Diversified, LLC Incresed Positions in Q2 2024

Diversified, LLC

  • $804 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
182K
+ 4.9%
$58.7 - $64.78 $10.7M - $11.8M
3.9M $251M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
106K
+ 1990.5%
$95.11 - $97.92 $10.1M - $10.4M
112K $10.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.21K
+ 3.74%
$199.21 - $276.76 $1.04M - $1.44M
145K $37.7M
AAPL
Apple Inc.

Technology
14.7K
+ 31.32%
$165.0 - $216.67 $2.42M - $3.18M
61.6K $13M
IVV
Ishares Core S&P 500 ETF

ETFs
4.67K
+ 5.84%
$497.53 - $549.64 $2.32M - $2.57M
84.7K $46.3M
NVDA
Nvidia Corp

Technology
56K
+ 1245.21%
$118.11 - $1224.4 $6.62M - $68.6M
60.5K $7.48M
XLC
Select Sector Spdr Tr Communic

ETFs
14.4K
+ 2.77%
$77.86 - $86.45 $1.12M - $1.25M
535K $45.8M
LLY
Eli Lilly & CO

Healthcare
3.17K
+ 409.55%
$724.87 - $909.04 $2.3M - $2.89M
3.95K $3.58M
MUB
Ishares National Muni Bond ETF

ETFs
23.6K
+ 710.56%
$105.37 - $107.16 $2.49M - $2.53M
27K $2.87M
VTI
Vanguard Total Stock Market Et

ETFs
8.67K
+ 560.48%
$245.23 - $269.4 $2.12M - $2.33M
10.2K $2.73M
GOOGL
Alphabet Inc.

Communication Services
7.78K
+ 108.97%
$150.53 - $185.41 $1.17M - $1.44M
14.9K $2.72M
GOOG
Alphabet Inc.

Communication Services
7.92K
+ 187.39%
$151.94 - $186.86 $1.2M - $1.48M
12.1K $2.23M
DSI
Ishares Msci Kld 400 Social Et

ETFs
14.3K
+ 350.2%
$94.27 - $104.77 $1.35M - $1.5M
18.4K $1.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.2K
+ 102.17%
$396.73 - $420.24 $1.27M - $1.35M
6.33K $2.58M
IWM
Ishares Russell 2000 ETF

ETFs
15.6K
+ 5.47%
$192.84 - $209.44 $3.01M - $3.27M
301K $61.2M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
9.28K
+ 407.73%
$102.41 - $112.98 $951K - $1.05M
11.6K $1.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.9K
+ 4.87%
$75.81 - $80.15 $4.16M - $4.4M
1.18M $92M
JPIE
J P Morgan Exchange Traded Fd
21.2K
+ 3.66%
$44.81 - $45.47 $951K - $965K
601K $27.3M
XOM
Exxon Mobil Corp

Energy
7.95K
+ 23.37%
$108.36 - $122.2 $861K - $971K
42K $4.83M
META
Meta Platforms, Inc.

Communication Services
1.5K
+ 96.9%
$430.17 - $527.34 $644K - $790K
3.04K $1.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.18K
+ 28.2%
$414.65 - $485.21 $489K - $573K
5.37K $2.57M
AMZN
Amazon Com Inc

Consumer Cyclical
2.9K
+ 38.29%
$173.67 - $197.85 $503K - $574K
10.5K $2.02M
IEFA
Ishares Tr

ETFs
8.58K
+ 103.7%
$70.77 - $76.19 $607K - $654K
16.9K $1.22M
VGT
Vanguard Information Technolog

ETFs
229
+ 2.54%
$479.9 - $588.82 $110K - $135K
9.26K $5.34M
IBM
International Business Machines Corp

Technology
2.62K
+ 167.16%
$164.43 - $190.9 $430K - $499K
4.18K $723K
CEG
Constellation Energy Corp

Utilities
1.82K
+ 61.15%
$180.9 - $231.27 $330K - $422K
4.8K $962K
VUG
Vanguard Growth ETF

ETFs
478
+ 7.98%
$322.46 - $377.11 $154K - $180K
6.47K $2.42M
JPM
Jpmorgan Chase & CO

Financial Services
1.66K
+ 17.04%
$180.08 - $204.79 $299K - $340K
11.4K $2.31M
BAC
Bank Of America Corp

Financial Services
8.33K
+ 69.86%
$34.68 - $40.02 $289K - $333K
20.3K $805K
V
Visa Inc.

Financial Services
1.41K
+ 37.9%
$262.47 - $281.5 $370K - $397K
5.13K $1.35M
IEMG
Ishares Inc

ETFs
5.15K
+ 32.64%
$50.02 - $54.95 $258K - $283K
20.9K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
6.36K
+ 37.03%
$47.83 - $51.21 $304K - $325K
23.5K $1.16M
VTV
Vanguard Value ETF

ETFs
1.74K
+ 22.58%
$154.57 - $163.65 $268K - $284K
9.43K $1.51M
UNH
Unitedhealth Group Inc

Healthcare
388
+ 12.95%
$439.2 - $524.63 $170K - $204K
3.38K $1.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
+ 74.03%
$142.05 - $197.88 $146K - $203K
2.41K $477K
SO
Southern CO

Utilities
539
+ 1.9%
$67.77 - $80.71 $36.5K - $43.5K
28.9K $2.24M
CVX
Chevron Corp

Energy
1.22K
+ 28.6%
$152.57 - $166.33 $186K - $203K
5.49K $858K
AMAT
Applied Materials Inc

Technology
547
+ 35.31%
$189.46 - $247.83 $104K - $136K
2.1K $494K
VBR
Vanguard Small Cap Value ETF

ETFs
1.11K
+ 35.96%
$177.65 - $191.11 $197K - $212K
4.19K $765K
KO
Coca Cola CO

Consumer Defensive
2.33K
+ 22.53%
$58.06 - $64.15 $136K - $150K
12.7K $807K
EXC
Exelon Corp

Utilities
5.37K
+ 72.9%
$34.61 - $38.73 $186K - $208K
12.7K $441K
MRK
Merck & Co., Inc.

Healthcare
1.75K
+ 27.51%
$123.8 - $132.96 $217K - $233K
8.11K $1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
189
+ 5.94%
$455.1 - $504.28 $86K - $95.3K
3.37K $1.69M
T
At&T Inc.

Communication Services
6.81K
+ 43.91%
$16.09 - $19.11 $110K - $130K
22.3K $426K
NVO
Novo Nordisk A S

Healthcare
509
+ 9.07%
$122.71 - $146.91 $62.5K - $74.8K
6.12K $873K
ADBE
Adobe Inc.

Technology
236
+ 58.13%
$439.02 - $555.54 $104K - $131K
642 $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.86K
+ 43.89%
$40.83 - $44.89 $117K - $128K
9.37K $410K
QUAL
Ishares Msci Usa Quality Facto

ETFs
465
+ 5.42%
$154.56 - $173.19 $71.9K - $80.5K
9.04K $1.54M
NEE
Nextera Energy Inc

Utilities
1.09K
+ 14.25%
$61.7 - $80.02 $67K - $86.9K
8.71K $616K
Activity Summary
Buys All Purchases 182 New Holdings 63 Increased Positions 119 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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