Disciplined Investments, LLC Purchases and Sells in Q1 2024

Disciplined Investments, LLC

$180 Million
Q1 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	14.3K + 7.41%	$33.15 - $36.75 $475K - $526K	208K $7.63M
SJNK	27K + 13.96%	$24.97 - $25.29 $673K - $682K	220K $5.55M
DFAE	20K + 15.36%	$22.74 - $24.88 $456K - $498K	150K $3.72M
TFLO	9.17K + 10.76%	$50.47 - $50.7 $463K - $465K	94.4K $4.79M
VGSH	8.46K + 8.97%	$57.88 - $58.54 $490K - $495K	103K $5.97M
DFAT	3.9K + 4.01%	$49.45 - $54.43 $193K - $212K	101K $5.5M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	1.68K New	$475.69 - $950.02 $799K - $1.6M	1.68K $1.52M
PTY	50K New	$13.36 - $14.87 $668K - $744K	50K $743K
TLT	7.68K New	$92.18 - $98.72 $708K - $758K	7.68K $726K
FXI	26.1K New	$21.14 - $24.64 $552K - $643K	26.1K $628K
PBA	15.5K New	$33.2 - $35.93 $515K - $557K	15.5K $547K
AMD	2.27K New	$135.32 - $211.38 $307K - $479K	2.27K $408K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-3.23K - 49.1%	$232.77 - $260.14 $752K - $841K	3.35K $870K
JPM	-2.72K - 61.95%	$167.09 - $200.3 $454K - $545K	1.67K $334K
AAPL	-1.11K - 11.15%	$169.0 - $195.18 $188K - $217K	8.86K $1.52M
CWB	-5.7K - 18.23%	$70.62 - $73.18 $403K - $417K	25.6K $1.87M
SCHB	-6.41K - 23.71%	$54.61 - $61.05 $350K - $391K	20.6K $1.26M
MSFT	-725 - 35.19%	$367.75 - $429.37 $267K - $311K	1.34K $561K

Activity Summary All Purchases 66 New Holdings 15 Increased Positions 51 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Disciplined Investments, LLC with notifications on news.