D L Carlson Investment Group Inc Incresed Positions in Q3 2024

D L Carlson Investment Group Inc

  • $541 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GVI
Ishares Tr

ETFs
89.3K
+ 33.61%
$103.17 - $107.43 $9.22M - $9.6M
355K $38M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.7K
+ 4.28%
$59.93 - $66.52 $2.14M - $2.38M
870K $57.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
70.1K
+ 256.19%
$50.85 - $53.88 $3.56M - $3.78M
97.5K $5.24M
PLTR
Palantir Technologies Inc.

Technology
61.3K
+ 52.02%
$24.09 - $37.95 $1.48M - $2.33M
179K $6.67M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
129
+ 0.27%
$72.18 - $107.33 $9.31K - $13.8K
47.2K $5.01M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.85K
+ 56.68%
$114.73 - $120.23 $1.13M - $1.18M
27.2K $3.26M
PG
Procter & Gamble CO

Consumer Defensive
5.5K
+ 18.08%
$160.76 - $177.82 $884K - $978K
35.9K $6.22M
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
+ 15.36%
$333.64 - $405.2 $466K - $566K
10.5K $4.25M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.6K
+ 16.54%
$50.61 - $50.96 $940K - $947K
131K $6.67M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.59K
+ 2.23%
$75.32 - $84.37 $195K - $218K
118K $9.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.2K
+ 9.19%
$31.18 - $33.5 $475K - $511K
181K $6.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
+ 17.32%
$517.38 - $573.86 $534K - $592K
6.99K $4.01M
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.8K
+ 230.23%
$38.04 - $45.36 $486K - $579K
18.3K $818K
BRO
Brown & Brown, Inc.

Financial Services
91
+ 0.22%
$89.11 - $105.82 $8.11K - $9.63K
40.7K $4.22M
MUB
Ishares National Muni Bond ETF

ETFs
2.74K
+ 6.76%
$106.13 - $108.7 $291K - $298K
43.4K $4.71M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
9.67K
+ 11.2%
$26.14 - $27.97 $253K - $271K
96.1K $2.65M
SO
Southern CO

Utilities
625
+ 2.74%
$77.0 - $90.52 $48.1K - $56.6K
23.4K $2.11M
CL
Colgate Palmolive CO

Consumer Defensive
96
+ 0.25%
$95.54 - $108.77 $9.17K - $10.4K
38K $3.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.54K
+ 65.3%
$77.02 - $85.06 $196K - $216K
6.44K $543K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.88K
+ 4.82%
$26.01 - $27.41 $101K - $106K
84.3K $2.31M
XLF
Financial Sector Spdr

ETFs
842
+ 3.03%
$40.84 - $45.74 $34.4K - $38.5K
28.6K $1.3M
IEMG
Ishares Inc

ETFs
2.64K
+ 4.47%
$53.64 - $53.64 $142K - $142K
61.7K $3.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.25K
+ 24.38%
$92.63 - $105.69 $116K - $132K
6.38K $664K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.84K
+ 4.76%
$41.95 - $43.42 $77.1K - $79.8K
40.4K $1.76M
AMZN
Amazon Com Inc

Consumer Cyclical
3.34K
+ 4.46%
$161.02 - $200.0 $538K - $668K
78.3K $14.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
357
+ 1.43%
$81.31 - $83.29 $29K - $29.7K
25.3K $2.1M
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.4%
$77.68 - $96.19 $932 - $1.15K
3.02K $290K
LNT
Alliant Energy Corp

Utilities
37
+ 0.84%
$50.74 - $60.74 $1.88K - $2.25K
4.45K $269K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
122
+ 0.71%
$45.2 - $47.87 $5.51K - $5.84K
17.3K $821K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37
+ 1.51%
$105.53 - $118.34 $3.9K - $4.38K
2.48K $290K
NVO
Novo Nordisk A S

Healthcare
466
+ 20.11%
$119.07 - $145.42 $55.5K - $67.8K
2.78K $331K
Ge Vernova Inc
307
+ 1.77%
N/A
17.6K $0
WM
Waste Management Inc

Industrials
2
+ 0.16%
$196.96 - $223.45 $394 - $447
1.29K $268K
NVDA
Nvidia Corp

Technology
1.65K
+ 1.42%
$98.91 - $134.91 $163K - $222K
118K $14.3M
CNP
Centerpoint Energy Inc

Utilities
116
+ 0.23%
$25.63 - $30.55 $2.97K - $3.54K
49.5K $1.46M
Activity Summary
Buys All Purchases 60 New Holdings 24 Increased Positions 36 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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