Diversified Enterprises, LLC Reduced Holdings in Q4 2024

Diversified Enterprises, LLC

  • $1.05 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-292K
- 95.39%
$216.13 - $242.4 $63.2M - $70.9M
14.1K $3.12B
XLC
Select Sector Spdr Tr Communic

ETFs
-394K
- 73.44%
$89.66 - $102.16 $35.3M - $40.2M
142K $13.8B
Doubleline ETF Trust
-261K
- 98.13%
N/A
4.96K $255M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-7.33K
- 1.02%
N/A
709K $32.8B
REET
Ishares Global Reit ETF

ETFs
-59.8K
- 78.11%
$23.43 - $26.54 $1.4M - $1.59M
16.8K $402M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-18.7K
- 42.79%
$49.87 - $52.46 $933K - $982K
25K $1.25B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-22K
- 39.99%
$33.93 - $38.37 $745K - $843K
33K $1.13B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16K
- 24.69%
$26.63 - $30.23 $427K - $485K
49K $1.3B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5.7K
- 37.89%
$75.65 - $83.47 $431K - $476K
9.34K $711M
XOM
Exxon Mobil Corp

Energy
-460
- 1.17%
$105.51 - $125.37 $48.5K - $57.7K
38.7K $4.16B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.11K
- 6.97%
$88.59 - $94.57 $187K - $199K
28.1K $2.5B
JNJ
Johnson & Johnson

Healthcare
-669
- 8.37%
$143.34 - $165.86 $95.9K - $111K
7.33K $1.06B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.9K
- 26.12%
$124.61 - $133.96 $236K - $254K
5.36K $690M
CEG
Constellation Energy Corp

Utilities
-45
- 0.95%
$224.28 - $285.52 $10.1K - $12.8K
4.7K $1.05B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-3.64K
- 23.16%
$41.74 - $46.2 $152K - $168K
12.1K $506M
VEA
Vanguard Ftse Developed Market

ETFs
-1.86K
- 12.13%
$47.57 - $52.44 $88.3K - $97.4K
13.5K $643M
PEP
Pepsico Inc

Consumer Defensive
-319
- 5.48%
$151.29 - $176.1 $48.3K - $56.2K
5.5K $836M
XLP
Consumer Staples Sector Spdr

ETFs
-261
- 0.87%
N/A
29.8K $2.34B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.71K
- 3.2%
$57.38 - $61.11 $97.9K - $104K
51.6K $3.01B
PFE
Pfizer Inc

Healthcare
-3.09K
- 12.8%
$24.8 - $30.19 $76.5K - $93.2K
21K $558M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-3.99K
- 10.6%
$21.66 - $22.69 $86.4K - $90.5K
33.6K $732M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.43K
- 24.87%
$58.88 - $64.8 $84K - $92.5K
4.31K $254M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.48K
- 16.12%
$40.15 - $42.9 $99.6K - $106K
12.9K $521M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-961
- 8.35%
$118.0 - $127.04 $113K - $122K
10.5K $1.28B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.39K
- 10.68%
$33.39 - $37.66 $46.4K - $52.4K
11.6K $388M
IDEV
Ishares Core Msci Intl Develop

ETFs
-566
- 7.83%
$64.18 - $70.42 $36.3K - $39.9K
6.66K $429M
VXF
Vanguard Extended Market ETF

ETFs
-1.12K
- 6.87%
$179.17 - $207.15 $200K - $231K
15.1K $2.87B
SUB
Ishares Short Term National Mu

ETFs
-754
- 21.74%
$104.94 - $106.2 $79.1K - $80.1K
2.72K $286M
NKE
Nike, Inc.

Consumer Cyclical
-349
- 8.11%
$73.36 - $89.13 $25.6K - $31.1K
3.95K $299M
AWK
American Water Works Company, Inc.

Utilities
-17
- 0.5%
$123.83 - $146.07 $2.11K - $2.48K
3.36K $418M
ADBE
Adobe Inc.

Technology
-58
- 8.83%
$437.39 - $552.96 $25.4K - $32.1K
599 $266M
LEAD
Siren Divcon Leaders Dividend

ETFs
-583
- 5.36%
$66.53 - $71.39 $38.8K - $41.6K
10.3K $684M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.02K
- 16.85%
$44.04 - $49.49 $44.9K - $50.5K
5.04K $222M
VTV
Vanguard Value ETF

ETFs
-61
- 0.63%
$168.32 - $181.87 $10.3K - $11.1K
9.61K $1.63B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-386
- 12.23%
$108.6 - $115.42 $41.9K - $44.6K
2.77K $302M
XLE
Energy Sector Spdr

ETFs
-325
- 2.26%
$83.32 - $97.27 $27.1K - $31.6K
14K $1.2B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-186
- 2.46%
$185.87 - $204.12 $34.6K - $38K
7.37K $1.39B
AZN
Astrazeneca PLC

Healthcare
-47
- 1.11%
$63.2 - $79.58 $2.97K - $3.74K
4.2K $275M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-203
- 2.18%
$176.42 - $186.91 $35.8K - $37.9K
9.11K $1.62B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.25K
- 12.33%
$17.65 - $18.18 $39.7K - $40.9K
16K $283M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-358
- 1.45%
$113.79 - $124.5 $40.7K - $44.6K
24.4K $2.8B
VBR
Vanguard Small Cap Value ETF

ETFs
-96
- 2.28%
$197.36 - $217.3 $18.9K - $20.9K
4.11K $815M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-183
- 0.85%
$22.65 - $23.8 $4.14K - $4.36K
21.3K $484M
PAVE
Global X Fds Us Infrastructure

ETFs
-334
- 2.81%
$40.41 - $45.95 $13.5K - $15.3K
11.5K $466M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-56
- 4.35%
$417.69 - $450.94 $23.4K - $25.3K
1.23K $524M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-313
- 2.34%
$61.68 - $67.87 $19.3K - $21.2K
13.1K $816M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-91
- 1.07%
$42.33 - $43.3 $3.85K - $3.94K
8.44K $360M
HYLS
First Tr Tactical High Yield L

ETFs
-59
- 0.96%
$41.29 - $42.03 $2.44K - $2.48K
6.07K $251M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-62
- 0.8%
N/A
7.7K $348M
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
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