Syverson Strege & CO Incresed Positions in Q4 2024

Syverson Strege & CO

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.54K
+ 0.25%
$33.92 - $36.6 $290K - $312K
3.44M $119M
AAPL
Apple Inc.

Technology
2.31K
+ 39.4%
$221.69 - $259.02 $511K - $597K
8.16K $2.04M
MSFT
Microsoft Corp

Technology
1.22K
+ 231.62%
$406.35 - $454.46 $494K - $553K
1.74K $733K
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 14.46%
$79.1 - $95.7 $121K - $146K
12.1K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
786
+ 46.15%
$180.88 - $232.93 $142K - $183K
2.49K $546K
HD
Home Depot, Inc.

Consumer Cyclical
489
+ 87.95%
$385.02 - $431.37 $188K - $211K
1.05K $406K
JPM
Jpmorgan Chase & CO

Financial Services
555
+ 39.61%
$205.18 - $250.29 $114K - $139K
1.96K $468K
ABBV
Abb Vie Inc.

Healthcare
1.3K
+ 40.12%
$164.99 - $203.87 $215K - $266K
4.55K $809K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
379
+ 14.41%
$442.29 - $483.08 $168K - $183K
3.01K $1.36M
NEAR
Blackrock Short Maturity Bond

ETFs
3.23K
+ 8.7%
$50.28 - $51.08 $162K - $165K
40.3K $2.04M
EMR
Emerson Electric CO

Industrials
173
+ 3.14%
$108.13 - $134.33 $18.7K - $23.2K
5.69K $704K
WSM
Williams Sonoma Inc

Consumer Cyclical
87
+ 3.68%
$129.13 - $198.21 $11.2K - $17.2K
2.45K $453K
IBM
International Business Machines Corp

Technology
283
+ 14.61%
$204.9 - $238.04 $58K - $67.4K
2.22K $488K
JPIE
J P Morgan Exchange Traded Fd
2.71K
+ 3.11%
$45.59 - $46.25 $124K - $126K
89.9K $4.1M
UNH
Unitedhealth Group Inc

Healthcare
206
+ 31.12%
$485.52 - $625.25 $100K - $129K
868 $439K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 14.49%
$873.59 - $994.69 $35.8K - $40.8K
324 $296K
ORCL
Oracle Corp

Technology
269
+ 19.85%
$165.41 - $192.43 $44.5K - $51.8K
1.62K $270K
PG
Procter & Gamble CO

Consumer Defensive
276
+ 19.55%
$161.05 - $179.7 $44.4K - $49.6K
1.69K $282K
XOM
Exxon Mobil Corp

Energy
647
+ 16.02%
$105.51 - $125.37 $68.3K - $81.1K
4.69K $504K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.08%
$311.11 - $335.64 $933 - $1.01K
3.76K $1.21M
MEAR
Blackrock Short Maturity Munic

ETFs
762
+ 2.83%
$49.94 - $50.28 $38.1K - $38.3K
27.7K $1.39M
PEP
Pepsico Inc

Consumer Defensive
292
+ 24.23%
$151.29 - $176.1 $44.2K - $51.4K
1.5K $227K
AOR
Ishares Tr Core Growth Allocat

ETFs
482
+ 11.63%
$57.32 - $59.66 $27.6K - $28.8K
4.63K $265K
DFAS
Dimensional ETF Tr U S Small C

ETFs
96
+ 0.23%
$63.58 - $71.15 $6.1K - $6.83K
41.7K $2.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
117
+ 6.64%
$113.92 - $127.38 $13.3K - $14.9K
1.88K $216K
DFSE
Dimensional ETF Tr Dimen Emrgn
930
+ 8.02%
N/A
12.5K $0
DFSI
Dimensional ETF Tr Dimen Intl
2.08K
+ 5.04%
N/A
43.3K $0
Dimensional ETF Trust
16.4K
+ 3.54%
N/A
479K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1
+ 0.0%
N/A
86.6K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.17%
$40.15 - $42.9 $642 - $686
9.22K $371K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
468
+ 1.87%
$25.3 - $26.31 $11.8K - $12.3K
25.5K $651K
VTV
Vanguard Value ETF

ETFs
3
+ 0.21%
$168.32 - $181.87 $505 - $546
1.45K $246K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
124
+ 1.29%
$24.94 - $26.14 $3.09K - $3.24K
9.76K $243K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
21
+ 0.1%
$8.17 - $8.66 $172 - $182
21.1K $172K
JNJ
Johnson & Johnson

Healthcare
65
+ 4.89%
$143.34 - $165.86 $9.32K - $10.8K
1.39K $201K
PDI
Pimco Dynamic Income Fund

Financial Services
350
+ 2.97%
$18.33 - $20.85 $6.42K - $7.3K
12.1K $222K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
77
+ 0.48%
$51.58 - $52.91 $3.97K - $4.07K
16.1K $830K
AOA
Ishares Tr Core Aggressive All

ETFs
468
+ 1.97%
$76.61 - $79.88 $35.9K - $37.4K
24.2K $1.86M
SO
Southern CO

Utilities
117
+ 2.82%
$81.5 - $94.15 $9.54K - $11K
4.26K $351K
DFAX
Dimensional ETF Tr
198
+ 1.33%
$24.76 - $27.04 $4.9K - $5.35K
15.1K $374K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.43K
+ 3.91%
$90.42 - $94.5 $220K - $230K
64.7K $5.85M
DFAE
Dimensional ETF Tr

ETFs
1.5K
+ 2.48%
$25.36 - $28.15 $38.1K - $42.3K
62.2K $1.58M
DFIS
Dimensional ETF Tr Dimensional

ETFs
322
+ 0.66%
$24.25 - $26.7 $7.81K - $8.6K
49.1K $1.21M
DFAI
Dimensional ETF Tr

ETFs
6.3K
+ 3.36%
$29.0 - $31.6 $183K - $199K
194K $5.67M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.3K
+ 2.29%
$26.16 - $28.82 $374K - $412K
638K $16.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
77K
+ 3.99%
$25.61 - $28.0 $1.97M - $2.15M
2M $51.8M
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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