
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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652,730 | -2,788 | $265,844 |
VOO | 652,730 | -2,788 | $265,844 |
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3,337,214 | -104,154 | $181,578 |
VEU | 3,337,214 | -104,154 | $181,578 |
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14,049,554 | UNCH | $154,375 |
COM | 14,049,554 | UNCH | $154,375 |
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12,351,501 | -286,612 | $131,088 |
COM | 12,351,501 | -286,612 | $131,088 |
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12,094,937 | UNCH | $128,868 |
COM | 12,094,937 | UNCH | $128,868 |
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6,492,252 | UNCH | $100,421 |
COM | 6,492,252 | UNCH | $100,421 |
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487,614 | +29,474 | $94,583 |
AAPL | 487,614 | +29,474 | $94,583 |
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148,679 | -21 | $94,563 |
COKE | 148,679 | -21 | $94,563 |
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186,207 | +5,789 | $82,542 |
SPY | 186,207 | +5,789 | $82,542 |
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376,389 | -1,799 | $56,018 |
VXF | 376,389 | -1,799 | $56,018 |
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140,351 | +9,409 | $47,795 |
MSFT | 140,351 | +9,409 | $47,795 |
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704,447 | -21,994 | $47,550 |
IEFA | 704,447 | -21,994 | $47,550 |
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553,594 | +14,865 | $33,337 |
KO | 553,594 | +14,865 | $33,337 |
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169,152 | -6,697 | $27,475 |
VIG | 169,152 | -6,697 | $27,475 |
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165,142 | +24,887 | $27,334 |
JNJ | 165,142 | +24,887 | $27,334 |
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227,583 | -4,223 | $27,242 |
GOOGL | 227,583 | -4,223 | $27,242 |
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205,155 | +9,276 | $26,744 |
AMZN | 205,155 | +9,276 | $26,744 |
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120,482 | +8,052 | $26,540 |
VTI | 120,482 | +8,052 | $26,540 |
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98,189 | +3,361 | $25,674 |
IJH | 98,189 | +3,361 | $25,674 |
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50,685 | -101 | $22,591 |
IVV | 50,685 | -101 | $22,591 |
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44,305 | -371 | $21,295 |
UNH | 44,305 | -371 | $21,295 |
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122,670 | -2,861 | $19,361 |
IWD | 122,670 | -2,861 | $19,361 |
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45,544 | +841 | $19,266 |
NVDA | 45,544 | +841 | $19,266 |
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79,122 | -4,305 | $18,790 |
V | 79,122 | -4,305 | $18,790 |
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87,952 | +31 | $17,366 |
VTHR | 87,952 | +31 | $17,366 |
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115,256 | +7,863 | $16,763 |
JPM | 115,256 | +7,863 | $16,763 |
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17,108 | -453 | $14,840 |
AVGO | 17,108 | -453 | $14,840 |
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5,761 | +23 | $14,364 |
AZO | 5,761 | +23 | $14,364 |
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142,930 | +22,903 | $14,000 |
AGG | 142,930 | +22,903 | $14,000 |
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$13,910 | ||
BRK.B | 37,755 | +2,683 | $12,874 |
BRK.A | 2 | UNCH | $1,036 |
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72,810 | +6,189 | $13,635 |
IWM | 72,810 | +6,189 | $13,635 |
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46,997 | -1,339 | $13,487 |
META | 46,997 | -1,339 | $13,487 |
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43,906 | +1,611 | $13,325 |
HCA | 43,906 | +1,611 | $13,325 |
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104,474 | +5,567 | $12,055 |
MRK | 104,474 | +5,567 | $12,055 |
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98,376 | +3,432 | $11,901 |
GOOG | 98,376 | +3,432 | $11,901 |
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71,312 | -736 | $10,821 |
PG | 71,312 | -736 | $10,821 |
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56,892 | +3,321 | $10,538 |
PEP | 56,892 | +3,321 | $10,538 |
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135,386 | +2,656 | $9,816 |
EFA | 135,386 | +2,656 | $9,816 |
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170,057 | -4,195 | $9,537 |
VXUS | 170,057 | -4,195 | $9,537 |
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42,246 | -901 | $9,535 |
LOW | 42,246 | -901 | $9,535 |
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88,272 | +580 | $9,467 |
XOM | 88,272 | +580 | $9,467 |
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16,674 | +581 | $9,370 |
NOW | 16,674 | +581 | $9,370 |
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22,551 | +2,593 | $8,869 |
MA | 22,551 | +2,593 | $8,869 |
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34,557 | -1,160 | $8,567 |
FDX | 34,557 | -1,160 | $8,567 |
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32,024 | +571 | $8,383 |
TSLA | 32,024 | +571 | $8,383 |
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51,381 | +5,022 | $8,085 |
CVX | 51,381 | +5,022 | $8,085 |
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23,286 | +1,418 | $8,038 |
AON | 23,286 | +1,418 | $8,038 |
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59,163 | +1,283 | $7,603 |
DXCM | 59,163 | +1,283 | $7,603 |
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37,272 | +404 | $7,172 |
ABC | 37,272 | +404 | $7,172 |
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97,629 | +28,276 | $7,130 |
IWR | 97,629 | +28,276 | $7,130 |
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 06/30/2023: $2,739,837 At 03/31/2023: $2,568,485 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 |