Diversified Enterprises, LLC Incresed Positions in Q4 2024

Diversified Enterprises, LLC

  • $1.05 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
206
+ 11.17%
$343.9 - $376.86 $70.8K - $77.6K
2.05K $721M
ORCL
Oracle Corp

Technology
480
+ 15.08%
$165.41 - $192.43 $79.4K - $92.4K
3.66K $610M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
86
+ 1.17%
$129.96 - $144.97 $11.2K - $12.5K
7.46K $1.04B
FDN
First Tr Fd Dow Jones

ETFs
99
+ 7.26%
$210.5 - $257.24 $20.8K - $25.5K
1.46K $356M
IBM
International Business Machines Corp

Technology
331
+ 5.74%
$204.9 - $238.04 $67.8K - $78.8K
6.1K $1.34B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
590
+ 29.46%
$113.92 - $127.38 $67.2K - $75.2K
2.59K $299M
NFLX
Netflix Inc

Communication Services
2
+ 0.58%
$687.65 - $936.56 $1.38K - $1.87K
345 $308M
XLK
Technology Sector Spdr

ETFs
187
+ 6.66%
$220.26 - $241.44 $41.2K - $45.1K
2.99K $696M
TT
Trane Technologies PLC

Industrials
233
+ 18.6%
$369.35 - $419.14 $86.1K - $97.7K
1.49K $549M
AXP
American Express CO

Financial Services
39
+ 2.05%
$267.35 - $305.57 $10.4K - $11.9K
1.94K $575M
CSCO
Cisco Systems, Inc.

Technology
129
+ 1.49%
$52.45 - $60.02 $6.77K - $7.74K
8.79K $520M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.15K
+ 10.91%
$106.56 - $113.11 $122K - $130K
11.6K $1.24B
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 9.17%
$873.59 - $994.69 $38.4K - $43.8K
524 $480M
SPYG
Spdr Portfolio

ETFs
126
+ 1.54%
$81.74 - $91.38 $10.3K - $11.5K
8.3K $730M
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 2.64%
$178.39 - $215.0 $17.8K - $21.5K
3.9K $751M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
859
+ 16.78%
$50.53 - $55.55 $43.4K - $47.7K
5.98K $305M
ADP
Automatic Data Processing Inc

Industrials
84
+ 7.53%
$280.08 - $307.97 $23.5K - $25.9K
1.2K $351M
CVX
Chevron Corp

Energy
379
+ 7.13%
$141.15 - $162.53 $53.5K - $61.6K
5.7K $825M
TJX
Tjx Companies Inc

Consumer Cyclical
258
+ 10.14%
$112.15 - $127.2 $28.9K - $32.8K
2.8K $339M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
958
+ 10.96%
$49.79 - $51.14 $47.7K - $49K
9.7K $486M
SYK
Stryker Corp

Healthcare
102
+ 13.37%
$345.14 - $392.15 $35.2K - $40K
865 $312M
EFG
Msci Eafe Growth ETF

ETFs
1.89K
+ 13.69%
$96.83 - $106.88 $183K - $202K
15.7K $1.52B
FDL
First Tr Morningstar Dividend

ETFs
1.64K
+ 8.44%
$39.59 - $43.95 $64.8K - $72K
21K $847M
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 1.11%
$471.27 - $550.62 $4.24K - $4.96K
822 $429M
OKE
Oneok Inc

Energy
3
+ 0.1%
$92.28 - $117.05 $277 - $351
2.98K $299M
IVW
Ishares S&P 500 Growth ETF

ETFs
29
+ 0.96%
$94.43 - $105.47 $2.74K - $3.06K
3.04K $309M
RTX
Raytheon Technologies Corp

Industrials
250
+ 11.74%
$114.45 - $127.21 $28.6K - $31.8K
2.38K $275M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.27K
+ 12.25%
$21.43 - $22.55 $27.1K - $28.5K
11.6K $250M
SPIB
Spdr Portfolio Intermediate Te

ETFs
693
+ 10.54%
$32.65 - $33.68 $22.6K - $23.3K
7.27K $238M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.2K
+ 278.62%
$25.93 - $105.3 $886K - $3.6M
46.4K $1.29B
PH
Parker Hannifin Corp

Industrials
20
+ 2.82%
$621.74 - $709.46 $12.4K - $14.2K
730 $464M
CTVA
Corteva, Inc.

Basic Materials
393
+ 8.62%
$55.21 - $64.13 $21.7K - $25.2K
4.95K $282M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
831
+ 10.26%
$27.8 - $29.05 $23.1K - $24.1K
8.93K $249M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
691
+ 7.62%
$23.7 - $24.34 $16.4K - $16.8K
9.76K $233M
MBB
Ishares Tr

ETFs
583
+ 5.55%
$91.26 - $95.82 $53.2K - $55.9K
11.1K $1.02B
DE
Deere & CO

Industrials
5
+ 0.49%
$389.45 - $466.0 $1.95K - $2.33K
1.03K $437M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.62K
+ 8.57%
$38.37 - $42.82 $62.2K - $69.4K
20.5K $788M
VZ
Verizon Communications Inc

Communication Services
1.61K
+ 13.55%
$39.6 - $45.21 $63.6K - $72.6K
13.4K $538M
HYG
Ishares Tr

ETFs
121
+ 3.77%
$78.09 - $80.04 $9.45K - $9.68K
3.33K $262M
GLD
Spdr Gold Trust

ETFs
26
+ 0.86%
$236.59 - $257.5 $6.15K - $6.7K
3.03K $735M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
139
+ 4.08%
$91.94 - $100.02 $12.8K - $13.9K
3.55K $329M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.94K
+ 100.18%
$25.33 - $51.16 $99.7K - $201K
7.86K $203M
ABT
Abbott Laboratories

Healthcare
24
+ 0.6%
$111.93 - $119.39 $2.69K - $2.87K
4.04K $457M
VOE
Vanguard Mid Cap Value Index F

ETFs
65
+ 2.85%
$160.89 - $176.18 $10.5K - $11.5K
2.35K $380M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
158
+ 0.77%
$8.36 - $8.71 $1.32K - $1.38K
20.7K $174M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
264
+ 2.39%
$51.09 - $55.27 $13.5K - $14.6K
11.3K $578M
PGR
Progressive Corp

Financial Services
52
+ 3.93%
$239.6 - $268.88 $12.5K - $14K
1.38K $330M
PG
Procter & Gamble CO

Consumer Defensive
229
+ 2.75%
$161.05 - $179.7 $36.9K - $41.2K
8.56K $1.44B
FTCS
First Trust Capital Strength E

ETFs
11
+ 0.33%
$87.62 - $94.03 $964 - $1.03K
3.33K $292M
Activity Summary
Buys All Purchases 160 New Holdings 16 Increased Positions 144 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Diversified Enterprises, LLC Portfolio

Follow Diversified Enterprises, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Enterprises, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversified Enterprises, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email