Diversified, LLC Incresed Positions in Q3 2024

Diversified, LLC

  • $861 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
62.2K
+ 1.59%
$61.11 - $67.85 $3.8M - $4.22M
3.97M $269M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.1K
+ 2.21%
$77.02 - $85.06 $2.01M - $2.22M
1.21M $102M
IWM
Ishares Russell 2000 ETF

ETFs
5.08K
+ 1.69%
$200.87 - $224.6 $1.02M - $1.14M
307K $67.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.96K
+ 3.49%
$520.18 - $576.82 $1.54M - $1.71M
87.6K $50.5M
XLC
Select Sector Spdr Tr Communic

ETFs
1.5K
+ 0.28%
$82.16 - $90.4 $123K - $136K
536K $48.5M
JPIE
J P Morgan Exchange Traded Fd
19K
+ 3.17%
$45.17 - $46.39 $860K - $883K
620K $28.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.32K
+ 4.02%
$77.23 - $87.97 $256K - $292K
85.9K $7.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.78K
+ 2.48%
$96.25 - $101.98 $267K - $283K
115K $11.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.26K
+ 4.35%
$85.03 - $94.56 $192K - $214K
54.1K $5.04M
IBM
International Business Machines Corp

Technology
1.59K
+ 37.93%
$175.1 - $223.38 $278K - $354K
5.77K $1.27M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
963
+ 1.1%
$178.94 - $207.0 $172K - $199K
88.9K $17.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.99K
+ 9.22%
$36.98 - $41.55 $258K - $290K
82.8K $3.4M
VXF
Vanguard Extended Market ETF

ETFs
1.65K
+ 11.27%
$163.98 - $182.92 $270K - $301K
16.2K $2.96M
REET
Ishares Global Reit ETF

ETFs
7.49K
+ 10.84%
$23.07 - $27.17 $173K - $204K
76.6K $2.04M
VTI
Vanguard Total Stock Market Et

ETFs
828
+ 8.11%
$255.18 - $283.2 $211K - $234K
11K $3.13M
MUB
Ishares National Muni Bond ETF

ETFs
3.01K
+ 11.18%
$106.13 - $108.7 $320K - $327K
30K $3.25M
SO
Southern CO

Utilities
66
+ 0.23%
$77.0 - $90.52 $5.08K - $5.97K
29K $2.61M
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.61K
+ 11.36%
$34.48 - $38.87 $193K - $218K
54.9K $2.12M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.68K
+ 7.67%
$85.48 - $98.39 $229K - $263K
37.6K $3.63M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.17%
$460.3 - $584.56 $2.3K - $2.92K
2.98K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
269
+ 6.88%
$333.64 - $405.2 $89.7K - $109K
4.18K $1.69M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.47K
+ 11.06%
$25.45 - $29.53 $165K - $191K
65K $1.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.74K
+ 25.26%
$73.43 - $80.37 $201K - $220K
13.6K $1.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
496
+ 1.67%
$83.76 - $91.82 $41.5K - $45.5K
30.2K $2.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.06K
+ 20.23%
$92.63 - $105.69 $191K - $218K
12.3K $1.28M
IEMG
Ishares Inc

ETFs
4.48K
+ 21.39%
$53.64 - $53.64 $240K - $240K
25.4K $1.36M
WMT
Walmart Inc.

Consumer Defensive
956
+ 8.49%
$66.91 - $81.4 $64K - $77.8K
12.2K $985K
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 5.27%
$191.76 - $263.26 $24.4K - $33.4K
2.54K $664K
AVGO
Broadcom Inc.

Technology
4.36K
+ 1102.78%
$136.27 - $1745.86 $594K - $7.6M
4.75K $819K
MCD
Mcdonalds Corp

Consumer Cyclical
91
+ 3.01%
$245.82 - $304.51 $22.4K - $27.7K
3.11K $948K
VTV
Vanguard Value ETF

ETFs
245
+ 2.6%
$159.75 - $174.57 $39.1K - $42.8K
9.67K $1.69M
JNJ
Johnson & Johnson

Healthcare
292
+ 3.79%
$145.48 - $167.38 $42.5K - $48.9K
7.99K $1.3M
IEFA
Ishares Tr

ETFs
941
+ 5.58%
$70.09 - $78.74 $66K - $74.1K
17.8K $1.39M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.05K
+ 7.47%
$75.63 - $84.89 $79K - $88.7K
15K $1.27M
CAT
Caterpillar Inc

Industrials
61
+ 2.88%
$316.8 - $391.12 $19.3K - $23.9K
2.18K $853K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.18K
+ 2.78%
$49.77 - $51.95 $58.9K - $61.5K
43.7K $2.27M
EMB
Ishares Tr

ETFs
845
+ 8.04%
$87.75 - $93.74 $74.1K - $79.2K
11.4K $1.06M
TT
Trane Technologies PLC

Industrials
171
+ 15.8%
$314.21 - $388.71 $53.7K - $66.5K
1.25K $487K
QUAL
Ishares Msci Usa Quality Facto

ETFs
269
+ 2.98%
$162.64 - $179.3 $43.8K - $48.2K
9.31K $1.67M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
703
+ 10.54%
$116.79 - $133.54 $82.1K - $93.9K
7.38K $972K
JPM
Jpmorgan Chase & CO

Financial Services
117
+ 1.03%
$194.9 - $224.8 $22.8K - $26.3K
11.5K $2.43M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
581
+ 8.71%
$113.45 - $126.18 $65.9K - $73.3K
7.26K $915K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.49K
+ 34.98%
$58.03 - $65.37 $86.3K - $97.2K
5.74K $371K
V
Visa Inc.

Financial Services
184
+ 3.59%
$253.74 - $291.56 $46.7K - $53.6K
5.31K $1.46M
ACN
Accenture PLC

Technology
73
+ 4.12%
$295.44 - $355.81 $21.6K - $26K
1.84K $651K
LOW
Lowes Companies Inc

Consumer Cyclical
70
+ 4.05%
$213.3 - $270.78 $14.9K - $19K
1.8K $487K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
937
+ 5.21%
$36.02 - $41.68 $33.8K - $39.1K
18.9K $780K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.83K
+ 16.35%
$32.04 - $37.11 $58.6K - $67.9K
13K $474K
PG
Procter & Gamble CO

Consumer Defensive
186
+ 2.28%
$160.76 - $177.82 $29.9K - $33.1K
8.33K $1.44M
Activity Summary
Buys All Purchases 126 New Holdings 5 Increased Positions 121 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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