth Group Inc

Healthcare
-424
- 4.88%
$461.52 - $548.18 $196K - $232K
8.27K $4.33M
ADI
Analog Devices Inc

Technology
-246
- 15.21%
$201.56 - $243.82 $49.6K - $60K
1.37K $276K
JLL
Jones Lang Lasalle Inc

Real Estate
-72
- 0.88%
$238.0 - $284.76 $17.1K - $20.5K
8.09K $2.01M
LLY
Eli Lilly & CO

Healthcare
-262
- 8.34%
$725.72 - $929.72 $190K - $244K
2.88K $2.38M
TSN
Tyson Foods, Inc.

Consumer Defensive
-5.47K
- 11.39%
$54.27 - $63.81 $297K - $349K
42.5K $2.71M
PEP
Pepsico Inc

Consumer Defensive
-139
- 4.21%
$142.64 - $156.42 $19.8K - $21.7K
3.16K $473K
XLI
Industrial Sector Spdr

ETFs
-194
- 5.67%
$128.78 - $141.67 $25K - $27.5K
3.23K $423K
ARCC
Ares Capital Corp

Financial Services
-988
- 5.64%
$21.28 - $23.81 $21K - $23.5K
16.5K $366K
XLB
Select Sector Spdr Fd Material

ETFs
-560
- 2.96%
$83.19 - $90.99 $46.6K - $51K
18.3K $1.58M
Reddit Inc
-27.5K
- 47.66%
N/A
30.2K $0
Kenvue Inc
-2.16K
- 14.41%
N/A
12.8K $0
Ge Vernova Inc
-3.23K
- 18.44%
N/A
14.3K $0
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-179
- 5.24%
$85.24 - $94.86 $15.3K - $17K
3.24K $295K
XLU
Utilities Sector Spdr

ETFs
-1.22K
- 3.93%
$74.7 - $80.27 $91.2K - $98K
29.8K $2.35M
TRV
Travelers Companies, Inc.

Financial Services
-65
- 7.14%
$232.43 - $265.13 $15.1K - $17.2K
846 $223K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.36%
$890.62 - $1076.86 $891 - $1.08K
276 $261K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-1.65K
- 1.67%
$25.83 - $27.09 $42.6K - $44.7K
97.1K $2.59M
IYH
Ishares Tr

ETFs
-253
- 2.78%
$58.32 - $62.76 $14.8K - $15.9K
8.86K $539K
UNP
Union Pacific Corp

Industrials
-28
- 1.4%
$225.21 - $254.42 $6.31K - $7.12K
1.98K $467K
WFC
Wells Fargo & Company

Financial Services
-836
- 1.86%
$66.78 - $81.42 $55.8K - $68.1K
44.2K $3.17M
PG
Procter & Gamble CO

Consumer Defensive
-513
- 1.46%
$158.56 - $176.26 $81.3K - $90.4K
34.7K $5.92M
SBUX
Starbucks Corp

Consumer Cyclical
-128
- 3.87%
$91.75 - $115.81 $11.7K - $14.8K
3.18K $311K
XLF
Financial Sector Spdr

ETFs
-425
- 1.55%
$47.32 - $52.19 $20.1K - $22.2K
27K $1.35M
LNT
Alliant Energy Corp

Utilities
-1
- 0.02%
$56.66 - $66.04 $56.7 - $66
4.4K $282K
ABT
Abbott Laboratories

Healthcare
-81
- 3.07%
$111.1 - $140.22 $9K - $11.4K
2.56K $339K
WEC
Wec Energy Group, Inc.

Utilities
-6
- 0.2%
$92.12 - $108.98 $553 - $654
3.01K $328K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.25%
$279.74 - $321.29 $1.68K - $1.93K
2.36K $737K
MBB
Ishares Tr

ETFs
-16
- 0.06%
$90.37 - $94.08 $1.45K - $1.51K
24.7K $2.31M
CVX
Chevron Corp

Energy
-99
- 3.02%
$146.71 - $167.97 $14.5K - $16.6K
3.18K $531K
TRNO
Terreno Realty Corp

Real Estate
-272
- 0.85%
$57.4 - $68.5 $15.6K - $18.6K
31.8K $2.01M
SCHW
Schwab Charles Corp

Financial Services
-322
- 0.88%
$71.24 - $83.64 $22.9K - $26.9K
36.1K $2.82M
SO
Southern CO

Utilities
-613
- 2.62%
$80.96 - $92.96 $49.6K - $57K
22.8K $2.09M
CNP
Centerpoint Energy Inc

Utilities
-217
- 0.44%
$30.87 - $36.25 $6.7K - $7.87K
49.5K $1.79M
GLD
Spdr Gold Trust

ETFs
-43
- 0.84%
$243.19 - $288.14 $10.5K - $12.4K
5.08K $1.46M
XOM
Exxon Mobil Corp

Energy
-1.9K
- 4.56%
$105.44 - $118.93 $200K - $225K
39.6K $4.71M
BK
Bank Of New York Mellon Corp

Financial Services
-410
- 1.01%
$75.42 - $88.95 $30.9K - $36.5K
40K $3.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
-472
- 2.91%
$142.8 - $176.36 $67.4K - $83.2K
15.8K $2.72M
XLE
Energy Sector Spdr

ETFs
-5.83K
- 4.96%
$85.7 - $93.96 $499K - $547K
112K $10.4M
CI
Cigna Corp

Healthcare
-172
- 2.04%
$274.49 - $329.0 $47.2K - $56.6K
8.27K $2.72M
JNJ
Johnson & Johnson

Healthcare
-2.11K
- 6.04%
$142.06 - $167.7 $300K - $354K
32.8K $5.45M
TW
Tradeweb Markets Inc.

Financial Services
-143
- 0.6%
$123.42 - $148.46 $17.6K - $21.2K
23.6K $3.5M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-3.51K
- 2.29%
$24.39 - $35.22 $85.7K - $124K
150K $4.45M
AMGN
Amgen Inc

Healthcare
-478
- 4.37%
$258.59 - $327.36 $124K - $156K
10.5K $3.26M
BRO
Brown & Brown, Inc.

Financial Services
-2.61K
- 6.52%
$100.54 - $124.4 $263K - $325K
37.5K $4.66M
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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