Diversified Trust CO Incresed Positions in Q3 2025

Diversified Trust CO

  • $3.93 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.4K
+ 3.29%
$567.77 - $614.76 $15M - $16.2M
828K $507M
AAPL
Apple Inc.

Technology
13.2K
+ 2.04%
$202.38 - $256.87 $2.66M - $3.38M
659K $168M
VEU
Vanguard Ftse All World Ex Us

ETFs
204K
+ 4.78%
$66.38 - $71.68 $13.6M - $14.7M
4.48M $320M
NVDA
Nvidia Corp

Technology
39.9K
+ 6.18%
$153.3 - $186.58 $6.11M - $7.44M
685K $128M
GOOGL
Alphabet Inc.

Communication Services
21.9K
+ 8.13%
$174.36 - $254.72 $3.82M - $5.58M
291K $70.8M
MSFT
Microsoft Corp

Technology
16.6K
+ 7.68%
$491.09 - $535.64 $8.14M - $8.88M
232K $120M
JPM
Jpmorgan Chase & CO

Financial Services
31.1K
+ 45.62%
$282.78 - $316.06 $8.79M - $9.82M
99.2K $31.3M
VXF
Vanguard Extended Market ETF

ETFs
15.1K
+ 3.24%
$193.58 - $213.07 $2.92M - $3.22M
481K $101M
GOOG
Alphabet Inc.

Communication Services
12.3K
+ 13.27%
$175.16 - $255.24 $2.16M - $3.15M
105K $25.6M
IEFA
Ishares Tr

ETFs
49.9K
+ 5.89%
$81.7 - $87.53 $4.08M - $4.37M
897K $78.3M
APO
Apollo Global Management, Inc.

Financial Services
40.7K
+ 2649.87%
$131.55 - $156.05 $5.35M - $6.35M
42.2K $5.63M
JNJ
Johnson & Johnson

Healthcare
6.52K
+ 6.03%
$155.17 - $185.42 $1.01M - $1.21M
115K $21.3M
ABBV
Abb Vie Inc.

Healthcare
10.9K
+ 23.58%
$184.85 - $231.54 $2.01M - $2.52M
57.1K $13.2M
PLTR
Palantir Technologies Inc.

Technology
17.7K
+ 67.94%
$130.68 - $186.97 $2.31M - $3.3M
43.7K $7.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.76K
+ 9.57%
$459.11 - $506.91 $2.64M - $2.92M
65.9K $33.1M
IQV
Iqvia Holdings Inc.

Healthcare
15.5K
+ 57.16%
$157.68 - $200.82 $2.44M - $3.11M
42.6K $8.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
30.5K
+ 251.41%
$108.97 - $121.65 $3.32M - $3.71M
42.6K $5.14M
ORCL
Oracle Corp

Technology
7.38K
+ 26.94%
$218.96 - $328.33 $1.62M - $2.42M
34.8K $9.78M
MS
Morgan Stanley

Financial Services
18.8K
+ 63.85%
$139.09 - $161.16 $2.61M - $3.03M
48.2K $7.67M
PSX
Phillips 66

Energy
23.9K
+ 562.77%
$118.37 - $139.46 $2.82M - $3.33M
28.1K $3.82M
AZO
Autozone Inc

Consumer Cyclical
340
+ 11.01%
$3649.42 - $4354.54 $1.24M - $1.48M
3.43K $14.7M
RSG
Republic Services, Inc.

Industrials
13.9K
+ 818.6%
$225.33 - $246.01 $3.14M - $3.43M
15.7K $3.59M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.39K
+ 41.24%
$339.37 - $366.46 $2.51M - $2.71M
25.3K $9.25M
IWM
Ishares Russell 2000 ETF

ETFs
5.41K
+ 8.11%
$214.92 - $244.84 $1.16M - $1.32M
72K $17.4M
GS
Goldman Sachs Group Inc

Financial Services
2.1K
+ 14.74%
$696.56 - $806.32 $1.46M - $1.69M
16.3K $13M
MDT
Medtronic PLC

Healthcare
23.9K
+ 32.76%
$87.67 - $95.74 $2.1M - $2.29M
96.9K $9.23M
GE
General Electric CO

Industrials
5.63K
+ 21.31%
$244.75 - $305.63 $1.38M - $1.72M
32K $9.63M
MU
Micron Technology Inc

Technology
12.9K
+ 156.36%
$104.88 - $168.89 $1.35M - $2.17M
21.1K $3.53M
MRK
Merck & Co., Inc.

Healthcare
18.2K
+ 9.59%
$77.6 - $87.37 $1.41M - $1.59M
208K $17.4M
VTR
Ventas, Inc.

Real Estate
34K
+ 828.74%
$62.76 - $69.99 $2.13M - $2.38M
38.1K $2.66M
ADP
Automatic Data Processing Inc

Industrials
8.63K
+ 91.23%
$288.69 - $310.94 $2.49M - $2.68M
18.1K $5.31M
ABT
Abbott Laboratories

Healthcare
18.2K
+ 25.07%
$120.51 - $136.62 $2.19M - $2.49M
90.8K $12.2M
MA
Mastercard Inc

Financial Services
3.7K
+ 16.8%
$550.18 - $598.96 $2.03M - $2.21M
25.7K $14.6M
CVLT
Commvault Systems Inc

Technology
11.2K
+ 311.43%
$163.43 - $195.41 $1.83M - $2.19M
14.8K $2.8M
SNOW
Snowflake Inc.

Technology
9.42K
+ 164.39%
$191.73 - $241.0 $1.81M - $2.27M
15.2K $3.42M
ALLY
Ally Financial Inc.

Financial Services
51.3K
+ 221.72%
$36.95 - $44.58 $1.9M - $2.29M
74.5K $2.92M
CVX
Chevron Corp

Energy
10.3K
+ 30.51%
$145.57 - $161.83 $1.5M - $1.66M
44K $6.83M
BAC
Bank Of America Corp

Financial Services
16.2K
+ 6.13%
$44.92 - $52.42 $729K - $850K
281K $14.5M
V
Visa Inc.

Financial Services
8.17K
+ 13.12%
$332.09 - $358.86 $2.71M - $2.93M
70.4K $24M
PWR
Quanta Services, Inc.

Industrials
4.53K
+ 482.23%
$372.29 - $421.68 $1.69M - $1.91M
5.47K $2.27M
AON
Aon PLC

Financial Services
5.2K
+ 69.46%
$350.91 - $375.27 $1.82M - $1.95M
12.7K $4.52M
MRVL
Marvell Technology, Inc.

Technology
21.1K
+ 222.5%
$62.31 - $84.07 $1.32M - $1.78M
30.7K $2.58M
IVE
Ishares S&P 500 Value ETF

ETFs
7.86K
+ 42.04%
$194.44 - $206.51 $1.53M - $1.62M
26.6K $5.48M
HOOD
Robinhood Markets, Inc.

Technology
7.23K
+ 45.29%
$91.27 - $143.18 $660K - $1.04M
23.2K $3.32M
LLY
Eli Lilly & CO

Healthcare
2.76K
+ 16.38%
$625.65 - $812.69 $1.73M - $2.24M
19.6K $14.9M
VTHR
Vanguard Russell 3000 ETF

ETFs
18
+ 0.02%
$272.54 - $295.85 $4.91K - $5.33K
84.1K $24.8M
RTX
Raytheon Technologies Corp

Industrials
5.47K
+ 13.34%
$144.19 - $167.33 $788K - $914K
46.4K $7.77M
DINO
Hf Sinclair Corp

Energy
30.9K
+ 211.53%
$42.11 - $54.01 $1.3M - $1.67M
45.5K $2.38M
WWD
Woodward, Inc.

Industrials
6.63K
+ 233.03%
$237.33 - $266.1 $1.57M - $1.76M
9.48K $2.4M
Activity Summary
Buys All Purchases 601 New Holdings 134 Increased Positions 467 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 0
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