Disciplined Investments, LLC Sells in Q1 2025

Disciplined Investments, LLC

  • $210 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-13.9K
- 70.58%
$85.7 - $93.96 $1.2M - $1.31M
5.81K $537K
VUG
Vanguard Growth ETF

ETFs
-352
- 2.01%
$369.1 - $427.61 $130K - $151K
17.2K $6.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-131
- 1.1%
$360.07 - $417.26 $47.2K - $54.7K
11.7K $4.23M
VBK
Vanguard Small Cap Growth ETF

ETFs
-207
- 1.92%
$247.97 - $296.33 $51.3K - $61.3K
10.6K $2.68M
NVDA
Nvidia Corp

Technology
-142
- 1.14%
$106.98 - $149.43 $15.2K - $21.2K
12.3K $1.33M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.96K
- 6.85%
$50.48 - $50.68 $351K - $353K
94.6K $4.79M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-353
- 10.45%
$254.58 - $302.92 $89.9K - $107K
3.03K $779K
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 0.6%
$198.1 - $229.79 $9.11K - $10.6K
7.63K $1.53M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.12K
- 4.49%
$39.96 - $43.3 $125K - $135K
66.5K $2.72M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.28K
- 16.82%
$50.87 - $51.09 $116K - $116K
11.2K $574K
IVE
Ishares S&P 500 Value ETF

ETFs
-531
- 16.65%
$185.78 - $198.58 $98.6K - $105K
2.66K $501K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-468
- 17.7%
$168.16 - $186.21 $78.7K - $87.1K
2.18K $369K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-138
- 0.65%
$57.21 - $65.8 $7.89K - $9.08K
21.2K $1.23M
VB
Vanguard Small Cap ETF

ETFs
-12
- 0.29%
$217.89 - $252.64 $2.61K - $3.03K
4.13K $915K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-887
- 8.7%
$95.85 - $99.25 $85K - $88K
9.3K $918K
IWN
Ishares Russell2000 Val ETF

ETFs
-47
- 1.0%
$149.27 - $169.4 $7.02K - $7.96K
4.65K $703K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.78K
- 8.73%
$44.68 - $46.49 $79.3K - $82.5K
18.6K $858K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-56
- 0.39%
$47.48 - $53.82 $2.66K - $3.01K
14.1K $675K
VBR
Vanguard Small Cap Value ETF

ETFs
-15
- 0.34%
$183.02 - $207.75 $2.75K - $3.12K
4.42K $820K
PFF
Ishares Trust Ishares Pfd And

ETFs
-234
- 0.29%
$30.73 - $32.26 $7.19K - $7.55K
79.3K $2.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.74K
- 4.25%
$42.5 - $46.71 $116K - $128K
61.6K $2.79M
AMD
Advanced Micro Devices Inc

Technology
-5
- 0.22%
$96.63 - $129.55 $483 - $648
2.27K $233K
EMB
Ishares Tr

ETFs
-443
- 15.22%
$88.64 - $92.03 $39.3K - $40.8K
2.47K $222K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-64
- 1.55%
$120.29 - $134.6 $7.7K - $8.61K
4.07K $494K
VNQ
Vanguard Specialized Funds Van

ETFs
-727
- 1.52%
$85.55 - $94.34 $62.2K - $68.6K
47.2K $4.24M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-615
- 4.11%
$76.94 - $78.28 $47.3K - $48.1K
14.4K $1.12M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-694
- 10.16%
$44.72 - $46.25 $31K - $32.1K
6.14K $282K
PEP
Pepsico Inc

Consumer Defensive
-114
- 6.16%
$142.64 - $156.42 $16.3K - $17.8K
1.74K $260K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-268
- 0.92%
N/A
29K $1.81M
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.56%
$271.18 - $303.12 $1.36K - $1.52K
892 $243K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-392
- 4.65%
$36.63 - $37.45 $14.4K - $14.7K
8.04K $295K
IWD
Ishares Russell 1000 Val ETF

ETFs
-259
- 0.89%
$182.82 - $196.21 $47.4K - $50.8K
28.9K $5.38M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-349
- 3.01%
$49.6 - $50.28 $17.3K - $17.5K
11.2K $564K
VIG
Vanguard Dividend Appreciation

ETFs
-29
- 1.31%
N/A
2.19K $397K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-1K
- 3.08%
$15.0 - $15.91 $15K - $15.9K
31.5K $489K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-180
- 2.84%
$100.59 - $103.47 $18.1K - $18.6K
6.15K $635K
PDI
Pimco Dynamic Income Fund

Financial Services
-1K
- 6.67%
$18.51 - $20.05 $18.5K - $20.1K
14K $276K
VCIT
Vanguard Intermediate Term Cor

ETFs
-45
- 0.65%
$79.17 - $82.04 $3.56K - $3.69K
6.86K $560K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-20
- 0.09%
$25.35 - $27.46 $507 - $549
22.3K $593K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.52K
- 2.24%
$38.22 - $41.19 $57.9K - $62.4K
66.1K $2.69M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.27K
- 7.14%
$26.09 - $30.21 $33.2K - $38.5K
16.6K $488K
EFG
Msci Eafe Growth ETF

ETFs
-1.04K
- 3.39%
$96.1 - $106.37 $100K - $111K
29.7K $3M
VEA
Vanguard Ftse Developed Market

ETFs
-29
- 0.39%
$47.4 - $52.99 $1.37K - $1.54K
7.48K $383K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 1.14%
$442.66 - $534.52 $3.1K - $3.74K
608 $319K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-103
- 1.01%
$74.85 - $84.89 $7.71K - $8.74K
10.1K $829K
XOM
Exxon Mobil Corp

Energy
-5
- 0.05%
$105.44 - $118.93 $527 - $595
9.85K $1.17M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-141
- 0.71%
$63.07 - $73.5 $8.89K - $10.4K
19.6K $1.39M
COP
Conocophillips

Energy
-756
- 1.95%
$88.6 - $105.85 $67K - $80K
38K $3.99M
EFV
Msci Eafe Value ETF

ETFs
-254
- 0.41%
$51.88 - $60.73 $13.2K - $15.4K
61.5K $3.66M
Activity Summary
Buys All Purchases 57 New Holdings 4 Increased Positions 53 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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