Syverson-Strege--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  "ETY",
  "PDI",
  "HD",
  null,
  null,
  null,
  "EMR",
  "META",
  null,
  "EXG",
  null,
  "MA",
  "MSFT",
  "ORCL",
  null,
  null,
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "IBM",
  "VXF",
  null,
  "ACWV",
  "VWO",
  null,
  "PRF",
  null,
  null,
  "VIG",
  null,
  null,
  "VYM",
  "AEE",
  null,
  "AMZN",
  null,
  "VEU",
  "USB",
  "VUG",
  "VYMI",
  "VTV",
  "WMT",
  "WFC",
  "WSM",
  null,
  null,
  null,
  null,
  "SO",
  "BRK-B",
  "CVX",
  "COST",
  "CTVA",
  "CSX",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "USMV",
  "IWB",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 79
Total Value: 311254353
Accession Number: 0001682057-25-000003
Form Type: 13F-HR
CIK: syverson-strege--co
Manager Name: Syverson-Strege--Co

Data Enrichment

63% identified

50 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $311.3M total value

79 positions • $311.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$311.3M)

25434V773

Shares:51.9K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$311.3M)

MICROSOFT CORP

Shares:3.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$311.3M)

ABBOTT LABORATORIES

Shares:9.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.3M)

921908844

Shares:6.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.3M)

US BANCORP \DE\

Shares:29.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.3M)

72201R718

Shares:12.7K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.3M)

464287622

Shares:3.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$311.3M)

46137V357

Shares:6.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$311.3M)

Walmart Inc.

Shares:12.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$311.3M)

AbbVie Inc.

Shares:4.6K

Value:$962.1K

% of Portfolio:0.3% ($962.1K/$311.3M)

922042775

Shares:15.7K

Value:$953.5K

% of Portfolio:0.3% ($953.5K/$311.3M)

72201R866

Shares:16.2K

Value:$834.5K

% of Portfolio:0.3% ($834.5K/$311.3M)

922908652

Shares:4.1K

Value:$702.6K

% of Portfolio:0.2% ($702.6K/$311.3M)

922908736

Shares:1.8K

Value:$658.4K

% of Portfolio:0.2% ($658.4K/$311.3M)

78464A284

Shares:24.5K

Value:$618.7K

% of Portfolio:0.2% ($618.7K/$311.3M)

EXXON MOBIL CORP

Shares:4.9K

Value:$577.2K

% of Portfolio:0.2% ($577.2K/$311.3M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:2.3K

Value:$570.1K

% of Portfolio:0.2% ($570.1K/$311.3M)

EMERSON ELECTRIC CO

Shares:5.2K

Value:$568.7K

% of Portfolio:0.2% ($568.7K/$311.3M)

NVIDIA CORP

Shares:5.2K

Value:$558.7K

% of Portfolio:0.2% ($558.7K/$311.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ +0.59% (+18) YoY +4.92% (+142)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$311.3M)	QoQ +18.19% (+$248.2K) YoY +32.88% (+$398.9K)
(cusip25434V773)✕	51.9K	QoQ +5.74% (+2.8K) YoY +27.82% (+11.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$311.3M)	QoQ +11.28% (+$135.9K) YoY +31.80% (+$323.5K)
MICROSOFT CORP(MSFTcusip594918104)	3.5K	QoQ +103.50% (+1.8K) YoY +134.01% (+2.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$311.3M)	QoQ +81.26% (+$596.2K) YoY +108.80% (+$693.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	9.4K	QoQ +0.44% (+41) YoY +313.21% (+7.1K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.3M)	QoQ +17.79% (+$187.4K) YoY +382.20% (+$983.2K)
(VIGcusip921908844)	6.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.3M)	QoQ -0.93% (-$11.7K) YoY +6.23% (+$72.1K)
US BANCORP \DE\(USBcusip902973304)	29.1K	QoQ -0.75% (-221) YoY -19.10% (-6.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.3M)	QoQ -12.39% (-$173.6K) YoY -23.59% (-$378.8K)
(cusip72201R718)✕	12.7K	QoQ +3.46% (+425) YoY -64.84% (-23.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.3M)	QoQ +4.54% (+$52.9K) YoY -64.43% (-$2.2M)
(IWBcusip464287622)	3.8K	QoQ +0.02% (-1) YoY +0.24% (+9)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$311.3M)	QoQ -4.76% (-$57.7K) YoY +6.76% (+$73.0K)
(RSPcusip46137V357)	6.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$311.3M)	QoQ -1.14% (-$13.2K) YoY +2.27% (+$25.5K)
Walmart Inc.(WMTcusip931142103)	12.2K	QoQ +1.15% (-139) YoY +11.17% (+1.2K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$311.3M)	QoQ -1.70% (-$18.6K) YoY +62.21% (+$410.9K)
AbbVie Inc.(ABBVcusip00287Y109)	4.6K	QoQ +0.83% (+38) YoY NEW(+4.6K)	All Managers (Combined)	$962.1K	0.3% ($962.1K/$311.3M)	QoQ +18.89% (+$152.9K) YoY NEW(+$962.1K)
(VEUcusip922042775)	15.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$953.5K	0.3% ($953.5K/$311.3M)	QoQ +5.66% (+$51.1K) YoY +3.42% (+$31.6K)
(cusip72201R866)✕	16.2K	QoQ +0.82% (+133) YoY +17.81% (+2.4K)	All Managers (Combined)	$834.5K	0.3% ($834.5K/$311.3M)	QoQ +0.47% (+$4.0K) YoY +15.74% (+$113.5K)
(VXFcusip922908652)	4.1K	QoQ 0.00% (-0) YoY -2.39% (-100)	All Managers (Combined)	$702.6K	0.2% ($702.6K/$311.3M)	QoQ -9.32% (-$72.3K) YoY -4.06% (-$29.8K)
(VUGcusip922908736)	1.8K	QoQ 0.00% (-0) YoY -15.07% (-315)	All Managers (Combined)	$658.4K	0.2% ($658.4K/$311.3M)	QoQ -9.63% (-$70.2K) YoY -8.45% (-$60.8K)
(cusip78464A284)✕	24.5K	QoQ -3.60% (-917) YoY -1.86% (-465)	All Managers (Combined)	$618.7K	0.2% ($618.7K/$311.3M)	QoQ -4.96% (-$32.3K) YoY -3.65% (-$23.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.9K	QoQ +3.56% (+167) YoY +4.18% (+195)	All Managers (Combined)	$577.2K	0.2% ($577.2K/$311.3M)	QoQ +14.50% (+$73.1K) YoY +6.59% (+$35.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.3K	QoQ +3.28% (+73) YoY +9.81% (+205)	All Managers (Combined)	$570.1K	0.2% ($570.1K/$311.3M)	QoQ +16.82% (+$82.1K) YoY +42.96% (+$171.3K)
EMERSON ELECTRIC CO(EMRcusip291011104)	5.2K	QoQ -8.77% (-499) YoY -6.57% (-365)	All Managers (Combined)	$568.7K	0.2% ($568.7K/$311.3M)	QoQ -19.29% (-$136.0K) YoY -9.69% (-$61.1K)
NVIDIA CORP(NVDAcusip67066G104)	5.2K	QoQ -10.81% (-625) YoY NEW(+5.2K)	All Managers (Combined)	$558.7K	0.2% ($558.7K/$311.3M)	QoQ -28.02% (-$217.5K) YoY NEW(+$558.7K)