Diversified Portfolios, Inc. Purchases and Sells in Q1 2025

Diversified Portfolios, Inc.

$778 Million
Q1 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	262K + 46.39%	$46.74 - $47.55 $12.2M - $12.4M	826K $39.2M
AVDE	64.7K + 9.61%	$60.63 - $68.55 $3.93M - $4.44M	739K $48.9M
FLOT	95.4K + 14.88%	$50.87 - $51.09 $4.85M - $4.87M	736K $37.6M
AVEM	54.8K + 15.09%	$57.11 - $62.4 $3.13M - $3.42M	418K $25.1M
TOTL	85.1K + 360.59%	$38.99 - $40.37 $3.32M - $3.44M	109K $4.38M
JMST	57.7K + 42.3%	$50.72 - $50.92 $2.93M - $2.94M	194K $9.87M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UMBF	21.6K New	$98.0 - $122.56 $2.12M - $2.65M	21.6K $2.18M
FNDF	9.21K New	$32.9 - $37.45 $303K - $345K	9.21K $332K
SCHA	13.3K New	$23.16 - $27.04 $308K - $359K	13.3K $311K
CLIR	13K New	$0.75 - $1.48 $9.75K - $19.2K	13K $9K
UYLD	14.6K New	N/A	14.6K $0
BLOXX BBB 1-5 YR Core Bond ETF	22.8K New	N/A	22.8K $0

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-99 - 99.0%	$663000.0 - $801950.0 $65.6M - $79.4M	1 $798K
BSV	-103K - 32.28%	$76.94 - $78.28 $7.92M - $8.05M	216K $16.9M
IUSB	-104K - 18.59%	$44.72 - $46.25 $4.65M - $4.81M	456K $21M
AAPL	-8.98K - 27.27%	$209.68 - $247.1 $1.88M - $2.22M	23.9K $5.32M
VMBS	-59.9K - 45.03%	$44.68 - $46.49 $2.68M - $2.78M	73.1K $3.39M
MUB	-16.3K - 10.36%	$104.71 - $107.69 $1.71M - $1.76M	141K $14.9M

Activity Summary All Purchases 60 New Holdings 7 Increased Positions 53 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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