Syverson Strege & CO Portfolio Holdings

Syverson Strege & CO

  • $290 Million
  • Q1 2025

Syverson Strege & CO has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $290 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $115M, Dimensional ETF Tr Dimensional with a value of $56.6M, Dimensional ETF Tr Emerging Mk with a value of $17.4M, Dimensional ETF Tr Dimensional with a value of $16.3M, and Dimensional ETF Tr with a value of $11.9M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $280M to 290M.

Syverson Strege & CO is based out at West Des Moines, IA

Below you can find more details about Syverson Strege & CO portfolio as well as his latest detailed transactions.

Portfolio value $290 Million
ETFs: $266 Million
Technology: $4.58 Million
Financial Services: $4.47 Million
Healthcare: $3.27 Million
Consumer Defensive: $1.92 Million
Consumer Cyclical: $1.25 Million
Industrials: $978,000
Communication Services: $973,000
Other: $1.68 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$1.89 Million 0.65% of portfolio
8,529
Q1 2025 Added 4.59%
$631B
$1.61 Million 0.55% of portfolio
3,027
Q1 2025 Added 0.6%
$3.81T
$1.33 Million 0.46% of portfolio
3,543
Q1 2025 Added 103.5%
$211B
$1.24 Million 0.43% of portfolio
9,351
Q1 2025 Added 0.44%
$258B
$1.07 Million 0.37% of portfolio
12,202
Q1 2025 Added 1.15%
$338B
$962,000 0.33% of portfolio
4,592
Q1 2025 Added 0.83%
$253B
$570,000 0.2% of portfolio
2,293
Q1 2025 Added 3.29%
$465B
$577,000 0.2% of portfolio
4,853
Q1 2025 Added 3.56%
$1.62T
$549,000 0.19% of portfolio
953
Q1 2025 Added 10.69%
$431B
$558,000 0.19% of portfolio
5,155
Q1 2025 Reduced 10.81%
$850B
$494,000 0.17% of portfolio
2,015
Q1 2025 Added 3.02%
$2.28T
$475,000 0.16% of portfolio
2,498
Q1 2025 Added 0.36%
$269B
$464,000 0.16% of portfolio
886
Q1 2025 Added 2.07%
$368B
$381,000 0.13% of portfolio
1,040
Q1 2025 Reduced 0.48%
$724B
$360,000 0.12% of portfolio
437
Q1 2025 Added 5.3%
$422B
$319,000 0.11% of portfolio
338
Q1 2025 Added 4.32%
$530B
$255,000 0.09% of portfolio
466
Q1 2025 Added 13.11%
$426B
$248,000 0.09% of portfolio
1,500
Q1 2025 Added 7.6%
$1.07T
$222,000 0.08% of portfolio
1,440
Q1 2025 Added 9.67%
$671B
$226,000 0.08% of portfolio
1,622
Q1 2025 Reduced 0.12%
$200B
$233,000 0.08% of portfolio
1,555
Q1 2025 Added 3.87%
$296B
$200,000 0.07% of portfolio
1,196
Q1 2025 New
$303B
$210,000 0.07% of portfolio
2,928
Q1 2025 Reduced 0.68%
$1.12T
$202,000 0.07% of portfolio
1,293
Q1 2025 Added 18.19%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $290 Million
  • Prior Value $280 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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