Diversified Portfolios, Inc. Portfolio Holdings

Diversified Portfolios, Inc.

  • $844 Million
  • Q4 2024

Diversified Portfolios, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $844 Million distributed in 146 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 $121M, Berkshire Hathaway Inc with a value of $68.1M, Blackrock Ultra Short Term Bon with a value of $55.1M, American Centy ETF Tr Avantis with a value of $41.4M, and Ishares Tr Fltg Rate Nt ETF with a value of $32.6M.

Examining the 13F form we can see an increase of $7.66M in the current position value, from $837M to 844M.

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.

Portfolio value $844 Million
ETFs: $747 Million
Financial Services: $72.5 Million
Technology: $11.5 Million
Consumer Cyclical: $5.08 Million
Healthcare: $3.31 Million
Industrials: $1.6 Million
Communication Services: $1.02 Million
Energy: $933,000
Other: $784,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$121 Million 14.27% of portfolio
415,829
Q4 2024 Reduced 1.27%
$423B
$68.1 Million 8.06% of portfolio
100
Q3 2024 Reduced 50.0%
$0
$55.1 Million 6.53% of portfolio
1,092,489
Q4 2024 Reduced 5.25%
$0
$41.4 Million 4.9% of portfolio
673,880
Q4 2024 Added 16.38%
$0
$32.6 Million 3.86% of portfolio
641,040
Q4 2024 Reduced 2.06%
$0
$26.4 Million 3.13% of portfolio
563,958
Q4 2024 Added 33.89%
$0
$25.3 Million 3.0% of portfolio
559,800
Q4 2024 Reduced 20.26%
$0
$24.6 Million 2.92% of portfolio
318,667
Q4 2024 Reduced 19.71%
$0
$23.2 Million 2.75% of portfolio
39,595
Q4 2024 Added 0.28%
$0
$22.3 Million 2.65% of portfolio
37,938
Q4 2024 Reduced 0.31%
$0
$21.3 Million 2.53% of portfolio
362,931
Q4 2024 Added 14.81%
$0
$18.5 Million 2.19% of portfolio
772,173
Q4 2024 Added 7.74%
$0
$18 Million 2.13% of portfolio
53,859
Q4 2024 Reduced 0.24%
$0
$17.9 Million 2.12% of portfolio
706,798
Q4 2024 Added 3.73%
$0
$16.8 Million 1.99% of portfolio
157,627
Q4 2024 Added 2.85%
$0
$13.6 Million 1.61% of portfolio
129,751
Q4 2024 Reduced 8.79%
$0
$12.5 Million 1.48% of portfolio
304,492
Q3 2024 Reduced 0.4%
$0
$11.7 Million 1.38% of portfolio
378,898
Q4 2024 Added 7.02%
$0
$11.7 Million 1.38% of portfolio
68,900
Q4 2024 Added 1.78%
$0
$10.7 Million 1.27% of portfolio
211,457
Q4 2024 Added 49.55%
$0
$10.5 Million 1.24% of portfolio
358,696
Q4 2024 Added 0.84%
$0
$8.58 Million 1.02% of portfolio
38,853
Q4 2024 Reduced 0.14%
$3.85T
$8.25 Million 0.98% of portfolio
32,928
Q4 2024 Reduced 2.75%
$0
$7.84 Million 0.93% of portfolio
300,621
Q4 2024 Added 226.79%
$0
$7.74 Million 0.92% of portfolio
136,441
Q4 2024 Added 0.13%
$0
$7.61 Million 0.9% of portfolio
18,545
Q2 2024 Reduced 0.56%
$0
$7.26 Million 0.86% of portfolio
97,098
Q4 2024 Reduced 28.83%
$0
$7.08 Million 0.84% of portfolio
174,870
Q4 2024 Reduced 2.35%
$0
$7.01 Million 0.83% of portfolio
78,733
Q4 2024 Added 3.95%
$0
$6.91 Million 0.82% of portfolio
136,348
Q4 2024 Added 105.95%
$0
$6.42 Million 0.76% of portfolio
70,221
Q4 2024 Added 4.8%
$0
$6.2 Million 0.73% of portfolio
123,690
Q4 2024 Added 12.18%
$0
$6.17 Million 0.73% of portfolio
10,826
Q4 2024 Reduced 0.41%
$0
$6.03 Million 0.71% of portfolio
133,009
Q4 2024 New
$0
$5.46 Million 0.65% of portfolio
105,698
Q4 2024 Reduced 0.25%
$0
$5.1 Million 0.6% of portfolio
48,387
Q4 2024 Added 5.83%
$0
$4.86 Million 0.58% of portfolio
214,110
Q4 2024 Added 200.0%
$0
$4.62 Million 0.55% of portfolio
47,893
Q4 2024 Added 0.93%
$0
$4.45 Million 0.53% of portfolio
24,037
Q4 2024 Added 1.42%
$0
$4.16 Million 0.49% of portfolio
32,373
Q4 2024 Added 15.83%
$0
$4.12 Million 0.49% of portfolio
10,248
Q4 2024 Added 1.65%
$0
$4.08 Million 0.48% of portfolio
73,240
Q4 2024 Reduced 1.49%
$0
$3.84 Million 0.45% of portfolio
37,190
Q3 2024 Added 0.5%
$0
$3.61 Million 0.43% of portfolio
35,967
Q4 2024 Added 2.19%
$0
$3.52 Million 0.42% of portfolio
34,712
Q4 2024 Reduced 3.28%
$0
$3.37 Million 0.4% of portfolio
43,180
Q4 2024 Added 1.13%
$0
$3.25 Million 0.38% of portfolio
8,881
Q4 2024 Reduced 0.29%
$2.42T
$3.05 Million 0.36% of portfolio
13,921
Q4 2024 Added 1.75%
$0
$2.85 Million 0.34% of portfolio
14,395
Q4 2024 Added 9.58%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $844 Million
  • Prior Value $837 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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