The Analysis of Carbahal Olsen Financial Services Group, LLC's Holdings
Currently, Carbahal Olsen Financial Services Group, LLC holds 42 types of securities in its portfolio with a total value $130.3M. In the most recent quarter, they have increased their positions in AAPL (+7.9K shares, valued at $2.2M), RTX (+2.4K shares, valued at $311.3K), N/A (+886 shares, valued at $278.1K); decreased their positions in N/A (-724 shares, valued at $444.8K), IVW (-1.8K shares, valued at $226.3K), IVV (-218 shares, valued at $149.3K); initiated new positions in RTX (+2.4K shares, valued at $311.3K), N/A (+886 shares, valued at $278.1K), VUG (+452 shares, valued at $220.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR47.6K shares-0.46%2025-12-312026-02-02
IVW ISHARES TR140.4K shares-1.29%2025-12-312026-02-02 IEFA ISHARES TR155.4K shares0.83%2025-12-312026-02-02 AGG ISHARES TR112.9K shares2.46%2025-12-312026-02-02 FDVV FIDELITY COVINGTON TRUST127.0K shares2.50%2025-12-312026-02-02 IVE ISHARES TR30.8K shares0.42%2025-12-312026-02-02 IWO ISHARES TR14.6K shares1.65%2025-12-312026-02-02 AAPL APPLE INC16.9K shares88.69%2025-12-312026-02-02 DVY ISHARES TR13.3K shares-1.84%2025-12-312026-02-02 IWN ISHARES TR5.1K shares1.20%2025-12-312026-02-02 MSFT MICROSOFT CORP1.9K shares-2.04%2025-12-312026-02-02 LLY ELI LILLY & CO501 shares0.20%2025-12-312026-02-02 IBB ISHARES TR3.1K shares-0.22%2025-12-312026-02-02 BN BROOKFIELD CORP11.4K shares49.99%2025-12-312026-02-02 AMAT APPLIED MATLS INC1.9K shares0.27%2025-12-312026-02-02 NVDA NVIDIA CORPORATION2.5K shares2.02%2025-12-312026-02-02 IJR ISHARES TR3.7K shares4.47%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-12-312026-02-02 ITOT ISHARES TR2.8K shares-3.53%2025-12-312026-02-02 GILD GILEAD SCIENCES INC3.0K shares-0.23%2025-12-312026-02-02 CAT CATERPILLAR INC630 shares0.32%2025-12-312026-02-02 OKLO OKLO INC5.0K shares0.00%2025-12-312026-02-02 WFC WELLS FARGO CO NEW3.7K shares0.33%2025-12-312026-02-02 SEIC SEI INVTS CO4.0K shares0.00%2025-12-312026-02-02 ABBV ABBVIE INC1.4K shares0.21%2025-12-312026-02-02 RTX RTX CORPORATION2.4K sharesnew addition2025-12-312026-02-02 PG PROCTER AND GAMBLE CO2.1K shares0.00%2025-12-312026-02-02 T AT&T INC12.2K shares0.28%2025-12-312026-02-02 META META PLATFORMS INC428 shares1.18%2025-12-312026-02-02 ALPHABET INC ALPHABET INC886 sharesnew addition2025-12-312026-02-02 CVX CHEVRON CORP NEW1.7K shares0.00%2025-12-312026-02-02 CRM SALESFORCE INC930 shares0.43%2025-12-312026-02-02 VUG VANGUARD INDEX FDS452 sharesnew addition2025-12-312026-02-02 BINC BLACKROCK ETF TRUST II4.1K sharesnew addition2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS713 shares0.00%2025-12-312026-02-02 VTI VANGUARD INDEX FDS605 sharesnew addition2025-12-312026-02-02 ATO ATMOS ENERGY CORP1.2K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available