The Analysis of Syverson Strege & Co's Holdings
Currently, Syverson Strege & Co holds 165 types of securities in its portfolio with a total value $417.3M. In the most recent quarter, they have increased their positions in BTI (+7.4K shares, valued at $392.0K), ORCL (+1.4K shares, valued at $390.4K), JPST (+6.2K shares, valued at $315.3K); decreased their positions in DFAC (-238.8K shares, valued at $9.2M), DFIC (-147.8K shares, valued at $4.8M), DFAU (-71.2K shares, valued at $3.3M); initiated new positions in BTI (+7.4K shares, valued at $392.0K), BKNG (+52 shares, valued at $281.4K), GLW (+3.4K shares, valued at $279.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.3M shares-6.83%2025-09-302025-12-01
DFIC DIMENSIONAL ETF TRUST2.1M shares-6.64%2025-09-302025-12-01 DFEM DIMENSIONAL ETF TRUST764.1K shares-6.73%2025-09-302025-12-01 DUHP DIMENSIONAL ETF TRUST466.2K shares-8.21%2025-09-302025-12-01 DFGR DIMENSIONAL ETF TRUST473.0K shares-5.26%2025-09-302025-12-01 DFAS DIMENSIONAL ETF TRUST178.0K shares-4.87%2025-09-302025-12-01 DFAU DIMENSIONAL ETF TRUST260.2K shares-21.48%2025-09-302025-12-01 JPST J P MORGAN EXCHANGE TRADED F170.8K shares3.78%2025-09-302025-12-01 DFIS DIMENSIONAL ETF TRUST187.9K shares-2.94%2025-09-302025-12-01 DFAI DIMENSIONAL ETF TRUST161.7K shares-16.39%2025-09-302025-12-01 BOND PIMCO ETF TR60.8K shares-8.26%2025-09-302025-12-01 MSFT MICROSOFT CORP9.1K shares-1.98%2025-09-302025-12-01 JPIE J P MORGAN EXCHANGE TRADED F91.8K shares-6.96%2025-09-302025-12-01 AAPL APPLE INC16.7K shares0.99%2025-09-302025-12-01 DFSU DIMENSIONAL ETF TRUST91.9K shares-0.55%2025-09-302025-12-01 NVDA NVIDIA CORPORATION20.0K shares-0.82%2025-09-302025-12-01 META META PLATFORMS INC4.8K shares-5.74%2025-09-302025-12-01 USMV ISHARES TR33.7K shares-3.52%2025-09-302025-12-01 BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares-11.19%2025-09-302025-12-01 JMST J P MORGAN EXCHANGE TRADED F49.7K shares0.11%2025-09-302025-12-01 WMT WALMART INC24.5K shares-19.80%2025-09-302025-12-01 DFUS DIMENSIONAL ETF TRUST31.5K shares-31.84%2025-09-302025-12-01 DFAW DIMENSIONAL ETF TRUST29.9K shares-18.75%2025-09-302025-12-01 DFAE DIMENSIONAL ETF TRUST62.3K shares-4.24%2025-09-302025-12-01 AOA ISHARES TR21.8K shares-4.03%2025-09-302025-12-01 DFSI DIMENSIONAL ETF TRUST45.9K shares-2.11%2025-09-302025-12-01 AMZN AMAZON COM INC8.3K shares-3.98%2025-09-302025-12-01 XOM EXXON MOBIL CORP16.0K shares-4.67%2025-09-302025-12-01 JPM JPMORGAN CHASE & CO.5.5K shares-11.92%2025-09-302025-12-01 ABT ABBOTT LABS11.9K shares-1.30%2025-09-302025-12-01 ABBV ABBVIE INC6.5K shares8.19%2025-09-302025-12-01 NFLX NETFLIX INC1.2K shares-6.91%2025-09-302025-12-01 VIG VANGUARD SPECIALIZED FUNDS6.3K shares0.00%2025-09-302025-12-01 HD HOME DEPOT INC3.3K shares-7.16%2025-09-302025-12-01 IBM INTERNATIONAL BUSINESS MACHS4.7K shares-6.80%2025-09-302025-12-01 AVGO BROADCOM INC3.9K shares-4.26%2025-09-302025-12-01 IWB ISHARES TR3.5K shares-7.49%2025-09-302025-12-01 RSP INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2025-09-302025-12-01 USB US BANCORP DEL25.8K shares-0.79%2025-09-302025-12-01 GOOGL ALPHABET INC5.0K shares-3.23%2025-09-302025-12-01 JNJ JOHNSON & JOHNSON6.4K shares-1.95%2025-09-302025-12-01 ORCL ORACLE CORP4.1K shares51.91%2025-09-302025-12-01 VEU VANGUARD INTL EQUITY INDEX F15.7K shares0.00%2025-09-302025-12-01 GOOG ALPHABET INC4.5K shares-4.29%2025-09-302025-12-01 T AT&T INC38.3K shares-8.88%2025-09-302025-12-01 MA MASTERCARD INCORPORATED1.9K shares-2.82%2025-09-302025-12-01 WFC WELLS FARGO CO NEW12.8K shares-23.39%2025-09-302025-12-01 LDUR PIMCO ETF TR10.9K shares-16.84%2025-09-302025-12-01 COST COSTCO WHSL CORP NEW1.0K shares-10.33%2025-09-302025-12-01 UNH UNITEDHEALTH GROUP INC2.8K shares-4.20%2025-09-302025-12-01 NEAR ISHARES U S ETF TR17.9K shares0.01%2025-09-302025-12-01 VXF VANGUARD INDEX FDS4.1K shares0.00%2025-09-302025-12-01 GE GE AEROSPACE2.6K shares-12.62%2025-09-302025-12-01 C CITIGROUP INC7.7K shares-14.17%2025-09-302025-12-01 LLY ELI LILLY & CO1.0K shares-42.65%2025-09-302025-12-01 MUNI PIMCO ETF TR14.9K shares-10.68%2025-09-302025-12-01 GS GOLDMAN SACHS GROUP INC953 shares-10.43%2025-09-302025-12-01 BAC BANK AMERICA CORP14.0K shares-11.06%2025-09-302025-12-01 EMR EMERSON ELEC CO5.5K shares-5.54%2025-09-302025-12-01 HYMB SPDR SERIES TRUST26.0K shares2.59%2025-09-302025-12-01 PG PROCTER AND GAMBLE CO4.0K shares-3.02%2025-09-302025-12-01 CSCO CISCO SYS INC8.8K shares1.45%2025-09-302025-12-01 CVX CHEVRON CORP NEW3.8K shares-6.91%2025-09-302025-12-01 DFSE DIMENSIONAL ETF TRUST14.2K shares-3.91%2025-09-302025-12-01 SO SOUTHERN CO6.1K shares-5.22%2025-09-302025-12-01 WSM WILLIAMS SONOMA INC2.8K shares1.81%2025-09-302025-12-01 PLTR PALANTIR TECHNOLOGIES INC2.9K shares-7.11%2025-09-302025-12-01 VWO VANGUARD INTL EQUITY INDEX F9.8K shares0.00%2025-09-302025-12-01 VZ VERIZON COMMUNICATIONS INC11.9K shares-12.71%2025-09-302025-12-01 PGR PROGRESSIVE CORP2.1K shares-8.58%2025-09-302025-12-01 MPC MARATHON PETE CORP2.6K shares-4.63%2025-09-302025-12-01 INMU BLACKROCK ETF TRUST II19.8K shares0.00%2025-09-302025-12-01 DFAX DIMENSIONAL ETF TRUST14.9K shares-0.01%2025-09-302025-12-01 TJX TJX COS INC NEW3.2K shares-0.03%2025-09-302025-12-01 VYM VANGUARD WHITEHALL FDS3.2K shares0.59%2025-09-302025-12-01 V VISA INC1.3K shares10.32%2025-09-302025-12-01 COF CAPITAL ONE FINL CORP2.1K shares-17.16%2025-09-302025-12-01 MCK MCKESSON CORP573 shares-6.22%2025-09-302025-12-01 INTC INTEL CORP13.0K shares-11.02%2025-09-302025-12-01 CVS CVS HEALTH CORP5.7K shares-12.25%2025-09-302025-12-01 AGG ISHARES TR4.1K shares0.29%2025-09-302025-12-01 PRF INVESCO EXCHANGE TRADED FD T8.8K shares-4.78%2025-09-302025-12-01 CTVA CORTEVA INC5.9K shares-2.73%2025-09-302025-12-01 MO ALTRIA GROUP INC6.0K shares-7.00%2025-09-302025-12-01 BTI BRITISH AMERN TOB PLC7.4K sharesnew addition2025-09-302025-12-01 GM GENERAL MTRS CO6.3K shares-10.31%2025-09-302025-12-01 AMAT APPLIED MATLS INC1.9K shares-9.43%2025-09-302025-12-01 PEP PEPSICO INC2.7K shares-6.14%2025-09-302025-12-01 CAT CATERPILLAR INC796 shares-5.13%2025-09-302025-12-01 MCD MCDONALDS CORP1.2K shares-2.59%2025-09-302025-12-01 PM PHILIP MORRIS INTL INC2.2K shares-19.94%2025-09-302025-12-01 TRV TRAVELERS COMPANIES INC1.3K shares-6.96%2025-09-302025-12-01 KR KROGER CO5.2K shares-2.68%2025-09-302025-12-01 KLAC KLA CORP324 shares-11.23%2025-09-302025-12-01 PFE PFIZER INC13.5K shares-0.99%2025-09-302025-12-01 DFAT DIMENSIONAL ETF TRUST5.9K shares0.41%2025-09-302025-12-01 MU MICRON TECHNOLOGY INC2.0K shares-9.00%2025-09-302025-12-01 MRK MERCK & CO INC4.1K shares-6.98%2025-09-302025-12-01 AXP AMERICAN EXPRESS CO1.0K shares-9.33%2025-09-302025-12-01 BBVA BANCO BILBAO VIZCAYA ARGENTA17.4K shares-16.54%2025-09-302025-12-01 NOW SERVICENOW INC362 shares-12.35%2025-09-302025-12-01 ALL ALLSTATE CORP1.5K shares-8.18%2025-09-302025-12-01 LIN LINDE PLC693 shares-9.88%2025-09-302025-12-01 CEG CONSTELLATION ENERGY CORP988 shares-10.34%2025-09-302025-12-01 CSX CSX CORP9.1K shares-41.32%2025-09-302025-12-01 BK BANK NEW YORK MELLON CORP3.0K shares-4.68%2025-09-302025-12-01 AOM ISHARES TR6.7K shares-8.21%2025-09-302025-12-01 SAP SAP SE1.2K shares-5.90%2025-09-302025-12-01 RTX RTX CORPORATION1.9K shares-7.05%2025-09-302025-12-01 AOR ISHARES TR4.8K shares-0.17%2025-09-302025-12-01 ANET ARISTA NETWORKS INC2.1K shares-1.43%2025-09-302025-12-01 SAN BANCO SANTANDER S.A.29.6K shares-20.19%2025-09-302025-12-01 QCOM QUALCOMM INC1.9K shares-1.96%2025-09-302025-12-01 SHEL SHELL PLC4.2K shares-14.19%2025-09-302025-12-01 F FORD MTR CO24.8K shares-3.14%2025-09-302025-12-01 GILD GILEAD SCIENCES INC2.7K shares-9.62%2025-09-302025-12-01 INTU INTUIT433 shares-2.26%2025-09-302025-12-01 APH AMPHENOL CORP NEW2.3K shares-6.32%2025-09-302025-12-01 CI THE CIGNA GROUP981 shares-16.86%2025-09-302025-12-01 BKNG BOOKING HOLDINGS INC52 sharesnew addition2025-09-302025-12-01 ETY EATON VANCE TAX-MANAGED DIVE17.7K shares0.00%2025-09-302025-12-01 MFG MIZUHO FINANCIAL GROUP INC41.7K shares-14.51%2025-09-302025-12-01 GLW CORNING INC3.4K sharesnew addition2025-09-302025-12-01 HSBC HSBC HLDGS PLC3.9K shares-10.60%2025-09-302025-12-01 KO COCA COLA CO4.1K shares-10.30%2025-09-302025-12-01 STX SEAGATE TECHNOLOGY HLDNGS PL1.2K sharesnew addition2025-09-302025-12-01 BCS BARCLAYS PLC13.2K shares1.40%2025-09-302025-12-01 QUAL ISHARES TR1.4K shares0.88%2025-09-302025-12-01 COR CENCORA INC858 shares0.59%2025-09-302025-12-01 AIG AMERICAN INTL GROUP INC3.4K shares-14.74%2025-09-302025-12-01 PDI PIMCO DYNAMIC INCOME FD13.3K shares3.06%2025-09-302025-12-01 AEE AMEREN CORP2.5K shares-0.36%2025-09-302025-12-01 APP APPLOVIN CORP360 sharesnew addition2025-09-302025-12-01 MSI MOTOROLA SOLUTIONS INC565 shares-1.40%2025-09-302025-12-01 SPAB SPDR SERIES TRUST9.8K shares0.00%2025-09-302025-12-01 MS MORGAN STANLEY1.6K shares-16.78%2025-09-302025-12-01 AMD ADVANCED MICRO DEVICES INC1.5K shares-5.80%2025-09-302025-12-01 UBS UBS GROUP AG5.9K shares-14.70%2025-09-302025-12-01 VLO VALERO ENERGY CORP1.4K shares-12.18%2025-09-302025-12-01 DIS DISNEY WALT CO2.1K shares-19.95%2025-09-302025-12-01 CB CHUBB LIMITED840 shares-17.73%2025-09-302025-12-01 YUM YUM BRANDS INC1.5K shares11.38%2025-09-302025-12-01 DD DUPONT DE NEMOURS INC3.0K shares-2.06%2025-09-302025-12-01 ING ING GROEP N.V.8.9K shares-13.30%2025-09-302025-12-01 PH PARKER-HANNIFIN CORP304 shares-9.79%2025-09-302025-12-01 HCA HCA HEALTHCARE INC539 shares-9.56%2025-09-302025-12-01 SU SUNCOR ENERGY INC NEW5.5K shares-0.74%2025-09-302025-12-01 HPE HEWLETT PACKARD ENTERPRISE C9.2K shares-5.95%2025-09-302025-12-01 DIHP DIMENSIONAL ETF TRUST7.4K sharesnew addition2025-09-302025-12-01 CASY CASEYS GEN STORES INC392 shares-1.01%2025-09-302025-12-01 GEV GE VERNOVA INC360 shares-28.71%2025-09-302025-12-01 AMGN AMGEN INC782 shares-14.07%2025-09-302025-12-01 TXN TEXAS INSTRS INC1.2K shares-8.81%2025-09-302025-12-01 COP CONOCOPHILLIPS2.3K shares-9.96%2025-09-302025-12-01 ELV ELEVANCE HEALTH INC FORMERLY671 shares-24.86%2025-09-302025-12-01 SMFG SUMITOMO MITSUI FINL GROUP I12.8K shares-31.25%2025-09-302025-12-01 NEE NEXTERA ENERGY INC2.8K shares-6.49%2025-09-302025-12-01 AFL AFLAC INC1.9K shares-27.48%2025-09-302025-12-01 FAST FASTENAL CO4.3K sharesnew addition2025-09-302025-12-01 LRCX LAM RESEARCH CORP1.6K sharesnew addition2025-09-302025-12-01 CMCSA COMCAST CORP NEW6.4K shares-19.69%2025-09-302025-12-01 NMR NOMURA HLDGS INC14.0K shares-17.83%2025-09-302025-12-01 AOD ABRDN TOTAL DYNAMIC DIVIDEND10.3K sharesnew addition2025-09-302025-12-01 NOK NOKIA CORP18.2K shares5.01%2025-09-302025-12-01 LPL LG DISPLAY CO LTD12.2K shares-10.94%2025-09-302025-12-01 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available