Disciplined Equity Management, Inc. Reduced Holdings in Q3 2024

Disciplined Equity Management, Inc.

  • $158 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.52K
- 21.73%
$98.91 - $134.91 $348K - $475K
12.7K $1.54M
CRWD
Crowd Strike Holdings, Inc.

Technology
-120
- 4.63%
$217.89 - $392.15 $26.1K - $47.1K
2.47K $692K
DELL
Dell Technologies Inc.

Technology
-540
- 7.19%
$87.89 - $145.97 $47.5K - $78.8K
6.97K $826K
JPM
Jpmorgan Chase & CO

Financial Services
-420
- 8.64%
$194.9 - $224.8 $81.9K - $94.4K
4.44K $936K
PFE
Pfizer Inc

Healthcare
-3.6K
- 5.31%
$27.7 - $31.39 $99.7K - $113K
64.2K $1.86M
UBER
Uber Technologies, Inc

Technology
-840
- 7.3%
$58.48 - $77.47 $49.1K - $65.1K
10.7K $801K
AB
Alliancebernstein Holding L.P.

Financial Services
-2.65K
- 4.61%
$31.87 - $35.39 $84.5K - $93.8K
54.8K $1.92M
PRU
Prudential Financial Inc

Financial Services
-730
- 4.32%
$105.53 - $127.32 $77K - $92.9K
16.2K $1.96M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-18
- 7.2%
$3305.62 - $4268.05 $59.5K - $76.8K
232 $977K
ANET
Arista Networks, Inc.

Technology
-250
- 8.68%
$311.42 - $388.21 $77.9K - $97.1K
2.63K $1.01M
MA
Mastercard Inc

Financial Services
-160
- 8.04%
$429.6 - $500.99 $68.7K - $80.2K
1.83K $903K
KHC
Kraft Heinz CO

Consumer Defensive
-610
- 2.1%
$31.86 - $36.13 $19.4K - $22K
28.5K $1M
VTRS
Viatris Inc

Healthcare
-1.83K
- 2.11%
$10.32 - $12.13 $18.9K - $22.2K
85.1K $987K
CAT
Caterpillar Inc

Industrials
-210
- 7.64%
$316.8 - $391.12 $66.5K - $82.1K
2.54K $993K
TFC
Truist Financial Corp

Financial Services
-2.67K
- 5.21%
$38.22 - $44.94 $102K - $120K
48.6K $2.08M
KMI
Kinder Morgan, Inc.

Energy
-1.2K
- 2.1%
$19.72 - $22.22 $23.7K - $26.7K
56.1K $1.24M
PGR
Progressive Corp

Financial Services
-280
- 7.0%
$209.46 - $259.24 $58.6K - $72.6K
3.72K $944K
CAG
Conagra Brands Inc.

Consumer Defensive
-750
- 2.1%
$28.13 - $32.83 $21.1K - $24.6K
35K $1.14M
USB
Us Bancorp \De\

Financial Services
-500
- 2.07%
$39.04 - $47.23 $19.5K - $23.6K
23.6K $1.08M
VZ
Verizon Communications Inc

Communication Services
-1.17K
- 2.33%
$38.89 - $45.0 $45.5K - $52.7K
49.1K $2.2M
T
At&T Inc.

Communication Services
-1.14K
- 2.0%
$18.21 - $22.28 $20.8K - $25.4K
55.8K $1.23M
IP
International Paper CO

Consumer Cyclical
-600
- 1.94%
$42.55 - $49.98 $25.5K - $30K
30.3K $1.48M
OKE
Oneok Inc

Energy
-950
- 3.78%
$78.62 - $95.27 $74.7K - $90.5K
24.2K $2.21M
PM
Philip Morris International Inc.

Consumer Defensive
-280
- 2.67%
$101.25 - $127.45 $28.4K - $35.7K
10.2K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
-1.07K
- 2.44%
$45.95 - $54.71 $49.2K - $58.5K
42.8K $2.18M
BBY
Best Buy CO Inc

Consumer Cyclical
-340
- 2.22%
$80.23 - $103.29 $27.3K - $35.1K
15K $1.55M
CCI
Crown Castle International Corp

Real Estate
-940
- 5.19%
$95.29 - $120.24 $89.6K - $113K
17.2K $2.04M
DFIV
Dimensional ETF Tr

ETFs
-9.26K
- 2.48%
$34.66 - $38.38 $321K - $355K
364K $13.9M
MMM
3 M CO

Industrials
-580
- 3.46%
$99.69 - $139.42 $57.8K - $80.9K
16.2K $2.21M
DFAT
Dimensional ETF Tr U S Target

ETFs
-10.4K
- 2.98%
$51.0 - $57.07 $529K - $592K
338K $18.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-9.46K
- 3.19%
$59.25 - $65.33 $561K - $618K
287K $18.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-7.33K
- 1.48%
$56.04 - $62.2 $411K - $456K
488K $30.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.54K
- 0.22%
$38.51 - $41.69 $59.3K - $64.2K
688K $28.7M
Activity Summary
Buys All Purchases 4 New Holdings 0 Increased Positions 4 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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