Disciplined Equity Management, Inc. Reduced Holdings in Q1 2025

Disciplined Equity Management, Inc.

  • $143 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-11.8K
- 2.52%
$59.61 - $66.71 $702K - $786K
456K $27.4M
MMM
3 M CO

Industrials
-15.4K
- 95.27%
$129.7 - $155.12 $2M - $2.39M
765 $112K
CCI
Crown Castle International Corp

Real Estate
-16.9K
- 98.55%
$84.33 - $106.39 $1.43M - $1.8M
250 $26K
IP
International Paper CO

Consumer Cyclical
-25.2K
- 83.15%
$49.38 - $60.09 $1.24M - $1.51M
5.1K $272K
OKE
Oneok Inc

Energy
-12.2K
- 50.38%
$89.57 - $109.85 $1.09M - $1.34M
12K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
-9.96K
- 97.55%
$117.15 - $158.79 $1.17M - $1.58M
250 $39K
NVDA
Nvidia Corp

Technology
-3.75K
- 29.46%
$106.98 - $149.43 $401K - $560K
8.98K $973K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-58
- 25.0%
$4295.4 - $5141.88 $249K - $298K
174 $801K
KMI
Kinder Morgan, Inc.

Energy
-14.2K
- 25.28%
$26.1 - $31.22 $370K - $442K
41.9K $1.2M
TFC
Truist Financial Corp

Financial Services
-1.61K
- 3.31%
$39.48 - $48.15 $63.6K - $77.5K
47K $1.93M
T
At&T Inc.

Communication Services
-14.3K
- 25.7%
$21.56 - $28.28 $308K - $404K
41.4K $1.17M
CAT
Caterpillar Inc

Industrials
-40
- 1.57%
$326.75 - $407.63 $13.1K - $16.3K
2.5K $824K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.72K
- 60.48%
$27.01 - $28.54 $73.5K - $77.6K
1.78K $49K
MA
Mastercard Inc

Financial Services
-170
- 9.29%
$504.67 - $576.31 $85.8K - $98K
1.66K $909K
SYK
Stryker Corp

Healthcare
-110
- 12.36%
$355.18 - $399.9 $39.1K - $44K
780 $290K
AAPL
Apple Inc.

Technology
-6
- 0.9%
$209.68 - $247.1 $1.26K - $1.48K
660 $146K
FTDS
First Trust Dividend Strength

ETFs
-165
- 20.63%
$49.71 - $53.36 $8.2K - $8.8K
635 $32K
Solventum Corp
-183
- 83.94%
N/A
35 $0
Arista Networks Inc
-260
- 2.47%
N/A
10.3K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-65
- 2.59%
$308.86 - $455.36 $20.1K - $29.6K
2.45K $862K
AB
Alliancebernstein Holding L.P.

Financial Services
-1.28K
- 2.32%
$35.0 - $40.73 $44.8K - $52.1K
53.8K $2.06M
PGR
Progressive Corp

Financial Services
-300
- 8.06%
$235.61 - $291.22 $70.7K - $87.4K
3.42K $967K
MO
Altria Group, Inc.

Consumer Defensive
-3.94K
- 9.18%
$50.81 - $60.02 $200K - $236K
39K $2.34M
VZ
Verizon Communications Inc

Communication Services
-590
- 1.2%
$37.81 - $46.49 $22.3K - $27.4K
48.6K $2.2M
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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