Diversified Enterprises, LLC Portfolio Holdings

Diversified Enterprises, LLC

  • $911 Billion
  • Q3 2024

Diversified Enterprises, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $911 Billion distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $269B, Schwab Strategic Tr Us Dividen with a value of $102B, Ishares Russell 2000 ETF with a value of $67.7B, Ishares Core S&P 500 ETF with a value of $50.5B, and Select Sector Spdr Tr Communic with a value of $48.5B.

Examining the 13F form we can see an increase of $911B in the current position value.

Diversified Enterprises, LLC is based out at Wilmington, DE

Below you can find more details about Diversified Enterprises, LLC portfolio as well as his latest detailed transactions.

Portfolio value $911 Billion
ETFs: $729 Billion
Technology: $35.7 Billion
Healthcare: $12.9 Billion
Financial Services: $12.8 Billion
Communication Services: $8.53 Billion
Industrials: $7.97 Billion
Consumer Cyclical: $6.82 Billion
Energy: $6.53 Billion
Other: $13.2 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$288 Million 0.03% of portfolio
868
Q3 2024 New
$10B
$238 Million 0.03% of portfolio
6,174
Q3 2024 New
$18.9B
$293 Million 0.03% of portfolio
637
Q3 2024 New
$33.8B
$203 Million 0.02% of portfolio
1,948
Q3 2024 New
$34.6B
$203 Million 0.02% of portfolio
3,201
Q3 2024 New
$96.8B
$209 Million 0.02% of portfolio
1,530
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $911 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 229 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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