Diversified Enterprises, LLC Reduced Holdings in Q2 2025

Diversified Enterprises, LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2K
- 2.38%
$172.42 - $223.89 $344K - $447K
81.8K $16.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.16K
- 44.74%
$456.74 - $568.03 $1.44M - $1.79M
3.9K $2.22B
UNH
Unitedhealth Group Inc

Healthcare
-969
- 19.72%
$274.35 - $599.47 $266K - $581K
3.95K $1.23B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-11.5K
- 71.81%
$50.09 - $51.09 $575K - $587K
4.51K $230M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-8.12K
- 8.62%
$67.03 - $80.35 $544K - $653K
86.1K $6.87B
XLE
Energy Sector Spdr

ETFs
-2.71K
- 19.09%
$76.44 - $94.13 $207K - $255K
11.5K $974M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.29K
- 29.24%
$105.23 - $109.61 $347K - $361K
7.97K $873M
AON
Aon PLC

Financial Services
-13
- 0.2%
$335.85 - $398.81 $4.37K - $5.18K
6.52K $2.33B
ABBV
Abb Vie Inc.

Healthcare
-151
- 1.67%
$170.16 - $206.27 $25.7K - $31.1K
8.92K $1.66B
IWM
Ishares Russell 2000 ETF

ETFs
-2.09K
- 14.6%
$174.82 - $215.79 $366K - $452K
12.2K $2.64B
MBB
Ishares Tr

ETFs
-2.11K
- 17.19%
$91.41 - $94.22 $193K - $199K
10.2K $953M
AMGN
Amgen Inc

Healthcare
-529
- 39.42%
$262.28 - $309.85 $139K - $164K
813 $227M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-99
- 6.65%
$390.26 - $489.06 $38.6K - $48.4K
1.39K $563M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.54K
- 24.13%
$107.61 - $119.09 $166K - $183K
4.84K $573M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-5.4K
- 0.77%
N/A
697K $33.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.26K
- 21.38%
$49.57 - $50.27 $161K - $164K
12K $602M
PEP
Pepsico Inc

Consumer Defensive
-332
- 5.33%
$128.02 - $151.37 $42.5K - $50.3K
5.9K $779M
SCHO
Schwab Short Term Us Treasury

ETFs
-5.91K
- 23.88%
$24.19 - $24.45 $143K - $145K
18.8K $459M
MRK
Merck & Co., Inc.

Healthcare
-342
- 3.52%
$73.47 - $87.12 $25.1K - $29.8K
9.39K $743M
CPRT
Copart Inc

Consumer Cyclical
-1.52K
- 21.33%
$47.72 - $63.84 $72.3K - $96.8K
5.59K $274M
CHE
Chemed Corp

Healthcare
-104
- 17.84%
$486.93 - $619.21 $50.6K - $64.4K
479 $233M
PG
Procter & Gamble CO

Consumer Defensive
-57
- 0.58%
$157.66 - $172.39 $8.99K - $9.83K
9.81K $1.56B
EXC
Exelon Corp

Utilities
-1.93K
- 15.03%
$42.2 - $47.37 $81.5K - $91.5K
10.9K $474M
V
Visa Inc.

Financial Services
-442
- 4.94%
$308.27 - $373.31 $136K - $165K
8.51K $3.02B
PGR
Progressive Corp

Financial Services
-266
- 10.75%
$255.27 - $288.74 $67.9K - $76.8K
2.21K $589M
AMT
American Tower Corp

Real Estate
-517
- 20.12%
$203.96 - $228.19 $105K - $118K
2.05K $454M
QCOM
Qualcomm Inc

Technology
-729
- 34.32%
$124.66 - $159.48 $90.9K - $116K
1.4K $222M
MA
Mastercard Inc

Financial Services
-229
- 10.99%
$479.92 - $590.74 $110K - $135K
1.85K $1.04B
APO
Apollo Global Management, Inc.

Financial Services
-801
- 27.87%
$108.68 - $145.07 $87.1K - $116K
2.07K $294M
BNDX
Vanguard Total International B

ETFs
-2.26K
- 11.73%
$48.77 - $49.55 $110K - $112K
17K $842M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.33K
- 18.11%
$51.16 - $62.02 $119K - $144K
10.5K $653M
BX
Blackstone Inc.

Financial Services
-868
- 25.76%
$120.07 - $151.11 $104K - $131K
2.5K $374M
IDEV
Ishares Core Msci Intl Develop

ETFs
-4.08K
- 13.57%
$61.79 - $76.67 $252K - $313K
26K $1.98B
EFG
Msci Eafe Growth ETF

ETFs
-2.11K
- 17.73%
$89.8 - $112.0 $190K - $237K
9.81K $1.1B
NSC
Norfolk Southern Corp

Industrials
-483
- 28.21%
$206.34 - $257.46 $99.7K - $124K
1.23K $315M
FTCS
First Trust Capital Strength E

ETFs
-975
- 30.57%
$81.6 - $92.39 $79.6K - $90.1K
2.21K $201M
XLP
Consumer Staples Sector Spdr

ETFs
-782
- 2.7%
N/A
28.2K $2.28B
FANG
Diamondback Energy, Inc.

Energy
-269
- 13.99%
$119.25 - $161.49 $32.1K - $43.4K
1.65K $227M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.13K
- 5.21%
$72.02 - $73.82 $81.1K - $83.1K
20.5K $1.51B
ROP
Roper Technologies Inc

Industrials
-109
- 14.75%
$519.19 - $590.78 $56.6K - $64.4K
630 $357M
CRM
Salesforce, Inc.

Technology
-314
- 18.22%
$236.26 - $291.15 $74.2K - $91.4K
1.41K $384M
FDL
First Tr Morningstar Dividend

ETFs
-868
- 3.27%
$38.19 - $43.19 $33.1K - $37.5K
25.7K $1.08B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.72K
- 14.61%
$45.11 - $52.34 $77.6K - $90K
10.1K $526M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.06K
- 19.82%
$108.06 - $135.3 $115K - $144K
4.3K $581M
AZN
Astrazeneca PLC

Healthcare
-546
- 7.27%
$64.87 - $75.0 $35.4K - $41K
6.96K $487M
ACN
Accenture PLC

Technology
-115
- 5.15%
$279.23 - $323.21 $32.1K - $37.2K
2.12K $634M
ASML
Asml Holding Nv

Technology
-172
- 30.77%
$595.37 - $815.24 $102K - $140K
387 $310M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-2.28K
- 14.88%
$19.55 - $21.78 $44.5K - $49.6K
13K $271M
BR
Broadridge Financial Solutions, Inc.

Technology
-241
- 17.49%
$217.22 - $246.25 $52.4K - $59.3K
1.14K $276M
Activity Summary
Buys All Purchases 138 New Holdings 24 Increased Positions 114 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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