The Analysis of Carbahal Olsen Financial Services Group, LLC's Holdings
Currently, Carbahal Olsen Financial Services Group, LLC holds 37 types of securities in its portfolio with a total value $124.6M. In the most recent quarter, they have increased their positions in STX (+1.0K shares, valued at $236.1K), HD (+514 shares, valued at $208.5K), ATO (+1.2K shares, valued at $204.9K); decreased their positions in IVW (-5.9K shares, valued at $713.3K), QQQ (-1.0K shares, valued at $620.8K), IWO (-457 shares, valued at $146.3K); initiated new positions in STX (+1.0K shares, valued at $236.1K), HD (+514 shares, valued at $208.5K), ATO (+1.2K shares, valued at $204.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR47.8K shares-0.42%2025-09-302025-11-05
QQQ INVESCO QQQ TR28.8K shares-3.46%2025-09-302025-11-05 IVW ISHARES TR142.2K shares-3.99%2025-09-302025-11-05 IEFA ISHARES TR154.1K shares0.16%2025-09-302025-11-05 AGG ISHARES TR110.2K shares0.68%2025-09-302025-11-05 FDVV FIDELITY COVINGTON TRUST123.9K shares0.16%2025-09-302025-11-05 IVE ISHARES TR30.7K shares-0.41%2025-09-302025-11-05 IWO ISHARES TR14.3K shares-3.09%2025-09-302025-11-05 AAPL APPLE INC9.0K shares-0.40%2025-09-302025-11-05 DVY ISHARES TR13.6K shares-1.20%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares0.00%2025-09-302025-11-05 MSFT MICROSOFT CORP1.9K shares-4.02%2025-09-302025-11-05 IWN ISHARES TR5.0K shares-3.06%2025-09-302025-11-05 ETN EATON CORP PLC1.6K shares0.00%2025-09-302025-11-05 OKLO OKLO INC5.0K shares0.00%2025-09-302025-11-05 BN BROOKFIELD CORP7.6K shares0.00%2025-09-302025-11-05 IBB ISHARES TR3.1K shares-3.51%2025-09-302025-11-05 NVDA NVIDIA CORPORATION2.4K shares1.68%2025-09-302025-11-05 ITOT ISHARES TR2.9K shares0.00%2025-09-302025-11-05 IJR ISHARES TR3.6K shares-0.36%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-09-302025-11-05 AMAT APPLIED MATLS INC1.9K shares0.16%2025-09-302025-11-05 LLY ELI LILLY & CO500 shares0.00%2025-09-302025-11-05 T AT&T INC12.2K shares-0.21%2025-09-302025-11-05 SEIC SEI INVTS CO4.0K shares0.00%2025-09-302025-11-05 GILD GILEAD SCIENCES INC3.0K shares0.40%2025-09-302025-11-05 ABBV ABBVIE INC1.4K shares0.00%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO2.1K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC423 shares0.00%2025-09-302025-11-05 WFC WELLS FARGO CO NEW3.7K shares0.00%2025-09-302025-11-05 CAT CATERPILLAR INC628 shares0.00%2025-09-302025-11-05 CVX CHEVRON CORP NEW1.7K shares0.00%2025-09-302025-11-05 STX SEAGATE TECHNOLOGY HLDNGS PL1.0K sharesnew addition2025-09-302025-11-05 CRM SALESFORCE INC926 shares0.11%2025-09-302025-11-05 HD HOME DEPOT INC514 sharesnew addition2025-09-302025-11-05 ATO ATMOS ENERGY CORP1.2K sharesnew addition2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS713 shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available