Diversified Enterprises, LLC Reduced Holdings in Q3 2025

Diversified Enterprises, LLC

  • $1.48 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.22M
- 92.59%
$26.38 - $27.95 $111M - $118M
338K $9.23B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-685K
- 98.29%
N/A
11.9K $573M
EMB
Ishares Tr

ETFs
-8.89K
- 58.69%
$91.52 - $95.59 $814K - $850K
6.26K $596M
NVO
Novo Nordisk A S

Healthcare
-2.19K
- 25.16%
$45.38 - $71.7 $99.4K - $157K
6.52K $362M
ACN
Accenture PLC

Technology
-265
- 12.5%
$232.56 - $304.78 $61.6K - $80.8K
1.86K $457M
PG
Procter & Gamble CO

Consumer Defensive
-728
- 7.42%
$150.47 - $161.22 $110K - $117K
9.08K $1.39B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-480
- 0.94%
$59.29 - $62.87 $28.5K - $30.2K
50.4K $3.03B
ISRG
Intuitive Surgical Inc

Healthcare
-22
- 1.55%
$433.66 - $544.47 $9.54K - $12K
1.4K $625M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.03K
- 9.92%
$72.57 - $74.72 $147K - $152K
18.4K $1.37B
TT
Trane Technologies PLC

Industrials
-259
- 15.07%
$398.96 - $472.54 $103K - $122K
1.46K $616M
SPGI
S&P Global Inc.

Financial Services
-157
- 23.47%
$484.94 - $564.15 $76.1K - $88.6K
512 $249M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.07K
- 17.51%
$101.12 - $106.18 $108K - $114K
5.05K $520M
LLY
Eli Lilly & CO

Healthcare
-24
- 0.52%
$625.65 - $812.69 $15K - $19.5K
4.62K $3.52B
UNH
Unitedhealth Group Inc

Healthcare
-650
- 16.47%
$237.77 - $353.61 $155K - $230K
3.3K $1.14B
CMCSA
Comcast Corp

Communication Services
-469
- 2.64%
$31.41 - $36.33 $14.7K - $17K
17.3K $544M
XLP
Consumer Staples Sector Spdr

ETFs
-207
- 0.73%
N/A
28K $2.19B
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.42K
- 9.29%
$74.68 - $80.26 $180K - $194K
23.6K $1.89B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.63K
- 13.62%
$49.78 - $50.75 $81.1K - $82.7K
10.3K $524M
DIS
Walt Disney CO

Communication Services
-171
- 2.82%
$112.25 - $124.0 $19.2K - $21.2K
5.89K $674M
AWK
American Water Works Company, Inc.

Utilities
-524
- 15.49%
$135.05 - $147.0 $70.8K - $77K
2.86K $398M
DE
Deere & CO

Industrials
-24
- 2.03%
$457.26 - $524.37 $11K - $12.6K
1.16K $528M
TDG
Trans Digm Group Inc

Industrials
-23
- 11.92%
$1271.04 - $1620.83 $29.2K - $37.3K
170 $224M
ABT
Abbott Laboratories

Healthcare
-398
- 8.44%
$120.51 - $136.62 $48K - $54.4K
4.32K $578M
PM
Philip Morris International Inc.

Consumer Defensive
-6
- 0.22%
$157.77 - $183.27 $947 - $1.1K
2.78K $450M
BNDX
Vanguard Total International B

ETFs
-968
- 5.69%
$49.0 - $49.51 $47.4K - $47.9K
16K $794M
CTVA
Corteva, Inc.

Basic Materials
-58
- 0.91%
$67.08 - $77.12 $3.89K - $4.47K
6.31K $427M
VDC
Vanguard Consumer Staples ETF

ETFs
-148
- 4.93%
$212.64 - $225.25 $31.5K - $33.3K
2.85K $610M
PH
Parker Hannifin Corp

Industrials
-127
- 15.16%
$697.13 - $769.67 $88.5K - $97.7K
711 $539M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.4K
- 19.34%
$69.9 - $78.26 $98.1K - $110K
5.85K $456M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-554
- 13.52%
$126.64 - $135.65 $70.2K - $75.2K
3.55K $481M
BME
Black Rock Health Sciences Trust

Financial Services
-1.14K
- 9.5%
$35.17 - $37.31 $40K - $42.5K
10.8K $404M
ADBE
Adobe Inc.

Technology
-14
- 1.86%
$333.65 - $392.1 $4.67K - $5.49K
738 $260M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-592
- 13.13%
$50.85 - $51.35 $30.1K - $30.4K
3.92K $201M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.23K
- 7.65%
$24.87 - $25.69 $30.7K - $31.7K
14.9K $380M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.18K
- 2.73%
$48.5 - $50.19 $106K - $110K
78K $3.9B
PEP
Pepsico Inc

Consumer Defensive
-526
- 8.92%
$133.81 - $152.16 $70.4K - $80K
5.37K $754M
VZ
Verizon Communications Inc

Communication Services
-769
- 4.83%
$40.84 - $45.06 $31.4K - $34.7K
15.1K $666M
CTAS
Cintas Corp

Industrials
-3
- 0.24%
$199.29 - $226.27 $598 - $679
1.26K $258M
APO
Apollo Global Management, Inc.

Financial Services
-12
- 0.58%
$131.55 - $156.05 $1.58K - $1.87K
2.06K $275M
BMY
Bristol Myers Squibb CO

Healthcare
-168
- 2.09%
$43.31 - $48.98 $7.28K - $8.23K
7.87K $355M
EBND
Spdr Bloomberg Emerging Market

ETFs
-600
- 3.74%
$20.95 - $21.57 $12.6K - $12.9K
15.5K $330M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.08K
- 8.3%
$20.34 - $21.61 $22K - $23.4K
11.9K $257M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.49K
- 10.67%
$25.29 - $28.33 $88.2K - $98.8K
29.2K $815M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.35K
- 5.37%
$27.61 - $29.15 $148K - $156K
94.3K $2.75B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-61
- 7.71%
$301.44 - $365.84 $18.4K - $22.3K
730 $236M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-141
- 2.92%
$116.29 - $120.92 $16.4K - $17K
4.69K $563M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-346
- 3.9%
N/A
8.53K $571M
MCD
Mcdonalds Corp

Consumer Cyclical
-197
- 4.58%
$291.67 - $316.99 $57.5K - $62.4K
4.11K $1.25B
NKE
Nike, Inc.

Consumer Cyclical
-50
- 1.16%
$69.24 - $79.24 $3.46K - $3.96K
4.25K $297M
Activity Summary
Buys All Purchases 180 New Holdings 21 Increased Positions 159 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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