U.S. Markets open in 4 hrs 17 mins
  • S&P Futures

    4,063.50
    +58.75 (+1.47%)
     
  • Dow Futures

    32,500.00
    +341.00 (+1.06%)
     
  • Nasdaq Futures

    12,493.50
    +248.75 (+2.03%)
     
  • Russell 2000 Futures

    1,810.10
    +27.70 (+1.55%)
     
  • Crude Oil

    114.65
    +0.45 (+0.39%)
     
  • Gold

    1,826.30
    +12.30 (+0.68%)
     
  • Silver

    21.77
    +0.22 (+1.04%)
     
  • EUR/USD

    1.0487
    +0.0048 (+0.4614%)
     
  • 10-Yr Bond

    2.8770
    0.0000 (0.00%)
     
  • Vix

    26.78
    -2.09 (-7.24%)
     
  • GBP/USD

    1.2488
    +0.0164 (+1.3312%)
     
  • USD/JPY

    129.2590
    +0.2060 (+0.1596%)
     
  • BTC-USD

    30,607.23
    +903.35 (+3.04%)
     
  • CMC Crypto 200

    686.87
    +444.19 (+183.04%)
     
  • FTSE 100

    7,511.55
    +46.75 (+0.63%)
     
  • Nikkei 225

    26,659.75
    +112.70 (+0.42%)
     

Syverson Strege & Co Buys BTC BlackRock Short Maturity Municipal Bond ETF, Dimensional ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·9 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company Syverson Strege & Co (Current Portfolio) buys BTC BlackRock Short Maturity Municipal Bond ETF, Dimensional World ex U.S. Core Equity 2 ETF, Vanguard Real Estate Index Fund ETF, PIMCO Dynamic Income Fund, BTC iShares MSCI USA Quality Factor ETF, sells PIMCO Dynamic Credit & Mortgage Income Fund, NVIDIA Corp, Meta Platforms Inc, Microsoft Corp, BlackRock Enhanced Equity Dividend Trust during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Syverson Strege & Co. As of 2021Q4, Syverson Strege & Co owns 313 stocks with a total value of $135 million. These are the details of the buys and sells.

  • New Purchases: ETJ, IYG, PPA, QQQ, XMLV, GOF, PBA, FILL, CAG, NVG, RIVN, CION, WOMN, NACP, FEMS, EAOA, ONL, KD, MO, LILAK, TWTR, PM, TRP, SONY, MAT, IVZ,

  • Added Positions: MEAR, DFAX, DFAC, VNQ, NEAR, DIAL, PDI, QUAL, LDUR, DFAE, MUNI, BOND, AOA, DFAS, AAPL, DIS, HYMB, JPM, EMTL, DOW, VZ, UNP, PG, PEP, HIG, SMMU, DD, DE, COP, BIT, EFV, EMLC, IQLT, VEA, SCZ, SHYG, PHK, AMZN, BP, CVX, ENB, MCY, SO, UNM, MYD, JRS, OGN, PMF, ETW, CTXR, JRI, LNT, CGC, CC, CTVA,

  • Reduced Positions: USMV, ACWV, SHM, FNDX, FNDA, FB, AOM, VCSH, MSFT, UNH, AGG, GOOG, IJK, PFG, HD, DFAI, CSX, EEMV, PRF, WHR, WMT, BRK.B, DFUS, MUB, XOM, EMR, IBM, AOR, ORCL, IJH, C, AOK, LLY, MPC, DWM, WBA, CARR, SHY, PXH, PRFZ, MCD, T, NLY, AMAT, BAC, HPQ, JNJ, MDLZ, EBAY, MET, WFC, TGT, IAGG, ABT, ABBV, MMM, HPE, BBY, CMCSA, FITB, MJ, BEN, DOCU, GWX, INTC, RTX, OTIS, URI, TSCO, VTRS, BNDX, NTAP, RF,

  • Sold Out: PCI, NVDA, BDJ, BGY, TSLA, EXC, JPST, PKO, PTA, IEMG, ASML, CVS, GS, INTU, LOW, MDP, NVO, UPS, PGZ, SHOP, SE, MRNA, ADBE, AFL, ALGN, BBVA, SAN, BK, BCS, BTI, CBRE, GIB, CDNS, COF, CERN, CS, DB, ETN, EL, FISV, FCX, HMC, IDXX, JHX, JCI, KR, LH, LRCX, LYG, MGA, MPW, MU, NUE, IX, RIO, TRV, UBS, VOD, ANTM, SMFG, TECK, MFG, BX, FERG, FTNT, CVE, HCA, HUBS, TEAM, SNAP, CRWD, BSCM, ACN, AAP, ALB, ALL, AIG, ADI, ADM, AVY, BHP, BIO, BIIB, BWA, VIAC, CNC, LUMN, CI, CINF, DHI, DEO, DISCA, D, DPZ, EOG, DISH, ENTG, RE, EXPD, FAST, FDX, IT, HUM, ING, IP, IRM, J, KEY, LKQ, LEN, LBTYA, BBWI, MDT, MTD, MOH, NUAN, ODFL, PRU, PHM, DGX, QDEL, RJF, WRK, POOL, STX, XPO, SWKS, SNA, STT, NLOK, TROW, TER, TPL, TXT, TTC, TRMB, TSN, UHS, WAT, WSO, WST, WDC, WLK, ZBRA, L, LBTYK, JAZZ, TEL, NWG, ICL, AGNC, DISCK, STLA, GNRC, KKR, GMAB, GM, BAH, KMI, HZNP, EPAM, ENPH, PNR, NWSA, ALLY, SYF, CFG, KEYS, QRVO, ETSY, KHC, NVCR, AGR, CVNA, ROKU, VICI, ZS, NVT, DELL, FOXA, FOX, PINS, ALC, INMD, NET, PTON, BNTX, BILL, IAC, PLTR, UPST, VSCO, GXO, SLVM,


For the details of Syverson Strege & Co's stock buys and sells,
go to https://www.gurufocus.com/guru/syverson+strege+%26+co/current-portfolio/portfolio

These are the top 5 holdings of Syverson Strege & Co

  1. Dimensional U.S. Core Equity 2 ETF (DFAC) - 697,394 shares, 14.98% of the total portfolio. Shares added by 6.64%

  2. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 228,693 shares, 13.71% of the total portfolio. Shares reduced by 2.62%

  3. Dimensional US Core Equity Market ETF (DFAU) - 296,125 shares, 7.24% of the total portfolio. Shares added by 0.20%

  4. BTC BlackRock Short Maturity Municipal Bond ETF (MEAR) - 181,910 shares, 6.76% of the total portfolio. Shares added by 30.33%

  5. Dimensional World ex U.S. Core Equity 2 ETF (DFAX) - 312,315 shares, 6.04% of the total portfolio. Shares added by 20.35%

New Purchase: Eaton Vance Risk-Managed Diversified Equity Income (ETJ)

Syverson Strege & Co initiated holding in Eaton Vance Risk-Managed Diversified Equity Income. The purchase prices were between $10.56 and $11.58, with an estimated average price of $11.04. The stock is now traded at around $10.400000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,915 shares as of 2021-12-31.

New Purchase: iShares U.S. Financial Services ETF (IYG)

Syverson Strege & Co initiated holding in iShares U.S. Financial Services ETF. The purchase prices were between $184.71 and $202.77, with an estimated average price of $195.03. The stock is now traded at around $191.770000. The impact to a portfolio due to this purchase was 0.05%. The holding were 349 shares as of 2021-12-31.

New Purchase: Invesco Aerospace & Defense ETF (PPA)

Syverson Strege & Co initiated holding in Invesco Aerospace & Defense ETF. The purchase prices were between $67.37 and $75.57, with an estimated average price of $72.51. The stock is now traded at around $73.270000. The impact to a portfolio due to this purchase was 0.04%. The holding were 665 shares as of 2021-12-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Syverson Strege & Co initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $366.480000. The impact to a portfolio due to this purchase was 0.03%. The holding were 101 shares as of 2021-12-31.

New Purchase: Guggenheim Strategic Opportunities Fund (GOF)

Syverson Strege & Co initiated holding in Guggenheim Strategic Opportunities Fund. The purchase prices were between $17.89 and $20.63, with an estimated average price of $19.12. The stock is now traded at around $18.680000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,778 shares as of 2021-12-31.

New Purchase: Pembina Pipeline Corp (PBA)

Syverson Strege & Co initiated holding in Pembina Pipeline Corp. The purchase prices were between $29.16 and $34.46, with an estimated average price of $31.82. The stock is now traded at around $32.090000. The impact to a portfolio due to this purchase was 0.02%. The holding were 850 shares as of 2021-12-31.

Added: BTC BlackRock Short Maturity Municipal Bond ETF (MEAR)

Syverson Strege & Co added to a holding in BTC BlackRock Short Maturity Municipal Bond ETF by 30.33%. The purchase prices were between $50.07 and $50.15, with an estimated average price of $50.11. The stock is now traded at around $50.010000. The impact to a portfolio due to this purchase was 1.57%. The holding were 181,910 shares as of 2021-12-31.

Added: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

Syverson Strege & Co added to a holding in Dimensional World ex U.S. Core Equity 2 ETF by 20.35%. The purchase prices were between $24.98 and $26.57, with an estimated average price of $25.92. The stock is now traded at around $26.190000. The impact to a portfolio due to this purchase was 1.02%. The holding were 312,315 shares as of 2021-12-31.

Added: Vanguard Real Estate Index Fund ETF (VNQ)

Syverson Strege & Co added to a holding in Vanguard Real Estate Index Fund ETF by 422.47%. The purchase prices were between $101.58 and $116.01, with an estimated average price of $108.38. The stock is now traded at around $106.860000. The impact to a portfolio due to this purchase was 0.55%. The holding were 7,858 shares as of 2021-12-31.

Added: PIMCO Dynamic Income Fund (PDI)

Syverson Strege & Co added to a holding in PIMCO Dynamic Income Fund by 121.06%. The purchase prices were between $24.75 and $27.21, with an estimated average price of $26.1. The stock is now traded at around $25.000000. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,330 shares as of 2021-12-31.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Syverson Strege & Co added to a holding in BTC iShares MSCI USA Quality Factor ETF by 53.03%. The purchase prices were between $130.52 and $146.3, with an estimated average price of $141.15. The stock is now traded at around $135.180000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,346 shares as of 2021-12-31.

Added: PIMCO Intermediate Municipal Bond Active Exchange- (MUNI)

Syverson Strege & Co added to a holding in PIMCO Intermediate Municipal Bond Active Exchange- by 21.89%. The purchase prices were between $55.8 and $56.28, with an estimated average price of $56.08. The stock is now traded at around $55.750000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,170 shares as of 2021-12-31.

Sold Out: PIMCO Dynamic Credit & Mortgage Income Fund (PCI)

Syverson Strege & Co sold out a holding in PIMCO Dynamic Credit & Mortgage Income Fund. The sale prices were between $20.47 and $21.82, with an estimated average price of $21.13.

Sold Out: NVIDIA Corp (NVDA)

Syverson Strege & Co sold out a holding in NVIDIA Corp. The sale prices were between $197.32 and $333.76, with an estimated average price of $277.31.

Sold Out: BlackRock Enhanced Equity Dividend Trust (BDJ)

Syverson Strege & Co sold out a holding in BlackRock Enhanced Equity Dividend Trust. The sale prices were between $9.37 and $10.37, with an estimated average price of $10.06.

Sold Out: Tesla Inc (TSLA)

Syverson Strege & Co sold out a holding in Tesla Inc. The sale prices were between $780.59 and $1229.91, with an estimated average price of $1012.35.

Sold Out: Blackrock Enhanced International Dividend Trust (BGY)

Syverson Strege & Co sold out a holding in Blackrock Enhanced International Dividend Trust. The sale prices were between $5.95 and $6.38, with an estimated average price of $6.21.

Sold Out: Exelon Corp (EXC)

Syverson Strege & Co sold out a holding in Exelon Corp. The sale prices were between $47.57 and $57.76, with an estimated average price of $52.93.



Here is the complete portfolio of Syverson Strege & Co. Also check out:

1. Syverson Strege & Co's Undervalued Stocks

2. Syverson Strege & Co's Top Growth Companies, and

3. Syverson Strege & Co's High Yield stocks

4. Stocks that Syverson Strege & Co keeps buyingThis article first appeared on GuruFocus.