Diversified Enterprises, LLC Purchases in Q4 2024

Diversified Enterprises, LLC

  • $1.05 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 5.04%
$46.94 - $51.62 $72.8K - $80.1K
32.3K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
192
+ 37.35%
$486.1 - $608.57 $93.3K - $117K
706 $404M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
420
+ 17.28%
$172.07 - $207.36 $72.3K - $87.1K
2.85K $563M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.38%
$481.22 - $538.17 $9.62K - $10.8K
5.24K $2.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 4.55%
$521.84 - $558.82 $78.3K - $83.8K
3.45K $1.86B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.69K
+ 30.93%
$24.61 - $25.12 $115K - $118K
19.9K $490M
T
At&T Inc.

Communication Services
3.91K
+ 17.85%
$21.22 - $23.88 $83.1K - $93.5K
25.8K $588M
WFC
Wells Fargo & Company

Financial Services
222
+ 3.43%
$54.98 - $77.35 $12.2K - $17.2K
6.7K $469M
CRM
Salesforce, Inc.

Technology
127
+ 13.67%
$270.87 - $367.87 $34.4K - $46.7K
1.06K $353M
DIS
Walt Disney CO

Communication Services
81
+ 1.42%
$92.39 - $117.6 $7.48K - $9.53K
5.78K $644M
MS
Morgan Stanley

Financial Services
217
+ 7.92%
$104.42 - $134.99 $22.7K - $29.3K
2.96K $372M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.49K
+ 23.36%
$33.7 - $37.69 $83.9K - $93.8K
13.1K $452M
ETN
Eaton Corp PLC

Industrials
223
+ 25.69%
$326.96 - $377.52 $72.9K - $84.2K
1.09K $362M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.7K
+ 32.48%
$44.33 - $49.55 $75.1K - $84K
6.91K $311M
MCD
Mcdonalds Corp

Consumer Cyclical
406
+ 13.04%
$288.47 - $316.54 $117K - $129K
3.52K $1.02B
ACN
Accenture PLC

Technology
206
+ 11.17%
$343.9 - $376.86 $70.8K - $77.6K
2.05K $721M
ORCL
Oracle Corp

Technology
480
+ 15.08%
$165.41 - $192.43 $79.4K - $92.4K
3.66K $610M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
86
+ 1.17%
$129.96 - $144.97 $11.2K - $12.5K
7.46K $1.04B
FDN
First Tr Fd Dow Jones

ETFs
99
+ 7.26%
$210.5 - $257.24 $20.8K - $25.5K
1.46K $356M
IBM
International Business Machines Corp

Technology
331
+ 5.74%
$204.9 - $238.04 $67.8K - $78.8K
6.1K $1.34B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
590
+ 29.46%
$113.92 - $127.38 $67.2K - $75.2K
2.59K $299M
NFLX
Netflix Inc

Communication Services
2
+ 0.58%
$687.65 - $936.56 $1.38K - $1.87K
345 $308M
XLK
Technology Sector Spdr

ETFs
187
+ 6.66%
$220.26 - $241.44 $41.2K - $45.1K
2.99K $696M
TT
Trane Technologies PLC

Industrials
233
+ 18.6%
$369.35 - $419.14 $86.1K - $97.7K
1.49K $549M
AXP
American Express CO

Financial Services
39
+ 2.05%
$267.35 - $305.57 $10.4K - $11.9K
1.94K $575M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
904
+ 27.55%
$65.67 - $69.79 $59.4K - $63.1K
4.19K $281M
CSCO
Cisco Systems, Inc.

Technology
129
+ 1.49%
$52.45 - $60.02 $6.77K - $7.74K
8.79K $520M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.15K
+ 10.91%
$106.56 - $113.11 $122K - $130K
11.6K $1.24B
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 9.17%
$873.59 - $994.69 $38.4K - $43.8K
524 $480M
SPYG
Spdr Portfolio

ETFs
126
+ 1.54%
$81.74 - $91.38 $10.3K - $11.5K
8.3K $730M
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 2.64%
$178.39 - $215.0 $17.8K - $21.5K
3.9K $751M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
859
+ 16.78%
$50.53 - $55.55 $43.4K - $47.7K
5.98K $305M
ADP
Automatic Data Processing Inc

Industrials
84
+ 7.53%
$280.08 - $307.97 $23.5K - $25.9K
1.2K $351M
CVX
Chevron Corp

Energy
379
+ 7.13%
$141.15 - $162.53 $53.5K - $61.6K
5.7K $825M
TJX
Tjx Companies Inc

Consumer Cyclical
258
+ 10.14%
$112.15 - $127.2 $28.9K - $32.8K
2.8K $339M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
958
+ 10.96%
$49.79 - $51.14 $47.7K - $49K
9.7K $486M
SYK
Stryker Corp

Healthcare
102
+ 13.37%
$345.14 - $392.15 $35.2K - $40K
865 $312M
EFG
Msci Eafe Growth ETF

ETFs
1.89K
+ 13.69%
$96.83 - $106.88 $183K - $202K
15.7K $1.52B
FDL
First Tr Morningstar Dividend

ETFs
1.64K
+ 8.44%
$39.59 - $43.95 $64.8K - $72K
21K $847M
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 1.11%
$471.27 - $550.62 $4.24K - $4.96K
822 $429M
OKE
Oneok Inc

Energy
3
+ 0.1%
$92.28 - $117.05 $277 - $351
2.98K $299M
IVW
Ishares S&P 500 Growth ETF

ETFs
29
+ 0.96%
$94.43 - $105.47 $2.74K - $3.06K
3.04K $309M
RTX
Raytheon Technologies Corp

Industrials
250
+ 11.74%
$114.45 - $127.21 $28.6K - $31.8K
2.38K $275M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.27K
+ 12.25%
$21.43 - $22.55 $27.1K - $28.5K
11.6K $250M
SPIB
Spdr Portfolio Intermediate Te

ETFs
693
+ 10.54%
$32.65 - $33.68 $22.6K - $23.3K
7.27K $238M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.2K
+ 278.62%
$25.93 - $105.3 $886K - $3.6M
46.4K $1.29B
PH
Parker Hannifin Corp

Industrials
20
+ 2.82%
$621.74 - $709.46 $12.4K - $14.2K
730 $464M
CTVA
Corteva, Inc.

Basic Materials
393
+ 8.62%
$55.21 - $64.13 $21.7K - $25.2K
4.95K $282M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
831
+ 10.26%
$27.8 - $29.05 $23.1K - $24.1K
8.93K $249M
Activity Summary
Buys All Purchases 160 New Holdings 16 Increased Positions 144 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
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