D L Carlson Investment Group as of Sept. 30, 2024
Portfolio Holdings for D L Carlson Investment Group
D L Carlson Investment Group holds 145 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 10.5 | $58M | 870k | 66.52 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 6.9 | $38M | 355k | 107.10 | |
| Apple (AAPL) | 4.4 | $24M | 104k | 233.00 | |
| Microsoft Corporation (MSFT) | 4.2 | $23M | 54k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $17M | 99k | 165.85 | |
| Amazon (AMZN) | 2.6 | $15M | 78k | 186.33 | |
| NVIDIA Corporation (NVDA) | 2.6 | $14M | 118k | 121.44 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.2 | $12M | 229k | 52.66 | |
| Select Sector Spdr Tr Energy (XLE) | 1.9 | $10M | 118k | 87.80 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.8 | $9.9M | 118k | 83.63 | |
| Meta Platforms Cl A (META) | 1.6 | $8.6M | 15k | 572.44 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $8.1M | 38k | 210.86 | |
| Intuitive Surgical Com New (ISRG) | 1.4 | $7.8M | 16k | 491.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $7.4M | 16k | 460.26 | |
| Hewlett Packard Enterprise (HPE) | 1.3 | $7.1M | 347k | 20.46 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.2 | $6.7M | 131k | 50.94 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $6.7M | 179k | 37.20 | |
| UnitedHealth (UNH) | 1.2 | $6.6M | 11k | 584.71 | |
| Fiserv (FI) | 1.1 | $6.3M | 35k | 179.65 | |
| Procter & Gamble Company (PG) | 1.1 | $6.2M | 36k | 173.20 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $6.2M | 51k | 121.16 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $6.0M | 181k | 33.23 | |
| Johnson & Johnson (JNJ) | 1.0 | $5.7M | 35k | 162.06 | |
| Ge Aerospace Com New (GE) | 1.0 | $5.3M | 28k | 188.58 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $5.3M | 26k | 206.57 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $5.2M | 98k | 53.72 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $5.0M | 47k | 106.12 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $4.7M | 41k | 117.22 | |
| Ishares Tr National Mun Etf (MUB) | 0.9 | $4.7M | 43k | 108.63 | |
| salesforce (CRM) | 0.8 | $4.6M | 17k | 273.72 | |
| Ge Vernova (GEV) | 0.8 | $4.5M | 18k | 254.98 | |
| Advanced Micro Devices (AMD) | 0.8 | $4.5M | 27k | 164.08 | |
| Welltower Inc Com reit (WELL) | 0.8 | $4.4M | 35k | 128.03 | |
| Ingersoll Rand (IR) | 0.8 | $4.4M | 45k | 98.16 | |
| Home Depot (HD) | 0.8 | $4.3M | 11k | 405.19 | |
| Tesla Motors (TSLA) | 0.8 | $4.2M | 16k | 261.63 | |
| Brown & Brown (BRO) | 0.8 | $4.2M | 41k | 103.60 | |
| Netflix (NFLX) | 0.7 | $4.1M | 5.8k | 709.27 | |
| Post Holdings Inc Common (POST) | 0.7 | $4.1M | 35k | 115.75 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $4.1M | 27k | 153.13 | |
| Wingstop (WING) | 0.7 | $4.0M | 9.7k | 416.07 | |
| Freeport-mcmoran CL B (FCX) | 0.7 | $4.0M | 80k | 49.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $4.0M | 7.0k | 573.79 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $4.0M | 40k | 101.27 | |
| Colgate-Palmolive Company (CL) | 0.7 | $3.9M | 38k | 103.81 | |
| Oscar Health Cl A (OSCR) | 0.7 | $3.9M | 185k | 21.21 | |
| Unity Software (U) | 0.7 | $3.9M | 171k | 22.62 | |
| Stryker Corporation (SYK) | 0.7 | $3.8M | 11k | 361.26 | |
| Reddit Cl A (RDDT) | 0.7 | $3.8M | 58k | 65.92 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.7 | $3.6M | 156k | 23.30 | |
| Amgen (AMGN) | 0.7 | $3.6M | 11k | 322.21 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $3.5M | 62k | 57.41 | |
| Honeywell International (HON) | 0.6 | $3.5M | 17k | 206.71 | |
| EQT Corporation (EQT) | 0.6 | $3.3M | 90k | 36.64 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $3.3M | 27k | 119.61 | |
| Cigna Corp (CI) | 0.6 | $3.2M | 9.3k | 346.44 | |
| Tyson Foods Cl A (TSN) | 0.6 | $3.2M | 54k | 59.56 | |
| Bank of New York Mellon Corporation (BK) | 0.5 | $3.0M | 41k | 71.86 | |
| Eli Lilly & Co. (LLY) | 0.5 | $2.8M | 3.2k | 885.94 | |
| Caterpillar (CAT) | 0.5 | $2.8M | 7.1k | 391.12 | |
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $2.7M | 55k | 49.70 | |
| Intercontinental Exchange (ICE) | 0.5 | $2.7M | 17k | 160.64 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $2.6M | 96k | 27.57 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $2.6M | 32k | 80.78 | |
| Wells Fargo & Company (WFC) | 0.5 | $2.6M | 46k | 56.49 | |
| Goldman Sachs (GS) | 0.5 | $2.5M | 5.1k | 495.11 | |
| Terreno Realty Corporation (TRNO) | 0.4 | $2.4M | 37k | 66.83 | |
| Morgan Stanley Com New (MS) | 0.4 | $2.4M | 23k | 104.24 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $2.4M | 37k | 64.81 | |
| Pfizer (PFE) | 0.4 | $2.4M | 81k | 28.94 | |
| Ishares Tr Mbs Etf (MBB) | 0.4 | $2.3M | 24k | 95.81 | |
| Quanta Services (PWR) | 0.4 | $2.3M | 7.8k | 298.15 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $2.3M | 84k | 27.34 | |
| Amcor Ord (AMCR) | 0.4 | $2.2M | 199k | 11.33 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $2.2M | 8.3k | 269.81 | |
| Southern Company (SO) | 0.4 | $2.1M | 23k | 90.18 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.1M | 25k | 83.15 | |
| Nextera Energy (NEE) | 0.4 | $2.1M | 25k | 84.53 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.4 | $1.9M | 36k | 53.59 | |
| ConAgra Foods (CAG) | 0.4 | $1.9M | 60k | 32.52 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 8.1k | 220.89 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $1.8M | 35k | 50.74 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.8M | 40k | 43.42 | |
| Tradeweb Mkts Cl A (TW) | 0.3 | $1.6M | 13k | 123.67 | |
| ON Semiconductor (ON) | 0.3 | $1.6M | 21k | 72.61 | |
| CenterPoint Energy (CNP) | 0.3 | $1.5M | 50k | 29.42 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $1.4M | 27k | 51.54 | |
| Ishares Tr Us Industrials (IYJ) | 0.3 | $1.4M | 10k | 133.67 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | 2.6k | 517.78 | |
| Applied Materials (AMAT) | 0.2 | $1.3M | 6.5k | 202.05 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.3M | 29k | 45.32 | |
| Livanova SHS (LIVN) | 0.2 | $1.3M | 24k | 52.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.2M | 5.1k | 243.06 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.2M | 15k | 83.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | 6.7k | 167.18 | |
| Repligen Corporation (RGEN) | 0.2 | $906k | 6.1k | 148.82 | |
| Illumina (ILMN) | 0.2 | $902k | 6.9k | 130.41 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $883k | 2.5k | 353.48 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $873k | 9.1k | 96.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $844k | 4.7k | 179.16 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $822k | 17k | 47.52 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $818k | 18k | 44.67 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $766k | 3.4k | 225.73 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $752k | 6.9k | 109.33 | |
| Nucor Corporation (NUE) | 0.1 | $738k | 4.9k | 150.34 | |
| Aehr Test Systems (AEHR) | 0.1 | $724k | 56k | 12.85 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $704k | 1.2k | 576.69 | |
| McDonald's Corporation (MCD) | 0.1 | $690k | 2.3k | 304.51 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $686k | 5.2k | 131.52 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $680k | 1.6k | 423.16 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $665k | 6.4k | 104.19 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $638k | 9.8k | 65.00 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $601k | 1.2k | 488.07 | |
| Pepsi (PEP) | 0.1 | $558k | 3.3k | 170.05 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $544k | 6.4k | 84.53 | |
| Target Corporation (TGT) | 0.1 | $540k | 3.5k | 155.86 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $488k | 8.8k | 55.29 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $465k | 3.1k | 151.62 | |
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $464k | 3.4k | 135.44 | |
| Bank of America Corporation (BAC) | 0.1 | $441k | 11k | 39.68 | |
| Canadian Natl Ry (CNI) | 0.1 | $420k | 3.6k | 117.15 | |
| Union Pacific Corporation (UNP) | 0.1 | $404k | 1.6k | 246.48 | |
| Ares Capital Corporation (ARCC) | 0.1 | $379k | 18k | 20.94 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $358k | 1.8k | 198.64 | |
| Chevron Corporation (CVX) | 0.1 | $355k | 2.4k | 147.27 | |
| Boeing Company (BA) | 0.1 | $351k | 2.3k | 152.04 | |
| Kenvue (KVUE) | 0.1 | $345k | 15k | 23.13 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $331k | 2.8k | 119.07 | |
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.1 | $327k | 3.4k | 95.03 | |
| Starbucks Corporation (SBUX) | 0.1 | $320k | 3.3k | 97.49 | |
| Bank Of Nt Butterfield&son L Shs New (NTB) | 0.1 | $319k | 8.7k | 36.88 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $311k | 3.2k | 98.12 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $290k | 2.5k | 116.96 | |
| Wec Energy Group (WEC) | 0.1 | $290k | 3.0k | 96.18 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $288k | 1.0k | 283.16 | |
| Analog Devices (ADI) | 0.1 | $283k | 1.2k | 230.17 | |
| Deere & Company (DE) | 0.1 | $281k | 674.00 | 417.33 | |
| Alliant Energy Corporation (LNT) | 0.0 | $270k | 4.4k | 60.69 | |
| Waste Management (WM) | 0.0 | $268k | 1.3k | 207.60 | |
| Abbott Laboratories (ABT) | 0.0 | $268k | 2.3k | 114.01 | |
| Costco Wholesale Corporation (COST) | 0.0 | $246k | 277.00 | 886.52 | |
| United Rentals (URI) | 0.0 | $233k | 288.00 | 809.73 | |
| Travelers Companies (TRV) | 0.0 | $210k | 898.00 | 234.12 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $202k | 345.00 | 584.56 | |
| Goldmining (GLDG) | 0.0 | $13k | 14k | 0.94 |