Syverson Strege & CO Reduced Holdings in Q3 2024

Syverson Strege & CO

  • $277 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-45.3K
- 52.14%
$59.25 - $65.33 $2.68M - $2.96M
41.6K $2.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-45.3K
- 48.15%
$24.06 - $26.97 $1.09M - $1.22M
48.7K $1.31M
MSFT
Microsoft Corp

Technology
-2K
- 79.24%
$395.15 - $467.56 $792K - $937K
525 $225K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.28K
- 57.23%
$161.02 - $200.0 $367K - $456K
1.7K $317K
AAPL
Apple Inc.

Technology
-2.11K
- 26.5%
$207.23 - $234.82 $437K - $495K
5.85K $1.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.43K
- 16.74%
$83.76 - $91.82 $538K - $590K
32K $2.92M
UNH
Unitedhealth Group Inc

Healthcare
-609
- 47.92%
$488.01 - $604.18 $297K - $368K
662 $387K
COST
Costco Wholesale Corp

Consumer Defensive
-207
- 42.24%
$801.83 - $917.05 $166K - $190K
283 $250K
JNJ
Johnson & Johnson

Healthcare
-1K
- 43.03%
$145.48 - $167.38 $146K - $168K
1.33K $215K
HD
Home Depot, Inc.

Consumer Cyclical
-452
- 44.84%
$333.64 - $405.2 $151K - $183K
556 $225K
XOM
Exxon Mobil Corp

Energy
-992
- 19.72%
$109.72 - $119.0 $109K - $118K
4.04K $473K
AOA
Ishares Tr Core Aggressive All

ETFs
-2.69K
- 10.16%
$72.11 - $79.05 $194K - $212K
23.8K $1.87M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.11K
- 8.17%
$94.39 - $96.15 $105K - $107K
12.5K $1.2M
ABT
Abbott Laboratories

Healthcare
-1.6K
- 16.32%
$100.07 - $118.13 $160K - $189K
8.19K $933K
WMT
Walmart Inc.

Consumer Defensive
-3.06K
- 22.5%
$66.91 - $81.4 $205K - $249K
10.5K $851K
PDI
Pimco Dynamic Income Fund

Financial Services
-3.92K
- 24.95%
$18.7 - $20.25 $73.3K - $79.3K
11.8K $238K
ABBV
Abb Vie Inc.

Healthcare
-806
- 19.87%
$163.84 - $199.33 $132K - $161K
3.25K $641K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-975
- 5.75%
$51.78 - $52.98 $50.5K - $51.7K
16K $846K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-34.3K
- 5.22%
$25.21 - $28.46 $866K - $977K
624K $17.6M
PG
Procter & Gamble CO

Consumer Defensive
-229
- 13.95%
$160.76 - $177.82 $36.8K - $40.7K
1.41K $244K
VUG
Vanguard Growth ETF

ETFs
-106
- 5.44%
$341.08 - $391.94 $36.2K - $41.5K
1.84K $707K
PEP
Pepsico Inc

Consumer Defensive
-130
- 9.74%
$161.9 - $179.3 $21K - $23.3K
1.21K $204K
CTVA
Corteva, Inc.

Basic Materials
-717
- 11.33%
$50.72 - $58.78 $36.4K - $42.1K
5.61K $329K
EMR
Emerson Electric CO

Industrials
-41
- 0.74%
$98.19 - $118.87 $4.03K - $4.87K
5.51K $602K
AOR
Ishares Tr Core Growth Allocat

ETFs
-321
- 7.19%
$55.15 - $59.31 $17.7K - $19K
4.14K $245K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-191
- 8.69%
$104.5 - $114.97 $20K - $22K
2.01K $229K
DFSU
Dimensional ETF Tr Dimen Us Su
-5.6K
- 6.08%
N/A
86.6K $0
Dimensional ETF Trust
-1.54K
- 4.0%
N/A
37K $0
Dimensional ETF Trust
-7.06K
- 1.5%
N/A
463K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
-611
- 6.23%
$37.33 - $40.63 $22.8K - $24.8K
9.2K $373K
CSX
Csx Corp

Industrials
-398
- 2.54%
$32.48 - $35.45 $12.9K - $14.1K
15.3K $527K
DFAT
Dimensional ETF Tr U S Target

ETFs
-358
- 4.98%
$51.0 - $57.07 $18.3K - $20.4K
6.83K $379K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-218
- 3.18%
$96.25 - $101.98 $21K - $22.2K
6.64K $672K
ORCL
Oracle Corp

Technology
-159
- 10.5%
$125.9 - $170.35 $20K - $27.1K
1.36K $230K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-288
- 9.87%
$405.19 - $478.57 $117K - $138K
2.63K $1.21M
DFAX
Dimensional ETF Tr
-1
- 0.01%
$24.29 - $27.25 $24.3 - $27.3
14.9K $401K
SO
Southern CO

Utilities
-30
- 0.72%
$77.0 - $90.52 $2.31K - $2.72K
4.15K $373K
IBM
International Business Machines Corp

Technology
-157
- 7.5%
$175.1 - $223.38 $27.5K - $35.1K
1.94K $428K
USB
Us Bancorp \De\

Financial Services
-2.67K
- 7.44%
$39.04 - $47.23 $104K - $126K
33.3K $1.52M
BOND
Pimco Active Bond Exchange Tra

ETFs
-543
- 0.86%
$90.01 - $95.32 $48.9K - $51.8K
62.3K $5.89M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-20.5K
- 3.89%
$30.74 - $34.07 $629K - $697K
505K $17.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-10.1K
- 0.52%
$25.36 - $28.37 $256K - $286K
1.93M $54.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-29.1K
- 0.84%
$31.05 - $34.29 $905K - $999K
3.43M $118M
Activity Summary
Buys All Purchases 17 New Holdings 1 Increased Positions 16 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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