The Analysis of Syverson Strege & Co's Holdings
Currently, Syverson Strege & Co holds 166 types of securities in its portfolio with a total value $422.5M. In the most recent quarter, they have increased their positions in NFLX (+9.6K shares, valued at $901.1K), NVDA (+2.5K shares, valued at $463.8K), ABT (+2.6K shares, valued at $327.9K); decreased their positions in DFAC (-29.6K shares, valued at $1.2M), DUHP (-23.2K shares, valued at $881.1K), DFAU (-14.7K shares, valued at $687.8K); initiated new positions in CAH (+1.4K shares, valued at $296.5K), BMY (+4.9K shares, valued at $266.4K), NVS (+1.9K shares, valued at $261.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.2M shares-0.91%2025-12-312026-02-09
DFIC DIMENSIONAL ETF TRUST2.1M shares-0.61%2025-12-312026-02-09 DFEM DIMENSIONAL ETF TRUST756.5K shares-0.98%2025-12-312026-02-09 DUHP DIMENSIONAL ETF TRUST443.0K shares-4.97%2025-12-312026-02-09 DFGR DIMENSIONAL ETF TRUST475.5K shares0.53%2025-12-312026-02-09 DFAS DIMENSIONAL ETF TRUST175.8K shares-1.22%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST245.5K shares-5.65%2025-12-312026-02-09 JPST J P MORGAN EXCHANGE TRADED F175.4K shares2.70%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST155.7K shares-3.73%2025-12-312026-02-09 DFIS DIMENSIONAL ETF TRUST178.7K shares-4.88%2025-12-312026-02-09 BOND PIMCO ETF TR60.1K shares-1.18%2025-12-312026-02-09 AAPL APPLE INC16.1K shares-3.36%2025-12-312026-02-09 MSFT MICROSOFT CORP9.0K shares-0.75%2025-12-312026-02-09 NVDA NVIDIA CORPORATION22.5K shares12.45%2025-12-312026-02-09 JPIE J P MORGAN EXCHANGE TRADED F89.7K shares-2.32%2025-12-312026-02-09 DFSU DIMENSIONAL ETF TRUST87.9K shares-4.30%2025-12-312026-02-09 USMV ISHARES TR33.6K shares-0.20%2025-12-312026-02-09 META META PLATFORMS INC4.7K shares-2.37%2025-12-312026-02-09 JMST J P MORGAN EXCHANGE TRADED F51.6K shares3.68%2025-12-312026-02-09 WMT WALMART INC22.6K shares-7.67%2025-12-312026-02-09 DFUS DIMENSIONAL ETF TRUST29.5K shares-6.52%2025-12-312026-02-09 DFAW DIMENSIONAL ETF TRUST29.1K shares-2.66%2025-12-312026-02-09 AMZN AMAZON COM INC8.6K shares4.40%2025-12-312026-02-09 DFAE DIMENSIONAL ETF TRUST58.9K shares-5.42%2025-12-312026-02-09 DFSI DIMENSIONAL ETF TRUST43.7K shares-4.84%2025-12-312026-02-09 XOM EXXON MOBIL CORP15.5K shares-2.80%2025-12-312026-02-09 ABT ABBOTT LABS14.5K shares21.96%2025-12-312026-02-09 AOA ISHARES TR20.1K shares-7.76%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.5.4K shares-2.49%2025-12-312026-02-09 ALPHABET INC ALPHABET INC5.3K shares6.59%2025-12-312026-02-09 ABBV ABBVIE INC6.6K shares1.17%2025-12-312026-02-09 ALPHABET INC ALPHABET INC4.4K shares-1.92%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS6.3K shares0.00%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS4.7K shares-0.04%2025-12-312026-02-09 USB US BANCORP DEL25.8K shares-0.05%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON6.6K shares3.41%2025-12-312026-02-09 BROADCOM INC BROADCOM INC3.8K shares-4.25%2025-12-312026-02-09 VEU VANGUARD INTL EQUITY INDEX F15.7K shares0.00%2025-12-312026-02-09 WFC WELLS FARGO CO NEW12.3K shares-3.67%2025-12-312026-02-09 LDUR PIMCO ETF TR10.9K shares0.46%2025-12-312026-02-09 LLY ELI LILLY & CO951 shares-7.31%2025-12-312026-02-09 HD HOME DEPOT INC3.0K shares-9.42%2025-12-312026-02-09 NFLX NETFLIX INC10.8K shares829.25%2025-12-312026-02-09 MA MASTERCARD INCORPORATED1.8K shares-7.38%2025-12-312026-02-09 IWB ISHARES TR2.5K shares-27.46%2025-12-312026-02-09 T AT&T INC37.3K shares-2.81%2025-12-312026-02-09 VXF VANGUARD INDEX FDS4.1K shares0.00%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW977 shares-6.24%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC2.5K shares-10.85%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC915 shares-3.99%2025-12-312026-02-09 MUNI PIMCO ETF TR14.9K shares0.01%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE2.4K shares-8.16%2025-12-312026-02-09 BAC BANK AMERICA CORP13.4K shares-4.46%2025-12-312026-02-09 EMR EMERSON ELEC CO5.4K shares-0.48%2025-12-312026-02-09 ORCL ORACLE CORP3.7K shares-10.04%2025-12-312026-02-09 CSCO CISCO SYS INC9.0K shares2.17%2025-12-312026-02-09 HYMB SPDR SERIES TRUST26.8K shares2.98%2025-12-312026-02-09 NEAR ISHARES U S ETF TR12.1K shares-32.67%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC2.2K shares5.95%2025-12-312026-02-09 DFSE DIMENSIONAL ETF TRUST13.7K shares-3.56%2025-12-312026-02-09 CVX CHEVRON CORP NEW3.7K shares-2.77%2025-12-312026-02-09 GM GENERAL MTRS CO6.9K shares9.50%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO3.8K shares-6.79%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F9.8K shares0.00%2025-12-312026-02-09 SO SOUTHERN CO6.0K shares-0.67%2025-12-312026-02-09 TJX TJX COS INC NEW3.3K shares4.12%2025-12-312026-02-09 AMAT APPLIED MATLS INC2.0K shares5.61%2025-12-312026-02-09 MCK MCKESSON CORP614 shares7.16%2025-12-312026-02-09 COF CAPITAL ONE FINL CORP2.1K shares-2.91%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC2.8K shares-4.73%2025-12-312026-02-09 WSM WILLIAMS SONOMA INC2.8K shares-0.15%2025-12-312026-02-09 DFAX DIMENSIONAL ETF TRUST14.9K shares0.00%2025-12-312026-02-09 CAT CATERPILLAR INC841 shares5.65%2025-12-312026-02-09 INMU BLACKROCK ETF TRUST II19.8K shares0.00%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS INC11.3K shares-5.08%2025-12-312026-02-09 CVS CVS HEALTH CORP5.8K shares1.64%2025-12-312026-02-09 INTC INTEL CORP12.5K shares-4.20%2025-12-312026-02-09 BTI BRITISH AMERN TOB PLC8.0K shares8.10%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS3.1K shares-3.83%2025-12-312026-02-09 V VISA INC1.2K shares-8.23%2025-12-312026-02-09 PGR PROGRESSIVE CORP1.9K shares-9.15%2025-12-312026-02-09 AOM ISHARES TR8.9K shares32.29%2025-12-312026-02-09 BK BANK NEW YORK MELLON CORP3.4K shares15.37%2025-12-312026-02-09 MPC MARATHON PETE CORP2.4K shares-5.01%2025-12-312026-02-09 PM PHILIP MORRIS INTL INC2.4K shares8.97%2025-12-312026-02-09 BBVA BANCO BILBAO VIZCAYA ARGENTA16.6K shares-4.40%2025-12-312026-02-09 CTVA CORTEVA INC5.8K shares-1.26%2025-12-312026-02-09 PEP PEPSICO INC2.7K shares-1.11%2025-12-312026-02-09 GILD GILEAD SCIENCES INC3.1K shares16.34%2025-12-312026-02-09 KR KROGER CO6.0K shares14.82%2025-12-312026-02-09 KLAC KLA CORP308 shares-4.94%2025-12-312026-02-09 TRV TRAVELERS COMPANIES INC1.3K shares-3.24%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO968 shares-5.19%2025-12-312026-02-09 BCS BARCLAYS PLC13.9K shares5.46%2025-12-312026-02-09 DFAT DIMENSIONAL ETF TRUST5.9K shares0.36%2025-12-312026-02-09 PFE PFIZER INC14.1K shares4.57%2025-12-312026-02-09 AGG ISHARES TR3.5K shares-14.26%2025-12-312026-02-09 QCOM QUALCOMM INC2.0K shares10.49%2025-12-312026-02-09 F FORD MTR CO26.6K shares7.39%2025-12-312026-02-09 MCD MCDONALDS CORP1.1K shares-8.94%2025-12-312026-02-09 CEG CONSTELLATION ENERGY CORP955 shares-3.34%2025-12-312026-02-09 CENCORA INC CENCORA INC992 shares15.62%2025-12-312026-02-09 RTX RTX CORPORATION1.8K shares-2.46%2025-12-312026-02-09 SAN BANCO SANTANDER SA28.1K shares-5.14%2025-12-312026-02-09 APH AMPHENOL CORP NEW2.4K shares3.78%2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC1.5K shares-1.51%2025-12-312026-02-09 CSX CSX CORP8.9K shares-2.41%2025-12-312026-02-09 KO COCA COLA CO4.5K shares9.50%2025-12-312026-02-09 MO ALTRIA GROUP INC5.3K shares-10.92%2025-12-312026-02-09 SHEL SHELL PLC4.2K shares-1.96%2025-12-312026-02-09 AOR ISHARES TR4.7K shares-3.37%2025-12-312026-02-09 HSBC HSBC HLDGS PLC3.9K shares-1.33%2025-12-312026-02-09 ALL ALLSTATE CORP1.4K shares-5.79%2025-12-312026-02-09 MFG MIZUHO FINANCIAL GROUP INC40.9K shares-1.82%2025-12-312026-02-09 CAH CARDINAL HEALTH INC1.4K sharesnew addition2025-12-312026-02-09 AIG AMERICAN INTL GROUP INC3.3K shares-1.74%2025-12-312026-02-09 ETY EATON VANCE TAX-MANAGED DIVE17.7K shares0.00%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO4.9K sharesnew addition2025-12-312026-02-09 UBS UBS GROUP AG5.7K shares-2.33%2025-12-312026-02-09 GLW CORNING INC3.0K shares-11.99%2025-12-312026-02-09 NVS NOVARTIS AG1.9K sharesnew addition2025-12-312026-02-09 AMGN AMGEN INC797 shares1.92%2025-12-312026-02-09 MS MORGAN STANLEY1.5K shares-7.00%2025-12-312026-02-09 SAP SAP SE1.1K shares-10.86%2025-12-312026-02-09 ELV ELEVANCE HEALTH INC FORMERLY734 shares9.39%2025-12-312026-02-09 INTU INTUIT384 shares-11.32%2025-12-312026-02-09 SYF SYNCHRONY FINANCIAL3.0K sharesnew addition2025-12-312026-02-09 AEE AMEREN CORP2.5K shares-0.56%2025-12-312026-02-09 PH PARKER-HANNIFIN CORP281 shares-7.57%2025-12-312026-02-09 NEM NEWMONT CORP2.4K sharesnew addition2025-12-312026-02-09 ING ING GROEP N.V.8.7K shares-2.08%2025-12-312026-02-09 SU SUNCOR ENERGY INC NEW5.5K shares-0.16%2025-12-312026-02-09 HCA HCA HEALTHCARE INC518 shares-3.90%2025-12-312026-02-09 CB CHUBB LIMITED774 shares-7.86%2025-12-312026-02-09 YUM YUM BRANDS INC1.6K shares2.65%2025-12-312026-02-09 PDI PIMCO DYNAMIC INCOME FD13.4K shares1.14%2025-12-312026-02-09 NEE NEXTERA ENERGY INC2.9K shares3.66%2025-12-312026-02-09 DIHP DIMENSIONAL ETF TRUST7.4K shares0.00%2025-12-312026-02-09 SMFG SUMITOMO MITSUI FINL GROUP I12.0K shares-6.27%2025-12-312026-02-09 APP APPLOVIN CORP343 shares-4.72%2025-12-312026-02-09 WDC WESTERN DIGITAL CORP1.3K sharesnew addition2025-12-312026-02-09 GWW WW GRAINGER INC223 sharesnew addition2025-12-312026-02-09 JBL JABIL INC985 sharesnew addition2025-12-312026-02-09 NOW SERVICENOW INC1.5K shares303.31%2025-12-312026-02-09 GEV GE VERNOVA INC342 shares-5.00%2025-12-312026-02-09 HPE HEWLETT PACKARD ENTERPRISE C9.2K shares-0.19%2025-12-312026-02-09 VLO VALERO ENERGY CORP1.4K shares-3.63%2025-12-312026-02-09 DIS DISNEY WALT CO1.9K shares-8.40%2025-12-312026-02-09 NRG NRG ENERGY INC1.4K sharesnew addition2025-12-312026-02-09 FCX FREEPORT-MCMORAN INC4.1K sharesnew addition2025-12-312026-02-09 BKNG BOOKING HOLDINGS INC39 shares-25.00%2025-12-312026-02-09 COP CONOCOPHILLIPS2.2K shares-3.99%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD676 sharesnew addition2025-12-312026-02-09 VYMI VANGUARD WHITEHALL FDS2.3K sharesnew addition2025-12-312026-02-09 VTRS VIATRIS INC11.5K sharesnew addition2025-12-312026-02-09 NOK NOKIA CORP18.1K shares-0.69%2025-12-312026-02-09 NMR NOMURA HLDGS INC13.8K shares-1.59%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available