Syverson Strege & CO has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $277 Million distributed in 69 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 $118M, Dimensional ETF Tr Dimensional with a value of $54.2M, Dimensional ETF Tr Emerging Mk with a value of $17.6M, Dimensional ETF Tr Dimensional with a value of $17.2M, and Dimensional ETF Tr with a value of $12.1M.

Examining the 13F form we can see an increase of $2.99M in the current position value, from $274M to 277M.

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 $277 Million
ETFs: $259 Million
Financial Services: $3.94 Million
Technology: $2.25 Million
Healthcare: $2.18 Million
Consumer Defensive: $1.55 Million
Industrials: $1.13 Million
Consumer Cyclical: $907,000
Energy: $473,000
Other: $702,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $277 Million
  • Prior Value $274 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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