CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC 13F Portfolio
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC runs CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC and currently holds 40 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $144.04M. Their top holdings are IVV, QQQ, IVW, IEFA, AGG. The top five represent 70.9% of reported portfolio weight. CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC ranks #813 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC initiated 1 new position. They added to 9 existing positions. They trimmed 12 positions. Their current best-performing preview position is STX with returns of +146.32%.
Portfolio Value
$144.04M
Alpha Score
26.3
#813 of 1000
Holdings
40
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC Current 13F Holdings
Reported holdings from CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
40 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 25.17% | $591.03 | $781.99 | +32.31% | Added +0.76% |
 QQQ INVESCO QQQ TR | 14.19% | $511.23 | $751.27 | +46.95% | Trimmed -0.52% |
 IVW ISHARES TR | 12.78% | $101.53 | $145.24 | +43.05% | Trimmed -2.94% |
 IEFA ISHARES TR | 10.59% | $70.95 | $96.50 | +36.01% | Added +1.07% |
 AGG ISHARES TR | 8.15% | $97.21 | $94.60 | -2.68% | Added +2.25% |
 FDVV FIDELITY COVINGTON TRUST | 5.46% | $50.32 | $61.68 | +22.57% | Added +1.06% |
 IVE ISHARES TR | 4.85% | $191.03 | $233.04 | +21.99% | Trimmed -0.50% |
 IWO ISHARES TR | 4.00% | $288.54 | $356.67 | +23.61% | Trimmed -0.35% |
 AAPL APPLE INC | 3.15% | $259.55 | $336.68 | +29.72% | Trimmed -6.56% |
 DVY ISHARES TR | 1.44% | $131.56 | $154.36 | +17.33% | Added +1.07% |
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