D L Carlson Investment Group Inc Portfolio Holdings
D L Carlson Investment Group Inc
- $541 Million
- Q3 2024
D L Carlson Investment Group Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $541 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $57.9M, Ishares Tr with a value of $38M, Apple Inc. with a value of $24.3M, Microsoft Corp with a value of $23.3M, and Alphabet Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $35.1M in the current position value, from $506M to 541M.
D L Carlson Investment Group Inc is based out at Concord, NH
Below you can find more details about D L Carlson Investment Group Inc portfolio as well as his latest detailed transactions.