Carbahal Olsen Financial Services Group, LLC New Holdings in Q4 2024

Carbahal Olsen Financial Services Group, LLC

  • $108 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
46.4K
New
$570.51 - $610.59 $26.5M - $28.3M
46.4K $27.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
30.4K
New
$481.22 - $538.17 $14.6M - $16.3M
30.4K $15.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
151K
New
$94.43 - $105.47 $14.2M - $15.9M
151K $15.3B
IEFA
Ishares Tr

ETFs
152K
New
$70.06 - $77.43 $10.6M - $11.7M
152K $10.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
103K
New
$96.64 - $101.23 $9.98M - $10.5M
103K $10B
FDVV
Fidelity High Dividend ETF

ETFs
121K
New
$49.66 - $52.63 $6.02M - $6.38M
121K $6.05B
IVE
Ishares S&P 500 Value ETF

ETFs
31K
New
$189.5 - $206.17 $5.87M - $6.39M
31K $5.91B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
14.7K
New
$278.19 - $315.36 $4.1M - $4.65M
14.7K $4.24B
AAPL
Apple Inc.

Technology
8.49K
New
$221.69 - $259.02 $1.88M - $2.2M
8.49K $2.13B
DVY
Ishares Tr

ETFs
13.8K
New
$129.55 - $143.41 $1.79M - $1.98M
13.8K $1.81B
MSFT
Microsoft Corp

Technology
2.07K
New
$406.35 - $454.46 $842K - $942K
2.07K $873M
IWN
Ishares Russell2000 Val ETF

ETFs
5.15K
New
$162.69 - $181.35 $838K - $934K
5.15K $845M
ETN
Eaton Corp PLC

Industrials
1.59K
New
$326.96 - $377.52 $519K - $599K
1.59K $527M
IBB
Ishares Biotechnology ETF

ETFs
3.32K
New
$131.21 - $148.85 $436K - $494K
3.32K $439M
Brookfield Corp
7.63K
New
N/A
7.63K $438M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.55K
New
$113.92 - $127.38 $405K - $453K
3.55K $409M
LLY
Eli Lilly & CO

Healthcare
500
New
$727.2 - $932.06 $364K - $466K
500 $386M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.95K
New
$124.26 - $134.12 $366K - $395K
2.95K $379M
PG
Procter & Gamble CO

Consumer Defensive
2.13K
New
$161.05 - $179.7 $343K - $383K
2.13K $357M
SEIC
Sei Investments CO

Financial Services
4K
New
$69.36 - $86.58 $277K - $346K
4K $330M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.98K
New
$61.93 - $70.49 $308K - $351K
4.98K $327M
GILD
Gilead Sciences, Inc.

Healthcare
3.44K
New
$83.95 - $97.9 $288K - $336K
3.44K $317M
JNJ
Johnson & Johnson

Healthcare
2.16K
New
$143.34 - $165.86 $309K - $357K
2.16K $312M
WFC
Wells Fargo & Company

Financial Services
4.32K
New
$54.98 - $77.35 $238K - $334K
4.32K $303M
ACN
Accenture PLC

Technology
803
New
$343.9 - $376.86 $276K - $303K
803 $282M
NVDA
Nvidia Corp

Technology
2.01K
New
$117.0 - $148.88 $235K - $299K
2.01K $269M
T
At&T Inc.

Communication Services
11.6K
New
$21.22 - $23.88 $247K - $278K
11.6K $265M
ABBV
Abb Vie Inc.

Healthcare
1.42K
New
$164.99 - $203.87 $234K - $289K
1.42K $252M
CVX
Chevron Corp

Energy
1.72K
New
$141.15 - $162.53 $243K - $280K
1.72K $250M
META
Meta Platforms, Inc.

Communication Services
423
New
$554.08 - $632.68 $234K - $268K
423 $248M
AMAT
Applied Materials Inc

Technology
1.32K
New
$161.44 - $213.89 $212K - $281K
1.32K $214M
AMZN
Amazon Com Inc

Consumer Cyclical
933
New
$180.88 - $232.93 $169K - $217K
933 $205M
HD
Home Depot, Inc.

Consumer Cyclical
514
New
$385.02 - $431.37 $198K - $222K
514 $200M
Activity Summary
Buys All Purchases 34 New Holdings 34 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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