Diversified Portfolios, Inc. Portfolio Holdings

Diversified Portfolios, Inc.

  • $844 Million
  • Q4 2024

Diversified Portfolios, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $844 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $121M, Berkshire Hathaway Inc with a value of $68.1M, Blackrock Ultra Short Term Bon with a value of $55.1M, American Centy ETF Tr Avantis with a value of $41.4M, and Ishares Tr Fltg Rate Nt ETF with a value of $32.6M.

Examining the 13F form we can see an increase of $7.66M in the current position value, from $837M to 844M.

Diversified Portfolios, Inc. is based out at Bloomfield Hills, MI

Below you can find more details about Diversified Portfolios, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $844 Million
ETFs: $747 Million
Financial Services: $72.5 Million
Technology: $11.5 Million
Consumer Cyclical: $5.08 Million
Healthcare: $3.31 Million
Industrials: $1.6 Million
Communication Services: $1.02 Million
Energy: $933,000
Other: $784,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $844 Million
  • Prior Value $837 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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