Disciplined Investments, LLC Purchases and Sells in Q1 2025

Disciplined Investments, LLC

$210 Million
Q1 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	33.8K + 13.54%	$35.33 - $40.77 $1.2M - $1.38M	284K $11.3M
VGSH	30.7K + 30.26%	$58.07 - $58.68 $1.78M - $1.8M	132K $7.76M
DUHP	53.4K + 116.54%	$32.57 - $35.82 $1.74M - $1.91M	99.3K $3.26M
DFIS	44.5K + 29.04%	$23.92 - $26.89 $1.06M - $1.2M	198K $5.17M
VCSH	16.3K + 16.39%	$77.7 - $78.94 $1.27M - $1.29M	116K $9.14M
DIHP	47.6K + 120.03%	$25.1 - $27.85 $1.2M - $1.33M	87.3K $2.37M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LOW	1.41K New	$222.66 - $268.42 $315K - $380K	1.41K $329K
COST	303 New	$890.62 - $1076.86 $270K - $326K	303 $286K
WMB	3.54K New	$54.02 - $61.09 $191K - $216K	3.54K $211K
SPLV	2.77K New	$68.32 - $75.06 $189K - $208K	2.77K $204K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLE	-13.9K - 70.58%	$85.7 - $93.96 $1.2M - $1.31M	5.81K $537K
VUG	-352 - 2.01%	$369.1 - $427.61 $130K - $151K	17.2K $6.37M
IWF	-131 - 1.1%	$360.07 - $417.26 $47.2K - $54.7K	11.7K $4.23M
VBK	-207 - 1.92%	$247.97 - $296.33 $51.3K - $61.3K	10.6K $2.68M
NVDA	-142 - 1.14%	$106.98 - $149.43 $15.2K - $21.2K	12.3K $1.33M
TFLO	-6.96K - 6.85%	$50.48 - $50.68 $351K - $353K	94.6K $4.79M

Activity Summary All Purchases 57 New Holdings 4 Increased Positions 53 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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