Diversified Portfolios, Inc. Portfolio Holdings
Diversified Portfolios, Inc.
- $837 Million
- Q3 2024
Diversified Portfolios, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $837 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $119M, Berkshire Hathaway Inc with a value of $69M, Blackrock Ultra Short Term Bon with a value of $58.5M, American Centy ETF Tr Avantis with a value of $38.8M, and Ishares Tr Fltg Rate Nt ETF with a value of $33.4M.
Examining the 13F form we can see an decrease of $18.6M in the current position value, from $855M to 837M.
Diversified Portfolios, Inc. is based out at Bloomfield Hills, MI
Below you can find more details about Diversified Portfolios, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|