
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
668,520 | +48,501 | $231,897 |
VOO | 668,520 | +48,501 | $231,897 |
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3,535,504 | -547,298 | $176,633 |
VEU | 3,535,504 | -547,298 | $176,633 |
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15,813,825 | -1,491,799 | $167,555 |
COM | 15,813,825 | -1,491,799 | $167,555 |
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15,769,116 | -1,383,003 | $139,922 |
COM | 15,769,116 | -1,383,003 | $139,922 |
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13,412,341 | UNCH | $126,265 |
COM | 13,412,341 | UNCH | $126,265 |
![]() |
7,946,534 | -355,117 | $103,091 |
COM | 7,946,534 | -355,117 | $103,091 |
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149,075 | +89 | $84,063 |
COKE | 149,075 | +89 | $84,063 |
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165,444 | +1,762 | $62,414 |
SPY | 165,444 | +1,762 | $62,414 |
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1,037,405 | -75,175 | $61,051 |
IEFA | 1,037,405 | -75,175 | $61,051 |
![]() |
3,738,120 | UNCH | $57,006 |
COM | 3,738,120 | UNCH | $57,006 |
![]() |
398,271 | +3,195 | $54,452 |
AAPL | 398,271 | +3,195 | $54,452 |
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337,369 | +742 | $44,229 |
VXF | 337,369 | +742 | $44,229 |
![]() |
525,361 | +127 | $33,050 |
KO | 525,361 | +127 | $33,050 |
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184,933 | -1,976 | $26,532 |
VIG | 184,933 | -1,976 | $26,532 |
![]() |
101,269 | -233 | $26,009 |
MSFT | 101,269 | -233 | $26,009 |
![]() |
10,647 | +1,005 | $23,203 |
GOOGL | 10,647 | +1,005 | $23,203 |
![]() |
97,119 | +8,199 | $21,971 |
IJH | 97,119 | +8,199 | $21,971 |
![]() |
107,704 | +6,218 | $20,315 |
VTI | 107,704 | +6,218 | $20,315 |
![]() |
39,243 | +103 | $20,156 |
UNH | 39,243 | +103 | $20,156 |
![]() |
111,283 | -6,073 | $19,754 |
JNJ | 111,283 | -6,073 | $19,754 |
![]() |
176,218 | +167,143 | $18,716 |
AMZN | 176,218 | +167,143 | $18,716 |
![]() |
127,838 | +15,933 | $18,533 |
IWD | 127,838 | +15,933 | $18,533 |
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78,467 | -2,585 | $15,449 |
V | 78,467 | -2,585 | $15,449 |
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89,110 | UNCH | $15,060 |
VTHR | 89,110 | UNCH | $15,060 |
![]() |
6,190 | +238 | $13,303 |
AZO | 6,190 | +238 | $13,303 |
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71,954 | +10,554 | $12,186 |
IWM | 71,954 | +10,554 | $12,186 |
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103,618 | +3,244 | $11,668 |
JPM | 103,618 | +3,244 | $11,668 |
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$11,510 | ||
BRK.B | 39,161 | +6,974 | $10,692 |
BRK.A | 2 | +1 | $818 |
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106,080 | -54,954 | $10,786 |
AGG | 106,080 | -54,954 | $10,786 |
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28,200 | +3,870 | $10,692 |
IVV | 28,200 | +3,870 | $10,692 |
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19,221 | -1,080 | $9,140 |
NOW | 19,221 | -1,080 | $9,140 |
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99,925 | -3,342 | $8,558 |
XOM | 99,925 | -3,342 | $8,558 |
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26,512 | +315 | $8,364 |
MA | 26,512 | +315 | $8,364 |
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48,411 | +2,301 | $8,136 |
HCA | 48,411 | +2,301 | $8,136 |
![]() |
16,703 | +1,031 | $8,114 |
AVGO | 16,703 | +1,031 | $8,114 |
![]() |
88,493 | -2,075 | $8,068 |
MRK | 88,493 | -2,075 | $8,068 |
![]() |
34,595 | -3,499 | $7,843 |
FDX | 34,595 | -3,499 | $7,843 |
![]() |
3,460 | +13 | $7,569 |
GOOG | 3,460 | +13 | $7,569 |
![]() |
44,034 | +2,910 | $7,414 |
CCI | 44,034 | +2,910 | $7,414 |
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50,021 | +3,604 | $7,193 |
PG | 50,021 | +3,604 | $7,193 |
![]() |
42,855 | -1,902 | $6,910 |
FB | 42,855 | -1,902 | $6,910 |
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160,214 | +3,587 | $6,832 |
CSCO | 160,214 | +3,587 | $6,832 |
![]() |
45,021 | -1,968 | $6,577 |
ADI | 45,021 | -1,968 | $6,577 |
![]() |
42,882 | +7,044 | $6,568 |
ABBV | 42,882 | +7,044 | $6,568 |
![]() |
9,656 | +49 | $6,503 |
TSLA | 9,656 | +49 | $6,503 |
![]() |
101,401 | -11,902 | $6,337 |
EFA | 101,401 | -11,902 | $6,337 |
![]() |
6,331,818 | -141,629 | $6,332 |
COM | 6,331,818 | -141,629 | $6,332 |
![]() |
73,964 | -31,932 | $6,265 |
SYY | 73,964 | -31,932 | $6,265 |
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44,324 | -8,688 | $6,144 |
AXP | 44,324 | -8,688 | $6,144 |
![]() |
69,035 | -10,278 | $6,142 |
FISV | 69,035 | -10,278 | $6,142 |
See Full List: All Stocks Held By Diversified Trust Co
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Diversified Trust Co
![]() At 06/30/2022: $2,386,651 At 03/31/2022: $2,864,958 Diversified Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Diversified Trust Co 13F filings. Link to 13F filings: SEC filings |