Syverson Strege & CO Portfolio Holdings

Syverson Strege & CO

  • $280 Million
  • Q4 2024

Syverson Strege & CO has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Million distributed in 78 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 $119M, Dimensional ETF Tr Dimensional with a value of $51.8M, Dimensional ETF Tr Dimensional with a value of $16.9M, Dimensional ETF Tr Emerging Mk with a value of $16.7M, and Dimensional ETF Tr with a value of $12.3M.

Examining the 13F form we can see an increase of $2.73M in the current position value, from $277M to 280M.

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 $280 Million
ETFs: $257 Million
Technology: $4.58 Million
Financial Services: $4.55 Million
Healthcare: $2.82 Million
Consumer Defensive: $1.89 Million
Consumer Cyclical: $1.41 Million
Industrials: $1.15 Million
Communication Services: $963,000
Other: $1.15 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $280 Million
  • Prior Value $277 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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