Diversified, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $681 Million distributed in 178 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 $231M, Schwab Strategic Tr Us Dividen with a value of $91M, Ishares Russell 2000 ETF with a value of $60.1M, Select Sector Spdr Tr Communic with a value of $42.5M, and Ishares Core S&P 500 ETF with a value of $42.1M.

Examining the 13F form we can see an increase of $262M in the current position value, from $419M to 681M.

Below you can find more details about Diversified, LLC portfolio as well as his latest detailed transactions.

Portfolio value $681 Million
ETFs: $587 Million
Technology: $21.3 Million
Healthcare: $8.96 Million
Financial Services: $8.74 Million
Energy: $5.44 Million
Industrials: $4.9 Million
Consumer Cyclical: $4.85 Million
Communication Services: $4.55 Million
Other: $9.51 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 178
  • Current Value $681 Million
  • Prior Value $419 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 25 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
Track This Portfolio

Track Diversified, LLC Portfolio

Follow Diversified, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified, LLC, based on Form 13F filings with the SEC.


Stay updated on Diversified, LLC with notifications on news.