Diversified, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $804 Million distributed in 232 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 $251M, Schwab Strategic Tr Us Dividen with a value of $92M, Ishares Russell 2000 ETF with a value of $61.2M, Ishares Core S&P 500 ETF with a value of $46.3M, and Select Sector Spdr Tr Communic with a value of $45.8M.

Examining the 13F form we can see an increase of $123M in the current position value, from $681M to 804M.

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

Portfolio value $804 Million
ETFs: $679 Million
Technology: $34.3 Million
Healthcare: $12.6 Million
Financial Services: $11.8 Million
Communication Services: $8.77 Million
Energy: $6.84 Million
Industrials: $6.78 Million
Consumer Cyclical: $5.94 Million
Other: $11.2 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $804 Million
  • Prior Value $681 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 63 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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