Diversified Enterprises
Latest statistics and disclosures from Diversified Enterprises's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VIG, OSEA, OSCV, IVV, and represent 45.27% of Diversified Enterprises's stock portfolio.
- Added to shares of these 10 stocks: SELV (+$52M), SEEM (+$44M), FTCS (+$32M), SCHX (+$31M), DFAC (+$16M), OSEA (+$6.3M), VIG (+$5.4M), OSCV, ACIO, AAUA.
- Started 36 new stock positions in OABI, O, WAT, ECL, HLT, IVT, ROST, WDAY, PAAA, SMRT.
- Reduced shares in these 10 stocks: SMH (-$54M), VONV (-$5.9M), VONG (-$5.7M), VXF, VTI, AON, AstraZeneca, BX, VTV, IVV.
- Sold out of its positions in ELV, APO, ALAB, AstraZeneca, ADSK, BX, FDS, HTGC, IQV, KKR. MET, RGA, HOOD, SE, GDX, VST, WBD, CRH.
- Diversified Enterprises was a net buyer of stock by $185M.
- Diversified Enterprises has $1.8B in assets under management (AUM), dropping by 8.64%.
- Central Index Key (CIK): 0002037264
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Portfolio Holdings for Diversified Enterprises
Diversified Enterprises holds 412 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 25.5 | $466M | +7% | 18M | 25.64 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 8.1 | $149M | +3% | 690k | 215.06 |
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 4.5 | $83M | +8% | 2.9M | 28.95 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 4.0 | $74M | +4% | 1.9M | 39.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $55M | 85k | 653.21 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 2.9 | $52M | +3% | 539k | 96.62 |
|
| Sei Exchange Traded Funds Enhanced Low Vol (SELV) | 2.9 | $52M | +24979% | 1.6M | 32.34 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 2.7 | $50M | +5% | 1.8M | 27.33 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.5 | $46M | +4% | 1.7M | 26.61 |
|
| Sei Exchange Traded Funds Select Emerging (SEEM) | 2.4 | $44M | +10190% | 1.3M | 32.75 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 2.3 | $42M | +8% | 1.0M | 41.96 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 2.0 | $37M | +4% | 793k | 46.07 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.8 | $33M | +15866% | 350k | 92.76 |
|
| Apple (AAPL) | 1.5 | $27M | +4% | 107k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $23M | 130k | 174.40 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $20M | +12% | 201k | 99.27 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.1 | $20M | 82k | 237.62 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $16M | NEW | 398k | 38.86 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.8 | $15M | 132k | 110.86 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $14M | -78% | 38k | 383.40 |
|
| Microsoft Corporation (MSFT) | 0.8 | $14M | +5% | 39k | 370.17 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 0.6 | $12M | +6% | 18k | 650.34 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $12M | 108k | 106.15 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $11M | +8% | 38k | 287.56 |
|
| Amazon (AMZN) | 0.5 | $9.7M | +16% | 47k | 208.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $9.4M | 305k | 30.68 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $8.6M | 51k | 169.66 |
|
|
| Spdr Series Trust State Street Spd (SLYV) | 0.4 | $8.2M | 87k | 94.58 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $8.0M | 27k | 294.16 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.3M | +30% | 25k | 286.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $6.6M | -4% | 103k | 64.08 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $6.6M | 9.5k | 697.72 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $6.4M | -5% | 33k | 196.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $6.3M | 15k | 436.79 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $5.2M | 5.7k | 919.73 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.2M | +4% | 11k | 479.20 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $4.8M | +2% | 194k | 24.75 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.8M | +30% | 38k | 124.28 |
|
| Visa Com Cl A (V) | 0.3 | $4.7M | +29% | 16k | 302.24 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $4.4M | 89k | 49.89 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $4.4M | 7.6k | 572.12 |
|
|
| Southern Company (SO) | 0.2 | $4.3M | 45k | 96.52 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $4.3M | 149k | 29.13 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.3M | +6% | 48k | 90.53 |
|
| Johnson & Johnson (JNJ) | 0.2 | $4.3M | +61% | 18k | 244.44 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $4.3M | 36k | 121.19 |
|
|
| Broadcom (AVGO) | 0.2 | $4.2M | +6% | 14k | 309.51 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.1M | +96% | 6.8k | 604.36 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $4.0M | 24k | 165.70 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.9M | +65% | 7.7k | 499.67 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $3.9M | +69% | 117k | 32.95 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $3.8M | +9% | 163k | 23.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.8M | -2% | 6.6k | 577.18 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.7M | -3% | 54k | 69.75 |
|
| TJX Companies (TJX) | 0.2 | $3.7M | +164% | 23k | 159.70 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.6M | +64% | 3.6k | 996.43 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.5M | -5% | 114k | 30.50 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $3.4M | +3% | 329k | 10.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.3M | 14k | 248.01 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $3.3M | -63% | 36k | 93.74 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.1M | -3% | 34k | 92.74 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $3.1M | -64% | 28k | 109.69 |
|
| Ea Series Trust Alpha Architect (AAUA) | 0.2 | $2.9M | NEW | 60k | 48.94 |
|
| Abbvie (ABBV) | 0.2 | $2.9M | 13k | 217.49 |
|
|
| Quanta Services (PWR) | 0.2 | $2.9M | -2% | 5.2k | 549.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.8M | -31% | 8.8k | 320.82 |
|
| Tesla Motors (TSLA) | 0.2 | $2.8M | +5% | 7.5k | 371.75 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $2.8M | 25k | 108.98 |
|
|
| O'reilly Automotive (ORLY) | 0.2 | $2.8M | +363% | 30k | 92.31 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.7M | 51k | 53.35 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.7M | +8% | 57k | 47.55 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.7M | +3% | 4.5k | 597.54 |
|
| Caterpillar (CAT) | 0.1 | $2.6M | +2% | 3.7k | 708.48 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $2.6M | 31k | 82.84 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $2.6M | 18k | 145.02 |
|
|
| International Business Machines (IBM) | 0.1 | $2.4M | +3% | 10k | 242.40 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.4M | +4% | 45k | 54.05 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $2.3M | 28k | 83.57 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | +8% | 7.5k | 310.77 |
|
| Home Depot (HD) | 0.1 | $2.3M | +7% | 7.0k | 328.91 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $2.3M | 28k | 81.98 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.3M | +16% | 29k | 77.59 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.3M | -2% | 6.7k | 337.96 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $2.2M | NEW | 44k | 50.37 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $2.2M | NEW | 21k | 101.74 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.2M | +33% | 15k | 144.44 |
|
| Chevron Corporation (CVX) | 0.1 | $2.1M | 10k | 206.90 |
|
|
| Pepsi (PEP) | 0.1 | $2.1M | +84% | 13k | 155.28 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.1M | -57% | 10k | 205.80 |
|
| Cme (CME) | 0.1 | $2.0M | +377% | 6.9k | 295.35 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $2.0M | 48k | 42.31 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.0M | -6% | 27k | 73.64 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) | 0.1 | $1.9M | -2% | 46k | 41.56 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $1.9M | +184% | 376k | 5.10 |
|
| WESCO International (WCC) | 0.1 | $1.9M | 6.9k | 273.62 |
|
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) | 0.1 | $1.9M | 42k | 45.55 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.9M | NEW | 19k | 100.66 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.9M | +2% | 9.8k | 191.81 |
|
| At&t (T) | 0.1 | $1.9M | +2% | 65k | 28.99 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.8M | -5% | 38k | 48.75 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $1.8M | -2% | 33k | 54.55 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.8M | 8.2k | 217.25 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.7M | +223% | 17k | 102.67 |
|
| Merck & Co (MRK) | 0.1 | $1.7M | +5% | 14k | 120.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | +10% | 3.9k | 430.25 |
|
| Stryker Corporation (SYK) | 0.1 | $1.7M | +119% | 5.1k | 328.58 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $1.6M | 32k | 50.14 |
|
|
| First Tr Exchange-traded SHS (QTEC) | 0.1 | $1.6M | 7.3k | 215.99 |
|
|
| Wec Energy Group (WEC) | 0.1 | $1.5M | +290% | 13k | 115.77 |
|
| Ross Stores (ROST) | 0.1 | $1.5M | NEW | 7.0k | 216.63 |
|
| Netflix (NFLX) | 0.1 | $1.5M | +2% | 16k | 96.15 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.5M | -3% | 10k | 147.10 |
|
| Boeing Company (BA) | 0.1 | $1.5M | +241% | 7.3k | 199.03 |
|
| Pfizer (PFE) | 0.1 | $1.4M | +4% | 51k | 28.08 |
|
| Coca-Cola Company (KO) | 0.1 | $1.4M | +10% | 19k | 76.05 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | +2% | 2.9k | 491.53 |
|
| Verizon Communications (VZ) | 0.1 | $1.4M | +15% | 28k | 50.20 |
|
| Applied Materials (AMAT) | 0.1 | $1.4M | -2% | 4.1k | 341.82 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | 3.2k | 426.38 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.4M | 1.0k | 1320.83 |
|
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| Hershey Company (HSY) | 0.1 | $1.4M | +481% | 6.6k | 207.88 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.4M | 6.5k | 210.03 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $1.3M | -4% | 29k | 45.89 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | +6% | 2.9k | 461.03 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $1.3M | NEW | 11k | 124.46 |
|
| UnitedHealth (UNH) | 0.1 | $1.3M | +3% | 4.9k | 270.59 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.3M | -13% | 45k | 29.08 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | 4.3k | 302.25 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $1.3M | 25k | 50.80 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.3M | +5% | 12k | 106.50 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $1.2M | +9% | 27k | 46.91 |
|
| Ecolab (ECL) | 0.1 | $1.2M | NEW | 4.6k | 266.02 |
|
| Tractor Supply Company (TSCO) | 0.1 | $1.2M | NEW | 27k | 45.30 |
|
| Hca Holdings (HCA) | 0.1 | $1.2M | 2.5k | 473.24 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.2M | 25k | 48.05 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.2M | 7.7k | 155.12 |
|
|
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $1.2M | -3% | 48k | 24.80 |
|
| Sei Exchange Traded Funds Select Intl Equi (SEIE) | 0.1 | $1.2M | 35k | 32.60 |
|
|
| Constellation Energy (CEG) | 0.1 | $1.1M | -10% | 4.1k | 279.28 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +2% | 5.6k | 203.43 |
|
| Linde SHS (LIN) | 0.1 | $1.1M | +6% | 2.3k | 495.76 |
|
| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.1 | $1.1M | +9% | 36k | 30.75 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.1M | 18k | 61.26 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | +69% | 16k | 67.53 |
|
| Micron Technology (MU) | 0.1 | $1.1M | +26% | 3.2k | 337.87 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.1M | 11k | 95.62 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.1M | -3% | 11k | 93.93 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | 1.2k | 895.14 |
|
|
| PNC Financial Services (PNC) | 0.1 | $1.0M | +12% | 5.0k | 208.11 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.0M | 54k | 19.30 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $1.0M | -51% | 3.2k | 322.78 |
|
| Nextera Energy (NEE) | 0.1 | $1.0M | -16% | 11k | 92.88 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.0M | 7.7k | 132.90 |
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|
| Cintas Corporation (CTAS) | 0.1 | $1.0M | 6.0k | 169.14 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $1.0M | +9% | 22k | 45.06 |
|
| Capital One Financial (COF) | 0.1 | $997k | 5.5k | 182.43 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $997k | NEW | 6.3k | 157.23 |
|
| 3M Company (MMM) | 0.1 | $995k | +7% | 6.9k | 145.23 |
|
| W.W. Grainger (GWW) | 0.1 | $994k | NEW | 911.00 | 1090.81 |
|
| Kla Corp Com New (KLAC) | 0.1 | $985k | +8% | 669.00 | 1472.41 |
|
| Astrazeneca Ord (AZN) | 0.1 | $963k | NEW | 4.9k | 197.22 |
|
| Trane Technologies SHS (TT) | 0.1 | $960k | -4% | 2.3k | 416.74 |
|
| EOG Resources (EOG) | 0.1 | $959k | +9% | 6.6k | 144.57 |
|
| Intel Corporation (INTC) | 0.1 | $959k | +11% | 22k | 44.13 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $956k | -8% | 10k | 94.95 |
|
| Altria (MO) | 0.1 | $943k | 14k | 65.99 |
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| Philip Morris International (PM) | 0.1 | $922k | +12% | 5.6k | 165.34 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) | 0.1 | $917k | +3% | 25k | 36.41 |
|
| Citigroup Com New (C) | 0.0 | $900k | +12% | 7.9k | 113.41 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $867k | +42% | 19k | 45.47 |
|
| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.0 | $864k | 11k | 76.70 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $845k | -13% | 7.6k | 111.36 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $815k | +6% | 4.2k | 192.90 |
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| Goldman Sachs (GS) | 0.0 | $805k | -13% | 951.00 | 845.99 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $782k | 4.0k | 194.13 |
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| Lowe's Companies (LOW) | 0.0 | $781k | -4% | 3.3k | 236.26 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $780k | -11% | 9.8k | 79.56 |
|
| Ge Aerospace Com New (GE) | 0.0 | $772k | -20% | 2.7k | 283.77 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $772k | 12k | 65.69 |
|
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| Ge Vernova (GEV) | 0.0 | $766k | +9% | 877.00 | 872.90 |
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| Honeywell International | 0.0 | $760k | +15% | 3.4k | 226.03 |
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| Nebius Group Shs Class A (NBIS) | 0.0 | $760k | +24% | 7.3k | 103.76 |
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| Morgan Stanley Com New (MS) | 0.0 | $760k | -5% | 4.6k | 164.58 |
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| Walt Disney Company (DIS) | 0.0 | $754k | 7.8k | 96.38 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $750k | 9.4k | 79.61 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $742k | +12% | 7.6k | 97.23 |
|
| Deere & Company (DE) | 0.0 | $740k | 1.3k | 563.24 |
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|
| Northrop Grumman Corporation (NOC) | 0.0 | $730k | -2% | 1.1k | 682.27 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $726k | +26% | 12k | 60.65 |
|
| salesforce (CRM) | 0.0 | $721k | -9% | 3.9k | 186.67 |
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| American Express Company (AXP) | 0.0 | $707k | 2.3k | 302.44 |
|
|
| Imperial Oil Com New (IMO) | 0.0 | $696k | 5.3k | 130.82 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $693k | 7.1k | 97.91 |
|
|
| CSX Corporation (CSX) | 0.0 | $681k | 17k | 41.05 |
|
|
| Exelon Corporation (EXC) | 0.0 | $679k | +9% | 14k | 49.02 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $674k | -5% | 5.6k | 119.51 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $664k | -10% | 6.1k | 108.99 |
|
| Diamondback Energy (FANG) | 0.0 | $661k | +30% | 3.3k | 197.79 |
|
| Western Digital (WDC) | 0.0 | $658k | -9% | 2.4k | 270.49 |
|
| Palo Alto Networks (PANW) | 0.0 | $654k | +10% | 4.1k | 160.32 |
|
| Corning Incorporated (GLW) | 0.0 | $649k | -2% | 4.8k | 135.96 |
|
| Chubb (CB) | 0.0 | $647k | +30% | 2.0k | 325.93 |
|
| Amgen (AMGN) | 0.0 | $644k | 1.8k | 351.91 |
|
|
| Entergy Corporation (ETR) | 0.0 | $644k | 5.7k | 112.36 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $641k | 5.7k | 113.12 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $639k | -10% | 1.4k | 446.54 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $637k | 2.8k | 224.59 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $635k | +8% | 25k | 25.06 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $630k | +4% | 74k | 8.52 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $621k | 11k | 56.58 |
|
|
| Kroger (KR) | 0.0 | $613k | 8.5k | 72.36 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $608k | NEW | 985.00 | 616.76 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $604k | -4% | 4.8k | 126.35 |
|
| Servicenow (NOW) | 0.0 | $591k | +10% | 5.7k | 104.55 |
|
| Synopsys (SNPS) | 0.0 | $590k | 1.5k | 396.48 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $587k | -12% | 1.5k | 398.00 |
|
| Eaton Corp SHS (ETN) | 0.0 | $583k | -7% | 1.6k | 357.59 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $582k | NEW | 1.5k | 388.23 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.0 | $582k | +16% | 24k | 24.29 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $575k | 1.2k | 463.15 |
|
|
| Corteva (CTVA) | 0.0 | $575k | 6.9k | 83.71 |
|
|
| Intuit (INTU) | 0.0 | $557k | -14% | 1.3k | 432.38 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $554k | 19k | 28.71 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $553k | -2% | 22k | 25.11 |
|
| Progressive Corporation (PGR) | 0.0 | $549k | 2.8k | 198.24 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $539k | -2% | 2.5k | 213.66 |
|
| ConocoPhillips (COP) | 0.0 | $537k | +5% | 4.1k | 132.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $534k | 2.9k | 184.28 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $531k | +12% | 5.4k | 98.38 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $530k | NEW | 3.7k | 143.23 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $525k | 11k | 47.53 |
|
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.0 | $524k | NEW | 10k | 51.18 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $523k | -6% | 10k | 50.81 |
|
| Monster Beverage Corp (MNST) | 0.0 | $516k | NEW | 7.1k | 72.46 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $514k | 2.1k | 244.15 |
|
|
| Sei Exchange Traded Funds Select Small Cap (SEIS) | 0.0 | $512k | 19k | 27.63 |
|
|
| American Tower Reit (AMT) | 0.0 | $503k | 2.9k | 172.58 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $502k | -16% | 3.5k | 141.42 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $499k | -6% | 3.8k | 130.94 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $496k | 10k | 49.37 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $496k | -27% | 20k | 24.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $493k | NEW | 4.0k | 124.31 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $491k | -7% | 4.6k | 106.01 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $485k | 2.4k | 200.81 |
|
|
| Nike CL B (NKE) | 0.0 | $484k | 9.2k | 52.82 |
|
|
| Citizens Financial (CFG) | 0.0 | $482k | 8.0k | 59.97 |
|
|
| Phillips 66 (PSX) | 0.0 | $474k | +7% | 2.6k | 182.20 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $472k | 3.6k | 132.11 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $468k | 12k | 38.42 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $466k | NEW | 9.2k | 50.44 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $464k | 10k | 45.65 |
|
|
| FirstEnergy (FE) | 0.0 | $464k | 9.2k | 50.66 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $461k | -44% | 9.2k | 49.95 |
|
| Barclays Adr (BCS) | 0.0 | $458k | 22k | 21.16 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $456k | 3.2k | 142.19 |
|
|
| Gilead Sciences (GILD) | 0.0 | $444k | 3.2k | 139.39 |
|
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $443k | 7.6k | 58.07 |
|
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.0 | $441k | 9.2k | 47.72 |
|
|
| Analog Devices (ADI) | 0.0 | $439k | -4% | 1.4k | 318.17 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $439k | 2.3k | 189.59 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $437k | -40% | 35k | 12.51 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $434k | 12k | 35.94 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $430k | 4.8k | 89.59 |
|
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.0 | $428k | +8% | 9.2k | 46.31 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $425k | +19% | 3.6k | 118.63 |
|
| Blackrock Health Sciences Trust (BME) | 0.0 | $424k | 11k | 38.51 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $423k | +2% | 2.1k | 198.25 |
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $422k | 4.1k | 103.75 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $421k | 8.2k | 51.23 |
|
|
| American Water Works (AWK) | 0.0 | $414k | +2% | 3.0k | 136.11 |
|
| Emcor (EME) | 0.0 | $413k | 559.00 | 738.56 |
|
|
| Prudential Financial (PRU) | 0.0 | $408k | +44% | 4.2k | 97.70 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $407k | 3.5k | 115.38 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $397k | 7.6k | 52.01 |
|
|
| Norfolk Southern (NSC) | 0.0 | $395k | -2% | 1.4k | 287.03 |
|
| Dupont De Nemours | 0.0 | $395k | -5% | 8.6k | 45.80 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $389k | 8.5k | 45.52 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $388k | +5% | 4.2k | 93.00 |
|
| Valero Energy Corporation (VLO) | 0.0 | $386k | +8% | 1.6k | 247.08 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $383k | 3.8k | 102.25 |
|
|
| Oneok (OKE) | 0.0 | $373k | +2% | 4.1k | 90.39 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $372k | +19% | 4.0k | 93.98 |
|
| Waste Management (WM) | 0.0 | $371k | +17% | 1.6k | 229.81 |
|
| SLB Com Stk (SLB) | 0.0 | $369k | -12% | 7.2k | 51.39 |
|
| American Electric Power Company (AEP) | 0.0 | $365k | +2% | 2.8k | 131.06 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $363k | +6% | 2.4k | 152.74 |
|
| Williams Companies (WMB) | 0.0 | $357k | -25% | 4.9k | 72.78 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $357k | -5% | 3.9k | 91.37 |
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.0 | $355k | 17k | 20.64 |
|
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.0 | $354k | +2% | 6.8k | 52.19 |
|
| Blackrock (BLK) | 0.0 | $353k | 367.00 | 961.36 |
|
|
| Dominion Resources (D) | 0.0 | $343k | +5% | 5.6k | 61.82 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $342k | 1.5k | 234.03 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $340k | +26% | 1.7k | 197.71 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $339k | 13k | 26.67 |
|
|
| Consolidated Edison (ED) | 0.0 | $337k | +3% | 3.0k | 113.19 |
|
| Union Pacific Corporation (UNP) | 0.0 | $336k | +11% | 1.4k | 242.62 |
|
| Illinois Tool Works (ITW) | 0.0 | $335k | 1.3k | 260.32 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $333k | -3% | 7.1k | 47.00 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $326k | 3.9k | 83.73 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $324k | 826.00 | 391.76 |
|
|
| Qualcomm (QCOM) | 0.0 | $324k | +5% | 2.5k | 128.79 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $319k | 6.1k | 52.54 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $319k | 4.2k | 75.19 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $318k | -4% | 4.4k | 71.83 |
|
| Talen Energy Corp (TLN) | 0.0 | $318k | -24% | 996.00 | 319.23 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $317k | 2.1k | 148.09 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $315k | -3% | 3.6k | 88.16 |
|
| Equinix (EQIX) | 0.0 | $314k | +13% | 320.00 | 980.24 |
|
| National Fuel Gas (NFG) | 0.0 | $313k | 3.3k | 93.95 |
|
|
| Iron Mountain (IRM) | 0.0 | $312k | +11% | 3.1k | 102.13 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $312k | +4% | 269.00 | 1158.96 |
|
| Intercontinental Exchange (ICE) | 0.0 | $311k | -2% | 2.0k | 157.27 |
|
| Pulte (PHM) | 0.0 | $311k | 2.6k | 117.59 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $310k | +18% | 1.9k | 162.48 |
|
| Automatic Data Processing (ADP) | 0.0 | $308k | -2% | 1.5k | 203.18 |
|
| Danaher Corporation (DHR) | 0.0 | $307k | NEW | 1.6k | 189.60 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $301k | +36% | 2.5k | 122.78 |
|
| McKesson Corporation (MCK) | 0.0 | $299k | 346.00 | 865.36 |
|
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $299k | NEW | 7.3k | 40.71 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $299k | 6.2k | 48.32 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $299k | 2.7k | 112.27 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $293k | +35% | 1.7k | 173.45 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $293k | +35% | 3.8k | 77.11 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $291k | 7.9k | 36.75 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $288k | 2.1k | 135.26 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $287k | 1.4k | 198.12 |
|
|
| Booking Holdings (BKNG) | 0.0 | $287k | +2400% | 1.7k | 168.56 |
|
| Public Service Enterprise (PEG) | 0.0 | $286k | -5% | 3.5k | 80.95 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $285k | -3% | 1.5k | 194.55 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $285k | 16k | 17.75 |
|
|
| Copart (CPRT) | 0.0 | $283k | 8.5k | 33.20 |
|
|
| Qxo Com New (QXO) | 0.0 | $282k | +27% | 15k | 19.42 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $277k | 1.6k | 171.21 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $274k | -3% | 987.00 | 277.87 |
|
| Spdr Index Shs Fds State Street Spd (EFAX) | 0.0 | $271k | NEW | 5.5k | 49.77 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $271k | +23% | 1.9k | 146.28 |
|
| AFLAC Incorporated (AFL) | 0.0 | $271k | +20% | 2.5k | 109.70 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $270k | 715.00 | 377.74 |
|
|
| S&p Global (SPGI) | 0.0 | $268k | -46% | 630.00 | 425.34 |
|
| General Motors Company (GM) | 0.0 | $266k | +6% | 3.6k | 74.50 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $264k | +15% | 3.1k | 85.23 |
|
| M&T Bank Corporation (MTB) | 0.0 | $264k | 1.3k | 206.80 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $263k | 3.6k | 72.69 |
|
|
| Medtronic SHS (MDT) | 0.0 | $263k | +4% | 3.0k | 86.65 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $262k | 836.00 | 313.92 |
|
|
| Waters Corporation (WAT) | 0.0 | $262k | NEW | 880.00 | 297.80 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $262k | NEW | 1.0k | 250.58 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.0 | $261k | +7% | 12k | 22.39 |
|
| AmerisourceBergen (COR) | 0.0 | $255k | -4% | 811.00 | 314.14 |
|
| Travelers Companies (TRV) | 0.0 | $254k | +6% | 872.00 | 291.70 |
|
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $254k | 12k | 20.46 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $252k | -4% | 5.6k | 45.05 |
|
| Steel Dynamics (STLD) | 0.0 | $251k | 1.4k | 180.00 |
|
|
| L3harris Technologies (LHX) | 0.0 | $247k | +3% | 716.00 | 345.27 |
|
| Spdr Index Shs Fds State Street Spd (SPEU) | 0.0 | $247k | -53% | 4.8k | 51.24 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $246k | -4% | 9.4k | 26.05 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $246k | 5.3k | 46.23 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $244k | +10% | 7.3k | 33.54 |
|
| Ford Motor Company (F) | 0.0 | $244k | +24% | 21k | 11.54 |
|
| Xcel Energy (XEL) | 0.0 | $243k | 3.1k | 79.44 |
|
|
| Unum (UNM) | 0.0 | $243k | -2% | 3.3k | 73.03 |
|
| Eversource Energy (ES) | 0.0 | $240k | +7% | 3.5k | 69.28 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $239k | 2.6k | 90.96 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $239k | -8% | 746.00 | 320.55 |
|
| Fifth Third Ban (FITB) | 0.0 | $239k | NEW | 5.1k | 46.46 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $238k | 5.9k | 40.57 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $238k | 2.2k | 108.25 |
|
|
| Essential Utils (WTRG) | 0.0 | $236k | 5.9k | 40.27 |
|
|
| Emerson Electric (EMR) | 0.0 | $235k | +17% | 1.8k | 131.03 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $233k | -15% | 3.2k | 73.14 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $231k | 3.3k | 70.04 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $231k | +2% | 1.6k | 146.14 |
|
| Axalta Coating Sys (AXTA) | 0.0 | $230k | -3% | 8.3k | 27.70 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $230k | -5% | 3.7k | 62.74 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $227k | +3% | 5.6k | 40.81 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $227k | 17k | 13.67 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $226k | 1.6k | 145.94 |
|
|
| FedEx Corporation (FDX) | 0.0 | $225k | NEW | 632.00 | 356.18 |
|
| Workday Cl A (WDAY) | 0.0 | $224k | NEW | 1.7k | 129.92 |
|
| Regions Financial Corporation (RF) | 0.0 | $223k | 8.5k | 26.12 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $222k | -52% | 915.00 | 243.08 |
|
| Realty Income (O) | 0.0 | $220k | NEW | 3.6k | 61.18 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $216k | -36% | 446.00 | 484.91 |
|
| AutoZone (AZO) | 0.0 | $216k | -3% | 64.00 | 3377.78 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $215k | -54% | 1.3k | 161.74 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $215k | +4% | 6.5k | 33.15 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $214k | NEW | 705.00 | 304.07 |
|
| SYSCO Corporation (SYY) | 0.0 | $213k | NEW | 3.0k | 71.33 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $211k | -5% | 1.3k | 158.04 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $211k | -20% | 193.00 | 1093.35 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $209k | 2.5k | 82.49 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $209k | -26% | 1.4k | 151.44 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $208k | 4.5k | 46.38 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $208k | NEW | 4.7k | 43.82 |
|
| Eagle Point Income Company I (EIC) | 0.0 | $207k | 22k | 9.44 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $207k | -3% | 1.8k | 118.19 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $206k | NEW | 749.00 | 275.10 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $205k | +6% | 2.1k | 96.45 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $203k | NEW | 6.7k | 30.46 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $201k | 1.9k | 106.68 |
|
|
| Target Corporation (TGT) | 0.0 | $200k | NEW | 1.7k | 121.20 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $181k | 21k | 8.78 |
|
|
| First Us Bancshares (FUSB) | 0.0 | $176k | 12k | 15.30 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $176k | +7% | 16k | 11.28 |
|
| Templeton Dragon Fund (TDF) | 0.0 | $122k | 12k | 10.61 |
|
|
| Arbor Realty Trust (ABR) | 0.0 | $100k | 13k | 7.71 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $93k | 11k | 8.17 |
|
|
| Dynagas Lng Partners Com Unit Ltd Pt (DLNG) | 0.0 | $92k | 22k | 4.28 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $62k | 12k | 5.03 |
|
|
| Omniab (OABI) | 0.0 | $18k | NEW | 11k | 1.57 |
|
| Smartrent Com Cl A (SMRT) | 0.0 | $16k | NEW | 11k | 1.50 |
|
Past Filings by Diversified Enterprises
SEC 13F filings are viewable for Diversified Enterprises going back to 2024
- Diversified Enterprises 2026 Q1 filed May 15, 2026
- Diversified Enterprises 2025 Q4 filed Jan. 28, 2026
- 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