Disciplined Investors, L.L.C. Incresed Positions in Q1 2025

Disciplined Investors, L.L.C.

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
32.2K
+ 18.65%
$27.0 - $31.7 $869K - $1.02M
205K $6.35B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.17K
+ 23.19%
$58.01 - $64.46 $532K - $591K
48.7K $3.03B
VUG
Vanguard Growth ETF

ETFs
2.46K
+ 22.84%
$369.1 - $427.61 $907K - $1.05M
13.2K $4.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.33%
$442.66 - $534.52 $7.53K - $9.09K
5.12K $2.73B
Dimensional ETF Trust
7.18K
+ 15.71%
N/A
52.9K $2.82B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12K
+ 52.42%
$25.81 - $28.52 $309K - $342K
34.8K $960M
GLD
Spdr Gold Trust

ETFs
6
+ 0.08%
$243.19 - $288.14 $1.46K - $1.73K
7.68K $2.21B
HEFA
Ishares Currency Hedged Msci E

ETFs
5.58K
+ 17.03%
$34.83 - $37.52 $194K - $209K
38.4K $1.39B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.27K
+ 14.77%
$48.65 - $53.06 $159K - $174K
25.4K $1.32B
Dimensional ETF Trust
5.79K
+ 16.01%
N/A
41.9K $1.28B
WMT
Walmart Inc.

Consumer Defensive
2.11K
+ 25.5%
$84.5 - $105.05 $178K - $221K
10.4K $910M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.83K
+ 33.21%
$71.17 - $73.66 $131K - $135K
7.36K $540M
VFH
Vanguard Financial ETF

ETFs
671
+ 4.88%
$114.07 - $127.34 $76.5K - $85.4K
14.4K $1.72B
ABBV
Abb Vie Inc.

Healthcare
299
+ 24.39%
$169.2 - $216.66 $50.6K - $64.8K
1.53K $319M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.19K
+ 8.71%
$42.5 - $46.71 $50.4K - $55.4K
14.8K $669M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
378
+ 1.6%
$126.11 - $135.06 $47.7K - $51.1K
24K $3.09B
XOM
Exxon Mobil Corp

Energy
52
+ 0.66%
$105.44 - $118.93 $5.48K - $6.18K
7.95K $946M
T
At&T Inc.

Communication Services
115
+ 1.04%
$21.56 - $28.28 $2.48K - $3.25K
11.1K $315M
V
Visa Inc.

Financial Services
1
+ 0.06%
$306.92 - $362.71 $307 - $363
1.69K $593M
BRCC
Brc Inc.

Consumer Defensive
48.5K
+ 161.67%
$1.94 - $3.19 $94.1K - $155K
78.5K $164M
PG
Procter & Gamble CO

Consumer Defensive
135
+ 3.42%
$158.56 - $176.26 $21.4K - $23.8K
4.09K $697M
JPM
Jpmorgan Chase & CO

Financial Services
248
+ 3.95%
$225.19 - $279.95 $55.8K - $69.4K
6.52K $1.6B
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.33%
$89.14 - $117.41 $891 - $1.17K
3K $336M
JNJ
Johnson & Johnson

Healthcare
153
+ 7.96%
$142.06 - $167.7 $21.7K - $25.7K
2.08K $344M
GPRO
Go Pro, Inc.

Technology
131K
+ 207.94%
$0.66 - $1.15 $86.5K - $151K
194K $129M
DFAX
Dimensional ETF Tr
60
+ 0.2%
$24.45 - $27.2 $1.47K - $1.63K
30.6K $803M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
129
+ 1.99%
$67.08 - $76.14 $8.65K - $9.82K
6.6K $486M
MLPX
Global X Mlp & Energy Infrastr

ETFs
583
+ 8.93%
$59.6 - $67.2 $34.7K - $39.2K
7.11K $454M
LLY
Eli Lilly & CO

Healthcare
34
+ 13.13%
$725.72 - $929.72 $24.7K - $31.6K
293 $242M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
185
+ 0.47%
$27.01 - $28.54 $5K - $5.28K
39.3K $1.1B
XLF
Financial Sector Spdr

ETFs
145
+ 1.38%
$47.32 - $52.19 $6.86K - $7.57K
10.7K $531M
LNG
Cheniere Energy, Inc.

Energy
93
+ 10.33%
$209.32 - $253.66 $19.5K - $23.6K
993 $230M
XLE
Energy Sector Spdr

ETFs
133
+ 4.43%
$85.7 - $93.96 $11.4K - $12.5K
3.13K $293M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 9.71%
$347.25 - $424.87 $35.4K - $43.3K
1.15K $422M
VCIT
Vanguard Intermediate Term Cor

ETFs
8
+ 0.18%
$79.17 - $82.04 $633 - $656
4.34K $355M
COP
Conocophillips

Energy
56
+ 2.67%
$88.6 - $105.85 $4.96K - $5.93K
2.15K $226M
GS
Goldman Sachs Group Inc

Financial Services
92
+ 3.44%
$524.81 - $672.19 $48.3K - $61.8K
2.77K $1.51B
VT
Vanguard Total World Stk Index

ETFs
43
+ 2.46%
$115.08 - $123.97 $4.95K - $5.33K
1.79K $207M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.16K
+ 4.23%
$32.42 - $36.13 $37.5K - $41.8K
28.5K $941M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.05%
$194.65 - $222.86 $195 - $223
1.99K $416M
XLK
Technology Sector Spdr

ETFs
933
+ 9.46%
$206.38 - $242.18 $193K - $226K
10.8K $2.23B
ET
Energy Transfer LP

Energy
115
+ 0.74%
$17.26 - $21.08 $1.98K - $2.42K
15.7K $292M
OKE
Oneok Inc

Energy
15
+ 0.53%
$89.57 - $109.85 $1.34K - $1.65K
2.83K $281M
VTI
Vanguard Total Stock Market Et

ETFs
117
+ 3.07%
$271.18 - $303.12 $31.7K - $35.5K
3.93K $1.08B
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.1%
$199.2 - $222.69 $398 - $445
2.06K $415M
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.14%
$50.44 - $58.1 $353 - $407
5.16K $266M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.16%
$461.52 - $548.18 $923 - $1.1K
1.27K $663M
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.81%
$217.89 - $252.64 $2.4K - $2.78K
1.37K $303M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$326.75 - $407.63 $327 - $408
1.66K $548M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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