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Diversified, LLC

SEC CIK
0001841991
Latest filing
Nov 13, 2024

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 24, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
232
+54 vs. Q1 2024
Portfolio value
$851.1M
+$124.2M (+17.1%) vs. Q1 2024
Filed
Jul 24, 2024
SEC
Holdings of Diversified, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF3,904,509$250.9M29.5%+182,244+4.9%Added–
Schwab US Dividend Equity ETF808524797ETF1,183,519$92.0M10.8%+54,938+4.9%Added–
iShares Russell 2000 ETF464287655ETF301,434$61.2M7.2%+15,630+5.5%Added–
iShares Core S&P 500 ETF464287200ETF84,678$46.3M5.4%+4,672+5.8%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF534,944$45.8M5.4%+14,441+2.8%Added–
VanEck Semiconductor ETF92189F676ETF144,582$37.7M4.4%+5,208+3.7%Added–
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN704,061$33.1M3.9%+20,752+3.0%Added–
J P Morgan Exchange Traded F46641Q159INCOME ETF601,177$27.3M3.2%+21,215+3.7%Added–
Invesco Nasdaq 100 ETF46138G649ETF87,929$17.3M2.0%−966−1.1%Reduced–
Doubleline ETF Trust25861R303COMMERCIAL REAL258,663$13.3M1.6%+7,445+3.0%Added–
AAPLApple Inc.Stock61,608$13.0M1.5%+14,693+31.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF111,800$10.9M1.3%+106,452+1,990.5%Added–
NVDANVIDIA CorpStock60,521$7.48M0.9%+15,531+34.5%AddedConverted for a 10-for-1 splitHistory
MSFTMicrosoft CorpStock15,837$7.08M0.8%+3,337+26.7%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF82,585$6.47M0.8%+169+0.2%Added–
Vanguard Information Technology ETF92204A702ETF9,257$5.34M0.6%+229+2.5%Added–
XOMExxonMobil Holdings CorpCOM41,961$4.83M0.6%+7,948+23.4%AddedHistory
SPDR Series Trust78464A201ST STR SP600GRWO51,879$4.45M0.5%+278+0.5%Added–
LLYEli Lilly & CoStock3,949$3.58M0.4%+3,174+409.5%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW34,898$3.27M0.4%+34,898New–
iShares U.S. Medical Devices ETF464288810ETF55,739$3.12M0.4%−1,405−2.5%Reduced–
Schwab International Equity ETF808524805ETF75,790$2.91M0.3%+75,790New–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL37,984$2.91M0.3%+37,984New–
iShares Tr464288414NATIONAL MUN ETF26,951$2.87M0.3%+23,626+710.6%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF10,211$2.73M0.3%+8,665+560.5%Added–
GOOGLAlphabet Inc.Stock14,912$2.72M0.3%+7,776+109.0%AddedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN25,237$2.59M0.3%−147−0.6%Reduced–
BRK.BBerkshire Hathaway IncStock6,334$2.58M0.3%+3,201+102.2%AddedHistory
Invesco QQQ Trust Series I46090E103ETF5,365$2.57M0.3%+1,180+28.2%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF29,744$2.50M0.3%+410+1.4%Added–
Vanguard Index FDS922908652EXTEND MKT ETF14,599$2.46M0.3%+14,599New–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF13,382$2.44M0.3%−169−1.2%Reduced–
Vanguard Morningstar Growth ETF922908736ETF6,468$2.42M0.3%+478+8.0%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF31,138$2.38M0.3%−238−0.8%Reduced–
JPMJPMorgan Chase & CoStock11,397$2.31M0.3%+1,659+17.0%AddedHistory
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM19,848$2.26M0.3%−191−1.0%Reduced–
SOSouthern CoStock28,920$2.24M0.3%+539+1.9%AddedHistory
GOOGAlphabet Inc.Stock12,148$2.23M0.3%+7,921+187.4%AddedHistory
iShares Tr464287770U.S. FIN SVC ETF33,916$2.21M0.3%−152−0.4%Reduced–
iShares Tr46435G672CORE INTL AGGR42,563$2.12M0.2%+42,563New–
AMZNAmazon Com IncStock10,471$2.02M0.2%+2,899+38.3%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF18,377$1.91M0.2%+14,295+350.2%Added–
Schwab International Small-Cap Equity ETF808524888ETF49,327$1.76M0.2%+49,327New–
UNHUnitedHealth Group IncStock3,384$1.72M0.2%+388+13.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF3,372$1.69M0.2%+189+5.9%Added–
iShares Tr46434V647GLOBAL REIT ETF69,127$1.61M0.2%+69,127New–
Schwab Emerging Markets Equity ETF808524706ETF58,523$1.55M0.2%+58,523New–
iShares MSCI USA Quality Factor ETF46432F339ETF9,041$1.54M0.2%+465+5.4%Added–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF7,818$1.54M0.2%−227−2.8%Reduced–
METAMeta Platforms, Inc.Stock3,044$1.53M0.2%+1,498+96.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF9,429$1.51M0.2%+1,737+22.6%Added–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5032,316$1.48M0.2%−1,773−5.2%Reduced–
iShares Tr464288885EAFE GRWTH ETF13,646$1.40M0.2%+413+3.1%Added–
LMTLockheed Martin CorpStock2,978$1.39M0.2%+89+3.1%AddedHistory
VVisa Inc.Stock5,130$1.35M0.2%+1,410+37.9%AddedHistory
HDHome Depot, Inc.Stock3,911$1.35M0.2%+303+8.4%AddedHistory
PGProcter & Gamble CoStock8,145$1.34M0.2%+430+5.6%AddedHistory
iShares Tr464288802ESG OPTIMIZED11,561$1.30M0.2%+9,284+407.7%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF14,050$1.28M0.2%+17+0.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF16,852$1.22M0.1%+8,579+103.7%Added–
ABBVAbbVie Inc.Stock7,046$1.21M0.1%+782+12.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF23,516$1.16M0.1%+6,355+37.0%Added–
JNJJohnson & JohnsonStock7,702$1.13M0.1%+928+13.7%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF10,486$1.12M0.1%+474+4.7%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF20,942$1.12M0.1%+5,153+32.6%Added–
iShares Tr46435G516ESG AW MSCI EAFE13,998$1.10M0.1%+13,998New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF15,608$1.06M0.1%−211−1.3%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF10,195$1.03M0.1%+10,195New–
MRKMerck & Co., Inc.Stock8,112$1.00M0.1%+1,750+27.5%AddedHistory
iShares Tr464288588MBS ETF10,611$974.2K0.1%+764+7.8%Added–
CEGConstellation Energy CorpStock4,804$962.1K0.1%+1,823+61.2%AddedHistory
PEPPepsiCo IncStock5,689$938.4K0.1%+522+10.1%AddedHistory
iShares Tr464288281JPMORGAN USD EMG10,510$929.9K0.1%+10,510New–
iShares Core S&P Mid-Cap ETF464287507ETF15,130$885.4K0.1%+15,130New–
NVONovo Nordisk A SADR6,123$874.0K0.1%+509+9.1%AddedHistory
CVXChevron CorpStock5,490$858.8K0.1%+1,221+28.6%AddedHistory
iShares Core S&P U.S. Growth ETF464287671ETF6,672$850.5K0.1%+6,672New–
iShares Russell 1000 Growth ETF464287614ETF2,326$847.7K0.1%+118+5.3%Added–
ETF Ser Solutions26922A222APTUS COLLRD INV21,802$820.4K0.1%−3,499−13.8%Reduced–
Nushares ETF Tr67092P870NUVEEN ESG US37,596$820.3K0.1%+37,596New–
KOCoca Cola CoStock12,694$808.0K0.1%+2,334+22.5%AddedHistory
BACBank of America CorpStock20,251$805.4K0.1%+8,329+69.9%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF10,855$804.1K0.1%+10,855New–
iShares Tr46435G425ESG AWR MSCI USA6,674$796.3K0.1%+6,674New–
MCDMcDonalds CorpStock3,023$770.4K0.1%+121+4.2%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,193$765.3K0.1%+1,109+36.0%Added–
WMTWalmart Inc.Stock11,254$762.0K0.1%+500+4.6%AddedHistory
First Tr Exchange-Traded FD336917109SHS19,398$735.8K0.1%00.0%Unchanged–
IBMInternational Business Machines CorpStock4,181$723.2K0.1%+2,616+167.2%AddedHistory
Siren ETF Tr829658301DIVCN LDRS ETF11,230$714.8K0.1%−183−1.6%Reduced–
CATCaterpillar IncStock2,120$706.2K0.1%+72+3.5%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF17,974$677.1K0.1%+1,632+10.0%Added–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF14,447$673.4K0.1%+14,447New–
PFEPfizer IncStock23,962$670.5K0.1%−117−0.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,943$665.7K0.1%−122−4.0%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF8,232$659.6K0.1%+5+0.1%Added–
GLDSPDR Gold TrustETF3,008$646.7K0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF16,866$640.1K0.1%+16,866New–
AVGOBroadcom Inc.Stock395$634.2K0.1%+395NewHistory
MMM3M CoStock6,170$630.5K0.1%+6,170NewHistory

Sold out since Q1 2024 (9)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Diversified, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,485$229.6K<0.1%–
HSYHershey CoCOM1,178$229.0K<0.1%History
BMYBristol Myers Squibb CoStock4,197$227.6K<0.1%History
BABoeing CoStock1,171$226.0K<0.1%History
ADMArcher-Daniels-Midland CoStock3,474$218.2K<0.1%History
First Tr Exchange-Traded FD33734H106SHS5,158$217.8K<0.1%–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW7,108$211.7K<0.1%–
First Tr Exchange Traded FD33738R100MULTI ASSET DI12,941$204.3K<0.1%–
ETBEaton Vance Tax-Managed Buy-Write Income FundCOM10,127$138.2K<0.1%History