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Diversified Enterprises

Latest statistics and disclosures from Diversified Enterprises's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VIG, OSEA, OSCV, SMH, and represent 51.92% of Diversified Enterprises's stock portfolio.
Added to shares of these 10 stocks: VIG (+$138M), SCHP (+$42M), SCHX (+$5.8M), ACIO (+$5.4M), OSEA (+$5.1M), OSCV, SLYG, DRSK, AGG, JPIE.
Started 21 new stock positions in VEEV, PLTR, VPU, WEC, MDT, NBIS, OUNZ, VXUS, USB, BA. JKHY, JPLD, HIG, VYM, O, CRH, KLAC, BITB, WDC, GDX, EME.
Reduced shares in these 10 stocks: SCHD (-$115M), XSVN (-$33M), SMH, EMB, SUSC, SGOV, SCHG, RSP, QQQM, IT.
Sold out of its positions in CPB, NET, IT, RSP, IWB, SUSC, SGOV, MMC, RGA, RELX. SPTI, UPS, VRTX.
Diversified Enterprises was a net buyer of stock by $59M.
Diversified Enterprises has $1.5B in assets under management (AUM), dropping by 10.86%.
Central Index Key (CIK): 0002037264

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Portfolio Holdings for Diversified Enterprises

Diversified Enterprises holds 321 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	29.2	$434M		17M	26.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.3	$138M	+35003%	640k	215.79	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	5.0	$75M	+7%	2.5M	29.57	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	4.4	$65M	+4%	1.7M	38.23	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	4.0	$59M	-6%	180k	326.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.9	$58M		87k	669.30	View chart
Etf Ser Solutions Aptus Defined (DRSK)	3.3	$48M	+3%	1.7M	28.83	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	3.2	$47M	+4%	499k	94.31	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.8	$42M	+7001%	1.6M	26.95	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	2.3	$34M	+18%	792k	43.43	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.3	$34M	+3%	739k	46.41	View chart
Apple (AAPL)	1.4	$21M	+2%	84k	254.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$21M		84k	247.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$17M	+8%	171k	100.25	View chart
NVIDIA Corporation (NVDA)	1.1	$17M		89k	186.58	View chart
Select Sector Spdr Tr Communication (XLC)	1.1	$16M		133k	118.37	View chart
Microsoft Corporation (MSFT)	0.9	$13M	+3%	25k	517.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$11M	+2%	17k	666.20	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$9.8M	+3%	92k	106.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$9.2M	-92%	338k	27.30	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$8.9M	+5%	74k	120.50	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$7.8M	+13%	87k	89.37	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.5	$7.8M	+2%	88k	88.65	View chart
JPMorgan Chase & Co. (JPM)	0.5	$7.0M		22k	315.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$6.9M	+4%	9.2k	746.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$6.0M		13k	479.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.5M	+7%	23k	243.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.2M		28k	186.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$5.0M	-2%	15k	328.16	View chart
Amazon (AMZN)	0.3	$4.9M		22k	219.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$4.5M		75k	59.92	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$4.4M	+2%	35k	125.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$4.4M	+7%	21k	209.34	View chart
Southern Company (SO)	0.3	$4.3M		45k	94.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.1M	+6%	8.1k	502.74	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.0M		35k	112.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$3.9M	-2%	78k	50.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.8M	+7%	162k	23.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.8M		6.3k	600.37	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$3.7M		24k	155.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.6M	+5%	15k	243.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.6M	-7%	113k	31.91	View chart
Eli Lilly & Co. (LLY)	0.2	$3.5M		4.6k	763.00	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	+5%	4.6k	734.44	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.3M		51k	65.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.2M		37k	87.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.2M		34k	95.14	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$3.1M		13k	239.64	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$3.0M		50k	60.08	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$3.0M	+15%	126k	23.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.9M		12k	241.95	View chart
Visa Com Cl A (V)	0.2	$2.9M		8.6k	341.39	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$2.8M		31k	89.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.7M	-5%	94k	29.11	View chart
Broadcom (AVGO)	0.2	$2.6M		7.9k	329.91	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$2.5M	+8%	52k	48.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.4M	+2%	4.0k	612.39	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$2.4M		18k	135.23	View chart
Aon Shs Cl A (AON)	0.2	$2.3M		6.5k	356.58	View chart
International Business Machines (IBM)	0.2	$2.2M	+4%	8.0k	282.17	View chart
Abbvie (ABBV)	0.1	$2.2M	+6%	9.5k	231.53	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.2M		28k	78.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.0M	+6%	61k	33.37	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	+10%	7.1k	281.24	View chart
Home Depot (HD)	0.1	$1.9M		4.8k	405.15	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.9M	+4%	33k	57.52	View chart
Wal-Mart Stores (WMT)	0.1	$1.9M	+3%	19k	103.06	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.9M	-9%	24k	80.17	View chart
Johnson & Johnson (JNJ)	0.1	$1.8M		9.9k	185.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.8M		9.4k	194.50	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.7M		7.3k	229.62	View chart
Tesla Motors (TSLA)	0.1	$1.6M		3.7k	444.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M	+2%	28k	54.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M		3.2k	468.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.5M	-4%	2.9k	499.20	View chart
Bank of America Corporation (BAC)	0.1	$1.4M		28k	51.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.4M		6.9k	208.71	View chart
Constellation Energy (CEG)	0.1	$1.4M	+6%	4.3k	329.07	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.4M	-3%	5.0k	279.31	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	-7%	9.1k	153.66	View chart
Caterpillar (CAT)	0.1	$1.4M		2.9k	477.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.4M	-9%	18k	74.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M	-2%	15k	87.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.3M	+7%	8.0k	164.54	View chart
McDonald's Corporation (MCD)	0.1	$1.2M	-4%	4.1k	303.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	-2%	3.3k	355.47	View chart
At&t (T)	0.1	$1.1M		40k	28.24	View chart
UnitedHealth (UNH)	0.1	$1.1M	-16%	3.3k	345.30	View chart
Quanta Services (PWR)	0.1	$1.1M	+13%	2.7k	414.45	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.1M		26k	43.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M		10k	106.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.1M		9.7k	113.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.1M	+2%	3.9k	281.83	View chart
Chevron Corporation (CVX)	0.1	$1.1M		7.1k	155.28	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$1.1M	+2%	44k	24.93	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.1M		23k	46.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M		1.9k	568.84	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.0M		11k	92.98	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.0M	-2%	1.4k	718.54	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$1.0M	+11%	22k	45.40	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$997k	+3%	11k	95.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$995k	-6%	3.3k	297.62	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$987k	+11%	25k	38.90	View chart
Ge Aerospace Com New (GE)	0.1	$985k	+33%	3.3k	300.82	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$975k	-4%	11k	89.34	View chart
Coca-Cola Company (KO)	0.1	$972k		15k	66.32	View chart
3M Company (MMM)	0.1	$954k		6.2k	155.17	View chart
Nushares Etf Tr Esg Dividend Etf (NUDV)	0.1	$948k	+8%	33k	29.11	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$933k	+4%	8.4k	111.47	View chart
Netflix (NFLX)	0.1	$920k		767.00	1199.31	View chart
Cisco Systems (CSCO)	0.1	$917k	+8%	13k	68.42	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$909k	+3%	21k	44.10	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$855k	-2%	28k	30.51	View chart
PNC Financial Services (PNC)	0.1	$831k		4.1k	200.95	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$830k		16k	50.90	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.1	$825k	+16%	11k	76.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$815k	-10%	29k	27.90	View chart
Merck & Co (MRK)	0.1	$795k		9.5k	83.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$794k	-5%	16k	49.46	View chart
American Express Company (AXP)	0.1	$783k		2.4k	332.11	View chart
Nextera Energy (NEE)	0.1	$773k	+2%	10k	75.49	View chart
Servicenow (NOW)	0.1	$757k	+85%	822.00	920.28	View chart
Pepsi (PEP)	0.1	$754k	-8%	5.4k	140.45	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$738k		7.1k	104.51	View chart
Goldman Sachs (GS)	0.0	$711k		893.00	796.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$702k	-2%	5.8k	120.71	View chart
Thermo Fisher Scientific (TMO)	0.0	$684k		1.4k	485.02	View chart
Wells Fargo & Company (WFC)	0.0	$684k	+6%	8.2k	83.82	View chart
Costco Wholesale Corporation (COST)	0.0	$684k	+5%	739.00	925.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$683k		11k	65.26	View chart
Walt Disney Company (DIS)	0.0	$674k	-2%	5.9k	114.50	View chart
Verizon Communications (VZ)	0.0	$666k	-4%	15k	43.95	View chart
Pfizer (PFE)	0.0	$655k	+4%	26k	25.48	View chart
Lowe's Companies (LOW)	0.0	$654k	+3%	2.6k	251.33	View chart
Texas Instruments Incorporated (TXN)	0.0	$643k	+2%	3.5k	183.73	View chart
Intuitive Surgical Com New (ISRG)	0.0	$625k		1.4k	447.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$618k		4.2k	145.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$616k	+40%	9.5k	65.00	View chart
Trane Technologies SHS (TT)	0.0	$616k	-15%	1.5k	421.97	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$610k	-4%	2.9k	213.76	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$604k	+8%	11k	55.33	View chart
Progressive Corporation (PGR)	0.0	$602k	+10%	2.4k	246.93	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$596k	-58%	6.3k	95.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$583k		13k	43.42	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$580k		23k	25.31	View chart
Abbott Laboratories (ABT)	0.0	$578k	-8%	4.3k	133.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$577k		1.2k	463.90	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$573k	-98%	12k	48.19	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$571k	-3%	8.5k	66.90	View chart
TJX Companies (TJX)	0.0	$568k	+3%	3.9k	144.55	View chart
Applied Materials (AMAT)	0.0	$566k		2.8k	204.73	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$563k	-2%	4.7k	119.92	View chart
Raytheon Technologies Corp (RTX)	0.0	$560k	+4%	3.3k	167.33	View chart
Honeywell International (HON)	0.0	$550k		2.6k	210.50	View chart
Comcast Corp Cl A (CMCSA)	0.0	$544k	-2%	17k	31.42	View chart
Parker-Hannifin Corporation (PH)	0.0	$539k	-15%	711.00	757.80	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$537k		7.0k	76.72	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$536k	+2%	10k	53.87	View chart
Deere & Company (DE)	0.0	$528k	-2%	1.2k	457.07	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$525k		12k	45.21	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$524k	-13%	10k	50.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$520k	-17%	5.0k	103.07	View chart
Morgan Stanley Com New (MS)	0.0	$515k	+3%	3.2k	158.96	View chart
Intuit (INTU)	0.0	$497k	+12%	728.00	682.91	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$491k		10k	47.63	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	0.0	$484k	+14%	13k	38.68	View chart
Imperial Oil Com New (IMO)	0.0	$483k		5.3k	90.74	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$481k	-13%	3.5k	135.64	View chart
Exelon Corporation (EXC)	0.0	$472k	-3%	11k	45.01	View chart
American Tower Reit (AMT)	0.0	$468k	+18%	2.4k	192.32	View chart
Eaton Corp SHS (ETN)	0.0	$464k		1.2k	374.14	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$463k		19k	24.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$457k	-12%	1.9k	246.54	View chart
Kroger (KR)	0.0	$457k		6.8k	67.41	View chart
Dupont De Nemours (DD)	0.0	$456k	-19%	5.9k	77.90	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$452k		2.9k	154.24	View chart
CSX Corporation (CSX)	0.0	$452k		13k	35.51	View chart
Philip Morris International (PM)	0.0	$450k		2.8k	162.20	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$433k		2.4k	179.28	View chart
Automatic Data Processing (ADP)	0.0	$427k	+3%	1.5k	293.50	View chart
Corteva (CTVA)	0.0	$427k		6.3k	67.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$425k		2.5k	170.86	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$422k	+25%	4.2k	99.95	View chart
Blackrock (BLK)	0.0	$417k		358.00	1165.19	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$415k		12k	33.68	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$412k		7.6k	54.03	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.0	$409k		15k	27.95	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$409k		1.5k	279.84	View chart
Spotify Technology S A SHS (SPOT)	0.0	$407k	+5%	583.00	698.00	View chart
Blackrock Health Sciences Trust (BME)	0.0	$404k	-9%	11k	37.23	View chart
American Water Works (AWK)	0.0	$398k	-15%	2.9k	139.19	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$396k		2.3k	174.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$395k		3.2k	125.04	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$392k	+10%	8.3k	47.48	View chart
Starbucks Corporation (SBUX)	0.0	$391k		4.6k	84.60	View chart
Stryker Corporation (SYK)	0.0	$389k	+9%	1.1k	369.50	View chart
Roper Industries (ROP)	0.0	$384k	+22%	769.00	498.69	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$380k	-7%	15k	25.51	View chart
Capital One Financial (COF)	0.0	$379k		1.8k	212.58	View chart
Jack Henry & Associates (JKHY)	0.0	$379k	NEW	2.5k	148.93	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$378k		8.7k	43.30	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$376k		4.1k	92.49	View chart
Norfolk Southern (NSC)	0.0	$374k		1.2k	300.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$372k		8.7k	42.79	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$372k		8.4k	44.00	View chart
Talen Energy Corp (TLN)	0.0	$368k	-6%	866.00	425.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$367k		4.5k	81.19	View chart
Ge Vernova (GEV)	0.0	$364k	+8%	592.00	614.90	View chart
Novo-nordisk A S Adr (NVO)	0.0	$362k	-25%	6.5k	55.49	View chart
Corning Incorporated (GLW)	0.0	$358k	+9%	4.4k	82.04	View chart
Citigroup Com New (C)	0.0	$357k	+10%	3.5k	101.50	View chart
Broadridge Financial Solutions (BR)	0.0	$355k	+31%	1.5k	238.17	View chart
Bristol Myers Squibb (BMY)	0.0	$355k	-2%	7.9k	45.10	View chart
Entergy Corporation (ETR)	0.0	$350k		3.8k	93.18	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.0	$350k	-2%	12k	30.22	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$349k	-6%	360.00	968.09	View chart
AutoZone (AZO)	0.0	$348k		81.00	4290.23	View chart
Nebius Group Shs Class A (NBIS)	0.0	$347k	NEW	3.1k	112.27	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$344k		13k	27.46	View chart
Boston Scientific Corporation (BSX)	0.0	$343k	+3%	3.5k	97.63	View chart
Micron Technology (MU)	0.0	$338k	+22%	2.0k	167.32	View chart
salesforce (CRM)	0.0	$338k		1.4k	237.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$338k	-4%	1.9k	176.81	View chart
Emcor (EME)	0.0	$333k	NEW	513.00	649.68	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$330k	-3%	16k	21.36	View chart
Advanced Micro Devices (AMD)	0.0	$329k		2.0k	161.79	View chart
Analog Devices (ADI)	0.0	$323k	+4%	1.3k	245.70	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$317k		6.1k	52.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$317k		4.3k	73.48	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$316k		2.7k	118.44	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$314k	-2%	3.7k	84.83	View chart
Copart (CPRT)	0.0	$313k	+24%	7.0k	44.97	View chart
Altria (MO)	0.0	$312k	+2%	4.7k	66.06	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$310k		4.2k	73.29	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$307k	+5%	17k	18.24	View chart
ConocoPhillips (COP)	0.0	$301k	+8%	3.2k	94.59	View chart
Duke Energy Corp Com New (DUK)	0.0	$299k		2.4k	123.75	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$298k	-21%	2.1k	143.18	View chart
Barclays Adr (BCS)	0.0	$298k	-4%	14k	20.67	View chart
National Fuel Gas (NFG)	0.0	$298k	+2%	3.2k	92.38	View chart
Sap Se Spon Adr (SAP)	0.0	$298k		1.1k	267.21	View chart
Nike CL B (NKE)	0.0	$297k		4.3k	69.73	View chart
Eagle Point Income Company I (EIC)	0.0	$296k		22k	13.46	View chart
Northrop Grumman Corporation (NOC)	0.0	$296k		485.00	609.34	View chart
Diamondback Energy (FANG)	0.0	$295k	+24%	2.1k	143.10	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$295k		12k	23.93	View chart
Illinois Tool Works (ITW)	0.0	$293k		1.1k	260.79	View chart
Charles Schwab Corporation (SCHW)	0.0	$292k		3.1k	95.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$292k	NEW	2.1k	140.96	View chart
Phillips 66 (PSX)	0.0	$288k	-2%	2.1k	136.01	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$287k		6.2k	46.32	View chart
Hca Holdings (HCA)	0.0	$284k		666.00	426.20	View chart
Qualcomm (QCOM)	0.0	$277k	+19%	1.7k	166.37	View chart
Apollo Global Mgmt (APO)	0.0	$275k		2.1k	133.27	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$274k	+4%	2.8k	99.44	View chart
Vanguard World Utilities Etf (VPU)	0.0	$274k	NEW	1.4k	189.37	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.0	$272k	NEW	5.2k	52.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$270k		3.7k	72.77	View chart
Linde SHS (LIN)	0.0	$266k	+4%	559.00	475.07	View chart
Chemed Corp Com Stk (CHE)	0.0	$265k	+23%	592.00	447.74	View chart
AmerisourceBergen (COR)	0.0	$265k		848.00	312.53	View chart
CVS Caremark Corporation (CVS)	0.0	$263k		3.5k	75.38	View chart
Adobe Systems Incorporated (ADBE)	0.0	$260k		738.00	352.75	View chart
Cintas Corporation (CTAS)	0.0	$258k		1.3k	205.26	View chart
Sea Sponsord Ads (SE)	0.0	$258k	+9%	1.4k	178.73	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$257k	-8%	12k	21.54	View chart
Williams Companies (WMB)	0.0	$257k		4.1k	63.35	View chart
Marathon Petroleum Corp (MPC)	0.0	$256k		1.3k	192.74	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$250k		5.9k	42.05	View chart
S&p Global (SPGI)	0.0	$249k	-23%	512.00	486.71	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$249k		4.8k	52.22	View chart
Palantir Technologies Cl A (PLTR)	0.0	$248k	NEW	1.4k	182.42	View chart
Waste Management (WM)	0.0	$248k		1.1k	220.85	View chart
Western Digital (WDC)	0.0	$247k	NEW	2.1k	120.06	View chart
Axalta Coating Sys (AXTA)	0.0	$246k		8.6k	28.62	View chart
Autodesk (ADSK)	0.0	$246k		773.00	317.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$246k		1.7k	142.07	View chart
Metropcs Communications (TMUS)	0.0	$244k		1.0k	239.38	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.0	$243k	+2%	11k	22.44	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$240k		4.8k	49.81	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$237k		17k	14.25	View chart
Royal Caribbean Cruises (RCL)	0.0	$236k	-7%	730.00	323.62	View chart
Sherwin-Williams Company (SHW)	0.0	$236k		682.00	346.26	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$235k		5.3k	44.19	View chart
FirstEnergy (FE)	0.0	$235k	+2%	5.1k	45.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$232k	-7%	726.00	320.04	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.0	$230k	+3%	4.7k	49.31	View chart
Kla Corp Com New (KLAC)	0.0	$228k	NEW	211.00	1078.60	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$225k		3.3k	68.39	View chart
SYSCO Corporation (SYY)	0.0	$225k		2.7k	82.34	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$224k		6.6k	33.89	View chart
TransDigm Group Incorporated (TDG)	0.0	$224k	-11%	170.00	1318.02	View chart
Oneok (OKE)	0.0	$223k	+2%	3.1k	72.98	View chart
Booking Holdings (BKNG)	0.0	$221k	+2%	41.00	5399.27	View chart
Amgen (AMGN)	0.0	$221k	-3%	782.00	282.30	View chart
Cadence Design Systems (CDNS)	0.0	$219k	-6%	624.00	351.26	View chart
Hartford Financial Services (HIG)	0.0	$219k	NEW	1.6k	133.41	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$219k	NEW	5.9k	37.19	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$217k	NEW	3.5k	62.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$217k	NEW	2.8k	76.40	View chart
New York Times Cl A (NYT)	0.0	$216k		3.8k	57.40	View chart
Zoetis Cl A (ZTS)	0.0	$215k		1.5k	146.33	View chart
Boeing Company (BA)	0.0	$213k	NEW	987.00	215.83	View chart
Medtronic SHS (MDT)	0.0	$210k	NEW	2.2k	95.24	View chart
Wec Energy Group (WEC)	0.0	$210k	NEW	1.8k	114.62	View chart
Us Bancorp Del Com New (USB)	0.0	$208k	NEW	4.3k	48.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$208k	NEW	2.8k	73.46	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$207k		2.2k	93.64	View chart
Realty Income (O)	0.0	$205k	NEW	3.4k	60.79	View chart
Vistra Energy (VST)	0.0	$202k	-3%	1.0k	196.00	View chart
CRH Ord (CRH)	0.0	$201k	NEW	1.7k	119.90	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$201k	-13%	3.9k	51.24	View chart
FactSet Research Systems (FDS)	0.0	$200k		699.00	286.64	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$200k	NEW	672.00	297.91	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$195k		10k	18.91	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$184k	-3%	20k	9.05	View chart
Arbor Realty Trust (ABR)	0.0	$167k		14k	12.21	View chart
First Us Bancshares (FUSB)	0.0	$138k		12k	12.02	View chart
Templeton Dragon Fund (TDF)	0.0	$132k		11k	11.65	View chart
Banco Santander Adr (SAN)	0.0	$126k		12k	10.48	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$103k	-2%	11k	8.99	View chart

Past Filings by Diversified Enterprises

SEC 13F filings are viewable for Diversified Enterprises going back to 2024

Diversified Enterprises 2025 Q3 filed Oct. 10, 2025
Diversified Enterprises 2025 Q2 filed July 16, 2025
Diversified Enterprises 2025 Q1 filed May 15, 2025
Diversified Enterprises 2024 Q4 filed Feb. 10, 2025

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