Syverson Strege & Co

Q3 2025 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
9/30/2025
Date filed
12/1/2025
Form type
13F-HR
Num holdings
165
Total value ($000)
$417,334
Net value change ($000)
-5,983 (-1.4%)
New positions
9
Sold out positions
12
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 858 25.3%
ORCL 557 95.2%
NVDA 545 17.1%
BTI 392 NEW
ABBV 390 35.0%
DFAC 328 0.3%
JPST 323 3.9%
GOOGL 305 33.4%
BKNG 281 NEW
GLW 279 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAU -2,131 -15.2%
DFIC -1,061 -1.5%
DFUS -816 -26.3%
DFAI -809 -12.1%
VUG -780 -100.0%
LLY -612 -43.9%
DFGR -478 -3.6%
WMT -463 -15.5%
DUHP -453 -2.5%
BOND -433 -7.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type