Syverson Strege & CO Incresed Positions in Q1 2025

Syverson Strege & CO

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.9K
+ 1.79%
$25.54 - $28.79 $917K - $1.03M
2.04M $56.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
21K
+ 3.3%
$25.35 - $27.46 $534K - $578K
659K $17.4M
MSFT
Microsoft Corp

Technology
1.8K
+ 103.5%
$375.39 - $447.2 $676K - $806K
3.54K $1.33M
DFAI
Dimensional ETF Tr

ETFs
3.54K
+ 1.82%
$28.88 - $32.4 $102K - $115K
198K $6.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.6%
$442.66 - $534.52 $7.97K - $9.62K
3.03K $1.61M
BOND
Pimco Active Bond Exchange Tra

ETFs
1K
+ 1.55%
$89.27 - $92.9 $89.3K - $92.9K
65.7K $6.08M
ABT
Abbott Laboratories

Healthcare
41
+ 0.44%
$111.1 - $140.22 $4.56K - $5.75K
9.35K $1.24M
JPIE
J P Morgan Exchange Traded Fd
2.49K
+ 2.76%
$45.46 - $46.18 $113K - $115K
92.4K $4.26M
ABBV
Abb Vie Inc.

Healthcare
38
+ 0.83%
$169.2 - $216.66 $6.43K - $8.23K
4.59K $962K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.14K
+ 41.37%
$126.11 - $135.06 $144K - $154K
3.89K $501K
DFAE
Dimensional ETF Tr

ETFs
2.52K
+ 4.06%
$24.64 - $26.86 $62.2K - $67.8K
64.7K $1.68M
IBM
International Business Machines Corp

Technology
73
+ 3.29%
$217.4 - $264.74 $15.9K - $19.3K
2.29K $570K
XOM
Exxon Mobil Corp

Energy
167
+ 3.56%
$105.44 - $118.93 $17.6K - $19.9K
4.85K $577K
VTV
Vanguard Value ETF

ETFs
313
+ 21.53%
$167.73 - $179.21 $52.5K - $56.1K
1.77K $305K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
425
+ 3.47%
$94.87 - $96.11 $40.3K - $40.8K
12.7K $1.22M
JNJ
Johnson & Johnson

Healthcare
106
+ 7.6%
$142.06 - $167.7 $15.1K - $17.8K
1.5K $248K
SO
Southern CO

Utilities
62
+ 1.45%
$80.96 - $92.96 $5.02K - $5.76K
4.33K $397K
META
Meta Platforms, Inc.

Communication Services
92
+ 10.69%
$576.36 - $736.67 $53K - $67.8K
953 $549K
LLY
Eli Lilly & CO

Healthcare
22
+ 5.3%
$725.72 - $929.72 $16K - $20.5K
437 $360K
MA
Mastercard Inc

Financial Services
54
+ 13.11%
$504.67 - $576.31 $27.3K - $31.1K
466 $255K
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 3.02%
$225.19 - $279.95 $13.3K - $16.5K
2.02K $494K
UNH
Unitedhealth Group Inc

Healthcare
18
+ 2.07%
$461.52 - $548.18 $8.31K - $9.87K
886 $464K
PDI
Pimco Dynamic Income Fund

Financial Services
369
+ 3.04%
$18.51 - $20.05 $6.83K - $7.4K
12.5K $247K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 4.32%
$890.62 - $1076.86 $12.5K - $15.1K
338 $319K
AOM
Ishares Tr Core Moderate Alloc

ETFs
379
+ 5.5%
$42.93 - $44.71 $16.3K - $16.9K
7.27K $319K
PG
Procter & Gamble CO

Consumer Defensive
41
+ 2.43%
$158.56 - $176.26 $6.5K - $7.23K
1.73K $294K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
65
+ 0.67%
$24.73 - $25.62 $1.61K - $1.67K
9.82K $250K
AOR
Ishares Tr Core Growth Allocat

ETFs
98
+ 2.12%
$56.63 - $59.39 $5.55K - $5.82K
4.72K $271K
PEP
Pepsico Inc

Consumer Defensive
58
+ 3.87%
$142.64 - $156.42 $8.27K - $9.07K
1.56K $233K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
133
+ 0.83%
$51.26 - $52.53 $6.82K - $6.99K
16.2K $834K
DFSE
Dimensional ETF Tr Dimen Emrgn
2.27K
+ 18.09%
N/A
14.8K $0
DFSI
Dimensional ETF Tr Dimen Intl
4.45K
+ 10.26%
N/A
47.8K $0
Dimensional ETF Trust
15.5K
+ 3.22%
N/A
495K $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
22
+ 0.1%
$8.11 - $8.58 $178 - $189
21.1K $172K
DFSU
Dimensional ETF Tr Dimen Us Su
5.75K
+ 6.65%
N/A
92.3K $0
GOOG
Alphabet Inc.

Communication Services
199
+ 18.19%
$156.06 - $207.71 $31.1K - $41.3K
1.29K $202K
WMT
Walmart Inc.

Consumer Defensive
139
+ 1.15%
$84.5 - $105.05 $11.7K - $14.6K
12.2K $1.07M
GOOGL
Alphabet Inc.

Communication Services
127
+ 9.67%
$154.33 - $206.19 $19.6K - $26.2K
1.44K $222K
CSX
Csx Corp

Industrials
96
+ 0.69%
$29.11 - $33.67 $2.79K - $3.23K
13.9K $410K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.03%
$302.31 - $337.54 $302 - $338
3.76K $1.15M
WSM
Williams Sonoma Inc

Consumer Cyclical
36
+ 1.47%
$158.1 - $217.71 $5.69K - $7.84K
2.48K $392K
AMZN
Amazon Com Inc

Consumer Cyclical
9
+ 0.36%
$190.26 - $242.06 $1.71K - $2.18K
2.5K $475K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.1K
+ 5.05%
$58.81 - $68.2 $124K - $143K
43.8K $2.61M
AAPL
Apple Inc.

Technology
374
+ 4.59%
$209.68 - $247.1 $78.4K - $92.4K
8.53K $1.89M
DFAU
Dimensional ETF Tr

ETFs
5.93K
+ 1.95%
$37.84 - $42.29 $224K - $251K
310K $11.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42.9K
+ 1.25%
$32.42 - $36.13 $1.39M - $1.55M
3.48M $115M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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