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 45.94% of Diversified Enterprises's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$17M), XOM (+$8.4M), VIG (+$6.0M), OSEA, SEUS, OSCV, NVDA, AAPL, MSFT, GOOGL.
- Started 37 new stock positions in HPQ, JNK, OKE, CRWD, FTEC, JCI, FTNT, Warner Bros. Discovery, EZU, XOM.
- Reduced shares in these 10 stocks: , SELV, LEAD, BA, IUSG, SMH, FTCS, IUSV, Oneok, SGOV.
- Sold out of its positions in CMI, EIX, Exxon Mobil Corporation, HUBB, SPLV, ESML, JBL, LHX, NRG, Oneok. PEG, O, LEAD, STRL, OUNZ, XPO, CRH.
- Diversified Enterprises was a net buyer of stock by $107M.
- Diversified Enterprises has $2.2B in assets under management (AUM), dropping by 4.52%.
- Central Index Key (CIK): 0002037264
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Portfolio Holdings for Diversified Enterprises
Diversified Enterprises holds 445 positions in its portfolio as reported in the September 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) | 26.9 | $582M | +3% | 19M | 30.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 8.0 | $174M | +3% | 745k | 233.31 |
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 4.3 | $93M | +4% | 3.2M | 29.26 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 3.7 | $79M | +3% | 2.0M | 39.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $66M | 86k | 765.85 |
|
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 2.8 | $61M | +2% | 567k | 106.97 |
|
| Sei Exchange Traded Funds Select Emerging (SEEM) | 2.6 | $56M | +4% | 1.4M | 38.78 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 2.5 | $53M | +3% | 2.0M | 27.17 |
|
| Sei Exchange Traded Funds Qim Us Large Vol (SELV) | 2.4 | $51M | -3% | 1.5M | 33.72 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.2 | $47M | +4% | 1.9M | 25.13 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 2.2 | $47M | 1.0M | 46.92 |
|
|
| Apple (AAPL) | 1.8 | $39M | +7% | 117k | 333.02 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.8 | $38M | +2% | 843k | 44.89 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $33M | +9% | 145k | 228.38 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.5 | $32M | 337k | 93.85 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.1 | $24M | 79k | 304.64 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $22M | +12% | 43k | 512.90 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $22M | -2% | 35k | 609.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $20M | 215k | 94.54 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.9 | $18M | +2% | 415k | 44.45 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $15M | +16% | 44k | 344.08 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.7 | $15M | 133k | 110.97 |
|
|
| Amazon (AMZN) | 0.6 | $14M | +12% | 55k | 249.15 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $12M | +2% | 115k | 101.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.8M | +12% | 29k | 340.74 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $9.7M | 298k | 32.53 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $9.6M | +8% | 29k | 330.83 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $9.4M | 75k | 125.67 |
|
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.4 | $8.9M | 87k | 102.15 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $8.4M | NEW | 52k | 162.75 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.4 | $8.1M | +2% | 90k | 90.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $7.9M | +3% | 112k | 70.61 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.3 | $7.3M | +3% | 34k | 216.08 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $7.1M | +7% | 6.1k | 1156.99 |
|
| Meta Platforms Cl A (META) | 0.3 | $6.4M | +9% | 8.8k | 725.18 |
|
| Visa Com Cl A (V) | 0.3 | $6.0M | +8% | 17k | 359.33 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $6.0M | +4% | 217k | 27.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.9M | +6% | 12k | 497.95 |
|
| Broadcom (AVGO) | 0.3 | $5.9M | +16% | 17k | 351.20 |
|
| Johnson & Johnson (JNJ) | 0.3 | $5.7M | +21% | 21k | 264.75 |
|
| Micron Technology (MU) | 0.2 | $5.4M | +10% | 5.0k | 1065.16 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $5.2M | +2% | 36k | 146.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.2M | +57% | 7.5k | 700.86 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $5.1M | +13% | 107k | 47.36 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $5.0M | +6% | 138k | 36.45 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $5.0M | +8% | 52k | 96.88 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $5.0M | -3% | 140k | 35.93 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $5.0M | -2% | 6.7k | 739.73 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $4.6M | +27% | 17k | 277.88 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $4.5M | +8% | 56k | 81.16 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.4M | +8% | 42k | 103.92 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.2 | $4.3M | +10% | 192k | 22.59 |
|
| Cisco Systems (CSCO) | 0.2 | $4.3M | +35% | 40k | 107.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.0M | +6% | 7.3k | 551.47 |
|
| Southern Company (SO) | 0.2 | $4.0M | 48k | 82.89 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $3.9M | +8% | 6.3k | 611.76 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $3.8M | 35k | 108.70 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $3.7M | 24k | 154.62 |
|
|
| Sei Exchange Traded Funds Qim Us Equity Fa (SEUS) | 0.2 | $3.7M | NEW | 144k | 25.53 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.6M | 109k | 33.31 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $3.6M | 28k | 128.93 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $3.6M | 329k | 10.99 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $3.6M | +2% | 7.0k | 509.28 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $3.5M | 9.4k | 374.24 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.5M | +20% | 59k | 59.31 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $3.5M | +41% | 39k | 89.48 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $3.5M | +46% | 84k | 41.25 |
|
| Abbvie (ABBV) | 0.2 | $3.4M | 13k | 261.60 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.3M | 3.7k | 910.34 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $3.2M | +2% | 7.0k | 456.18 |
|
| TJX Companies (TJX) | 0.1 | $3.2M | 24k | 132.31 |
|
|
| Sei Exchange Traded Funds Qim Us Large Cap (SEIM) | 0.1 | $3.2M | +41% | 59k | 53.77 |
|
| Tesla Motors (TSLA) | 0.1 | $3.1M | +14% | 8.9k | 354.81 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $3.1M | -2% | 32k | 97.44 |
|
| Sei Exchange Traded Funds Qim Us Large Val (SEIV) | 0.1 | $3.1M | +35% | 64k | 49.09 |
|
| Quanta Services (PWR) | 0.1 | $3.1M | 4.7k | 642.57 |
|
|
| Caterpillar (CAT) | 0.1 | $3.0M | 3.7k | 810.68 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $2.8M | +7% | 26k | 110.00 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $2.8M | 31k | 89.92 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $2.7M | 25k | 108.84 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.7M | +4% | 59k | 45.25 |
|
| Intel Corporation (INTC) | 0.1 | $2.7M | +17% | 22k | 120.23 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $2.6M | 17k | 146.75 |
|
|
| Merck & Co (MRK) | 0.1 | $2.6M | +20% | 18k | 145.31 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.5M | +195% | 24k | 106.71 |
|
| WESCO International (WCC) | 0.1 | $2.5M | 6.9k | 359.59 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.5M | -2% | 48k | 51.15 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.1 | $2.4M | 7.3k | 329.75 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.4M | +20% | 34k | 70.15 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.3M | +15% | 16k | 145.28 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.3M | +17% | 3.4k | 675.05 |
|
| International Business Machines (IBM) | 0.1 | $2.3M | +3% | 10k | 219.94 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $2.3M | 28k | 80.60 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.2M | 10k | 222.24 |
|
|
| Home Depot (HD) | 0.1 | $2.2M | +11% | 7.8k | 284.47 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.2M | +28% | 41k | 54.43 |
|
| O'reilly Automotive (ORLY) | 0.1 | $2.2M | 26k | 85.41 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.2M | -2% | 9.6k | 231.64 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $2.0M | 32k | 63.61 |
|
|
| Applied Materials (AMAT) | 0.1 | $2.0M | 4.0k | 511.40 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $2.0M | +3% | 1.1k | 1811.67 |
|
| Chevron Corporation (CVX) | 0.1 | $2.0M | +6% | 9.6k | 204.22 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $2.0M | +19% | 2.6k | 762.49 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.9M | +26% | 20k | 98.83 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.9M | +6% | 4.7k | 397.31 |
|
| Coca-Cola Company (KO) | 0.1 | $1.9M | +14% | 22k | 86.08 |
|
| Cme (CME) | 0.1 | $1.8M | 7.0k | 261.98 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $1.8M | +8% | 13k | 137.95 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.8M | +78% | 1.9k | 922.34 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.8M | NEW | 18k | 99.08 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.1 | $1.8M | -2% | 7.7k | 231.03 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $1.7M | NEW | 26k | 67.33 |
|
| Pepsi (PEP) | 0.1 | $1.7M | +5% | 14k | 126.72 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $1.7M | 325k | 5.16 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.7M | +39% | 36k | 46.87 |
|
| Ross Stores (ROST) | 0.1 | $1.7M | 7.1k | 233.40 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $1.7M | +7% | 34k | 48.03 |
|
| At&t (T) | 0.1 | $1.7M | +8% | 68k | 24.40 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.6M | +3% | 8.2k | 195.76 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.6M | +8% | 48k | 32.63 |
|
| Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ) | 0.1 | $1.6M | +39% | 38k | 41.05 |
|
| Citigroup Com New (C) | 0.1 | $1.6M | +10% | 12k | 129.48 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.6M | -7% | 6.8k | 230.93 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.5M | +13% | 11k | 137.30 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.5M | -24% | 7.7k | 193.74 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.5M | 3.8k | 380.81 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.4M | +19% | 1.5k | 950.49 |
|
| Stryker Corporation (SYK) | 0.1 | $1.4M | +6% | 5.2k | 275.38 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | +3% | 3.9k | 367.10 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $1.4M | 27k | 51.76 |
|
|
| Philip Morris International (PM) | 0.1 | $1.4M | +36% | 7.3k | 190.82 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.4M | +68% | 18k | 77.21 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.4M | +34% | 15k | 90.84 |
|
| Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE) | 0.1 | $1.4M | +9% | 39k | 35.79 |
|
| Wec Energy Group (WEC) | 0.1 | $1.3M | 13k | 100.78 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | +2% | 11k | 125.26 |
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.1 | $1.3M | -4% | 3.9k | 337.85 |
|
| Verizon Communications (VZ) | 0.1 | $1.3M | 28k | 45.87 |
|
|
| Ecolab (ECL) | 0.1 | $1.3M | 4.6k | 274.58 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.3M | -3% | 6.5k | 194.93 |
|
| 3M Company (MMM) | 0.1 | $1.3M | +11% | 7.7k | 164.15 |
|
| Netflix (NFLX) | 0.1 | $1.3M | +18% | 18k | 69.58 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $1.3M | +19% | 54k | 23.47 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $1.2M | 25k | 49.11 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | +45% | 3.8k | 328.51 |
|
| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.1 | $1.2M | +5% | 38k | 31.97 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | +15% | 20k | 62.40 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.2M | +36% | 13k | 89.62 |
|
| Becton, Dickinson and (BDX) | 0.1 | $1.2M | +2% | 6.5k | 179.00 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $1.2M | +4% | 24k | 48.52 |
|
| Hershey Company (HSY) | 0.1 | $1.2M | +11% | 7.3k | 157.60 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.2M | -4% | 11k | 104.54 |
|
| PNC Financial Services (PNC) | 0.1 | $1.2M | 5.2k | 222.28 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | 16k | 71.95 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.1 | $1.1M | NEW | 12k | 97.46 |
|
| EOG Resources (EOG) | 0.1 | $1.1M | +24% | 8.3k | 137.76 |
|
| W.W. Grainger (GWW) | 0.1 | $1.1M | 915.00 | 1245.76 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $1.1M | +19% | 7.8k | 144.63 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | +42% | 6.1k | 185.65 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.1M | +4% | 18k | 61.50 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | -2% | 1.2k | 955.50 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.1M | -5% | 11k | 103.05 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $1.1M | 28k | 39.44 |
|
|
| Goldman Sachs (GS) | 0.1 | $1.1M | +33% | 1.2k | 900.36 |
|
| Chubb (CB) | 0.1 | $1.1M | +40% | 3.3k | 325.25 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $1.1M | 54k | 19.77 |
|
|
| Servicenow (NOW) | 0.0 | $1.1M | +14% | 7.9k | 134.01 |
|
| Trane Technologies SHS (TT) | 0.0 | $1.0M | 2.3k | 451.98 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $1.0M | NEW | 30k | 34.50 |
|
| Constellation Energy (CEG) | 0.0 | $1.0M | 4.1k | 254.01 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.0M | 19k | 54.16 |
|
|
| Hca Holdings (HCA) | 0.0 | $1.0M | 2.4k | 426.74 |
|
|
| salesforce (CRM) | 0.0 | $1.0M | +17% | 4.4k | 229.57 |
|
| Amgen (AMGN) | 0.0 | $993k | +27% | 2.4k | 421.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $974k | +6% | 2.4k | 406.63 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $967k | 3.5k | 280.12 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $965k | +8% | 5.1k | 188.09 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $962k | +27% | 15k | 63.13 |
|
| Western Digital (WDC) | 0.0 | $959k | +4% | 2.1k | 454.46 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $955k | 4.1k | 235.89 |
|
|
| Altria (MO) | 0.0 | $949k | -2% | 14k | 67.34 |
|
| Boeing Company (BA) | 0.0 | $920k | -34% | 4.9k | 186.05 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $917k | +24% | 19k | 49.22 |
|
| Cintas Corporation (CTAS) | 0.0 | $915k | +7% | 4.7k | 195.06 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $912k | +11% | 7.6k | 119.83 |
|
| Diamondback Energy (FANG) | 0.0 | $909k | +42% | 4.9k | 183.81 |
|
| Iqvia Holdings (IQV) | 0.0 | $907k | +125% | 3.4k | 268.85 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.0 | $903k | +53% | 35k | 25.87 |
|
| Deere & Company (DE) | 0.0 | $901k | +2% | 1.3k | 671.62 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $900k | NEW | 3.0k | 300.06 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $894k | +8% | 2.3k | 395.40 |
|
| Aon Shs Cl A (AON) | 0.0 | $893k | 3.2k | 276.77 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $889k | +26% | 7.2k | 122.72 |
|
| Ge Aerospace Com New (GE) | 0.0 | $882k | +3% | 2.8k | 312.30 |
|
| Linde SHS (LIN) | 0.0 | $879k | -15% | 1.9k | 474.65 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $860k | 7.0k | 123.09 |
|
|
| Sei Exchange Traded Funds High Yield Bond (LEND) | 0.0 | $859k | 36k | 24.21 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $850k | +13% | 5.3k | 161.47 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $833k | +112% | 9.9k | 84.30 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.0 | $831k | +54% | 16k | 51.29 |
|
| Tractor Supply Company (TSCO) | 0.0 | $820k | +6% | 26k | 31.29 |
|
| Metropcs Communications (TMUS) | 0.0 | $818k | -23% | 5.0k | 163.08 |
|
| Pfizer (PFE) | 0.0 | $813k | -8% | 29k | 28.52 |
|
| Nextera Energy (NEE) | 0.0 | $808k | +9% | 11k | 75.74 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $795k | +22% | 18k | 43.65 |
|
| Wells Fargo & Company (WFC) | 0.0 | $786k | +2% | 9.8k | 80.05 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $781k | +35% | 32k | 24.83 |
|
| CSX Corporation (CSX) | 0.0 | $780k | -4% | 17k | 46.51 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $774k | 7.6k | 101.69 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $771k | NEW | 7.2k | 107.54 |
|
| Eaton Corp SHS (ETN) | 0.0 | $762k | +7% | 1.8k | 429.62 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $761k | +38% | 2.2k | 351.82 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $749k | -6% | 5.3k | 142.25 |
|
| Corning Incorporated (GLW) | 0.0 | $736k | +4% | 4.8k | 153.75 |
|
| American Express Company (AXP) | 0.0 | $727k | 2.4k | 304.05 |
|
|
| Walt Disney Company (DIS) | 0.0 | $726k | +13% | 6.9k | 104.91 |
|
| Automatic Data Processing (ADP) | 0.0 | $724k | +92% | 2.8k | 258.06 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $723k | +260% | 7.0k | 103.07 |
|
| Phillips 66 (PSX) | 0.0 | $717k | +6% | 2.8k | 255.34 |
|
| AmerisourceBergen (COR) | 0.0 | $716k | +182% | 2.4k | 300.25 |
|
| Valero Energy Corporation (VLO) | 0.0 | $696k | +14% | 1.8k | 387.61 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $689k | 3.7k | 184.64 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $682k | +33% | 3.3k | 203.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $680k | +55% | 3.6k | 187.05 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $669k | 11k | 61.13 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $658k | 2.4k | 272.25 |
|
|
| Lowe's Companies (LOW) | 0.0 | $657k | +6% | 3.6k | 184.28 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $656k | +29% | 7.0k | 93.44 |
|
| Imperial Oil Com New (IMO) | 0.0 | $655k | 5.3k | 123.05 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $647k | -32% | 6.4k | 100.68 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $647k | 985.00 | 656.71 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $646k | +4% | 27k | 24.43 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $643k | +9% | 6.3k | 102.17 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $638k | +38% | 13k | 48.71 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $634k | 1.2k | 508.41 |
|
|
| Sei Exchange Traded Funds Ang Resh Enhance (ANGU) | 0.0 | $633k | NEW | 25k | 25.30 |
|
| ConocoPhillips (COP) | 0.0 | $633k | +19% | 5.1k | 125.15 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $632k | NEW | 9.9k | 63.89 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $632k | +38% | 1.2k | 522.81 |
|
| Synopsys (SNPS) | 0.0 | $626k | +3% | 1.4k | 434.94 |
|
| Qualcomm (QCOM) | 0.0 | $619k | +48% | 3.4k | 184.05 |
|
| American Tower Reit (AMT) | 0.0 | $618k | +25% | 3.8k | 163.69 |
|
| Corteva (CTVA) | 0.0 | $615k | +10% | 7.9k | 77.65 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $610k | 78k | 7.84 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $607k | +28% | 11k | 54.10 |
|
| Exelon Corporation (EXC) | 0.0 | $603k | +8% | 15k | 40.40 |
|
| Monster Beverage Corp (MNST) | 0.0 | $596k | +102% | 14k | 41.62 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $595k | 11k | 54.43 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $595k | 2.7k | 218.18 |
|
|
| Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS) | 0.0 | $593k | +7% | 19k | 31.16 |
|
| Intuit (INTU) | 0.0 | $593k | +67% | 2.1k | 275.71 |
|
| Citizens Financial (CFG) | 0.0 | $591k | +13% | 9.3k | 63.76 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $590k | +65% | 6.5k | 91.12 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $573k | 14k | 39.83 |
|
|
| Key (KEY) | 0.0 | $573k | +77% | 29k | 20.07 |
|
| Progressive Corporation (PGR) | 0.0 | $564k | -11% | 2.7k | 207.33 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $561k | NEW | 12k | 46.53 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $560k | 3.6k | 155.68 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $557k | +3% | 4.1k | 136.03 |
|
| Analog Devices (ADI) | 0.0 | $554k | +3% | 1.4k | 396.71 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.0 | $554k | 2.8k | 195.53 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $552k | +18% | 3.7k | 150.87 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $551k | +34% | 2.4k | 230.24 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $543k | +2% | 2.7k | 197.97 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $541k | NEW | 9.3k | 58.38 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $541k | 10k | 52.50 |
|
|
| Equinix (EQIX) | 0.0 | $531k | +32% | 525.00 | 1011.58 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $523k | +2% | 10k | 50.21 |
|
| Barclays Adr (BCS) | 0.0 | $517k | 21k | 24.27 |
|
|
| Capital One Financial (COF) | 0.0 | $511k | +5% | 2.6k | 193.07 |
|
| Us Bancorp Com New (USB) | 0.0 | $507k | +18% | 8.8k | 57.76 |
|
| Union Pacific Corporation (UNP) | 0.0 | $505k | +27% | 1.9k | 272.13 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $504k | +2% | 21k | 23.86 |
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $501k | 4.1k | 123.32 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $499k | 9.3k | 53.40 |
|
|
| Blackrock Health Sciences Trust (BME) | 0.0 | $494k | 11k | 44.13 |
|
|
| Waste Management (WM) | 0.0 | $493k | +33% | 2.4k | 203.93 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $487k | -25% | 2.9k | 166.80 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $486k | 2.3k | 209.45 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $480k | NEW | 8.7k | 55.03 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $480k | 3.8k | 125.74 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $477k | +20% | 4.2k | 114.01 |
|
| Iron Mountain (IRM) | 0.0 | $477k | +36% | 4.3k | 110.95 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $476k | +4% | 13k | 37.90 |
|
| Kroger (KR) | 0.0 | $476k | -3% | 8.1k | 58.62 |
|
| Honeywell International (HON) | 0.0 | $471k | +34% | 2.2k | 210.94 |
|
| Starbucks Corporation (SBUX) | 0.0 | $466k | +3% | 5.0k | 93.97 |
|
| Prudential Financial (PRU) | 0.0 | $452k | +5% | 4.0k | 113.59 |
|
| Entergy Corporation (ETR) | 0.0 | $439k | -2% | 4.4k | 99.26 |
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.0 | $434k | +4% | 9.6k | 45.11 |
|
| General Motors Company (GM) | 0.0 | $432k | +44% | 5.6k | 77.00 |
|
| Gilead Sciences (GILD) | 0.0 | $432k | -5% | 2.9k | 149.05 |
|
| Norfolk Southern (NSC) | 0.0 | $428k | 1.4k | 309.03 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $426k | +7% | 2.3k | 183.34 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $423k | +17% | 9.1k | 46.40 |
|
| Illinois Tool Works (ITW) | 0.0 | $423k | +19% | 1.6k | 257.30 |
|
| Target Corporation (TGT) | 0.0 | $422k | +44% | 2.7k | 156.69 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $415k | +15% | 4.2k | 97.74 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $415k | -3% | 8.8k | 47.34 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $408k | +10% | 4.8k | 85.68 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $406k | -52% | 3.7k | 110.27 |
|
| FirstEnergy (FE) | 0.0 | $405k | +7% | 9.3k | 43.33 |
|
| Blackrock (BLK) | 0.0 | $401k | +3% | 379.00 | 1057.30 |
|
| American Water Works (AWK) | 0.0 | $401k | +2% | 3.1k | 129.47 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $398k | +17% | 2.8k | 142.57 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $393k | 1.4k | 288.45 |
|
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.0 | $393k | 8.8k | 44.64 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $392k | +29% | 404.00 | 971.26 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $391k | 13k | 30.43 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $390k | +10% | 10k | 37.91 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $389k | 8.6k | 45.37 |
|
|
| Waters Corporation (WAT) | 0.0 | $388k | 883.00 | 439.39 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $386k | +7% | 1.9k | 208.48 |
|
| Travelers Companies (TRV) | 0.0 | $385k | +24% | 1.1k | 356.56 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $385k | +18% | 4.5k | 84.96 |
|
| Shell Spon Ads (SHEL) | 0.0 | $379k | +3% | 4.0k | 95.05 |
|
| AFLAC Incorporated (AFL) | 0.0 | $379k | +38% | 3.4k | 111.79 |
|
| American Electric Power Company (AEP) | 0.0 | $378k | +19% | 3.2k | 118.64 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $372k | +3% | 737.00 | 505.07 |
|
| Oneok (OKE) | 0.0 | $355k | NEW | 4.2k | 85.28 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $354k | NEW | 1.2k | 308.11 |
|
| Dell Technologies CL C (DELL) | 0.0 | $352k | +6% | 654.00 | 537.95 |
|
| Spdr Series Trust Sst Spdr Bloombe (EBND) | 0.0 | $351k | 17k | 20.60 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $351k | +67% | 2.3k | 152.05 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.0 | $349k | -5% | 6.8k | 51.41 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $349k | -10% | 1.2k | 290.43 |
|
| Natera (NTRA) | 0.0 | $348k | NEW | 843.00 | 413.31 |
|
| Unum (UNM) | 0.0 | $348k | +22% | 4.0k | 87.73 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $347k | 4.1k | 84.08 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $343k | +5% | 9.7k | 35.50 |
|
| Dominion Resources (D) | 0.0 | $342k | +7% | 5.6k | 60.52 |
|
| T. Rowe Price (TROW) | 0.0 | $341k | NEW | 3.3k | 104.03 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $339k | 2.2k | 155.22 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $339k | -12% | 16k | 21.76 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $338k | +3% | 6.3k | 53.95 |
|
| MetLife (MET) | 0.0 | $337k | +31% | 3.6k | 94.16 |
|
| Consolidated Edison (ED) | 0.0 | $336k | +9% | 3.3k | 102.22 |
|
| Cadence Design Systems (CDNS) | 0.0 | $335k | +6% | 1.0k | 330.19 |
|
| S&p Global (SPGI) | 0.0 | $332k | +34% | 841.00 | 394.47 |
|
| McKesson Corporation (MCK) | 0.0 | $331k | +13% | 388.00 | 853.81 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $326k | 6.2k | 52.86 |
|
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $326k | -8% | 2.5k | 129.89 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $323k | NEW | 8.7k | 37.02 |
|
| Talen Energy Corp (TLN) | 0.0 | $323k | 1.0k | 312.69 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $319k | +13% | 237.00 | 1347.22 |
|
| Medtronic SHS (MDT) | 0.0 | $317k | +41% | 3.7k | 86.29 |
|
| Intercontinental Exchange (ICE) | 0.0 | $311k | +16% | 2.0k | 152.03 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $309k | +4% | 867.00 | 356.90 |
|
| Williams Companies (WMB) | 0.0 | $307k | +5% | 4.5k | 67.97 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $305k | -28% | 631.00 | 483.54 |
|
| Prologis (PLD) | 0.0 | $300k | NEW | 2.3k | 129.84 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $299k | 2.6k | 113.71 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $298k | +15% | 5.9k | 50.58 |
|
| SYSCO Corporation (SYY) | 0.0 | $297k | +34% | 3.8k | 77.96 |
|
| Steel Dynamics (STLD) | 0.0 | $293k | 1.3k | 221.61 |
|
|
| Copart (CPRT) | 0.0 | $293k | +6% | 11k | 27.28 |
|
| BP Sponsored Adr (BP) | 0.0 | $292k | +5% | 6.6k | 43.99 |
|
| Ford Motor Company (F) | 0.0 | $291k | +13% | 24k | 12.06 |
|
| M&T Bank Corporation (MTB) | 0.0 | $290k | +2% | 1.3k | 217.53 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $287k | 5.6k | 51.41 |
|
|
| Emcor (EME) | 0.0 | $286k | 379.00 | 755.05 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $286k | +3% | 3.6k | 79.39 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $286k | NEW | 7.1k | 40.39 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $284k | 3.6k | 78.10 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $283k | 1.2k | 241.31 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $283k | +16% | 2.9k | 97.36 |
|
| Emerson Electric (EMR) | 0.0 | $279k | 1.8k | 155.11 |
|
|
| Booking Holdings (BKNG) | 0.0 | $279k | 1.7k | 162.91 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $277k | +11% | 2.5k | 112.50 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $273k | -34% | 16k | 17.05 |
|
| Axalta Coating Sys (AXTA) | 0.0 | $268k | 8.3k | 32.16 |
|
|
| Pulte (PHM) | 0.0 | $267k | -10% | 2.3k | 116.06 |
|
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $267k | 13k | 21.30 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $265k | -18% | 2.0k | 135.53 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $263k | +19% | 2.7k | 97.42 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $263k | 5.3k | 49.47 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $262k | +12% | 1.5k | 170.73 |
|
| Fortinet (FTNT) | 0.0 | $262k | NEW | 1.5k | 178.76 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $261k | +2% | 2.3k | 115.34 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $261k | +5% | 4.1k | 63.70 |
|
| Astera Labs (ALAB) | 0.0 | $260k | -9% | 729.00 | 355.97 |
|
| Honeywell Aerospace (HONA) | 0.0 | $259k | 1.7k | 154.97 |
|
|
| Spdr Index Shs Fds St Str Europ Etf (SPEU) | 0.0 | $258k | 4.8k | 53.71 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $256k | +31% | 5.5k | 46.30 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $255k | +14% | 1.5k | 167.03 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $255k | 5.7k | 44.46 |
|
|
| National Fuel Gas (NFG) | 0.0 | $255k | +2% | 3.4k | 75.87 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $252k | NEW | 5.7k | 44.09 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $251k | +2% | 2.5k | 99.31 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $250k | 17k | 14.92 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $249k | +16% | 18k | 13.83 |
|
| Regions Financial Corporation (RF) | 0.0 | $248k | +3% | 9.2k | 26.88 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $248k | 1.4k | 171.00 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $247k | 2.3k | 105.84 |
|
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.0 | $247k | 12k | 21.14 |
|
|
| Allstate Corporation (ALL) | 0.0 | $246k | +27% | 1.1k | 221.86 |
|
| Smurfit Westrock SHS (SW) | 0.0 | $244k | +13% | 5.5k | 44.10 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $241k | 744.00 | 323.27 |
|
|
| Eversource Energy (ES) | 0.0 | $240k | +13% | 3.7k | 64.16 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $237k | +5% | 746.00 | 318.12 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $234k | 6.0k | 39.28 |
|
|
| Nike CL B (NKE) | 0.0 | $234k | NEW | 6.6k | 35.40 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.0 | $233k | 7.2k | 32.28 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $233k | 3.3k | 70.72 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $233k | +14% | 1.9k | 122.37 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $231k | NEW | 680.00 | 339.56 |
|
| Essential Utils (WTRG) | 0.0 | $231k | 5.9k | 39.19 |
|
|
| Xcel Energy (XEL) | 0.0 | $228k | +5% | 3.2k | 70.48 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $227k | 1.6k | 146.48 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $224k | +16% | 2.7k | 83.46 |
|
| Devon Energy Corporation (DVN) | 0.0 | $224k | 4.9k | 46.04 |
|
|
| Anthem (ELV) | 0.0 | $224k | +2% | 575.00 | 388.82 |
|
| Sandisk Corp (SNDK) | 0.0 | $223k | -24% | 128.00 | 1739.89 |
|
| Insulet Corporation (PODD) | 0.0 | $223k | NEW | 1.7k | 130.47 |
|
| Smucker J M Com New (SJM) | 0.0 | $222k | NEW | 1.9k | 118.92 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $222k | NEW | 640.00 | 347.28 |
|
| Hp (HPQ) | 0.0 | $221k | NEW | 7.1k | 31.28 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $221k | 1.7k | 128.68 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $220k | -21% | 203.00 | 1082.60 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $220k | 4.7k | 46.31 |
|
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.0 | $217k | NEW | 2.3k | 92.75 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $217k | -28% | 4.3k | 50.47 |
|
| State Street Corporation (STT) | 0.0 | $217k | NEW | 1.2k | 174.59 |
|
| Warner Bros Discovery Com Ser A | 0.0 | $216k | NEW | 7.0k | 30.95 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $215k | -20% | 2.5k | 85.32 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $212k | NEW | 7.6k | 27.87 |
|
| Illumina (ILMN) | 0.0 | $211k | NEW | 770.00 | 273.68 |
|
| Marvell Technology (MRVL) | 0.0 | $209k | +10% | 789.00 | 264.21 |
|
| Spdr Index Shs Fds St Str Msci Eafe (EFAX) | 0.0 | $206k | -31% | 3.8k | 53.57 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $205k | NEW | 1.4k | 148.65 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $204k | NEW | 6.2k | 33.18 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $203k | NEW | 765.00 | 264.85 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $202k | 761.00 | 265.81 |
|
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $202k | 6.7k | 30.15 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $200k | NEW | 1.2k | 172.16 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $199k | 21k | 9.50 |
|
|
| First Us Bancshares (FUSB) | 0.0 | $190k | 12k | 16.49 |
|
|
| Qxo Com New (QXO) | 0.0 | $189k | -3% | 16k | 11.69 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $185k | 16k | 11.63 |
|
|
| Templeton Dragon Fund (TDF) | 0.0 | $115k | 12k | 9.74 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $92k | 11k | 8.17 |
|
|
| Dynagas Lng Partners Com Unit Ltd Pt (DLNG) | 0.0 | $84k | 22k | 3.91 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $69k | 12k | 5.63 |
|
|
| Arbor Realty Trust (ABR) | 0.0 | $45k | 12k | 3.86 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $38k | -11% | 13k | 2.92 |
|
Past Filings by Diversified Enterprises
SEC 13F filings are viewable for Diversified Enterprises going back to 2024
- Diversified Enterprises 2026 Q3 filed Oct. 19, 2026
- Diversified Enterprises 2026 Q2 filed July 31, 2026
- 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