Diversified Enterprises, LLC Purchases in Q1 2025

Diversified Enterprises, LLC

  • $1.19 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
3.25K
New
$71.24 - $83.64 $231K - $272K
3.25K $254M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.03K
New
$208.48 - $244.03 $215K - $252K
1.03K $252M
KO
Coca Cola CO

Consumer Defensive
1.84K
+ 14.43%
$60.81 - $72.32 $112K - $133K
14.6K $1.05B
NFG
National Fuel Gas CO

Energy
3.13K
New
$60.71 - $79.19 $190K - $248K
3.13K $248M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.95K
+ 96.75%
$92.45 - $106.69 $272K - $314K
5.99K $556M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 15.22%
$158.56 - $176.26 $207K - $230K
9.86K $1.68B
WMB
Williams Companies, Inc.

Energy
4.05K
New
$54.02 - $61.09 $219K - $247K
4.05K $242M
HCA
Hca Healthcare, Inc.

Healthcare
692
New
$296.7 - $345.55 $205K - $239K
692 $239M
MCD
Mcdonalds Corp

Consumer Cyclical
511
+ 14.52%
$279.74 - $321.29 $143K - $164K
4.03K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
236
+ 45.04%
$890.62 - $1076.86 $210K - $254K
760 $719M
Linde PLC
508
New
N/A
508 $237M
BCS
Barclays PLC

Financial Services
15.4K
New
$12.69 - $16.25 $195K - $250K
15.4K $236M
Simplify Exchange Traded Fun
4.68K
New
N/A
4.68K $235M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.05K
+ 2.26%
$18.36 - $20.51 $56.1K - $62.6K
138K $2.74B
AVGO
Broadcom Inc.

Technology
3.35K
+ 65.49%
$167.43 - $244.7 $561K - $820K
8.47K $1.42B
RGA
Reinsurance Group Of America Inc

Financial Services
1.17K
New
$186.01 - $231.1 $217K - $270K
1.17K $230M
NOC
Northrop Grumman Corp

Industrials
448
New
$433.45 - $513.82 $194K - $230K
448 $229M
COF
Capital One Financial Corp

Financial Services
1.27K
New
$163.87 - $209.82 $208K - $266K
1.27K $228M
WM
Waste Management Inc

Industrials
982
New
$200.54 - $233.78 $197K - $230K
982 $227M
CLX
Clorox CO

Consumer Defensive
1.51K
New
$141.76 - $162.89 $214K - $246K
1.51K $223M
ZTS
Zoetis Inc.

Healthcare
1.32K
New
$156.48 - $175.67 $207K - $232K
1.32K $218M
UPS
United Parcel Service Inc

Industrials
1.97K
New
$109.66 - $136.26 $216K - $268K
1.97K $216M
ISRG
Intuitive Surgical Inc

Healthcare
479
+ 58.27%
$476.63 - $610.45 $228K - $292K
1.3K $644M
SYY
Sysco Corp

Consumer Defensive
2.85K
New
$70.0 - $77.13 $200K - $220K
2.85K $214M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
6.96K
New
$28.65 - $30.72 $200K - $214K
6.96K $213M
MDT
Medtronic PLC

Healthcare
2.35K
New
$79.84 - $94.5 $188K - $222K
2.35K $211M
ED
Consolidated Edison Inc

Utilities
1.9K
New
$88.0 - $110.59 $167K - $210K
1.9K $210M
RTX
Raytheon Technologies Corp

Industrials
1.28K
+ 53.95%
$114.1 - $135.66 $147K - $174K
3.66K $485M
IAU
Ishares Gold Trust

ETFs
3.52K
New
$49.74 - $58.96 $175K - $208K
3.52K $208M
CDNS
Cadence Design Systems Inc

Technology
812
New
$233.96 - $324.52 $190K - $264K
812 $207M
RELX
Relx PLC

Communication Services
4.08K
New
$45.34 - $51.91 $185K - $212K
4.08K $206M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
4.76K
New
$39.43 - $44.62 $188K - $212K
4.76K $204M
HSY
Hershey CO

Consumer Defensive
1.19K
New
$144.74 - $186.36 $172K - $221K
1.19K $203M
UNP
Union Pacific Corp

Industrials
858
New
$225.21 - $254.42 $193K - $218K
858 $203M
FE
Firstenergy Corp

Utilities
4.99K
New
$37.95 - $43.5 $189K - $217K
4.99K $202M
CL
Colgate Palmolive CO

Consumer Defensive
2.15K
New
$85.68 - $97.5 $184K - $209K
2.15K $201M
ABT
Abbott Laboratories

Healthcare
859
+ 21.25%
$111.1 - $140.22 $95.4K - $120K
4.9K $650M
BAC
Bank Of America Corp

Financial Services
5.79K
+ 25.45%
$39.61 - $47.74 $229K - $276K
28.5K $1.19B
INTU
Intuit Inc

Technology
313
+ 98.12%
$555.63 - $630.23 $174K - $197K
632 $388M
CSCO
Cisco Systems, Inc.

Technology
2.55K
+ 29.03%
$58.74 - $64.87 $150K - $166K
11.3K $700M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.5K
+ 16.08%
$75.32 - $84.77 $113K - $127K
10.8K $886M
EMB
Ishares Tr

ETFs
1.7K
+ 14.56%
$88.64 - $92.03 $151K - $156K
13.4K $1.21B
GLD
Spdr Gold Trust

ETFs
104
+ 3.43%
$243.19 - $288.14 $25.3K - $30K
3.14K $904M
GE
General Electric CO

Industrials
514
+ 28.16%
$168.59 - $212.13 $86.7K - $109K
2.34K $468M
VZ
Verizon Communications Inc

Communication Services
1.96K
+ 14.54%
$37.81 - $46.49 $73.9K - $90.9K
15.4K $699M
ASML
Asml Holding Nv

Technology
249
+ 80.32%
$662.63 - $776.99 $165K - $193K
559 $370M
AMGN
Amgen Inc

Healthcare
335
+ 33.27%
$258.59 - $327.36 $86.6K - $110K
1.34K $418M
LOW
Lowes Companies Inc

Consumer Cyclical
741
+ 41.17%
$222.66 - $268.42 $165K - $199K
2.54K $593M
MMM
3 M CO

Industrials
274
+ 4.65%
$129.7 - $155.12 $35.5K - $42.5K
6.17K $906M
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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