$254 Million is the total value of Diversified, LLC's 155 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 37.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $30,386,404 | +21.1% | 347,392 | -0.3% | 11.94% | -5.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $22,835,839 | +16.2% | 505,777 | +9.0% | 8.97% | -9.4% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $19,762,793 | +13.2% | 97,382 | +3.3% | 7.77% | -11.7% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $19,140,794 | +3.9% | 369,585 | +4.0% | 7.52% | -18.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $16,512,677 | +44.0% | 42,978 | +34.4% | 6.49% | +12.3% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $13,249,322 | +85.2% | 120,965 | +85.9% | 5.21% | +44.5% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $11,614,407 | +38.6% | 153,752 | +21.9% | 4.56% | +8.1% |
| AAPL | Buy | APPLE INC | $7,520,320 | +16.8% | 57,880 | +24.3% | 2.96% | -8.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $6,229,330 | +9.4% | 274,178 | +9.6% | 2.45% | -14.6% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $5,334,915 | +22.5% | 73,850 | +15.5% | 2.10% | -4.4% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $4,111,903 | +25.9% | 55,402 | +13.8% | 1.62% | -1.8% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $3,644,108 | +5.8% | 69,319 | -5.0% | 1.43% | -17.4% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,500,636 | -0.3% | 10,960 | -4.1% | 1.38% | -22.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,299,015 | +58.3% | 45,756 | +45.1% | 1.30% | +23.4% |
| MSFT | Buy | MICROSOFT CORP | $3,211,539 | +51.7% | 13,391 | +47.3% | 1.26% | +18.4% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,744,509 | +8.5% | 36,814 | -2.9% | 1.08% | -15.3% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $2,518,132 | -0.2% | 15,986 | -10.5% | 0.99% | -22.1% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $2,339,198 | +18.0% | 29,837 | -2.9% | 0.92% | -8.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,081,267 | -18.5% | 16,114 | -10.1% | 0.82% | -36.4% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,829,301 | +1.1% | 24,294 | -6.3% | 0.72% | -21.1% |
| SO | New | SOUTHERN CO | $1,767,540 | – | 24,752 | +100.0% | 0.70% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,692,114 | +29.5% | 3,478 | +2.8% | 0.66% | +1.1% |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,680,815 | – | 40,048 | +100.0% | 0.66% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,667,455 | +90.6% | 35,706 | +75.3% | 0.66% | +48.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,650,748 | +34.0% | 25,160 | +23.6% | 0.65% | +4.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,423,663 | +59.4% | 2,685 | +51.9% | 0.56% | +24.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,304,618 | +36.8% | 7,385 | +26.5% | 0.51% | +6.7% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,295,393 | +1.5% | 18,374 | -5.7% | 0.51% | -20.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,272,487 | +46.3% | 8,396 | +21.8% | 0.50% | +14.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,261,472 | +200.4% | 5,919 | +201.2% | 0.50% | +134.0% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,245,091 | -2.8% | 4,512 | -5.2% | 0.49% | -24.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,220,857 | +59.2% | 9,104 | +24.0% | 0.48% | +24.4% |
| ABBV | Buy | ABBVIE INC | $1,189,200 | +44.3% | 7,358 | +19.9% | 0.47% | +12.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,094,742 | +53.8% | 3,544 | +33.0% | 0.43% | +19.8% |
| HD | Buy | HOME DEPOT INC | $1,092,824 | +20.0% | 3,460 | +4.8% | 0.43% | -6.5% |
| VOO | Sell | VANGUARD INDEX FDS | $1,079,607 | -2.0% | 3,073 | -8.5% | 0.42% | -23.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,039,019 | +219.7% | 7,402 | +180.9% | 0.41% | +148.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,028,427 | -1.8% | 3,862 | -1.5% | 0.40% | -23.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $923,226 | +13.6% | 4,829 | +6.6% | 0.36% | -11.2% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $921,428 | +0.4% | 8,755 | +0.0% | 0.36% | -21.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $857,817 | +58.3% | 4,004 | +55.3% | 0.34% | +23.4% |
| PEP | Buy | PEPSICO INC | $842,083 | +17.1% | 4,661 | +5.9% | 0.33% | -8.6% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $840,630 | +104.0% | 7,377 | +86.0% | 0.33% | +58.7% |
| MCD | Buy | MCDONALDS CORP | $784,272 | +85.8% | 2,976 | +62.8% | 0.31% | +44.6% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $759,155 | +10.0% | 8,808 | +0.7% | 0.30% | -14.4% |
| XLC | Sell | SELECT SECTOR SPDR TR | $754,489 | -56.2% | 15,722 | -56.3% | 0.30% | -65.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $731,106 | +45.6% | 4,193 | +37.6% | 0.29% | +13.4% |
| V | Buy | VISA INC | $726,957 | +34.6% | 3,499 | +15.2% | 0.29% | +5.1% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $715,625 | +33.0% | 19,574 | +16.8% | 0.28% | +3.7% |
| GLD | Sell | SPDR GOLD TR | $702,310 | -12.2% | 4,140 | -20.0% | 0.28% | -31.5% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $703,376 | +4.5% | 26,553 | -9.2% | 0.28% | -18.6% |
| AMZN | Buy | AMAZON COM INC | $695,937 | -12.1% | 8,285 | +18.2% | 0.27% | -31.6% |
| WTRG | Buy | ESSENTIAL UTILS INC | $685,068 | +80.3% | 14,353 | +56.4% | 0.27% | +40.8% |
| BME | Sell | BLACKROCK HEALTH SCIENCES TR | $676,954 | +9.9% | 15,534 | -2.1% | 0.27% | -14.2% |
| LEAD | Sell | SIREN ETF TRdivcn ldrs etf | $670,242 | -6.7% | 13,742 | -13.6% | 0.26% | -27.3% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $666,699 | +24.8% | 3,480 | +11.9% | 0.26% | -2.6% |
| LLY | Buy | LILLY ELI & CO | $656,664 | +171.3% | 1,795 | +140.0% | 0.26% | +111.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $646,945 | +104.7% | 1,692 | +91.4% | 0.25% | +59.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $642,585 | +154.0% | 10,425 | +116.7% | 0.25% | +99.2% |
| MRK | Buy | MERCK & CO INC | $635,628 | +102.4% | 5,729 | +56.9% | 0.25% | +58.2% |
| CVX | Buy | CHEVRON CORP NEW | $625,151 | +57.1% | 3,483 | +25.7% | 0.25% | +23.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $608,522 | +0.6% | 6,897 | +9.1% | 0.24% | -21.6% |
| NVDA | Buy | NVIDIA CORPORATION | $568,904 | +68.8% | 3,893 | +40.1% | 0.22% | +31.8% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $569,740 | +23.9% | 6,331 | +10.1% | 0.22% | -3.4% |
| MBB | Buy | ISHARES TRmbs etf | $567,958 | +174.4% | 6,124 | +169.8% | 0.22% | +114.4% |
| ABT | Buy | ABBOTT LABS | $567,931 | +20.3% | 5,173 | +6.2% | 0.22% | -6.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $562,637 | +5.2% | 6,341 | +14.0% | 0.22% | -17.8% |
| DIS | Buy | DISNEY WALT CO | $547,381 | +24.4% | 6,300 | +34.9% | 0.22% | -3.2% |
| NKE | Buy | NIKE INCcl b | $541,122 | +52.4% | 4,625 | +8.4% | 0.21% | +19.0% |
| PNC | PNC FINL SVCS GROUP INC | $523,426 | +5.7% | 3,314 | 0.0% | 0.21% | -17.3% | |
| NEE | Buy | NEXTERA ENERGY INC | $524,841 | +30.6% | 6,278 | +22.5% | 0.21% | +2.0% |
| IWD | New | ISHARES TRrus 1000 val etf | $525,467 | – | 3,465 | +100.0% | 0.21% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $516,722 | – | 6,864 | +100.0% | 0.20% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $507,639 | – | 4,815 | +100.0% | 0.20% | – |
| PFE | Buy | PFIZER INC | $507,032 | +18.7% | 9,895 | +1.5% | 0.20% | -7.4% |
| KO | Buy | COCA COLA CO | $502,338 | +31.5% | 7,897 | +15.7% | 0.20% | +2.6% |
| CAT | Buy | CATERPILLAR INC | $496,832 | +144.7% | 2,074 | +67.9% | 0.20% | +91.2% |
| A | New | AGILENT TECHNOLOGIES INC | $492,349 | – | 3,290 | +100.0% | 0.19% | – |
| MUB | New | ISHARES TRnational mun etf | $474,661 | – | 4,498 | +100.0% | 0.19% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $473,223 | +18.0% | 1,773 | +13.8% | 0.19% | -7.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $470,820 | +28.3% | 13,464 | +7.6% | 0.18% | 0.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $463,855 | +87.0% | 2,921 | +68.8% | 0.18% | +45.6% |
| EFG | New | ISHARES TReafe grwth etf | $457,328 | – | 5,460 | +100.0% | 0.18% | – |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $453,267 | +16.8% | 2,941 | 0.0% | 0.18% | -8.7% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $444,624 | +115.8% | 3,573 | +105.9% | 0.18% | +68.3% |
| CSCO | Buy | CISCO SYS INC | $443,754 | +40.4% | 9,315 | +17.8% | 0.17% | +9.4% |
| WMT | Buy | WALMART INC | $424,496 | +87.0% | 2,994 | +71.3% | 0.17% | +46.5% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $416,322 | – | 756 | +100.0% | 0.16% | – |
| SBUX | Buy | STARBUCKS CORP | $408,977 | +18.5% | 4,123 | +0.7% | 0.16% | -7.5% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $409,596 | +29.2% | 4,411 | +12.0% | 0.16% | +0.6% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $404,752 | – | 2,366 | +100.0% | 0.16% | – |
| AXP | New | AMERICAN EXPRESS CO | $383,506 | – | 2,596 | +100.0% | 0.15% | – |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $374,953 | +33.9% | 2,460 | +14.5% | 0.15% | +4.3% |
| EOS | Sell | EATON VANCE ENHANCED EQUITY | $365,268 | -21.4% | 22,071 | -27.4% | 0.14% | -38.5% |
| DD | New | DUPONT DE NEMOURS INC | $362,740 | – | 5,285 | +100.0% | 0.14% | – |
| TXN | Buy | TEXAS INSTRS INC | $361,705 | +26.5% | 2,189 | +18.5% | 0.14% | -1.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $361,433 | +19.7% | 9,173 | +15.3% | 0.14% | -6.6% |
| IWN | New | ISHARES TRrus 2000 val etf | $347,646 | – | 2,507 | +100.0% | 0.14% | – |
| PSJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc software | $349,522 | -40.4% | 3,841 | -41.8% | 0.14% | -53.6% |
| IBB | Sell | ISHARES TRishares biotech | $345,656 | +8.0% | 2,633 | -3.8% | 0.14% | -15.5% |
| PJP | Buy | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $342,319 | +10.4% | 4,355 | +0.0% | 0.14% | -13.5% |
| FB | Buy | META PLATFORMS INCcl a | $338,035 | +15.8% | 2,809 | +30.6% | 0.13% | -9.5% |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $337,934 | -54.3% | 8,816 | -42.5% | 0.13% | -64.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $329,508 | -4.5% | 995 | -17.1% | 0.13% | -25.9% |
| CPB | Buy | CAMPBELL SOUP CO | $321,602 | +42.3% | 5,667 | +18.3% | 0.13% | +10.5% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $318,642 | +29.5% | 11,204 | +17.0% | 0.12% | +0.8% |
| NVO | New | NOVO-NORDISK A Sadr | $301,607 | – | 2,229 | +100.0% | 0.12% | – |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $298,633 | +33.3% | 4,405 | +7.9% | 0.12% | +3.5% |
| GIS | Buy | GENERAL MLS INC | $297,725 | +11.1% | 3,551 | +1.6% | 0.12% | -13.3% |
| EXC | Buy | EXELON CORP | $298,427 | +16.1% | 6,903 | +0.7% | 0.12% | -9.3% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $296,947 | -14.9% | 14,535 | -14.5% | 0.12% | -33.5% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $294,293 | +7.4% | 8,605 | -4.9% | 0.12% | -15.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $289,150 | +11.6% | 4,019 | +10.1% | 0.11% | -12.3% |
| DE | Buy | DEERE & CO | $283,839 | +41.9% | 662 | +10.3% | 0.11% | +10.9% |
| DSI | New | ISHARES TRmsci kld400 soc | $286,136 | – | 3,986 | +100.0% | 0.11% | – |
| NFG | Buy | NATIONAL FUEL GAS CO | $276,558 | +24.0% | 4,369 | +20.4% | 0.11% | -2.7% |
| PH | Buy | PARKER-HANNIFIN CORP | $269,804 | +27.3% | 927 | +5.8% | 0.11% | -0.9% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $268,181 | +25.9% | 1,983 | +13.3% | 0.10% | -1.9% |
| ITW | New | ILLINOIS TOOL WKS INC | $265,270 | – | 1,204 | +100.0% | 0.10% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $261,104 | – | 984 | +100.0% | 0.10% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $260,024 | – | 2,494 | +100.0% | 0.10% | – |
| LOW | New | LOWES COS INC | $255,801 | – | 1,284 | +100.0% | 0.10% | – |
| DOW | New | DOW INC | $252,756 | – | 5,016 | +100.0% | 0.10% | – |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $252,356 | -10.5% | 20,550 | -4.1% | 0.10% | -30.3% |
| IWO | New | ISHARES TRrus 2000 grw etf | $250,774 | – | 1,169 | +100.0% | 0.10% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $241,644 | – | 2,543 | +100.0% | 0.10% | – |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $242,852 | -2.5% | 1,972 | 0.0% | 0.10% | -24.0% | |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $235,777 | – | 1,356 | +100.0% | 0.09% | – |
| FLBL | Sell | FRANKLIN TEMPLETON ETF TRsenior loan etf | $232,944 | -10.4% | 10,114 | -10.7% | 0.09% | -29.8% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $233,762 | – | 2,316 | +100.0% | 0.09% | – |
| VLUE | New | ISHARES TRmsci usa value | $231,585 | – | 2,541 | +100.0% | 0.09% | – |
| BAC | New | BANK AMERICA CORP | $226,240 | – | 6,831 | +100.0% | 0.09% | – |
| FDS | FACTSET RESH SYS INC | $225,089 | +0.5% | 561 | 0.0% | 0.09% | -22.1% | |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $223,331 | – | 3,495 | +100.0% | 0.09% | – |
| ORCL | New | ORACLE CORP | $224,694 | – | 2,749 | +100.0% | 0.09% | – |
| EMR | New | EMERSON ELEC CO | $220,877 | – | 2,299 | +100.0% | 0.09% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $220,546 | – | 4,353 | +100.0% | 0.09% | – |
| IYK | Sell | ISHARES TRus consm staples | $221,264 | -1.7% | 1,091 | -12.7% | 0.09% | -23.0% |
| HSY | Buy | HERSHEY CO | $218,270 | +7.5% | 943 | +2.2% | 0.09% | -15.7% |
| VLO | New | VALERO ENERGY CORP | $216,868 | – | 1,710 | +100.0% | 0.08% | – |
| CVS | New | CVS HEALTH CORP | $215,455 | – | 2,312 | +100.0% | 0.08% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $217,507 | -31.0% | 2,571 | -35.3% | 0.08% | -46.5% |
| IT | New | GARTNER INC | $213,113 | – | 634 | +100.0% | 0.08% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $210,809 | – | 4,370 | +100.0% | 0.08% | – |
| AMAT | New | APPLIED MATLS INC | $209,082 | – | 2,147 | +100.0% | 0.08% | – |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $206,623 | -4.3% | 7,393 | +1.1% | 0.08% | -25.7% |
| BLK | New | BLACKROCK INC | $207,378 | – | 293 | +100.0% | 0.08% | – |
| O | New | REALTY INCOME CORP | $207,205 | – | 3,267 | +100.0% | 0.08% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $205,990 | – | 2,464 | +100.0% | 0.08% | – |
| ETB | Sell | EATON VANCE TAX MNGED BUY WR | $204,144 | -3.7% | 15,524 | -3.1% | 0.08% | -25.2% |
| DON | New | WISDOMTREE TRus midcap divid | $202,409 | – | 4,920 | +100.0% | 0.08% | – |
| ABR | Buy | ARBOR REALTY TRUST INC | $188,736 | +25.8% | 14,309 | +9.7% | 0.07% | -2.6% |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $184,128 | +3.4% | 23,728 | +0.9% | 0.07% | -20.0% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $175,102 | -62.5% | 23,347 | -58.7% | 0.07% | -70.6% |
| GREENLIGHT BIOSCIENCS HLDS P | $97,778 | -49.1% | 82,863 | 0.0% | 0.04% | -60.8% | ||
| F | Exit | FORD MTR CO DEL | $0 | – | -10,861 | -100.0% | -0.06% | – |
| GRID | Exit | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $0 | – | -2,927 | -100.0% | -0.11% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -7,321 | -100.0% | -0.12% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -5,402 | -100.0% | -0.12% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -7,082 | -100.0% | -0.13% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -18,369 | -100.0% | -0.14% | – |
| DFND | Exit | SIREN ETF TRdivcn divd etf | $0 | – | -11,765 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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 | 2024-02-01 |
| 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 |
| 13F-HR | 2021-11-04 |
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.