Diversified Enterprises, LLC Reduced Holdings in Q1 2025

Diversified Enterprises, LLC

  • $1.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.2K
- 26.93%
$551.42 - $612.93 $2.32M - $2.57M
11.4K $6.38B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5.88K
- 55.78%
$113.22 - $126.36 $666K - $743K
4.66K $536M
VGT
Vanguard Information Technolog

ETFs
-50
- 0.56%
$542.38 - $646.34 $27.1K - $32.3K
8.89K $4.82B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-9.04K
- 36.1%
$49.42 - $50.43 $447K - $456K
16K $799M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-13.5K
- 40.96%
$33.57 - $37.22 $453K - $503K
19.5K $698M
XLY
Select Sector Spdr Consumer Di

ETFs
-95
- 0.73%
$192.6 - $233.2 $18.3K - $22.2K
12.9K $2.54B
EFG
Msci Eafe Growth ETF

ETFs
-3.74K
- 23.88%
$96.1 - $106.37 $359K - $398K
11.9K $1.19B
VONV
Vanguard Russell 1000 Value Et

ETFs
-3.78K
- 5.69%
$80.21 - $86.14 $303K - $326K
62.7K $5.18B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-95
- 0.51%
$110.9 - $132.93 $10.5K - $12.6K
18.6K $2.12B
REET
Ishares Global Reit ETF

ETFs
-7.34K
- 43.79%
$23.24 - $25.16 $171K - $185K
9.43K $229M
Sei Exchange Traded Funds
-2.41K
- 14.24%
N/A
14.5K $344M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.15K
- 9.94%
$37.31 - $43.82 $42.8K - $50.3K
10.4K $392M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.19K
- 16.07%
$24.6 - $24.99 $78.4K - $79.7K
16.7K $416M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.42K
- 16.05%
$22.42 - $23.22 $76.7K - $79.4K
17.9K $412M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-242
- 1.85%
$57.21 - $65.8 $13.8K - $15.9K
12.8K $750M
Sei Exchange Traded Funds
-5.38K
- 14.72%
N/A
31.2K $818M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-41
- 0.33%
$23.71 - $27.77 $972 - $1.14K
12.3K $293M
LEAD
Siren Divcon Leaders Dividend

ETFs
-336
- 3.26%
$63.83 - $69.34 $21.4K - $23.3K
9.96K $645M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2
- 0.04%
$120.24 - $134.3 $240 - $269
5.36K $653M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-9
- 0.07%
$21.0 - $24.67 $189 - $222
12.2K $258M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-1.69K
- 12.51%
$8.46 - $9.3 $14.3K - $15.8K
11.8K $100M
Sei Exchange Traded Funds
-1.7K
- 12.16%
N/A
12.3K $304M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-14
- 0.08%
$13.21 - $14.63 $185 - $205
16.5K $218M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-377
- 3.24%
$105.1 - $109.61 $39.6K - $41.3K
11.3K $1.22B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-390
- 2.44%
$17.53 - $17.87 $6.84K - $6.97K
15.6K $274M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-145
- 1.72%
$42.38 - $43.28 $6.15K - $6.28K
8.29K $353M
FTCS
First Trust Capital Strength E

ETFs
-140
- 4.21%
$86.39 - $91.35 $12.1K - $12.8K
3.19K $286M
HYLS
First Tr Tactical High Yield L

ETFs
-59
- 0.97%
$40.95 - $41.77 $2.42K - $2.46K
6.01K $247M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-42
- 0.43%
$23.71 - $24.2 $996 - $1.02K
9.72K $232M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-10
- 0.14%
$32.5 - $33.3 $325 - $333
7.26K $241M
BME
Black Rock Health Sciences Trust

Financial Services
-76
- 0.64%
$37.49 - $41.0 $2.85K - $3.12K
11.9K $459M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-110
- 2.55%
$58.01 - $64.46 $6.38K - $7.09K
4.2K $261M
IYG
Ishares Tr

ETFs
-198
- 0.62%
$74.6 - $84.81 $14.8K - $16.8K
31.9K $2.51B
VDC
Vanguard Consumer Staples ETF

ETFs
-9
- 0.3%
$206.54 - $226.16 $1.86K - $2.04K
3.01K $658M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-141
- 0.58%
$113.59 - $123.29 $16K - $17.4K
24.2K $2.83B
XLP
Consumer Staples Sector Spdr

ETFs
-769
- 2.58%
N/A
29K $2.37B
XLU
Utilities Sector Spdr

ETFs
-22
- 0.14%
$74.7 - $80.27 $1.64K - $1.77K
15.6K $1.23B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-483
- 0.94%
$58.32 - $65.09 $28.2K - $31.4K
51.1K $3.08B
AWK
American Water Works Company, Inc.

Utilities
-18
- 0.54%
$121.01 - $149.31 $2.18K - $2.69K
3.34K $492M
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-7.2K
- 1.02%
N/A
702K $33.5B
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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