$279 Million is the total value of Diversified, LLC's 145 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 15.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $36,364,211 | +174.5% | 275,466 | +127.7% | 13.02% | +150.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $30,819,281 | +1.4% | 372,079 | +7.1% | 11.03% | -7.6% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $26,034,353 | +31.7% | 98,918 | +1.6% | 9.32% | +20.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $20,120,177 | -11.9% | 415,964 | -17.8% | 7.20% | -19.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $15,691,755 | -5.0% | 38,172 | -11.2% | 5.62% | -13.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $15,676,494 | +35.0% | 214,277 | +39.4% | 5.61% | +23.0% |
| CMBS | New | ISHARES TRcmbs etf | $14,134,477 | – | 306,023 | +100.0% | 5.06% | – |
| AAPL | Sell | APPLE INC | $8,089,833 | +7.6% | 49,059 | -15.2% | 2.90% | -2.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $7,213,881 | +35.2% | 97,815 | +32.5% | 2.58% | +23.2% |
| GOVT | Sell | ISHARES TRus treas bd etf | $5,743,834 | -7.8% | 245,673 | -10.4% | 2.06% | -16.0% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $5,477,840 | +33.2% | 71,907 | +29.8% | 1.96% | +21.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,772,895 | +7.8% | 9,788 | -10.7% | 1.35% | -1.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,559,308 | +7.9% | 48,932 | +6.9% | 1.27% | -1.7% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $3,522,286 | -3.3% | 65,252 | -5.9% | 1.26% | -11.9% |
| MSFT | Sell | MICROSOFT CORP | $3,354,947 | +4.5% | 11,637 | -13.1% | 1.20% | -4.8% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $2,631,275 | -4.1% | 35,220 | -4.3% | 0.94% | -12.7% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,632,512 | +59.5% | 38,799 | +54.2% | 0.94% | +45.1% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $2,316,585 | -1.0% | 28,760 | -3.6% | 0.83% | -9.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,243,679 | +7.8% | 15,004 | -6.9% | 0.80% | -1.8% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $2,234,913 | -11.2% | 14,805 | -7.4% | 0.80% | -19.2% |
| SO | Buy | SOUTHERN CO | $1,810,263 | +2.4% | 26,017 | +5.1% | 0.65% | -6.8% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,749,983 | -4.3% | 23,179 | -4.6% | 0.63% | -12.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,572,067 | +24.6% | 6,302 | +6.5% | 0.56% | +13.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,478,480 | -11.3% | 30,303 | -15.1% | 0.53% | -19.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,417,444 | -16.2% | 2,998 | -13.8% | 0.51% | -23.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,298,426 | -8.8% | 2,747 | +2.3% | 0.46% | -16.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,251,305 | -1.7% | 8,416 | +0.2% | 0.45% | -10.4% |
| VOO | Buy | VANGUARD INDEX FDS | $1,251,708 | +15.9% | 3,328 | +8.3% | 0.45% | +5.7% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,211,316 | -6.5% | 17,895 | -2.6% | 0.43% | -14.7% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,162,342 | -6.6% | 3,743 | -17.0% | 0.42% | -14.9% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $1,142,875 | +24.0% | 8,757 | +0.0% | 0.41% | +13.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,134,162 | +9.2% | 8,212 | +10.9% | 0.41% | -0.5% |
| ABBV | Sell | ABBVIE INC | $1,109,959 | -6.7% | 6,965 | -5.3% | 0.40% | -15.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,103,853 | +0.8% | 3,575 | +0.9% | 0.40% | -8.1% |
| NVDA | Buy | NVIDIA CORPORATION | $1,083,551 | +90.5% | 3,901 | +0.2% | 0.39% | +73.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,078,570 | -17.3% | 6,959 | -5.8% | 0.39% | -24.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,036,973 | +0.8% | 3,231 | -16.3% | 0.37% | -8.2% |
| HD | Buy | HOME DEPOT INC | $1,023,507 | -6.3% | 3,468 | +0.2% | 0.37% | -14.7% |
| PFE | Buy | PFIZER INC | $1,012,299 | +99.7% | 24,811 | +150.7% | 0.36% | +81.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $990,019 | +7.2% | 4,851 | +0.5% | 0.35% | -2.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $981,389 | -19.6% | 7,531 | -17.3% | 0.35% | -26.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $925,565 | +10.1% | 7,460 | +1.1% | 0.33% | +0.3% |
| PEP | Buy | PEPSICO INC | $852,641 | +1.3% | 4,677 | +0.3% | 0.30% | -7.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $840,286 | +14.9% | 4,710 | +12.3% | 0.30% | +4.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $813,702 | +7.2% | 8,836 | +0.3% | 0.29% | -2.3% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $773,617 | +10.0% | 27,288 | +2.8% | 0.28% | +0.4% |
| XLC | Sell | SELECT SECTOR SPDR TR | $744,023 | -1.4% | 12,835 | -18.4% | 0.27% | -10.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $725,735 | +58.7% | 7,747 | +41.9% | 0.26% | +44.4% |
| V | Sell | VISA INC | $719,419 | -1.0% | 3,191 | -8.8% | 0.26% | -9.8% |
| AMZN | Sell | AMAZON COM INC | $712,180 | +2.3% | 6,895 | -16.8% | 0.26% | -6.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $698,993 | +8.0% | 1,707 | +0.9% | 0.25% | -1.6% |
| FDL | FIRST TR MORNINGSTAR DIVID L | $694,877 | -2.9% | 19,574 | 0.0% | 0.25% | -11.4% | |
| LEAD | Sell | SIREN ETF TRdivcn ldrs etf | $680,449 | +1.5% | 12,822 | -6.7% | 0.24% | -7.2% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $666,342 | +31.3% | 6,079 | +26.3% | 0.24% | +20.1% |
| MBB | Buy | ISHARES TRmbs etf | $660,611 | +16.3% | 6,974 | +13.9% | 0.24% | +5.8% |
| DIS | Buy | DISNEY WALT CO | $635,667 | +16.1% | 6,348 | +0.8% | 0.23% | +6.0% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $617,396 | -7.4% | 3,190 | -8.3% | 0.22% | -15.6% |
| MCD | Sell | MCDONALDS CORP | $610,955 | -22.1% | 2,185 | -26.6% | 0.22% | -28.9% |
| MRK | Buy | MERCK & CO INC | $611,525 | -3.8% | 5,748 | +0.3% | 0.22% | -12.4% |
| GLD | Sell | SPDR GOLD TR | $607,008 | -13.6% | 3,313 | -20.0% | 0.22% | -21.4% |
| NOBL | PROSHARES TRs&p 500 dv arist | $577,653 | +1.4% | 6,331 | 0.0% | 0.21% | -7.6% | |
| CVX | Buy | CHEVRON CORP NEW | $570,070 | -8.8% | 3,494 | +0.3% | 0.20% | -17.1% |
| BME | Sell | BLACKROCK HEALTH SCIENCES TR | $538,733 | -20.4% | 12,870 | -17.1% | 0.19% | -27.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $538,877 | -11.4% | 5,195 | -24.7% | 0.19% | -19.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $520,583 | +17.1% | 3,447 | -3.5% | 0.19% | +6.3% |
| MUB | Buy | ISHARES TRnational mun etf | $513,217 | +8.1% | 4,763 | +5.9% | 0.18% | -1.6% |
| WTRG | Sell | ESSENTIAL UTILS INC | $508,437 | -25.8% | 11,648 | -18.8% | 0.18% | -32.3% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $502,559 | -70.1% | 11,126 | -72.2% | 0.18% | -72.8% |
| KO | Buy | COCA COLA CO | $495,319 | -1.4% | 7,985 | +1.1% | 0.18% | -10.2% |
| NKE | Sell | NIKE INCcl b | $487,857 | -9.8% | 3,978 | -14.0% | 0.18% | -17.8% |
| ABT | Sell | ABBOTT LABS | $485,815 | -14.5% | 4,798 | -7.2% | 0.17% | -22.0% |
| NEE | Buy | NEXTERA ENERGY INC | $485,450 | -7.5% | 6,298 | +0.3% | 0.17% | -15.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $480,541 | +2.1% | 12,676 | -5.9% | 0.17% | -7.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $468,977 | +1.1% | 2,954 | +1.1% | 0.17% | -7.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $463,992 | -27.8% | 6,941 | -33.4% | 0.17% | -34.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $463,738 | -45.9% | 1,898 | -52.6% | 0.17% | -50.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $454,376 | -19.2% | 4,369 | -31.1% | 0.16% | -26.2% |
| A | Buy | AGILENT TECHNOLOGIES INC | $455,554 | -7.5% | 3,293 | +0.1% | 0.16% | -15.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $446,369 | +23.1% | 6,219 | +17.7% | 0.16% | +11.9% |
| WMT | Buy | WALMART INC | $442,473 | +4.2% | 3,001 | +0.2% | 0.16% | -5.4% |
| CSCO | Sell | CISCO SYS INC | $435,688 | -1.8% | 8,335 | -10.5% | 0.16% | -10.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | $435,736 | +4.7% | 756 | 0.0% | 0.16% | -4.9% | |
| FB | Sell | META PLATFORMS INCcl a | $436,596 | +29.2% | 2,060 | -26.7% | 0.16% | +17.3% |
| CAT | Sell | CATERPILLAR INC | $429,976 | -13.5% | 1,879 | -9.4% | 0.15% | -21.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $425,860 | -10.0% | 1,490 | -16.0% | 0.15% | -18.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $421,728 | -19.4% | 3,318 | +0.1% | 0.15% | -26.7% |
| TXN | Buy | TEXAS INSTRS INC | $408,149 | +12.8% | 2,194 | +0.2% | 0.15% | +2.8% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $400,773 | -11.6% | 2,585 | -12.1% | 0.14% | -19.7% |
| SBUX | Sell | STARBUCKS CORP | $388,894 | -4.9% | 3,735 | -9.4% | 0.14% | -13.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $385,452 | +6.6% | 9,911 | +8.0% | 0.14% | -2.8% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $382,708 | -5.4% | 2,370 | +0.2% | 0.14% | -13.8% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $360,951 | -3.7% | 2,464 | +0.2% | 0.13% | -12.2% |
| NVO | Buy | NOVO-NORDISK A Sadr | $356,396 | +18.2% | 2,240 | +0.5% | 0.13% | +7.6% |
| PSJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc software | $345,631 | -1.1% | 3,407 | -11.3% | 0.12% | -9.5% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $332,662 | +12.0% | 13,896 | -4.4% | 0.12% | +1.7% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $329,386 | -19.6% | 4,135 | -6.3% | 0.12% | -26.7% |
| PJP | Sell | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $323,545 | -5.5% | 4,257 | -2.3% | 0.12% | -14.1% |
| IBB | Sell | ISHARES TRishares biotech | $324,356 | -6.2% | 2,511 | -4.6% | 0.12% | -14.7% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $313,989 | -1.5% | 10,994 | -1.9% | 0.11% | -10.4% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $313,161 | +9.4% | 4,015 | +0.7% | 0.11% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $312,300 | +15.8% | 929 | +0.2% | 0.11% | +5.7% |
| CPB | Buy | CAMPBELL SOUP CO | $312,066 | -3.0% | 5,676 | +0.2% | 0.11% | -11.1% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $311,314 | +19.7% | 2,974 | +19.2% | 0.11% | +8.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $308,754 | -6.3% | 928 | -6.7% | 0.11% | -14.0% |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $303,660 | -10.1% | 7,514 | -14.8% | 0.11% | -18.0% |
| GIS | GENERAL MLS INC | $303,442 | +1.9% | 3,551 | 0.0% | 0.11% | -6.8% | |
| LLY | Sell | LILLY ELI & CO | $302,090 | -54.0% | 880 | -51.0% | 0.11% | -58.1% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $302,068 | +1.2% | 4,352 | -1.2% | 0.11% | -7.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $293,389 | +10.6% | 1,205 | +0.1% | 0.10% | +1.0% |
| EXC | Sell | EXELON CORP | $288,325 | -3.4% | 6,883 | -0.3% | 0.10% | -12.0% |
| EOS | Sell | EATON VANCE ENHANCED EQUITY | $285,789 | -21.8% | 17,426 | -21.0% | 0.10% | -29.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $279,649 | -3.3% | 4,035 | +0.4% | 0.10% | -12.3% |
| DE | Buy | DEERE & CO | $274,152 | -3.4% | 664 | +0.3% | 0.10% | -12.5% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $268,685 | -8.7% | 8,357 | -2.9% | 0.10% | -17.2% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $265,861 | -0.9% | 1,983 | 0.0% | 0.10% | -9.5% | |
| DOW | Sell | DOW INC | $266,480 | +5.4% | 4,861 | -3.1% | 0.10% | -4.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $264,528 | +12.2% | 1,364 | +0.6% | 0.10% | +2.2% |
| AGG | New | ISHARES TRcore us aggbd et | $257,970 | – | 2,589 | +100.0% | 0.09% | – |
| LOW | Buy | LOWES COS INC | $257,459 | +0.6% | 1,287 | +0.2% | 0.09% | -8.9% |
| NFG | NATIONAL FUEL GAS CO | $252,266 | -8.8% | 4,369 | 0.0% | 0.09% | -17.4% | |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $247,333 | -2.0% | 19,583 | -4.7% | 0.09% | -10.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $248,828 | -4.7% | 974 | -1.0% | 0.09% | -13.6% |
| VLUE | Buy | ISHARES TRmsci usa value | $244,998 | +5.8% | 2,646 | +4.1% | 0.09% | -3.3% |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $246,527 | +2.0% | 2,548 | +0.2% | 0.09% | -7.4% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $241,291 | -0.6% | 1,632 | -17.2% | 0.09% | -9.5% |
| HSY | HERSHEY CO | $239,798 | +9.9% | 943 | 0.0% | 0.09% | 0.0% | |
| BAC | Buy | BANK AMERICA CORP | $236,634 | +4.6% | 8,274 | +21.1% | 0.08% | -4.5% |
| IYK | Buy | ISHARES TRus consm staples | $217,467 | -1.7% | 1,092 | +0.1% | 0.08% | -10.3% |
| T | New | AT&T INC | $214,059 | – | 11,120 | +100.0% | 0.08% | – |
| SOXX | New | ISHARES TRishares semicdtr | $211,579 | – | 476 | +100.0% | 0.08% | – |
| CTVA | New | CORTEVA INC | $211,025 | – | 3,499 | +100.0% | 0.08% | – |
| O | Buy | REALTY INCOME CORP | $208,238 | +0.5% | 3,289 | +0.7% | 0.08% | -7.4% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $209,249 | -98.9% | 3,903 | -98.9% | 0.08% | -99.0% |
| ORCL | Sell | ORACLE CORP | $210,453 | -6.3% | 2,265 | -17.6% | 0.08% | -14.8% |
| SUSA | New | ISHARES TRmsci usa esg slc | $207,987 | – | 2,370 | +100.0% | 0.07% | – |
| IT | GARTNER INC | $206,538 | -3.1% | 634 | 0.0% | 0.07% | -11.9% | |
| IVW | New | ISHARES TRs&p 500 grwt etf | $203,601 | – | 3,187 | +100.0% | 0.07% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $203,119 | -13.1% | 2,074 | -10.4% | 0.07% | -20.7% |
| DON | WISDOMTREE TRus midcap divid | $201,622 | -0.4% | 4,920 | 0.0% | 0.07% | -10.0% | |
| EMR | EMERSON ELEC CO | $200,367 | -9.3% | 2,299 | 0.0% | 0.07% | -17.2% | |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $192,944 | +4.8% | 23,879 | +0.6% | 0.07% | -4.2% |
| ABR | ARBOR REALTY TRUST INC | $164,410 | -12.9% | 14,309 | 0.0% | 0.06% | -20.3% | |
| ETB | Sell | EATON VANCE TAX MNGED BUY WR | $142,594 | -30.2% | 10,927 | -29.6% | 0.05% | -36.2% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $135,653 | -22.5% | 17,063 | -26.9% | 0.05% | -29.0% |
| Sell | GREENLIGHT BIOSCIENCS HLDS P | $14,210 | -85.5% | 32,863 | -60.3% | 0.01% | -86.8% | |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -7,393 | -100.0% | -0.08% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,464 | -100.0% | -0.08% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -293 | -100.0% | -0.08% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,147 | -100.0% | -0.08% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,370 | -100.0% | -0.08% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,312 | -100.0% | -0.08% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -1,710 | -100.0% | -0.08% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,571 | -100.0% | -0.08% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -4,353 | -100.0% | -0.09% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -3,495 | -100.0% | -0.09% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -561 | -100.0% | -0.09% | – |
| FLBL | Exit | FRANKLIN TEMPLETON ETF TRsenior loan etf | $0 | – | -10,114 | -100.0% | -0.09% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,169 | -100.0% | -0.10% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -2,507 | -100.0% | -0.14% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,596 | -100.0% | -0.15% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -6,864 | -100.0% | -0.20% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -3,465 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
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.