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  Name: Syverson Strege & Co
  City: WEST DES MOINES
  State: IA
  Zip: 50266
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $277,413,000
  Total Value Change : $19,624,000
  Securities Held Change : 2
   
All Securities Held : 71
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 39
  Unchanged Positions : 7
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 35 New $420.21 $637,000 1,514 0.23% 637,000 1,514 0    Application Software
   (FB)1 Year Chart         FB Meta Platforms Inc 56 New $471.91 $274,000 564 0.1% 274,000 564 0    Internet Service Prov...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 59 New $770.00 $262,000 337 0.09% 262,000 337 0    Drug Manufacturers - ...
   (HD)1 Year Chart         HD Home Depot Inc 61 New $344.21 $252,000 657 0.09% 252,000 657 0    Home Improvement Stores
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 67 New $154.64 $225,000 1,425 0.08% 225,000 1,425 0    Drug Manufacturers - ...
   (COST)1 Year Chart         COST Costco Wholesale Corp 68 New $795.81 $222,000 303 0.08% 222,000 303 0    Discount, Variety Stores

      6 Records Found
  1    
Page 1 of 1
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