Disciplined Investments, LLC Sells in Q4 2024

Disciplined Investments, LLC

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-297
- 0.57%
$110.35 - $138.93 $32.8K - $41.3K
51.5K $5.86M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-692
- 1.01%
$39.22 - $47.52 $27.1K - $32.9K
67.6K $2.67M
VNQ
Vanguard Specialized Funds Van

ETFs
-419
- 0.87%
$87.85 - $98.6 $36.8K - $41.3K
48K $4.27M
EFG
Msci Eafe Growth ETF

ETFs
-6
- 0.02%
$96.83 - $106.88 $581 - $641
30.7K $2.98M
TFLO
Ishares Treasury Floating Rate

ETFs
-4.71K
- 4.43%
$50.37 - $50.63 $237K - $238K
102K $5.12M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-400
- 1.99%
$63.27 - $70.31 $25.3K - $28.1K
19.7K $1.25M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.74K
- 29.66%
$51.54 - $52.55 $141K - $144K
6.49K $335K
SJNK
Spdr Bloomberg Short Term High

ETFs
-156
- 0.06%
$25.09 - $25.69 $3.91K - $4.01K
281K $7.1M
VTV
Vanguard Value ETF

ETFs
-11
- 0.05%
$168.32 - $181.87 $1.85K - $2K
22.3K $3.77M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.92K
- 14.19%
$49.58 - $50.28 $95K - $96.4K
11.6K $576K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-2.3K
- 18.11%
$26.61 - $29.85 $61.2K - $68.7K
10.4K $280K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.05K
- 26.66%
$81.68 - $82.93 $86.1K - $87.4K
2.9K $237K
WMT
Walmart Inc.

Consumer Defensive
-3.48K
- 14.85%
$79.1 - $95.7 $275K - $333K
20K $1.8M
GIS
General Mills Inc

Consumer Defensive
-94
- 1.88%
$62.78 - $74.62 $5.9K - $7.01K
4.9K $312K
LLY
Eli Lilly & CO

Healthcare
-18
- 5.1%
$727.2 - $932.06 $13.1K - $16.8K
335 $258K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-425
- 6.29%
$100.24 - $101.35 $42.6K - $43.1K
6.33K $636K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-301
- 2.08%
$51.76 - $56.72 $15.6K - $17.1K
14.2K $734K
XLK
Technology Sector Spdr

ETFs
-314
- 7.53%
$220.26 - $241.44 $69.2K - $75.8K
3.85K $896K
PEP
Pepsico Inc

Consumer Defensive
-20
- 1.07%
$151.29 - $176.1 $3.03K - $3.52K
1.85K $281K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-564
- 4.0%
$50.73 - $51.08 $28.6K - $28.8K
13.5K $687K
HOMB
Home Bancshares Inc

Financial Services
-1.77K
- 9.04%
$26.0 - $32.09 $46.1K - $56.9K
17.8K $504K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-73
- 1.45%
$63.58 - $71.15 $4.64K - $5.19K
4.98K $323K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-31
- 0.91%
$278.19 - $315.36 $8.62K - $9.78K
3.38K $972K
VV
Vanguard Large Cap ETF

ETFs
-3
- 0.27%
$260.27 - $280.65 $781 - $842
1.1K $297K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-230
- 1.03%
$76.21 - $82.24 $17.5K - $18.9K
22.2K $1.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
-38
- 0.59%
$94.43 - $105.47 $3.59K - $4.01K
6.46K $655K
VBK
Vanguard Small Cap Growth ETF

ETFs
-334
- 3.0%
$264.18 - $304.19 $88.2K - $102K
10.8K $3.02M
OKE
Oneok Inc

Energy
-661
- 2.96%
$92.28 - $117.05 $61K - $77.4K
21.7K $2.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-224
- 1.85%
$370.24 - $418.94 $82.9K - $93.8K
11.9K $4.77M
VUG
Vanguard Growth ETF

ETFs
-99
- 0.56%
$378.79 - $428.11 $37.5K - $42.4K
17.5K $7.2M
Activity Summary
Buys All Purchases 78 New Holdings 10 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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