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Diversified, LLC

SEC CIK
0001841991
Latest filing
Nov 13, 2024

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 19, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
102
−12 vs. Q1 2022
Portfolio value
$241.0M
−$3.17M (−1.3%) vs. Q1 2022
Filed
Jul 19, 2022
SEC
Holdings of Diversified, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF276,064$19.7M8.2%+276,064New–
Schwab US Tips ETF808524870ETF337,806$18.8M7.8%+332,195+5,920.4%Added–
VanEck Semiconductor ETF92189F676ETF87,740$17.9M7.4%−2,250−2.5%Reduced–
iShares Tr464287556ISHARES BIOTECH151,133$17.8M7.4%+151,133New–
Schwab U.S. Large-Cap ETF808524201ETF388,436$17.3M7.2%+71,557+22.6%Added–
Global X FDS37954Y673US INFR DEV ETF738,327$16.8M7.0%+606,071+458.3%Added–
Schwab US Dividend Equity ETF808524797ETF150,662$10.8M4.5%+44,694+42.2%Added–
iShares Core S&P 500 ETF464287200ETF28,047$10.6M4.4%+13,694+95.4%Added–
Invesco Nasdaq 100 ETF46138G649ETF83,133$9.58M4.0%−99,112−54.4%Reduced–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF360,857$8.35M3.5%−67,527−15.8%Reduced–
AAPLApple Inc.Stock40,524$5.54M2.3%−320−0.8%ReducedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF69,105$5.00M2.1%+9,494+15.9%Added–
Vanguard Information Technology ETF92204A702ETF14,632$4.78M2.0%−1,622−10.0%Reduced–
iShares U.S. Medical Devices ETF464288810ETF89,400$4.51M1.9%−62,551−41.2%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF166,082$3.97M1.6%+51,452+44.9%Added–
SPDR Series Trust78464A201ST STR SP600GRWO51,008$3.60M1.5%+21,888+75.2%Added–
iShares Tr464287770U.S. FIN SVC ETF21,970$3.26M1.4%−4,172−16.0%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF44,180$3.19M1.3%−4,152−8.6%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF20,277$2.79M1.2%−1,467−6.7%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF82,570$2.60M1.1%+82,570New–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN36,003$2.52M1.0%−4,108−10.2%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF44,445$2.41M1.0%−5,157−10.4%Reduced–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM33,342$2.37M1.0%−4,687−12.3%Reduced–
MSFTMicrosoft CorpStock7,686$1.97M0.8%+192+2.6%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,884$1.97M0.8%−990−12.6%Reduced–
iShares Tr464288281JPMORGAN USD EMG21,853$1.86M0.8%−86−0.4%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF28,040$1.76M0.7%+15,108+116.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF24,217$1.70M0.7%−2,945−10.8%Reduced–
Vanguard S&P 500 ETF922908363ETF4,523$1.57M0.7%−476−9.5%Reduced–
LMTLockheed Martin CorpStock3,284$1.41M0.6%−66−2.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF4,390$1.23M0.5%−651−12.9%Reduced–
Siren ETF Tr829658301DIVCN LDRS ETF23,935$1.13M0.5%−1,900−7.4%Reduced–
GLDSPDR Gold TrustETF6,451$1.09M0.5%−371−5.4%ReducedHistory
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF8,873$1.01M0.4%−82−0.9%Reduced–
UNHUnitedHealth Group IncStock1,969$1.01M0.4%+1+0.1%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF19,620$962.0K0.4%+2,657+15.7%Added–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN20,577$941.0K0.4%−3,651−15.1%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF13,191$925.0K0.4%−2,329−15.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,783$902.0K0.4%+10.0%Added–
HDHome Depot, Inc.Stock3,223$884.0K0.4%−34−1.0%ReducedHistory
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN9,501$863.0K0.4%−1,115−10.5%Reduced–
AMZNAmazon Com IncStock7,340$780.0K0.3%+360+5.2%AddedConverted for a 20-for-1 splitHistory
EOSEaton Vance Enhanced Equity Income Fund IICOM46,566$754.0K0.3%−14,866−24.2%ReducedHistory
Vanguard Total World Stock ETF922042742ETF8,743$746.0K0.3%00.0%Unchanged–
GOOGLAlphabet Inc.Stock323$704.0K0.3%−39−10.8%ReducedHistory
BMEBlackRock Health Sciences TrustCOM16,211$687.0K0.3%+25+0.2%AddedHistory
JPMJPMorgan Chase & CoStock5,432$612.0K0.3%−188−3.3%ReducedHistory
Siren ETF Tr829658400DIVCN DIVD ETF18,184$609.0K0.3%−3,999−18.0%Reduced–
GOOGAlphabet Inc.Stock276$604.0K0.3%−3−1.1%ReducedHistory
VVisa Inc.Stock3,037$598.0K0.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock3,200$568.0K0.2%−95−2.9%ReducedHistory
ETJEaton Vance Risk-Managed Diversified Equity Income FundCOM65,144$546.0K0.2%−5,054−7.2%ReducedHistory
iShares Russell 2000 ETF464287655ETF3,180$538.0K0.2%+320+11.2%Added–
ABTAbbott LaboratoriesStock4,782$520.0K0.2%00.0%UnchangedHistory
Global X FDS37954Y483NASDAQ 100 COVER29,749$520.0K0.2%−8,065−21.3%Reduced–
PEPPepsiCo IncStock3,058$510.0K0.2%+10.0%AddedHistory
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS22,053$482.0K0.2%−4,925−18.3%ReducedHistory
PGProcter & Gamble CoStock3,301$475.0K0.2%+10.0%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF4,199$469.0K0.2%−3,457−45.2%Reduced–
ABBVAbbVie Inc.Stock2,898$444.0K0.2%−101−3.4%ReducedHistory
ACNAccenture plcStock1,557$432.0K0.2%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF8,710$427.0K0.2%−4,361−33.4%Reduced–
NKENIKE, Inc.Stock4,136$423.0K0.2%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM9,174$421.0K0.2%−304−3.2%ReducedHistory
DISWalt Disney CoStock4,436$419.0K0.2%−101−2.2%ReducedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH2,976$403.0K0.2%−430−12.6%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,296$399.0K0.2%−53−3.9%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock2,514$397.0K0.2%−175−6.5%ReducedHistory
METAMeta Platforms, Inc.Stock2,388$385.0K0.2%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF11,110$350.0K0.1%−3,487−23.9%Reduced–
CSCOCisco Systems, Inc.Stock7,892$337.0K0.1%−175−2.2%ReducedHistory
MRKMerck & Co., Inc.Stock3,651$333.0K0.1%−136−3.6%ReducedHistory
KOCoca Cola CoStock5,227$329.0K0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS4,303$323.0K0.1%−132−3.0%Reduced–
SBUXStarbucks CorpStock4,094$313.0K0.1%00.0%UnchangedHistory
EXCExelon CorpStock6,852$311.0K0.1%−122−1.7%ReducedHistory
ADMArcher-Daniels-Midland CoStock3,936$305.0K0.1%+2+0.1%AddedHistory
PFEPfizer IncStock5,797$304.0K0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF800$302.0K0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF1,374$300.0K0.1%−28−2.0%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF5,077$298.0K0.1%−152−2.9%Reduced–
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM21,340$288.0K0.1%+112+0.5%AddedHistory
ARK Innovation ETF00214Q104ETF7,082$282.0K0.1%+2,596+57.9%Added–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE3,634$282.0K0.1%−1,315−26.6%Reduced–
AZNAstraZeneca PLCSPONSORED ADR4,080$270.0K0.1%00.0%UnchangedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF1,972$251.0K0.1%−97−4.7%Reduced–
iShares Tr464287812US CONSM STAPLES1,290$251.0K0.1%+1+0.1%Added–
LLYEli Lilly & CoStock747$242.0K0.1%00.0%UnchangedHistory
ETBEaton Vance Tax-Managed Buy-Write Income FundCOM15,926$239.0K0.1%+92+0.6%AddedHistory
WisdomTree Tr97717X594ITL HDG QTLY DIV6,096$228.0K0.1%−343−5.3%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,275$225.0K0.1%00.0%Unchanged–
iShares Tr464287572GLOBAL 100 ETF3,441$220.0K0.1%−1,459−29.8%Reduced–
NVONovo Nordisk A SADR1,959$218.0K0.1%+5+0.3%AddedHistory
FDSFactset Research Systems IncStock561$216.0K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock1,748$213.0K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock4,136$210.0K0.1%+12+0.3%AddedHistory
iShares Tr464288802ESG OPTIMIZED2,535$205.0K0.1%+3+0.1%Added–
Innovator ETFs Trust45782C276GRWT100 PWR BUF4,776$205.0K0.1%−353−6.9%Reduced–
OHIOmega Healthcare Investors IncCOM7,237$204.0K0.1%+87+1.2%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,597$203.0K0.1%−386−19.5%Reduced–

Sold out since Q1 2022 (15)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Diversified, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
iShares Tr464287333GLOBAL FINLS ETF300,519$23.9M9.8%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF52,354$3.38M1.4%–
Invesco Exch Traded FD Tr II46138E511PFD ETF114,125$1.55M0.6%–
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP54,705$1.35M0.6%–
Listed FD Tr53656F714TRUESHARES STRUC9,305$291.0K0.1%–
ISRGIntuitive Surgical IncCOM NEW957$289.0K0.1%History
iShares Tr464288885EAFE GRWTH ETF2,890$278.0K0.1%–
AMATApplied Materials IncStock1,901$251.0K0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,334$240.0K0.1%–
CMCSAComcast CorpStock5,052$237.0K0.1%History
iShares Tr464288646ISHS 1-5YR INVS4,323$223.0K0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,813$219.0K0.1%–
Invesco S&P 500 Quality ETF46137V241ETF4,324$216.0K0.1%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF8,232$208.0K0.1%–
TROWPrice T Rowe Group IncStock1,364$206.0K0.1%History