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
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.9K
+ 8.85%
$87.29 - $93.61 $1.04M - $1.12M
147K $13.7M
GLW
Corning Inc

Technology
15.5K
+ 123.72%
$51.6 - $82.03 $802K - $1.28M
28.1K $2.31M
AMT
American Tower Corp

Real Estate
9.69K
+ 104.24%
$192.32 - $232.35 $1.86M - $2.25M
19K $3.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.32K
+ 32.99%
$181.56 - $190.33 $1.33M - $1.39M
29.5K $5.59M
BMY
Bristol Myers Squibb CO

Healthcare
36.3K
+ 56.03%
$43.31 - $48.98 $1.57M - $1.78M
101K $4.56M
TXN
Texas Instruments Inc

Technology
7.42K
+ 99.69%
N/A
14.9K $2.89M
GM
General Motors CO

Consumer Cyclical
19.1K
+ 83.12%
$48.89 - $61.24 $933K - $1.17M
42K $2.56M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
37.9K
+ 127.82%
$30.13 - $33.37 $1.14M - $1.26M
67.5K $2.25M
INTU
Intuit Inc

Technology
3.06K
+ 42.57%
$646.03 - $807.39 $1.98M - $2.47M
10.2K $6.99M
NTAP
Net App, Inc.

Technology
5.7K
+ 10.41%
$101.1 - $126.36 $576K - $720K
60.4K $7.16M
PLD
Prologis, Inc.

Real Estate
11K
+ 260.55%
$104.08 - $115.35 $1.14M - $1.26M
15.2K $1.74M
ASND
Ascendis Pharma A/S

Healthcare
263
+ 0.58%
$163.32 - $205.91 $43K - $54.2K
45.7K $9.08M
SYK
Stryker Corp

Healthcare
3.9K
+ 45.62%
$368.57 - $403.53 $1.44M - $1.57M
12.4K $4.6M
OEF
Ishares S&P 100 ETF

ETFs
4.33K
+ 180.33%
N/A
6.73K $1.79M
GD
General Dynamics Corp

Industrials
2.31K
+ 31.53%
$293.92 - $341.0 $679K - $787K
9.63K $3.28M
TJX
Tjx Companies Inc

Consumer Cyclical
4.88K
+ 23.75%
$121.35 - $144.54 $592K - $706K
25.4K $3.68M
FUTU
Futu Holdings LTD

Financial Services
5.4K
+ 171.1%
$120.32 - $194.74 $650K - $1.05M
8.56K $1.49M
AMGN
Amgen Inc

Healthcare
3.47K
+ 8.85%
$271.18 - $309.22 $941K - $1.07M
42.7K $12M
MPC
Marathon Petroleum Corp

Energy
4.69K
+ 71.45%
$158.59 - $198.69 $744K - $932K
11.3K $2.17M
AAON
Aaon, Inc.

Industrials
8.97K
+ 90.9%
$72.08 - $94.26 $646K - $845K
18.8K $1.76M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
12.7K
+ 226.45%
$79.9 - $92.0 $1.02M - $1.17M
18.3K $1.46M
HPQ
Hp Inc

Technology
34.1K
+ 135.1%
$24.45 - $29.35 $834K - $1M
59.4K $1.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
477
+ 5.17%
$404.94 - $499.99 $193K - $238K
9.7K $4.7M
XOM
Exxon Mobil Corp

Energy
3.58K
+ 3.27%
$105.83 - $117.22 $379K - $420K
113K $12.8M
ETR
Entergy Corp

Utilities
9.37K
+ 139.87%
$80.93 - $93.55 $759K - $877K
16.1K $1.5M
GILD
Gilead Sciences, Inc.

Healthcare
8.42K
+ 24.2%
$108.22 - $120.47 $911K - $1.01M
43.2K $4.8M
INFY
Infosys LTD

Technology
63.9K
+ 92.51%
$15.98 - $18.96 $1.02M - $1.21M
133K $2.16M
OMC
Omnicom Group Inc.

Communication Services
5.66K
+ 13.06%
$70.41 - $81.53 $398K - $461K
49K $3.99M
BCS
Barclays PLC

Financial Services
33.4K
+ 37.51%
$17.88 - $21.05 $597K - $703K
122K $2.53M
CME
Cme Group Inc.

Financial Services
3.29K
+ 126.95%
$258.83 - $287.1 $851K - $944K
5.88K $1.59M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
9.77K
+ 281.93%
$86.98 - $100.09 $850K - $978K
13.2K $1.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.05K
+ 4.46%
$192.76 - $203.86 $395K - $418K
48K $9.77M
ICLR
Icon PLC

Healthcare
4.19K
+ 137.01%
$139.63 - $195.01 $585K - $817K
7.25K $1.27M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
14.4K
+ 12.1%
$24.02 - $27.91 $347K - $403K
134K $3.73M
NEM
Newmont Corp

Basic Materials
742
+ 2.67%
$57.35 - $85.25 $42.6K - $63.3K
28.5K $2.41M
F
Ford Motor CO

Consumer Cyclical
64.6K
+ 560.2%
$10.82 - $12.09 $699K - $781K
76.2K $911K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
226
+ 0.13%
$68.24 - $73.73 $15.4K - $16.7K
173K $12.7M
BPOP
Popular, Inc.

Financial Services
4.44K
+ 37.93%
$111.3 - $128.04 $494K - $568K
16.1K $2.05M
HOG
Harley Davidson, Inc.

Consumer Cyclical
11.5K
+ 11.5%
$22.95 - $31.03 $265K - $358K
112K $3.12M
CAT
Caterpillar Inc

Industrials
136
+ 1.77%
$390.92 - $477.15 $53.2K - $64.9K
7.83K $3.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.55K
+ 3.14%
$97.75 - $100.75 $542K - $559K
182K $18.3M
VLO
Valero Energy Corp

Energy
295
+ 1.55%
$131.77 - $175.63 $38.9K - $51.8K
19.3K $3.29M
UBER
Uber Technologies, Inc

Technology
6.58K
+ 38.88%
$86.91 - $99.57 $572K - $655K
23.5K $2.3M
ETSY
Etsy Inc

Consumer Cyclical
6.04K
+ 30.71%
$51.36 - $74.34 $310K - $449K
25.7K $1.71M
EA
Electronic Arts Inc.

Communication Services
81
+ 0.49%
$147.79 - $202.05 $12K - $16.4K
16.6K $3.35M
NTNX
Nutanix, Inc.

Technology
10.3K
+ 36.29%
$66.06 - $81.12 $681K - $836K
38.7K $2.88M
STRL
Sterling Construction CO Inc

Industrials
127
+ 2.08%
$222.54 - $371.84 $28.3K - $47.2K
6.24K $2.12M
CG
Carlyle Group Inc.

Financial Services
4.28K
+ 11.46%
$52.82 - $69.35 $226K - $297K
41.6K $2.61M
ED
Consolidated Edison Inc

Utilities
6.8K
+ 17.33%
$95.57 - $105.36 $649K - $716K
46K $4.63M
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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