Diversified Enterprises, LLC Incresed Positions in Q4 2024

Diversified Enterprises, LLC

  • $1.05 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9M
+ 275.01%
$22.4 - $68.28 $244M - $745M
14.9M $345B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
371K
+ 686.11%
$89.9 - $100.66 $33.4M - $37.4M
426K $38.5B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
236K
+ 1081.7%
$39.5 - $41.38 $9.32M - $9.76M
258K $10.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
14.6K
+ 1391.3%
$567.81 - $607.81 $8.26M - $8.85M
15.6K $9.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.78M
+ 230.22%
$26.93 - $84.95 $75M - $237M
3.99M $109B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
27.6K
+ 19.05%
$238.25 - $261.28 $6.57M - $7.2M
172K $41.7B
IVV
Ishares Core S&P 500 ETF

ETFs
2.34K
+ 2.67%
$570.51 - $610.59 $1.33M - $1.43M
90K $53B
AAPL
Apple Inc.

Technology
4.78K
+ 7.8%
$221.69 - $259.02 $1.06M - $1.24M
66K $16.5B
VONG
Vanguard Russell 1000 Growth E

ETFs
19.4K
+ 51.52%
$95.27 - $107.82 $1.84M - $2.09M
56.9K $5.88B
VONV
Vanguard Russell 1000 Value Et

ETFs
25.3K
+ 61.34%
$80.87 - $87.69 $2.05M - $2.22M
66.5K $5.41B
AMZN
Amazon Com Inc

Consumer Cyclical
3.15K
+ 29.56%
$180.88 - $232.93 $570K - $734K
13.8K $3.03B
GOOGL
Alphabet Inc.

Communication Services
2.25K
+ 15.26%
$161.86 - $196.66 $364K - $442K
17K $3.21B
MSFT
Microsoft Corp

Technology
2.12K
+ 13.24%
$406.35 - $454.46 $861K - $963K
18.1K $7.64B
JPM
Jpmorgan Chase & CO

Financial Services
1.7K
+ 14.79%
$205.18 - $250.29 $349K - $426K
13.2K $3.17B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
30.7K
+ 118.41%
$23.29 - $23.93 $715K - $735K
56.7K $1.33B
V
Visa Inc.

Financial Services
1.52K
+ 28.6%
$273.87 - $320.91 $416K - $488K
6.83K $2.16B
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.26K
+ 24.96%
$107.41 - $115.71 $458K - $493K
21.3K $2.35B
PWR
Quanta Services, Inc.

Industrials
1.24K
+ 99.36%
$296.05 - $346.6 $367K - $429K
2.48K $785M
JPIE
J P Morgan Exchange Traded Fd
19.5K
+ 3.15%
$45.59 - $46.25 $890K - $903K
640K $29.2B
MA
Mastercard Inc

Financial Services
730
+ 94.44%
$491.3 - $536.15 $359K - $391K
1.5K $791M
TSLA
Tesla, Inc.

Consumer Cyclical
115
+ 4.53%
$213.65 - $479.86 $24.6K - $55.2K
2.65K $1.07B
AVGO
Broadcom Inc.

Technology
369
+ 7.77%
$159.67 - $250.0 $58.9K - $92.3K
5.12K $1.19B
VGT
Vanguard Information Technolog

ETFs
75
+ 0.85%
$571.78 - $647.97 $42.9K - $48.6K
8.94K $5.56B
IWF
Ishares Russell 1000 Gr ETF

ETFs
658
+ 27.36%
$370.24 - $418.94 $244K - $276K
3.06K $1.23B
MUB
Ishares National Muni Bond ETF

ETFs
3.57K
+ 11.91%
$105.78 - $108.7 $378K - $388K
33.5K $3.57B
GOOG
Alphabet Inc.

Communication Services
78
+ 0.64%
$163.08 - $198.16 $12.7K - $15.5K
12.2K $2.33B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.53K
+ 2.94%
$84.34 - $95.14 $213K - $240K
88.4K $7.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
610
+ 9.65%
$442.29 - $483.08 $270K - $295K
6.93K $3.14B
BAC
Bank Of America Corp

Financial Services
3.34K
+ 17.2%
$39.22 - $47.77 $131K - $159K
22.7K $1B
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 10.11%
$79.1 - $95.7 $97.6K - $118K
13.4K $1.21B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.53K
+ 6.57%
$96.64 - $101.23 $727K - $762K
122K $11.8B
META
Meta Platforms, Inc.

Communication Services
291
+ 9.97%
$554.08 - $632.68 $161K - $184K
3.21K $1.88B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.85K
+ 38.73%
$46.33 - $48.6 $225K - $236K
17.4K $807M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 5.04%
$46.94 - $51.62 $72.8K - $80.1K
32.3K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
192
+ 37.35%
$486.1 - $608.57 $93.3K - $117K
706 $404M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
420
+ 17.28%
$172.07 - $207.36 $72.3K - $87.1K
2.85K $563M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.38%
$481.22 - $538.17 $9.62K - $10.8K
5.24K $2.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 4.55%
$521.84 - $558.82 $78.3K - $83.8K
3.45K $1.86B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.69K
+ 30.93%
$24.61 - $25.12 $115K - $118K
19.9K $490M
T
At&T Inc.

Communication Services
3.91K
+ 17.85%
$21.22 - $23.88 $83.1K - $93.5K
25.8K $588M
WFC
Wells Fargo & Company

Financial Services
222
+ 3.43%
$54.98 - $77.35 $12.2K - $17.2K
6.7K $469M
CRM
Salesforce, Inc.

Technology
127
+ 13.67%
$270.87 - $367.87 $34.4K - $46.7K
1.06K $353M
DIS
Walt Disney CO

Communication Services
81
+ 1.42%
$92.39 - $117.6 $7.48K - $9.53K
5.78K $644M
XLF
Financial Sector Spdr

ETFs
1.33K
+ 16.14%
$44.89 - $51.34 $59.7K - $68.2K
9.56K $462M
MS
Morgan Stanley

Financial Services
217
+ 7.92%
$104.42 - $134.99 $22.7K - $29.3K
2.96K $372M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.49K
+ 23.36%
$33.7 - $37.69 $83.9K - $93.8K
13.1K $452M
ETN
Eaton Corp PLC

Industrials
223
+ 25.69%
$326.96 - $377.52 $72.9K - $84.2K
1.09K $362M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.7K
+ 32.48%
$44.33 - $49.55 $75.1K - $84K
6.91K $311M
MCD
Mcdonalds Corp

Consumer Cyclical
406
+ 13.04%
$288.47 - $316.54 $117K - $129K
3.52K $1.02B
Activity Summary
Buys All Purchases 160 New Holdings 16 Increased Positions 144 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
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