Disciplined Investors, L.L.C. New Holdings in Q4 2024

Disciplined Investors, L.L.C.

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.69K
New
$273.87 - $320.91 $463K - $543K
1.69K $519M
XLF
Financial Sector Spdr

ETFs
10.5K
New
$44.89 - $51.34 $472K - $540K
10.5K $502M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.21K
New
$370.24 - $418.94 $447K - $506K
1.21K $479M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.47K
New
$67.29 - $73.38 $436K - $475K
6.47K $434M
MGC
Vanguard Mega Cap ETF

ETFs
2.06K
New
$204.21 - $220.18 $420K - $453K
2.06K $434M
LHX
L3 Harris Technologies, Inc.

Industrials
1.99K
New
$208.94 - $264.22 $416K - $526K
1.99K $426M
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.53K
New
$54.89 - $64.32 $358K - $420K
6.53K $409M
HD
Home Depot, Inc.

Consumer Cyclical
1.05K
New
$385.02 - $431.37 $404K - $453K
1.05K $409M
VCR
Vanguard Consumer Discretionar

ETFs
1.09K
New
$328.51 - $401.37 $359K - $439K
1.09K $407M
IAU
Ishares Gold Trust

ETFs
7.95K
New
$48.37 - $52.65 $385K - $419K
7.95K $399M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.52K
New
$71.75 - $75.11 $396K - $415K
5.52K $393M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
34.5K
New
$10.95 - $12.01 $378K - $414K
34.5K $375M
LMT
Lockheed Martin Corp

Industrials
769
New
$479.66 - $614.62 $369K - $473K
769 $372M
NUE
Nucor Corp

Basic Materials
3K
New
$115.78 - $167.74 $347K - $503K
3K $369M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.77K
New
$123.8 - $167.8 $343K - $465K
2.77K $349M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.34K
New
$80.13 - $83.77 $347K - $363K
4.34K $343M
QQQ
Invesco Qqq Trust, Series 1

ETFs
678
New
$481.22 - $538.17 $326K - $365K
678 $343M
RYT
Invesco S&P 500 Equal Weight T

ETFs
9.15K
New
N/A
9.15K $340M
TSLA
Tesla, Inc.

Consumer Cyclical
839
New
$213.65 - $479.86 $179K - $403K
839 $338M
CTRA
Coterra Energy Inc.

Energy
11.7K
New
$22.71 - $27.63 $267K - $325K
11.7K $336M
VB
Vanguard Small Cap ETF

ETFs
1.36K
New
$233.76 - $261.58 $317K - $355K
1.36K $325M
ADP
Automatic Data Processing Inc

Industrials
1.1K
New
$280.08 - $307.97 $308K - $338K
1.1K $319M
XLC
Select Sector Spdr Tr Communic

ETFs
3.3K
New
$89.66 - $102.16 $295K - $337K
3.3K $316M
KO
Coca Cola CO

Consumer Defensive
5.11K
New
$61.74 - $71.71 $315K - $366K
5.11K $315M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.65K
New
$65.67 - $69.79 $305K - $325K
4.65K $309M
ET
Energy Transfer LP

Energy
15.6K
New
$16.05 - $19.86 $250K - $310K
15.6K $304M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16K
New
$18.41 - $40.87 $295K - $654K
16K $294M
META
Meta Platforms, Inc.

Communication Services
482
New
$554.08 - $632.68 $267K - $305K
482 $293M
OKE
Oneok Inc

Energy
2.82K
New
$92.28 - $117.05 $260K - $330K
2.82K $293M
VDE
Vanguard Energy ETF

ETFs
2.26K
New
$116.67 - $136.78 $263K - $309K
2.26K $288M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.16K
New
$54.54 - $61.04 $281K - $315K
5.16K $285M
PSX
Phillips 66

Energy
2.45K
New
$110.35 - $138.93 $270K - $340K
2.45K $284M
NVDA
Nvidia Corp

Technology
2.11K
New
$117.0 - $148.88 $247K - $314K
2.11K $281M
JNJ
Johnson & Johnson

Healthcare
1.92K
New
$143.34 - $165.86 $275K - $319K
1.92K $278M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.6K
New
$25.79 - $80.4 $274K - $854K
10.6K $276M
XLE
Energy Sector Spdr

ETFs
3K
New
$83.32 - $97.27 $250K - $292K
3K $271M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.54K
New
$40.38 - $44.35 $264K - $290K
6.54K $269M
GILD
Gilead Sciences, Inc.

Healthcare
2.99K
New
$83.95 - $97.9 $251K - $293K
2.99K $269M
ACN
Accenture PLC

Technology
753
New
$343.9 - $376.86 $259K - $284K
753 $263M
CI
Cigna Corp

Healthcare
929
New
$265.59 - $358.58 $247K - $333K
929 $262M
CB
Chubb LTD

Financial Services
974
New
$271.57 - $301.89 $265K - $294K
974 $255M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.7K
New
$28.6 - $29.27 $249K - $255K
8.7K $248M
T
At&T Inc.

Communication Services
11K
New
$21.22 - $23.88 $234K - $263K
11K $238M
CVX
Chevron Corp

Energy
1.52K
New
$141.15 - $162.53 $215K - $247K
1.52K $236M
PANW
Palo Alto Networks Inc

Technology
1.4K
New
$181.96 - $405.9 $255K - $569K
1.4K $235M
MBB
Ishares Tr

ETFs
2.49K
New
$91.26 - $95.82 $227K - $239K
2.49K $225M
VGT
Vanguard Information Technolog

ETFs
370
New
$571.78 - $647.97 $212K - $240K
370 $225M
COP
Conocophillips

Energy
2.1K
New
$95.12 - $114.72 $199K - $240K
2.1K $218M
ABBV
Abb Vie Inc.

Healthcare
1.23K
New
$164.99 - $203.87 $202K - $250K
1.23K $217M
Activity Summary
Buys All Purchases 111 New Holdings 111 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Disciplined Investors, L.L.C. Portfolio

Follow Disciplined Investors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Investors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Investors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email