Carbahal Olsen Financial Services Group, LLC Top Holdings and 13F Report (2025) About Carbahal Olsen Financial Services Group, LLCInvestment ActivityCarbahal Olsen Financial Services Group, LLC has $108.45 million in total holdings as of December 31, 2024.Carbahal Olsen Financial Services Group, LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $27,312,425Invesco QQQ $15,524,564iShares S&P 500 Growth ETF $15,299,666iShares Core MSCI EAFE ETF $10,655,104iShares Core U.S. Aggregate Bond ETF $10,010,202 Sector AllocationMap of 500 Largest Holdings ofCarbahal Olsen Financial Services Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$27,312,42546,39625.2%ETFQQQInvesco QQQ$15,524,56430,36714.3%FinanceIVWiShares S&P 500 Growth ETF$15,299,666150,69114.1%ETFIEFAiShares Core MSCI EAFE ETF$10,655,104151,6099.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,010,202103,3049.2%FinanceFDVVFidelity High Dividend ETF$6,050,381121,1535.6%ETFIVEiShares S&P 500 Value ETF$5,911,68330,9715.5%ETFIWOiShares Russell 2000 Growth ETF$4,243,56614,7443.9%ETFAAPLApple$2,125,1068,4862.0%Computer and TechnologyDVYiShares Select Dividend ETF$1,814,03413,8171.7%ETFBRK.BBerkshire Hathaway$1,072,0072,3651.0%FinanceMSFTMicrosoft$873,1492,0720.8%Computer and TechnologyIWNiShares Russell 2000 Value ETF$845,1775,1480.8%ETFETNEaton$526,6781,5870.5%Industrial ProductsIBBiShares Biotechnology ETF$438,8713,3200.4%FinanceBNBrookfield$438,2867,6290.4%FinanceIJRiShares Core S&P Small-Cap ETF$409,4923,5540.4%ETFLLYEli Lilly and Company$386,0005000.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$379,1722,9480.3%ETFPGProcter & Gamble$357,0952,1300.3%Consumer StaplesSEICSEI Investments$329,9204,0000.3%FinanceBMRNBioMarin Pharmaceutical$327,0074,9750.3%MedicalGILDGilead Sciences$317,2913,4350.3%MedicalJNJJohnson & Johnson$311,6562,1550.3%MedicalWFCWells Fargo & Company$303,4374,3200.3%FinanceACNAccenture$282,4878030.3%Computer and TechnologyNVDANVIDIA$269,4522,0060.2%Computer and TechnologyTAT&T$264,61011,6210.2%Computer and TechnologyABBVAbbVie$251,8011,4170.2%MedicalCVXChevron$249,5591,7230.2%Oils/EnergyMETAMeta Platforms$247,6714230.2%Computer and TechnologyAMATApplied Materials$213,8551,3150.2%Computer and TechnologyAMZNAmazon.com$204,7939330.2%Retail/WholesaleHDHome Depot$200,1265140.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
