Diversified Enterprises, LLC Incresed Positions in Q1 2025

Diversified Enterprises, LLC

  • $1.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
210K
+ 5.26%
$27.01 - $28.54 $5.67M - $5.99M
4.2M $118B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
216K
+ 83.82%
$38.36 - $41.43 $8.29M - $8.95M
474K $18.3B
MUB
Ishares National Muni Bond ETF

ETFs
37.2K
+ 110.95%
$104.71 - $107.69 $3.9M - $4.01M
70.7K $7.46B
VEA
Vanguard Ftse Developed Market

ETFs
61K
+ 453.62%
$47.4 - $52.99 $2.89M - $3.23M
74.5K $3.79B
VTV
Vanguard Value ETF

ETFs
17.9K
+ 186.23%
$167.73 - $179.21 $3M - $3.21M
27.5K $4.75B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
59.1K
+ 609.27%
$49.25 - $50.66 $2.91M - $2.99M
68.8K $3.41B
JPM
Jpmorgan Chase & CO

Financial Services
8.75K
+ 66.23%
$225.19 - $279.95 $1.97M - $2.45M
22K $5.39B
AAPL
Apple Inc.

Technology
17.8K
+ 26.92%
$209.68 - $247.1 $3.72M - $4.39M
83.8K $18.6B
VUG
Vanguard Growth ETF

ETFs
6.25K
+ 95.94%
$369.1 - $427.61 $2.31M - $2.67M
12.8K $4.73B
SCHV
Schwab Strategic Tr Us Large C

ETFs
72.9K
+ 188.28%
$25.77 - $27.6 $1.88M - $2.01M
112K $2.97B
JPIE
J P Morgan Exchange Traded Fd
33.8K
+ 5.29%
$45.46 - $46.18 $1.54M - $1.56M
674K $31B
DRSK
ETF Ser Solutions Aptus Define

ETFs
74.6K
+ 5.05%
$27.06 - $28.25 $2.02M - $2.11M
1.55M $42.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.61K
+ 104.73%
$507.05 - $563.67 $1.83M - $2.04M
7.06K $3.63B
IEMG
Ishares Inc

ETFs
30K
+ 116.7%
N/A
55.7K $3.01B
IDEV
Ishares Core Msci Intl Develop

ETFs
23.4K
+ 351.77%
$63.77 - $71.36 $1.49M - $1.67M
30.1K $2.07B
MSFT
Microsoft Corp

Technology
6.31K
+ 34.79%
$375.39 - $447.2 $2.37M - $2.82M
24.4K $9.17B
IEFA
Ishares Tr

ETFs
18.3K
+ 101.23%
$69.57 - $78.65 $1.27M - $1.44M
36.4K $2.75B
AMZN
Amazon Com Inc

Consumer Cyclical
9.09K
+ 65.81%
$190.26 - $242.06 $1.73M - $2.2M
22.9K $4.36B
SO
Southern CO

Utilities
10.6K
+ 36.33%
$80.96 - $92.96 $858K - $986K
39.8K $3.66B
V
Visa Inc.

Financial Services
2.11K
+ 30.92%
$306.92 - $362.71 $649K - $766K
8.95K $3.14B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.6K
+ 408.2%
$42.5 - $46.71 $874K - $960K
25.6K $1.16B
META
Meta Platforms, Inc.

Communication Services
1.67K
+ 51.85%
$576.36 - $736.67 $960K - $1.23M
4.88K $2.81B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
493
+ 7.11%
$442.66 - $534.52 $218K - $264K
7.43K $3.95B
SUB
Ishares Short Term National Mu

ETFs
7.49K
+ 275.84%
$105.3 - $106.24 $789K - $796K
10.2K $1.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.45K
+ 4.47%
$95.85 - $99.25 $523K - $541K
128K $12.6B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.52K
+ 23.19%
$87.68 - $94.52 $572K - $617K
34.7K $3.25B
LLY
Eli Lilly & CO

Healthcare
572
+ 14.07%
$725.72 - $929.72 $415K - $532K
4.64K $3.83B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
28.8K
+ 50.89%
$23.32 - $23.84 $672K - $687K
85.5K $2B
UNH
Unitedhealth Group Inc

Healthcare
1.12K
+ 29.58%
$461.52 - $548.18 $518K - $615K
4.92K $2.57B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
25.4K
+ 159.33%
$25.12 - $26.05 $638K - $661K
41.3K $1.04B
VBK
Vanguard Small Cap Growth ETF

ETFs
2.66K
+ 182.35%
$247.97 - $296.33 $658K - $787K
4.11K $1.04B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
+ 72.31%
$45.92 - $47.58 $577K - $598K
29.9K $1.42B
VBR
Vanguard Small Cap Value ETF

ETFs
3.48K
+ 84.75%
$183.02 - $207.75 $638K - $724K
7.6K $1.41B
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.27K
+ 34.07%
$101.98 - $115.66 $741K - $841K
28.6K $2.93B
ABBV
Abb Vie Inc.

Healthcare
1.46K
+ 19.11%
$169.2 - $216.66 $246K - $315K
9.07K $1.9B
JNJ
Johnson & Johnson

Healthcare
2.08K
+ 28.35%
$142.06 - $167.7 $295K - $348K
9.4K $1.56B
T
At&T Inc.

Communication Services
11.8K
+ 45.51%
$21.56 - $28.28 $254K - $333K
37.6K $1.06B
NFLX
Netflix Inc

Communication Services
471
+ 136.52%
$828.4 - $1058.6 $390K - $499K
816 $761M
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.9K
+ 252.88%
$23.16 - $27.04 $461K - $538K
27.7K $650M
WMT
Walmart Inc.

Consumer Defensive
5.45K
+ 40.52%
$84.5 - $105.05 $460K - $572K
18.9K $1.66B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.6K
+ 130.16%
$107.24 - $116.37 $386K - $419K
6.37K $742M
SCHO
Schwab Short Term Us Treasury

ETFs
16.4K
+ 196.66%
$24.1 - $24.34 $395K - $399K
24.8K $602M
OSCV
Opus Small Cap Value ETF

ETFs
98.1K
+ 6.91%
$34.16 - $38.45 $3.35M - $3.77M
1.52M $52.9B
PGR
Progressive Corp

Financial Services
1.1K
+ 79.93%
$235.61 - $291.22 $259K - $320K
2.47K $700M
MA
Mastercard Inc

Financial Services
580
+ 38.59%
$504.67 - $576.31 $293K - $334K
2.08K $1.14B
AMT
American Tower Corp

Real Estate
1.31K
+ 103.48%
$173.46 - $217.6 $227K - $284K
2.57K $559M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.5K
+ 87.58%
$165.25 - $224.62 $412K - $561K
5.35K $887M
CVX
Chevron Corp

Energy
1.11K
+ 19.41%
$146.71 - $167.97 $162K - $186K
6.8K $1.14B
FDL
First Tr Morningstar Dividend

ETFs
5.54K
+ 26.32%
$39.69 - $43.83 $220K - $243K
26.6K $1.15B
Activity Summary
Buys All Purchases 251 New Holdings 76 Increased Positions 175 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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