Diversified Enterprises, LLC Reduced Holdings in Q3 2025

Diversified Enterprises, LLC

  • $1.48 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-31
- 3.81%
$271.18 - $309.22 $8.41K - $9.59K
782 $221M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-106
- 2.79%
$81.76 - $86.36 $8.67K - $9.15K
3.7K $314M
VST
Vistra Corp.

Utilities
-36
- 3.38%
$182.0 - $217.92 $6.55K - $7.85K
1.03K $202M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-271
- 2.32%
$8.88 - $9.09 $2.41K - $2.46K
11.4K $103M
COF
Capital One Financial Corp

Financial Services
-9
- 0.5%
$207.29 - $229.74 $1.87K - $2.07K
1.78K $379M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-69
- 1.57%
$72.01 - $74.44 $4.97K - $5.14K
4.31K $317M
EXC
Exelon Corp

Utilities
-422
- 3.87%
$42.73 - $45.54 $18K - $19.2K
10.5K $472M
SHW
Sherwin Williams CO

Basic Materials
-8
- 1.16%
$330.88 - $375.23 $2.65K - $3K
682 $236M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-44
- 0.5%
$42.75 - $43.37 $1.88K - $1.91K
8.74K $378M
WMB
Williams Companies, Inc.

Energy
-34
- 0.83%
$56.52 - $64.01 $1.92K - $2.18K
4.05K $257M
VBK
Vanguard Small Cap Growth ETF

ETFs
-245
- 6.83%
$276.51 - $305.12 $67.7K - $74.8K
3.34K $995M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-58
- 0.25%
$25.0 - $25.33 $1.45K - $1.47K
22.9K $580M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-701
- 3.33%
$8.57 - $9.09 $6.01K - $6.37K
20.3K $184M
EFG
Msci Eafe Growth ETF

ETFs
-92
- 0.94%
$106.99 - $114.46 $9.84K - $10.5K
9.72K $1.11B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-56
- 7.16%
$284.45 - $324.95 $15.9K - $18.2K
726 $232M
Sei Exchange Traded Funds
-679
- 2.36%
N/A
28K $855M
ABC
Amerisourcebergen Corp

Healthcare
-5
- 0.59%
N/A
848 $265M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-332
- 0.98%
$92.18 - $95.14 $30.6K - $31.6K
33.7K $3.2B
SCHW
Schwab Charles Corp

Financial Services
-14
- 0.46%
$91.03 - $98.69 $1.27K - $1.38K
3.06K $292M
DVY
Ishares Tr

ETFs
-26
- 1.48%
$133.88 - $142.57 $3.48K - $3.71K
1.73K $245M
CDNS
Cadence Design Systems Inc

Technology
-46
- 6.87%
$309.46 - $373.37 $14.2K - $17.2K
624 $219M
ITW
Illinois Tool Works Inc

Industrials
-7
- 0.62%
$252.31 - $269.41 $1.77K - $1.89K
1.12K $293M
MMM
3 M CO

Industrials
-26
- 0.42%
$144.41 - $160.2 $3.75K - $4.17K
6.15K $954M
CVS
Cvs Health Corp

Healthcare
-65
- 1.83%
$58.75 - $76.5 $3.82K - $4.97K
3.48K $263M
BCS
Barclays PLC

Financial Services
-606
- 4.03%
$17.88 - $21.05 $10.8K - $12.8K
14.4K $298M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-139
- 1.12%
$31.31 - $34.54 $4.35K - $4.8K
12.3K $415M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12
- 0.14%
$39.8 - $42.86 $478 - $514
8.69K $372M
Sei Exchange Traded Funds
-343
- 2.88%
N/A
11.6K $350M
IWN
Ishares Russell2000 Val ETF

ETFs
-80
- 4.02%
$157.1 - $178.94 $12.6K - $14.3K
1.91K $338M
PSX
Phillips 66

Energy
-46
- 2.13%
$118.37 - $139.46 $5.45K - $6.42K
2.12K $288M
VLUE
Ishares Msci Usa Value Factor

ETFs
-63
- 1.95%
$111.55 - $125.05 $7.03K - $7.88K
3.16K $395M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-54
- 0.51%
$62.09 - $66.51 $3.35K - $3.59K
10.5K $683M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.12%
$42.04 - $45.23 $589 - $633
11.6K $525M
FDL
First Tr Morningstar Dividend

ETFs
-100
- 0.39%
$41.96 - $44.59 $4.2K - $4.46K
25.6K $1.11B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-9.23K
- 7.53%
$28.92 - $32.19 $267K - $297K
113K $3.62B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-51
- 1.19%
$134.94 - $145.86 $6.88K - $7.44K
4.25K $618M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-52
- 0.46%
$87.05 - $93.19 $4.53K - $4.85K
11.2K $1.04B
ASML
Asml Holding Nv

Technology
-27
- 6.98%
$689.63 - $968.09 $18.6K - $26.1K
360 $349M
IVW
Ishares S&P 500 Growth ETF

ETFs
-176
- 2.94%
$108.97 - $121.65 $19.2K - $21.4K
5.81K $701M
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.22%
$3649.42 - $4354.54 $3.65K - $4.35K
81 $348M
XLU
Utilities Sector Spdr

ETFs
-472
- 2.97%
$81.14 - $87.32 $38.3K - $41.2K
15.4K $1.34B
LMT
Lockheed Martin Corp

Industrials
-128
- 4.16%
$410.74 - $499.21 $52.6K - $63.9K
2.95K $1.47B
NOC
Northrop Grumman Corp

Industrials
-7
- 1.42%
$498.9 - $609.32 $3.49K - $4.27K
485 $296M
HOOD
Robinhood Markets, Inc.

Technology
-568
- 21.42%
$91.27 - $143.18 $51.8K - $81.3K
2.08K $298M
BX
Blackstone Inc.

Financial Services
-14
- 0.56%
$152.77 - $188.68 $2.14K - $2.64K
2.49K $425M
AMAT
Applied Materials Inc

Technology
-9
- 0.32%
$156.25 - $204.95 $1.41K - $1.84K
2.77K $566M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.11%
$696.56 - $806.32 $697 - $806
893 $711M
CVX
Chevron Corp

Energy
-48
- 0.67%
$145.57 - $161.83 $6.99K - $7.77K
7.07K $1.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-80
- 1.15%
$195.41 - $212.37 $15.6K - $17K
6.9K $1.44B
Activity Summary
Buys All Purchases 180 New Holdings 21 Increased Positions 159 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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