Disciplined Investors, L.L.C. Sells in Q2 2025

Disciplined Investors, L.L.C.

  • $128 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-279
- 3.51%
$99.93 - $119.04 $27.9K - $33.2K
7.67K $827M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-132
- 0.52%
$45.07 - $52.57 $5.95K - $6.94K
25.3K $1.24B
GPRO
Go Pro, Inc.

Technology
-131K
- 67.53%
$0.48 - $0.91 $62.9K - $119K
63K $47.7M
VHT
Vanguard Health Care ETF

ETFs
-81
- 2.48%
$236.71 - $261.92 $19.2K - $21.2K
3.19K $792M
XLE
Energy Sector Spdr

ETFs
-519
- 16.57%
$76.44 - $94.13 $39.7K - $48.9K
2.61K $222M
PG
Procter & Gamble CO

Consumer Defensive
-39
- 0.95%
$157.66 - $172.39 $6.15K - $6.72K
4.05K $645M
JNJ
Johnson & Johnson

Healthcare
-105
- 5.06%
$146.36 - $159.82 $15.4K - $16.8K
1.97K $301M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.11%
$372.27 - $452.69 $372 - $453
904 $352M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-491
- 8.24%
$152.93 - $181.74 $75.1K - $89.2K
5.47K $994M
LHX
L3 Harris Technologies, Inc.

Industrials
-430
- 21.61%
$200.21 - $256.99 $86.1K - $111K
1.56K $391M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-353
- 5.49%
$36.25 - $42.28 $12.8K - $14.9K
6.08K $257M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.3K
- 14.21%
N/A
7.85K $320M
VTV
Vanguard Value ETF

ETFs
-148
- 1.67%
$153.67 - $176.74 $22.7K - $26.2K
8.72K $1.54B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-417
- 1.31%
$19.6 - $24.44 $8.17K - $10.2K
31.3K $766M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-573
- 1.65%
$24.38 - $30.18 $14K - $17.3K
34.3K $1.03B
IREN
Iris Energy LTD

Financial Services
-13.1K
- 39.5%
$5.3 - $14.57 $69.5K - $191K
20.1K $293M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-19
- 0.02%
$24.21 - $29.47 $460 - $560
117K $3.44B
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.11%
$462.22 - $707.75 $1.39K - $2.12K
2.76K $1.96B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-822
- 0.25%
$19.1 - $23.83 $15.7K - $19.6K
332K $7.91B
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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