Syverson Strege & CO Sells in Q3 2025

Syverson Strege & CO

  • $394 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-71.2K
- 21.48%
$42.42 - $45.96 $3.02M - $3.27M
260K $11.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-148K
- 6.64%
$30.76 - $33.01 $4.55M - $4.88M
2.08M $68.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-14.7K
- 31.84%
$67.01 - $72.84 $987K - $1.07M
31.5K $2.28M
DFAI
Dimensional ETF Tr

ETFs
-31.7K
- 16.39%
$34.05 - $36.55 $1.08M - $1.16M
162K $5.88M
LLY
Eli Lilly & CO

Healthcare
-763
- 42.65%
$625.65 - $812.69 $477K - $620K
1.03K $782K
WMT
Walmart Inc.

Consumer Defensive
-6.05K
- 19.8%
$94.4 - $104.27 $571K - $631K
24.5K $2.53M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-41.7K
- 8.21%
$35.76 - $37.93 $1.49M - $1.58M
466K $17.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.47K
- 8.26%
$90.83 - $93.81 $497K - $513K
60.8K $5.68M
JPIE
J P Morgan Exchange Traded Fd
-6.87K
- 6.96%
$46.01 - $46.55 $316K - $320K
91.8K $4.26M
NFLX
Netflix Inc

Communication Services
-86
- 6.91%
$1147.87 - $1297.18 $98.7K - $112K
1.16K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-705
- 11.19%
$459.11 - $506.91 $324K - $357K
5.6K $2.81M
META
Meta Platforms, Inc.

Communication Services
-290
- 5.74%
$695.21 - $791.73 $202K - $230K
4.77K $3.5M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-2.2K
- 16.84%
$95.22 - $96.21 $209K - $212K
10.9K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
-120
- 10.33%
$915.95 - $994.57 $110K - $119K
1.04K $964K
CSX
Csx Corp

Industrials
-6.4K
- 41.32%
$32.05 - $36.52 $205K - $234K
9.08K $322K
IBM
International Business Machines Corp

Technology
-340
- 6.8%
$234.77 - $292.47 $79.8K - $99.4K
4.66K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
-558
- 19.94%
$157.77 - $183.27 $88K - $102K
2.24K $363K
T
At&T Inc.

Communication Services
-3.74K
- 8.88%
$26.94 - $29.62 $101K - $111K
38.3K $1.08M
ELV
Elevance Health, Inc.

Healthcare
-222
- 24.86%
$274.66 - $395.76 $61K - $87.9K
671 $216K
CI
Cigna Corp

Healthcare
-199
- 16.86%
$262.23 - $334.39 $52.2K - $66.5K
981 $282K
COF
Capital One Financial Corp

Financial Services
-441
- 17.16%
$207.29 - $229.74 $91.4K - $101K
2.13K $452K
PGR
Progressive Corp

Financial Services
-195
- 8.58%
$238.61 - $264.3 $46.5K - $51.5K
2.08K $512K
NOW
Service Now, Inc.

Technology
-51
- 12.35%
$850.86 - $1044.69 $43.4K - $53.3K
362 $333K
DIS
Walt Disney CO

Communication Services
-519
- 19.95%
$112.25 - $124.0 $58.3K - $64.4K
2.08K $238K
CMCSA
Comcast Corp

Communication Services
-1.57K
- 19.69%
$31.41 - $36.33 $49.3K - $57K
6.4K $201K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.78K
- 10.68%
$50.9 - $52.37 $90.8K - $93.4K
14.9K $779K
JPM
Jpmorgan Chase & CO

Financial Services
-751
- 11.92%
$282.78 - $316.06 $212K - $237K
5.55K $1.75M
AIG
American International Group, Inc.

Financial Services
-585
- 14.74%
$76.34 - $85.87 $44.7K - $50.2K
3.38K $265K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.23K
- 3.52%
$92.18 - $95.14 $113K - $117K
33.7K $3.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-343
- 3.98%
$211.65 - $238.24 $72.6K - $81.7K
8.27K $1.82M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-5.83K
- 31.25%
$14.53 - $17.13 $84.7K - $99.9K
12.8K $214K
SAP
Sap Se

Technology
-75
- 5.9%
$252.42 - $311.93 $18.9K - $23.4K
1.2K $319K
VZ
Verizon Communications Inc

Communication Services
-1.74K
- 12.71%
$40.84 - $45.06 $71K - $78.3K
11.9K $524K
AFL
Aflac Inc

Financial Services
-721
- 27.48%
$98.09 - $111.7 $70.7K - $80.5K
1.9K $212K
CB
Chubb LTD

Financial Services
-181
- 17.73%
$265.99 - $289.59 $48.1K - $52.4K
840 $237K
EMR
Emerson Electric CO

Industrials
-321
- 5.54%
$128.6 - $149.63 $41.3K - $48K
5.47K $717K
CTVA
Corteva, Inc.

Basic Materials
-164
- 2.73%
$67.08 - $77.12 $11K - $12.6K
5.85K $395K
INTU
Intuit Inc

Technology
-10
- 2.26%
$646.03 - $807.39 $6.46K - $8.07K
433 $295K
KO
Coca Cola CO

Consumer Defensive
-475
- 10.3%
$65.67 - $71.67 $31.2K - $34K
4.14K $274K
ABT
Abbott Laboratories

Healthcare
-157
- 1.3%
$120.51 - $136.62 $18.9K - $21.4K
11.9K $1.6M
SHEL
Shell PLC

Energy
-700
- 14.19%
$69.82 - $73.93 $48.9K - $51.8K
4.23K $302K
PG
Procter & Gamble CO

Consumer Defensive
-126
- 3.02%
$150.47 - $161.22 $19K - $20.3K
4.05K $622K
AMGN
Amgen Inc

Healthcare
-128
- 14.07%
$271.18 - $309.22 $34.7K - $39.6K
782 $220K
KR
Kroger CO

Consumer Defensive
-144
- 2.68%
$64.52 - $74.35 $9.29K - $10.7K
5.22K $352K
GILD
Gilead Sciences, Inc.

Healthcare
-284
- 9.62%
$108.22 - $120.47 $30.7K - $34.2K
2.67K $296K
CEG
Constellation Energy Corp

Utilities
-114
- 10.34%
$298.82 - $354.89 $34.1K - $40.5K
988 $325K
TXN
Texas Instruments Inc

Technology
-116
- 8.81%
N/A
1.2K $233K
BAC
Bank Of America Corp

Financial Services
-1.74K
- 11.06%
$44.92 - $52.42 $78.1K - $91.1K
14K $721K
AXP
American Express CO

Financial Services
-105
- 9.33%
$294.27 - $342.31 $30.9K - $35.9K
1.02K $339K
Activity Summary
Buys All Purchases 28 New Holdings 9 Increased Positions 19 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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