Diversified Enterprises, LLC Purchases in Q1 2025

Diversified Enterprises, LLC

  • $1.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OSEA
Harbor ETF Tr Harbor Intl Comp
2.15M
New
N/A
2.15M $57.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
210K
+ 5.26%
$27.01 - $28.54 $5.67M - $5.99M
4.2M $118B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
216K
+ 83.82%
$38.36 - $41.43 $8.29M - $8.95M
474K $18.3B
MUB
Ishares National Muni Bond ETF

ETFs
37.2K
+ 110.95%
$104.71 - $107.69 $3.9M - $4.01M
70.7K $7.46B
VEA
Vanguard Ftse Developed Market

ETFs
61K
+ 453.62%
$47.4 - $52.99 $2.89M - $3.23M
74.5K $3.79B
VTV
Vanguard Value ETF

ETFs
17.9K
+ 186.23%
$167.73 - $179.21 $3M - $3.21M
27.5K $4.75B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
59.1K
+ 609.27%
$49.25 - $50.66 $2.91M - $2.99M
68.8K $3.41B
AON
Aon PLC

Financial Services
6.53K
New
$348.44 - $409.32 $2.28M - $2.67M
6.53K $2.61B
JPM
Jpmorgan Chase & CO

Financial Services
8.75K
+ 66.23%
$225.19 - $279.95 $1.97M - $2.45M
22K $5.39B
AAPL
Apple Inc.

Technology
17.8K
+ 26.92%
$209.68 - $247.1 $3.72M - $4.39M
83.8K $18.6B
SCHV
Schwab Strategic Tr Us Large C

ETFs
72.9K
+ 188.28%
$25.77 - $27.6 $1.88M - $2.01M
112K $2.97B
SCHG
Schwab Strategic Tr Us Large C

ETFs
81.3K
+ 175.28%
$24.91 - $29.02 $2.03M - $2.36M
128K $3.2B
JPIE
J P Morgan Exchange Traded Fd
33.8K
+ 5.29%
$45.46 - $46.18 $1.54M - $1.56M
674K $31B
DRSK
ETF Ser Solutions Aptus Define

ETFs
74.6K
+ 5.05%
$27.06 - $28.25 $2.02M - $2.11M
1.55M $42.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.61K
+ 104.73%
$507.05 - $563.67 $1.83M - $2.04M
7.06K $3.63B
IEMG
Ishares Inc

ETFs
30K
+ 116.7%
N/A
55.7K $3.01B
IDEV
Ishares Core Msci Intl Develop

ETFs
23.4K
+ 351.77%
$63.77 - $71.36 $1.49M - $1.67M
30.1K $2.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.6K
New
$71.17 - $73.66 $1.54M - $1.59M
21.6K $1.59B
MSFT
Microsoft Corp

Technology
6.31K
+ 34.79%
$375.39 - $447.2 $2.37M - $2.82M
24.4K $9.17B
IEFA
Ishares Tr

ETFs
18.3K
+ 101.23%
$69.57 - $78.65 $1.27M - $1.44M
36.4K $2.75B
AMZN
Amazon Com Inc

Consumer Cyclical
9.09K
+ 65.81%
$190.26 - $242.06 $1.73M - $2.2M
22.9K $4.36B
SO
Southern CO

Utilities
10.6K
+ 36.33%
$80.96 - $92.96 $858K - $986K
39.8K $3.66B
V
Visa Inc.

Financial Services
2.11K
+ 30.92%
$306.92 - $362.71 $649K - $766K
8.95K $3.14B
BNDX
Vanguard Total International B

ETFs
19.3K
New
$48.33 - $49.5 $931K - $954K
19.3K $941M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.6K
+ 408.2%
$42.5 - $46.71 $874K - $960K
25.6K $1.16B
META
Meta Platforms, Inc.

Communication Services
1.67K
+ 51.85%
$576.36 - $736.67 $960K - $1.23M
4.88K $2.81B
HYD
Vaneck High Yield Muni ETF

ETFs
16.9K
New
$50.79 - $52.53 $860K - $889K
16.9K $866M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
493
+ 7.11%
$442.66 - $534.52 $218K - $264K
7.43K $3.95B
SUB
Ishares Short Term National Mu

ETFs
7.49K
+ 275.84%
$105.3 - $106.24 $789K - $796K
10.2K $1.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.45K
+ 4.47%
$95.85 - $99.25 $523K - $541K
128K $12.6B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.2K
New
$48.43 - $49.9 $737K - $760K
15.2K $760M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.52K
+ 23.19%
$87.68 - $94.52 $572K - $617K
34.7K $3.25B
LLY
Eli Lilly & CO

Healthcare
572
+ 14.07%
$725.72 - $929.72 $415K - $532K
4.64K $3.83B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
28.8K
+ 50.89%
$23.32 - $23.84 $672K - $687K
85.5K $2B
UNH
Unitedhealth Group Inc

Healthcare
1.12K
+ 29.58%
$461.52 - $548.18 $518K - $615K
4.92K $2.57B
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
19.7K
New
$31.66 - $34.73 $624K - $685K
19.7K $640M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
25.4K
+ 159.33%
$25.12 - $26.05 $638K - $661K
41.3K $1.04B
VBK
Vanguard Small Cap Growth ETF

ETFs
2.66K
+ 182.35%
$247.97 - $296.33 $658K - $787K
4.11K $1.04B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
+ 72.31%
$45.92 - $47.58 $577K - $598K
29.9K $1.42B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
17K
New
$35.37 - $41.21 $602K - $701K
17K $614M
VBR
Vanguard Small Cap Value ETF

ETFs
3.48K
+ 84.75%
$183.02 - $207.75 $638K - $724K
7.6K $1.41B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
9.17K
New
N/A
9.17K $589M
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.27K
+ 34.07%
$101.98 - $115.66 $741K - $841K
28.6K $2.93B
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.6K
New
$25.69 - $26.89 $530K - $555K
20.6K $555M
ABBV
Abb Vie Inc.

Healthcare
1.46K
+ 19.11%
$169.2 - $216.66 $246K - $315K
9.07K $1.9B
JNJ
Johnson & Johnson

Healthcare
2.08K
+ 28.35%
$142.06 - $167.7 $295K - $348K
9.4K $1.56B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.85K
New
$100.34 - $100.68 $487K - $488K
4.85K $488M
T
At&T Inc.

Communication Services
11.8K
+ 45.51%
$21.56 - $28.28 $254K - $333K
37.6K $1.06B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.84K
New
$76.94 - $78.28 $450K - $457K
5.84K $457M
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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