Diversified Portfolios, Inc. Portfolio Holdings

Diversified Portfolios, Inc.

  • $778 Million
  • Q1 2025

Diversified Portfolios, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $778 Million distributed in 141 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 $119M, Blackrock Ultra Short Term Bon with a value of $57.3M, American Centy ETF Tr Avantis with a value of $48.9M, Dimensional ETF Tr Short Durat with a value of $39.2M, and Ishares Tr Fltg Rate Nt ETF with a value of $37.6M.

Examining the 13F form we can see an decrease of $66.7M in the current position value, from $844M to 778M.

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 $778 Million
ETFs: $753 Million
Technology: $7.18 Million
Financial Services: $6.64 Million
Consumer Cyclical: $4.21 Million
Healthcare: $3.25 Million
Industrials: $1.31 Million
Energy: $1.02 Million
Communication Services: $555,000
Other: $606,000

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 141
  • Current Value $778 Million
  • Prior Value $844 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Diversified Portfolios, Inc. Portfolio

Follow Diversified Portfolios, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email