$130 Million is the total value of Diversified, LLC's 95 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LEAD | New | SIREN ETF TRdivcn ldrs etf | $2,352,000 | – | 47,304 | +100.0% | 1.81% | – |
| DFND | New | SIREN ETF TRdivcn divd etf | $1,851,000 | – | 51,528 | +100.0% | 1.42% | – |
| SMMD | New | ISHARES TRrusel 2500 etf | $690,000 | – | 10,976 | +100.0% | 0.53% | – |
| GRID | New | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $525,000 | – | 6,083 | +100.0% | 0.40% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $260,000 | – | 2,387 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK VECTORS ETF TR | 12 | Q3 2023 | 11.0% |
| ISHARES TR | 12 | Q3 2023 | 6.5% |
| ISHARES TR | 12 | Q3 2023 | 6.7% |
| VANGUARD WORLD FDS | 12 | Q3 2023 | 7.5% |
| APPLE INC | 12 | Q3 2023 | 4.0% |
| SELECT SECTOR SPDR TR | 12 | Q3 2023 | 8.6% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 6.9% |
| iShares US Treasury Bond ETF | 12 | Q3 2023 | 7.3% |
| ISHARES TR | 12 | Q3 2023 | 4.4% |
| SELECT SECTOR SPDR TR | 12 | Q3 2023 | 4.1% |
View Diversified, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-31 |
View Diversified, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.