Diversified Enterprises, LLC Portfolio Holdings
Diversified Enterprises, LLC
- $1.34 Trillion
- Q2 2025
Diversified Enterprises, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.34 Trillion distributed in 313 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 $397B, Schwab Strategic Tr Us Dividen with a value of $121B, Harbor ETF Tr Harbor Intl Comp with a value of $69.1B, Opus Small Cap Value ETF with a value of $58.5B, and Ishares Core S&P 500 ETF with a value of $53.6B.
Examining the 13F form we can see an increase of $151B in the current position value, from $1.19T to 1.34T.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 313
- Current Value $1.34 Trillion
- Prior Value $1.19 Trillion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 24 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks