Diversified Management Inc New Holdings in Q4 2025

Diversified Management Inc

  • $428 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
4.23K
New
$320.52 - $369.92 $1.36M - $1.57M
4.23K $1.4B
ABBV
Abb Vie Inc.

Healthcare
5.94K
New
$211.96 - $244.38 $1.26M - $1.45M
5.94K $1.36B
JCI
Johnson Controls International PLC

Industrials
10.9K
New
$105.55 - $122.66 $1.15M - $1.34M
10.9K $1.31B
CSCO
Cisco Systems, Inc.

Technology
16.8K
New
$67.46 - $78.0 $1.14M - $1.31M
16.8K $1.3B
VUG
Vanguard Growth ETF

ETFs
2.36K
New
$470.44 - $504.26 $1.11M - $1.19M
2.36K $1.15B
MCD
Mcdonalds Corp

Consumer Cyclical
3.61K
New
$293.81 - $310.11 $1.06M - $1.12M
3.61K $1.1B
FNDX
Schwab Fundamental U S Large C

ETFs
37.5K
New
$25.68 - $26.95 $962K - $1.01M
37.5K $1.02B
EQAL
Invesco ETF

ETFs
18.7K
New
$50.94 - $52.92 $952K - $989K
18.7K $984M
SCHW
Schwab Charles Corp

Financial Services
9.54K
New
$91.91 - $97.71 $877K - $932K
9.54K $953M
WMT
Walmart Inc.

Consumer Defensive
8.44K
New
$101.18 - $109.03 $854K - $920K
8.44K $940M
TER
Teradyne, Inc

Technology
4.7K
New
$132.08 - $187.59 $621K - $882K
4.7K $910M
MRK
Merck & Co., Inc.

Healthcare
8.64K
New
$82.49 - $92.93 $713K - $803K
8.64K $909M
BKNG
Booking Holdings Inc.

Consumer Cyclical
169
New
$4804.01 - $5424.55 $812K - $917K
169 $905M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.17K
New
$136.54 - $144.07 $843K - $889K
6.17K $871M
COST
Costco Wholesale Corp

Consumer Defensive
1.01K
New
$910.94 - $954.99 $915K - $960K
1.01K $867M
IBM
International Business Machines Corp

Technology
2.9K
New
$275.97 - $314.98 $799K - $912K
2.9K $858M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.58K
New
$310.75 - $335.0 $802K - $865K
2.58K $834M
AVGO
Broadcom Inc.

Technology
2.37K
New
$324.63 - $385.98 $769K - $914K
2.37K $820M
WFC
Wells Fargo & Company

Financial Services
8.73K
New
$77.62 - $87.3 $677K - $762K
8.73K $813M
PFE
Pfizer Inc

Healthcare
32.5K
New
$24.23 - $27.37 $788K - $890K
32.5K $810M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.86K
New
$105.91 - $113.18 $727K - $777K
6.86K $781M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
11.2K
New
$73.78 - $98.43 $826K - $1.1M
11.2K $765M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$712170.0 - $770185.0 $712K - $770K
1 $755M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.46K
New
$291.71 - $309.36 $717K - $761K
2.46K $743M
AMAT
Applied Materials Inc

Technology
2.88K
New
$209.95 - $240.89 $604K - $693K
2.88K $739M
VB
Vanguard Small Cap ETF

ETFs
2.86K
New
$248.1 - $260.08 $710K - $744K
2.86K $738M
Ferguson Enterprises Inc
3.3K
New
N/A
3.3K $734M
TXN
Texas Instruments Inc

Technology
4.21K
New
N/A
4.21K $730M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.46K
New
$94.02 - $97.61 $702K - $728K
7.46K $718M
IWM
Ishares Russell 2000 ETF

ETFs
2.92K
New
$236.79 - $250.33 $690K - $730K
2.92K $718M
T
At&T Inc.

Communication Services
26.7K
New
$24.44 - $27.55 $652K - $735K
26.7K $663M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.9K
New
$28.9 - $30.17 $633K - $661K
21.9K $659M
NOC
Northrop Grumman Corp

Industrials
1.15K
New
$558.0 - $637.95 $643K - $736K
1.15K $657M
STM
St Microelectronics N.V.

Technology
25K
New
$23.34 - $30.54 $584K - $764K
25K $649M
KO
Coca Cola CO

Consumer Defensive
8.77K
New
$66.1 - $71.61 $579K - $628K
8.77K $613M
MA
Mastercard Inc

Financial Services
1.07K
New
$536.85 - $580.45 $576K - $623K
1.07K $613M
PG
Procter & Gamble CO

Consumer Defensive
4.19K
New
$145.5 - $153.18 $609K - $641K
4.19K $600M
UPS
United Parcel Service Inc

Industrials
5.95K
New
$82.87 - $97.4 $493K - $580K
5.95K $590M
MMM
3 M CO

Industrials
3.63K
New
$148.75 - $171.6 $540K - $622K
3.63K $581M
EFV
Msci Eafe Value ETF

ETFs
7.97K
New
$66.73 - $70.99 $532K - $566K
7.97K $569M
MCS
Marcus Corp

Communication Services
36.4K
New
$13.06 - $16.02 $476K - $584K
36.4K $565M
RTX
Raytheon Technologies Corp

Industrials
3.04K
New
$157.0 - $179.44 $478K - $546K
3.04K $558M
CI
Cigna Corp

Healthcare
1.96K
New
$244.41 - $311.0 $480K - $611K
1.96K $541M
SPYG
Spdr Portfolio

ETFs
5.03K
New
$102.4 - $109.39 $515K - $550K
5.03K $536M
SONY
Sony Group Corp

Technology
20.5K
New
$27.71 - $30.26 $568K - $621K
20.5K $525M
QCOM
Qualcomm Inc

Technology
3.04K
New
$153.59 - $187.68 $467K - $571K
3.04K $520M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.06K
New
$70.2 - $73.89 $496K - $522K
7.06K $519M
IEFA
Ishares Tr

ETFs
5.78K
New
$86.09 - $89.88 $498K - $519K
5.78K $517M
NVO
Novo Nordisk A S

Healthcare
10K
New
$45.68 - $59.65 $457K - $597K
10K $509M
Activity Summary
Buys All Purchases 177 New Holdings 177 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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