Diversified Enterprises, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Trillion distributed in 304 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 $340B, Schwab Strategic Tr Us Dividen with a value of $118B, Harbor ETF Tr Harbor Intl Comp with a value of $57.1B, Ishares Core S&P 500 ETF with a value of $53.1B, and Opus Small Cap Value ETF with a value of $52.9B.
Examining the 13F form we can see an increase of $137B in the current position value, from $1.05T to 1.19T.
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.
Portfolio value
$1.19 Trillion
ETFs: $913 Billion
Technology: $47.7 Billion
Financial Services: $26.3 Billion
Healthcare: $17.8 Billion
Communication Services: $13.1 Billion
Consumer Cyclical: $10.8 Billion
Industrials: $10.6 Billion
Consumer Defensive: $8.19 Billion
Other: $16.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
