Syverson Strege & CO Incresed Positions 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
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
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
JNJ
Johnson & Johnson

Healthcare
5.03K
+ 335.0%
$146.36 - $159.82 $735K - $803K
6.53K $996K
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
NEAR
Blackrock Short Maturity Bond

ETFs
11.2K
+ 165.79%
$50.41 - $51.17 $564K - $572K
17.9K $916K
UNH
Unitedhealth Group Inc

Healthcare
2.02K
+ 227.88%
$274.35 - $599.47 $554K - $1.21M
2.91K $906K
ABT
Abbott Laboratories

Healthcare
2.72K
+ 29.12%
$123.95 - $138.08 $338K - $376K
12.1K $1.64M
CVX
Chevron Corp

Energy
2.92K
+ 243.81%
$133.73 - $168.51 $390K - $491K
4.11K $588K
PG
Procter & Gamble CO

Consumer Defensive
2.45K
+ 141.47%
$157.66 - $172.39 $386K - $422K
4.18K $665K
ORCL
Oracle Corp

Technology
1.05K
+ 64.86%
$122.82 - $218.63 $129K - $230K
2.67K $584K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.68K
+ 11.76%
$85.42 - $94.39 $314K - $347K
34.9K $3.28M
JPIE
J P Morgan Exchange Traded Fd
6.3K
+ 6.82%
$45.12 - $46.32 $284K - $292K
98.7K $4.57M
DFUS
Dimensional ETF Tr U S Equity

ETFs
62
+ 0.13%
$53.65 - $67.02 $3.33K - $4.16K
46.3K $3.1M
DFAE
Dimensional ETF Tr

ETFs
307
+ 0.47%
$22.87 - $28.95 $7.02K - $8.89K
65K $1.88M
EMR
Emerson Electric CO

Industrials
607
+ 11.7%
$94.15 - $133.33 $57.1K - $80.9K
5.79K $772K
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
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
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
CSX
Csx Corp

Industrials
1.54K
+ 11.05%
$26.69 - $32.91 $41.1K - $50.7K
15.5K $505K
WSM
Williams Sonoma Inc

Consumer Cyclical
221
+ 8.9%
$137.62 - $174.44 $30.4K - $38.6K
2.71K $441K
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
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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