Syverson Strege & CO Purchases in Q2 2025

Syverson Strege & CO

  • $400 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
2.56K
New
$82.66 - $106.1 $212K - $272K
2.56K $229K
AMD
Advanced Micro Devices Inc

Technology
1.62K
New
$78.21 - $143.81 $127K - $233K
1.62K $229K
HCA
Hca Healthcare, Inc.

Healthcare
596
New
$317.61 - $387.52 $189K - $231K
596 $228K
SPOT
Spotify Technology S.A.

Communication Services
293
New
$503.3 - $775.9 $147K - $227K
293 $224K
ING
Ing Groep Nv

Financial Services
10.3K
New
$16.62 - $21.98 $170K - $225K
10.3K $224K
ACN
Accenture PLC

Technology
723
New
$279.23 - $323.21 $202K - $234K
723 $216K
VLO
Valero Energy Corp

Energy
1.6K
New
$104.69 - $141.77 $168K - $227K
1.6K $215K
NEE
Nextera Energy Inc

Utilities
3.04K
New
$64.11 - $75.0 $195K - $228K
3.04K $210K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.05K
New
$55.13 - $75.25 $168K - $230K
3.05K $209K
GWW
W.W. Grainger, Inc.

Industrials
200
New
$919.93 - $1101.66 $184K - $220K
200 $208K
DFAE
Dimensional ETF Tr

ETFs
307
+ 0.47%
$22.87 - $28.95 $7.02K - $8.89K
65K $1.88M
SU
Suncor Energy Inc

Energy
5.52K
New
$31.54 - $41.04 $174K - $226K
5.52K $206K
YUM
Yum Brands Inc

Consumer Cyclical
1.39K
New
$138.36 - $161.45 $192K - $224K
1.39K $205K
EMR
Emerson Electric CO

Industrials
607
+ 11.7%
$94.15 - $133.33 $57.1K - $80.9K
5.79K $772K
UNP
Union Pacific Corp

Industrials
878
New
$208.27 - $238.46 $183K - $209K
878 $202K
CASY
Caseys General Stores Inc

Consumer Cyclical
396
New
$415.82 - $510.91 $165K - $202K
396 $202K
HPE
Hewlett Packard Enterprise CO

Technology
9.82K
New
$12.51 - $20.45 $123K - $201K
9.82K $200K
SO
Southern CO

Utilities
2.09K
+ 48.36%
$84.91 - $92.56 $178K - $194K
6.42K $589K
CTVA
Corteva, Inc.

Basic Materials
1.5K
+ 33.18%
$55.52 - $74.53 $83.2K - $112K
6.02K $448K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.06K
+ 6.57%
$50.52 - $50.92 $155K - $156K
49.7K $2.53M
ABC
Amerisourcebergen Corp

Healthcare
853
New
N/A
853 $157K
ABBV
Abb Vie Inc.

Healthcare
1.41K
+ 30.79%
$170.16 - $206.27 $241K - $292K
6.01K $1.11M
PEP
Pepsico Inc

Consumer Defensive
1.33K
+ 85.47%
$128.02 - $151.37 $170K - $201K
2.88K $380K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12.1K
New
$10.59 - $11.48 $128K - $139K
12.1K $139K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.16%
$272.36 - $339.57 $1.63K - $2.04K
3.76K $1.28M
VUG
Vanguard Growth ETF

ETFs
3
+ 0.17%
$329.49 - $438.4 $988 - $1.32K
1.78K $779K
NMR
Nomura Holdings Inc

Financial Services
17K
New
$4.95 - $6.6 $84.3K - $112K
17K $112K
CSX
Csx Corp

Industrials
1.54K
+ 11.05%
$26.69 - $32.91 $41.1K - $50.7K
15.5K $505K
NOK
Nokia Corp

Technology
17.4K
New
$4.65 - $5.43 $80.8K - $94.3K
17.4K $89K
WSM
Williams Sonoma Inc

Consumer Cyclical
221
+ 8.9%
$137.62 - $174.44 $30.4K - $38.6K
2.71K $441K
LYG
Lloyds Banking Group PLC

Financial Services
11.4K
New
$3.32 - $4.29 $37.9K - $49K
11.4K $48K
LPL
Lg Display Co., Ltd.

Technology
13.7K
New
$2.56 - $3.57 $35.1K - $49K
13.7K $46K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
388
+ 3.06%
$94.78 - $95.97 $36.8K - $37.2K
13.1K $1.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
550
+ 0.84%
$89.87 - $92.93 $49.4K - $51.1K
66.3K $6.11M
AOR
Ishares Tr Core Growth Allocat

ETFs
119
+ 2.52%
$53.36 - $61.57 $6.35K - $7.33K
4.84K $298K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
511
+ 3.16%
$50.34 - $51.86 $25.7K - $26.5K
16.7K $857K
AOM
Ishares Tr Core Moderate Alloc

ETFs
81
+ 1.11%
$41.55 - $46.04 $3.37K - $3.73K
7.35K $338K
AEE
Ameren Corp

Utilities
295
+ 13.26%
$94.23 - $101.68 $27.8K - $30K
2.52K $241K
PRF
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.15%
$35.77 - $42.27 $501 - $592
9.22K $389K
DFAT
Dimensional ETF Tr U S Target

ETFs
24
+ 0.41%
$44.8 - $53.97 $1.08K - $1.3K
5.87K $316K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
787
+ 3.21%
$24.14 - $25.43 $19K - $20K
25.3K $627K
DFSE
Dimensional ETF Tr Dimen Emrgn
6
+ 0.04%
N/A
14.8K $0
Dimensional ETF Trust
4.53K
+ 0.92%
N/A
499K $0
Linde PLC
769
New
N/A
769 $0
Ge Vernova Inc
505
New
N/A
505 $0
Dimensional ETF Trust
645
+ 1.78%
N/A
36.8K $0
Arista Networks Inc
2.17K
New
N/A
2.17K $0
DFSU
Dimensional ETF Tr Dimen Us Su
84
+ 0.09%
N/A
92.4K $0
PDI
Pimco Dynamic Income Fund

Financial Services
386
+ 3.09%
$17.02 - $19.87 $6.57K - $7.67K
12.9K $244K
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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