Disciplined Investments, LLC Purchases and Sells in Q2 2025

Disciplined Investments, LLC

$226 Million
Q2 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	41.5K + 37.62%	$47.09 - $48.01 $1.95M - $1.99M	152K $7.29M
DUHP	41.1K + 41.42%	$29.36 - $35.56 $1.21M - $1.46M	140K $4.99M
DFIV	18.8K + 6.64%	$34.67 - $43.21 $653K - $814K	302K $13M
DFIS	28.2K + 14.28%	$23.2 - $29.84 $655K - $842K	226K $6.74M
DFAE	27K + 11.31%	$22.87 - $28.95 $618K - $782K	266K $7.7M
VGSH	23.7K + 17.94%	$58.32 - $58.95 $1.38M - $1.4M	156K $9.17M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	315 New	$484.66 - $738.09 $153K - $232K	315 $232K
IWB	645 New	$272.36 - $339.57 $176K - $219K	645 $219K
BAC	4.59K New	$34.39 - $47.46 $158K - $218K	4.59K $217K
NFLX	156 New	$855.86 - $1339.13 $134K - $209K	156 $208K

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSX	-6.15K - 11.89%	$92.87 - $125.73 $572K - $774K	45.6K $5.44M
COP	-1.7K - 4.47%	$82.66 - $106.1 $141K - $180K	36.3K $3.26M
AGG	-4.9K - 52.7%	$96.84 - $99.46 $475K - $488K	4.4K $436K
BSV	-4.2K - 29.25%	$77.74 - $78.78 $326K - $331K	10.2K $799K
VMBS	-3.82K - 20.59%	$45.2 - $46.6 $173K - $178K	14.7K $682K
AAPL	-59 - 0.66%	$172.42 - $223.89 $10.2K - $13.2K	8.81K $1.81M

Activity Summary All Purchases 46 New Holdings 4 Increased Positions 42 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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