Syverson Strege & CO Purchases in Q2 2025

Syverson Strege & CO

  • $400 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
188K
+ 9.19%
$24.94 - $31.15 $4.68M - $5.84M
2.23M $69.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.8K
+ 0.42%
$29.12 - $35.84 $430K - $529K
3.49M $125M
DFAS
Dimensional ETF Tr U S Small C

ETFs
143K
+ 327.63%
$52.31 - $63.72 $7.5M - $9.14M
187K $11.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
160K
+ 24.27%
$23.4 - $29.68 $3.74M - $4.75M
819K $24.3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
142K
+ 273.14%
$23.2 - $29.84 $3.29M - $4.23M
194K $5.78M
MSFT
Microsoft Corp

Technology
5.71K
+ 161.16%
$354.56 - $497.45 $2.02M - $2.84M
9.25K $4.6M
META
Meta Platforms, Inc.

Communication Services
4.1K
+ 430.43%
$484.66 - $738.09 $1.99M - $3.03M
5.06K $3.73M
NVDA
Nvidia Corp

Technology
15K
+ 290.55%
$94.31 - $157.99 $1.41M - $2.37M
20.1K $3.18M
DFAU
Dimensional ETF Tr

ETFs
21.1K
+ 6.81%
$34.04 - $42.36 $719K - $895K
331K $14M
WMT
Walmart Inc.

Consumer Defensive
18.4K
+ 150.4%
$81.79 - $99.98 $1.5M - $1.83M
30.6K $2.99M
NFLX
Netflix Inc

Communication Services
1.25K
New
$855.86 - $1339.13 $1.07M - $1.67M
1.25K $1.67M
AAPL
Apple Inc.

Technology
7.98K
+ 93.6%
$172.42 - $223.89 $1.38M - $1.79M
16.5K $3.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.28K
+ 108.23%
$483.48 - $539.8 $1.58M - $1.77M
6.3K $3.06M
AMZN
Amazon Com Inc

Consumer Cyclical
6.12K
+ 244.84%
$167.32 - $223.3 $1.02M - $1.37M
8.61K $1.89M
JPM
Jpmorgan Chase & CO

Financial Services
4.29K
+ 212.7%
$210.28 - $289.91 $901K - $1.24M
6.3K $1.83M
XOM
Exxon Mobil Corp

Energy
11.9K
+ 245.27%
$99.93 - $119.04 $1.19M - $1.42M
16.8K $1.81M
T
At&T Inc.

Communication Services
42.1K
New
$26.33 - $28.94 $1.11M - $1.22M
42.1K $1.22M
AVGO
Broadcom Inc.

Technology
4.11K
New
$146.29 - $275.65 $601K - $1.13M
4.11K $1.13M
WFC
Wells Fargo & Company

Financial Services
13.8K
+ 470.83%
$60.98 - $80.12 $841K - $1.1M
16.7K $1.34M
LLY
Eli Lilly & CO

Healthcare
1.35K
+ 309.38%
$713.71 - $898.95 $965K - $1.22M
1.79K $1.39M
HD
Home Depot, Inc.

Consumer Cyclical
2.49K
+ 239.62%
$335.24 - $380.78 $835K - $949K
3.53K $1.29M
IBM
International Business Machines Corp

Technology
2.71K
+ 118.01%
$221.03 - $294.78 $598K - $798K
5K $1.47M
MA
Mastercard Inc

Financial Services
1.49K
+ 319.1%
$479.92 - $590.74 $714K - $878K
1.95K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
824
+ 243.79%
$908.13 - $1056.85 $748K - $871K
1.16K $1.15M
GE
General Electric CO

Industrials
3K
New
$166.81 - $257.39 $501K - $773K
3K $772K
C
Citigroup Inc

Financial Services
9.01K
New
$58.13 - $85.12 $524K - $767K
9.01K $766K
GS
Goldman Sachs Group Inc

Financial Services
1.06K
New
$462.22 - $707.75 $492K - $753K
1.06K $753K
JNJ
Johnson & Johnson

Healthcare
5.03K
+ 335.0%
$146.36 - $159.82 $735K - $803K
6.53K $996K
BAC
Bank Of America Corp

Financial Services
15.7K
New
$34.39 - $47.46 $540K - $746K
15.7K $743K
GOOGL
Alphabet Inc.

Communication Services
3.74K
+ 259.38%
$144.7 - $178.6 $540K - $667K
5.18K $911K
GOOG
Alphabet Inc.

Communication Services
3.44K
+ 266.13%
$146.58 - $180.01 $504K - $619K
4.73K $839K
PGR
Progressive Corp

Financial Services
2.27K
New
$255.27 - $288.74 $580K - $656K
2.27K $606K
CSCO
Cisco Systems, Inc.

Technology
8.72K
New
$53.19 - $69.38 $464K - $605K
8.72K $604K
VZ
Verizon Communications Inc

Communication Services
13.7K
New
$41.67 - $45.62 $570K - $624K
13.7K $591K
NEAR
Blackrock Short Maturity Bond

ETFs
11.2K
+ 165.79%
$50.41 - $51.17 $564K - $572K
17.9K $916K
COF
Capital One Financial Corp

Financial Services
2.57K
New
$150.57 - $212.76 $387K - $547K
2.57K $546K
PM
Philip Morris International Inc.

Consumer Defensive
2.8K
New
$149.23 - $184.95 $418K - $517K
2.8K $509K
CVS
Cvs Health Corp

Healthcare
6.52K
New
$60.04 - $70.18 $392K - $458K
6.52K $449K
MCK
Mckesson Corp

Healthcare
611
New
$652.83 - $732.78 $399K - $448K
611 $447K
MPC
Marathon Petroleum Corp

Energy
2.68K
New
$118.55 - $170.08 $318K - $456K
2.68K $445K
UNH
Unitedhealth Group Inc

Healthcare
2.02K
+ 227.88%
$274.35 - $599.47 $554K - $1.21M
2.91K $906K
PLTR
Palantir Technologies Inc.

Technology
3.17K
New
$74.01 - $144.25 $234K - $457K
3.17K $431K
V
Visa Inc.

Financial Services
1.21K
New
$308.27 - $373.31 $373K - $452K
1.21K $429K
NOW
Service Now, Inc.

Technology
413
New
$721.65 - $1040.18 $298K - $430K
413 $424K
ABT
Abbott Laboratories

Healthcare
2.72K
+ 29.12%
$123.95 - $138.08 $338K - $376K
12.1K $1.64M
TJX
Tjx Companies Inc

Consumer Cyclical
3.21K
New
$119.13 - $135.03 $382K - $433K
3.21K $395K
CI
Cigna Corp

Healthcare
1.18K
New
$301.89 - $340.04 $356K - $401K
1.18K $390K
CVX
Chevron Corp

Energy
2.92K
+ 243.81%
$133.73 - $168.51 $390K - $491K
4.11K $588K
SAP
Sap Se

Technology
1.27K
New
$237.53 - $309.8 $302K - $394K
1.27K $386K
Activity Summary
Buys All Purchases 150 New Holdings 91 Increased Positions 59 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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