Carbahal Olsen Financial Services Group, LLC Portfolio Holdings by Sector

Carbahal Olsen Financial Services Group, LLC

$108 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ IVW IEFA AGG FDVV IVE IWO 13 stocks	$98.9 Million 91.56% of portfolio	13	-	13	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.13 Million 1.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY GILD JNJ ABBV 4 stocks	$1.27 Million 1.17% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.07 Million 0.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$873,149 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$526,678 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$357,095 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services SEIC 1 stocks	$329,920 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare BMRN 1 stocks	$327,007 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$303,437 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$282,487 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$269,452 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$264,610 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$249,559 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$247,671 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$213,855 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$204,793 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$200,126 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carbahal Olsen Financial Services Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carbahal Olsen Financial Services Group, LLC with notifications on news.