All Stocks Held By Diversified LLC

As of 03/31/2024, we find all stocks held by Diversified LLC to be as follows, presented in the table below with each row detailing each Diversified LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Diversified LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Diversified LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SCHWAB STRATEGIC TR	3,722,265	+1,539,781	$231,004
SCHX	3,722,265	+1,539,781	$231,004
SCHWAB STRATEGIC TR	1,128,581	+938,356	$90,997
SCHD	1,128,581	+938,356	$90,997
ISHARES TR (IWM)	285,804	+279,016	$60,105
IWM	285,804	+279,016	$60,105
SELECT SECTOR SPDR TR (XLC)	520,503	+38	$42,504
XLC	520,503	+38	$42,504
ISHARES TR (IVV)	80,006	+27,672	$42,062
IVV	80,006	+27,672	$42,062
BONDBLOXX ETF TRUST (XSVN)	683,309	+49,331	$32,437
XSVN	683,309	+49,331	$32,437
VANECK ETF TRUST (SMH)	139,374	-28,861	$31,358
SMH	139,374	-28,861	$31,358
J P MORGAN EXCHANGE TRADED F (JPIE)	579,962	+194,911	$26,423
JPIE	579,962	+194,911	$26,423
INVESCO EXCH TRADED FD TR II (QQQM)	88,895	-173,428	$16,240
QQQM	88,895	-173,428	$16,240
DOUBLELINE ETF TRUST (DCMB)	251,218	+12,997	$12,875
DCMB	251,218	+12,997	$12,875
APPLE INC	46,915	-411	$8,045
AAPL	46,915	-411	$8,045
SPDR SER TR (SLYV)	82,416	-2,130	$6,838
SLYV	82,416	-2,130	$6,838
MICROSOFT CORP	12,500	-232	$5,259
MSFT	12,500	-232	$5,259
VANGUARD WORLD FD (VGT)	9,028	-1	$4,734
VGT	9,028	-1	$4,734
SPDR SER TR (SLYG)	51,601	-15,068	$4,501
SLYG	51,601	-15,068	$4,501
NVIDIA CORPORATION	4,499	-108	$4,065
NVDA	4,499	-108	$4,065
EXXON MOBIL CORP	34,013	-1,075	$3,954
XOM	34,013	-1,075	$3,954
ISHARES TR (IHI)	57,144	-1,103	$3,348
IHI	57,144	-1,103	$3,348
INVESCO EXCHANGE TRADED FD T (PPA)	25,384	-267	$2,578
PPA	25,384	-267	$2,578
SELECT SECTOR SPDR TR (XLY)	13,551	-305	$2,492
XLY	13,551	-305	$2,492
ISHARES TR (USMV)	29,334	-1,661	$2,452
USMV	29,334	-1,661	$2,452
SELECT SECTOR SPDR TR (XLP)	31,376	-1,064	$2,396
XLP	31,376	-1,064	$2,396
INVESCO EXCHANGE TRADED FD T (XMMO)	20,039	-848	$2,302
XMMO	20,039	-848	$2,302
ISHARES TR (IYG)	34,068	+22,108	$2,259
IYG	34,068	+22,108	$2,259
VANGUARD INDEX FDS (VUG)	5,990	+100	$2,062
VUG	5,990	+100	$2,062
SOUTHERN CO	28,381	+14	$2,036
SO	28,381	+14	$2,036
JPMORGAN CHASE & CO	9,738	+666	$1,951
JPM	9,738	+666	$1,951
INVESCO QQQ TR	4,185	-67	$1,858
QQQ	4,185	-67	$1,858
FIRST TR NASDAQ 100 TECH IND (QTEC)	8,045	-248	$1,534
QTEC	8,045	-248	$1,534
VANGUARD INDEX FDS (VOO)	3,183	+19	$1,530
VOO	3,183	+19	$1,530
UNITEDHEALTH GROUP INC	2,996	+117	$1,482
UNH	2,996	+117	$1,482
INVESCO EXCHANGE TRADED FD T (XLG)	34,089	-259	$1,436
XLG	34,089	-259	$1,436
ISHARES TR (QUAL)	8,576	+424	$1,410
QUAL	8,576	+424	$1,410
HOME DEPOT INC	3,608	+316	$1,384
HD	3,608	+316	$1,384
ISHARES TR (EFG)	13,233	+528	$1,373
EFG	13,233	+528	$1,373
AMAZON COM INC	7,572	-222	$1,366
AMZN	7,572	-222	$1,366
SELECT SECTOR SPDR TR (XLE)	14,033	-143	$1,325
XLE	14,033	-143	$1,325
BERKSHIRE HATHAWAY INC DEL			$1,317
BRK.B	3,133	+252	$1,317
LOCKHEED MARTIN CORP	2,889	+75	$1,314
LMT	2,889	+75	$1,314
VANGUARD INDEX FDS (VTV)	7,692	-354	$1,253
VTV	7,692	-354	$1,253
PROCTER AND GAMBLE CO	7,715	+504	$1,252
PG	7,715	+504	$1,252
ABBVIE INC	6,264	+152	$1,141
ABBV	6,264	+152	$1,141
ISHARES TR (LQD)	10,012	+1,418	$1,091
LQD	10,012	+1,418	$1,091
ALPHABET INC	7,136	+430	$1,077
GOOGL	7,136	+430	$1,077
JOHNSON & JOHNSON	6,774	+305	$1,072
JNJ	6,774	+305	$1,072
SELECT SECTOR SPDR TR (XLU)	15,819	-270	$1,039
XLU	15,819	-270	$1,039
VISA INC	3,720	+359	$1,038
V	3,720	+359	$1,038
ETF SER SOLUTIONS (ACIO)	25,301	-17,662	$912
ACIO	25,301	-17,662	$912
ISHARES TR (MBB)	9,847	+1,436	$910
MBB	9,847	+1,436	$910
PEPSICO INC	5,167	+502	$904
PEP	5,167	+502	$904
VANGUARD TAX MANAGED FDS (VEA)	17,161	+4,316	$861
VEA	17,161	+4,316	$861
MERCK & CO INC	6,362	+98	$839
MRK	6,362	+98	$839
MCDONALDS CORP	2,902	+398	$818
MCD	2,902	+398	$818
ISHARES INC (IEMG)	15,789	+1,299	$815
IEMG	15,789	+1,299	$815
DISNEY WALT CO	6,647	+600	$813
DIS	6,647	+600	$813
SIREN ETF TR (LEAD)	11,413	+12	$754
LEAD	11,413	+12	$754
META PLATFORMS INC	1,546	-372	$751
META	1,546	-372	$751
CATERPILLAR INC	2,048	+190	$750
CAT	2,048	+190	$750
FIRST TR MORNINGSTAR DIVID L (FDL)	19,398	+174	$746
FDL	19,398	+174	$746
ISHARES TR (IWF)	2,208	+116	$744
IWF	2,208	+116	$744
NOVO NORDISK A S	5,614	+617	$721
NVO	5,614	+617	$721
CHEVRON CORP NEW	4,269	+194	$673
CVX	4,269	+194	$673
PFIZER INC	24,079	+601	$668
PFE	24,079	+601	$668
WALMART INC	10,754	+7,696	$647
WMT	10,754	+7,696	$647
ALPHABET INC	4,227	-640	$644
GOOG	4,227	-640	$644
SELECT SECTOR SPDR TR (XLK)	3,065	-2	$638
XLK	3,065	-2	$638
COCA COLA CO	10,360	+2,158	$634
KO	10,360	+2,158	$634
VANGUARD WORLD FD (VDC)	3,097	+1	$632
VDC	3,097	+1	$632
SPDR GOLD TR (GLD)	3,008	+2	$619
GLD	3,008	+2	$619
ISHARES TR (IEFA)	8,273	+301	$614
IEFA	8,273	+301	$614
PROSHARES TR (NOBL)	6,027	UNCH	$611
NOBL	6,027	UNCH	$611
ELI LILLY & CO	775	-186	$603
LLY	775	-186	$603
SPDR SER TR (SPYG)	8,227	+4,494	$602
SPYG	8,227	+4,494	$602
PNC FINL SVCS GROUP INC	3,692	-22	$597
PNC	3,692	-22	$597
VANGUARD INDEX FDS (VBR)	3,084	+55	$592
VBR	3,084	+55	$592
SPDR INDEX SHS FDS (SPEM)	16,342	+2,732	$591
SPEM	16,342	+2,732	$591
PARKER HANNIFIN CORP	1,008	+103	$560
PH	1,008	+103	$560
CONSTELLATION ENERGY CORP	2,981	+61	$551
CEG	2,981	+61	$551
SPDR SER TR (SPYV)	10,997	+10,997	$551
SPYV	10,997	+10,997	$551
THERMO FISHER SCIENTIFIC INC	939	+157	$546
TMO	939	+157	$546
SPDR S&P 500 ETF TR (SPY)	1,030	-254	$539
SPY	1,030	-254	$539
FIRST TR EXCHANGE TRADED FD (FTCS)	6,275	+6,275	$537
FTCS	6,275	+6,275	$537
GLOBAL X FDS	13,435	-290	$535
PAVE	13,435	-290	$535
ISHARES TR (AGG)	5,348	-862	$524
AGG	5,348	-862	$524
COMCAST CORP NEW	11,910	+217	$516
CMCSA	11,910	+217	$516
SPDR DOW JONES INDL AVERAGE (DIA)	1,283	+3	$510
DIA	1,283	+3	$510
ACCENTURE PLC IRELAND	1,469	-18	$509
ACN	1,469	-18	$509
DUPONT DE NEMOURS INC	6,505	-97	$499
DD	6,505	-97	$499
BLACKROCK HEALTH SCIENCES TR	11,855	+30	$491
BME	11,855	+30	$491
NEXTERA ENERGY INC	7,620	-231	$487
NEE	7,620	-231	$487
VERIZON COMMUNICATIONS INC	11,452	+1,153	$481
VZ	11,452	+1,153	$481
TEXAS INSTRS INC	2,718	+25	$474
TXN	2,718	+25	$474
ABBOTT LABS	4,010	-94	$456
ABT	4,010	-94	$456
CSX CORP	12,210	+679	$453
CSX	12,210	+679	$453
BANK AMERICA CORP	11,922	-582	$452
BAC	11,922	-582	$452
ISHARES TR (DSI)	4,082	+25	$412
DSI	4,082	+25	$412
VANGUARD INDEX FDS (VTI)	1,546	+1,546	$402
VTI	1,546	+1,546	$402
ESSENTIAL UTILS INC	10,821	-839	$401
WTRG	10,821	-839	$401
AMGEN INC	1,391	+203	$396
AMGN	1,391	+203	$396
CISCO SYS INC	7,897	-860	$394
CSCO	7,897	-860	$394
AMERICAN WTR WKS CO INC NEW	3,195	+648	$390
AWK	3,195	+648	$390
AMERICAN EXPRESS CO	1,696	+49	$386
AXP	1,696	+49	$386
INVESCO EXCHANGE TRADED FD T (IGPT)	8,457	+8,457	$383
IGPT	8,457	+8,457	$383
STARBUCKS CORP	4,095	+500	$374
SBUX	4,095	+500	$374
ISHARES TR (SHYG)	8,760	+3,002	$373
SHYG	8,760	+3,002	$373
FIRST TR EXCHANGE TRADED FD (FBT)	2,410	-120	$371
FBT	2,410	-120	$371
DEERE & CO	888	+163	$365
DE	888	+163	$365
VANGUARD INDEX FDS (VOE)	2,308	+100	$360
VOE	2,308	+100	$360
ISHARES TR (MUB)	3,325	-680	$358
MUB	3,325	-680	$358
WISDOMTREE TR	10,874	+355	$355
DES	10,874	+355	$355
SELECT SECTOR SPDR TR (XLF)	8,312	UNCH	$350
XLF	8,312	UNCH	$350
WELLS FARGO CO NEW	6,020	-2	$349
WFC	6,020	-2	$349
DOW INC	5,992	UNCH	$347
DOW	5,992	UNCH	$347
NIKE INC	3,643	-45	$342
NKE	3,643	-45	$342
FIRST TR EXCH TRADED FD III (FPE)	19,668	+7,940	$341
FPE	19,668	+7,940	$341
KEYSIGHT TECHNOLOGIES INC	2,181	UNCH	$341
KEYS	2,181	UNCH	$341
ORACLE CORP	2,677	+80	$336
ORCL	2,677	+80	$336
SPDR SER TR (SPYD)	8,184	+8,184	$333
SPYD	8,184	+8,184	$333
LOWES COS INC	1,284	-14	$327
LOW	1,284	-14	$327
INVESCO EXCHANGE TRADED FD T (PJP)	4,050	+1	$325
PJP	4,050	+1	$325
APPLIED MATLS INC	1,549	+242	$320
AMAT	1,549	+242	$320
NUVEEN NASDAQ 100 DYNAMIC OV	13,264	+70	$320
QQQX	13,264	+70	$320
ILLINOIS TOOL WKS INC	1,154	UNCH	$310
ITW	1,154	UNCH	$310
GARTNER INC	634	UNCH	$302
IT	634	UNCH	$302
INTERNATIONAL BUSINESS MACHS	1,565	+284	$299
IBM	1,565	+284	$299
FIRST TR EXCHANGE TRADED FD (FDN)	1,443	-116	$296
FDN	1,443	-116	$296
PHILLIPS 66	1,804	+17	$295
PSX	1,804	+17	$295
ISHARES TR (VLUE)	2,573	+53	$279
VLUE	2,573	+53	$279
STRYKER CORPORATION	776	-75	$278
SYK	776	-75	$278
CONOCOPHILLIPS	2,176	+322	$277
COP	2,176	+322	$277
EXELON CORP	7,370	-1,167	$277
EXC	7,370	-1,167	$277
INTUITIVE SURGICAL INC	695	+42	$277
ISRG	695	+42	$277
TAIWAN SEMICONDUCTOR MFG LTD	2,034	+111	$277
TSM	2,034	+111	$277
AT&T INC	15,505	+2,628	$273
T	15,505	+2,628	$273
VANGUARD INTL EQUITY INDEX F (VWO)	6,512	+1,086	$272
VWO	6,512	+1,086	$272
EATON CORP PLC	864	+11	$270
ETN	864	+11	$270
EATON VANCE ENHANCED EQUITY	13,352	-85	$269
EOS	13,352	-85	$269
ASTRAZENECA PLC	3,839	-367	$260
AZN	3,839	-367	$260
WISDOMTREE TR	5,300	+855	$258
DON	5,300	+855	$258
FIRST TR EXCHANGE TRADED FD (HYLS)	6,185	UNCH	$255
HYLS	6,185	UNCH	$255
ISHARES TR (SUSA)	2,277	-117	$249
SUSA	2,277	-117	$249
CAMPBELL SOUP CO	5,590	+24	$248
CPB	5,590	+24	$248
ISHARES TR (IQLT)	6,216	+6,216	$247
IQLT	6,216	+6,216	$247
ONEOK INC NEW	3,080	+25	$247
OKE	3,080	+25	$247
ISHARES TR (IVW)	2,890	+1	$244
IVW	2,890	+1	$244
TESLA INC	1,386	+85	$244
TSLA	1,386	+85	$244
FACTSET RESH SYS INC	531	+56	$241
FDS	531	+56	$241
QUANTA SVCS INC	907	+907	$236
PWR	907	+907	$236
EATON VANCE TAX MANAGED BUY	18,168	+79	$235
ETV	18,168	+79	$235
INTEL CORP	5,322	+550	$235
INTC	5,322	+550	$235
ISHARES TR (HYG)	3,009	+3,009	$234
HYG	3,009	+3,009	$234
INVESCO EXCH TRADED FD TR II (SPLV)	3,485	+3,485	$230
SPLV	3,485	+3,485	$230
HERSHEY CO	1,178	+5	$229
HSY	1,178	+5	$229
BRISTOL MYERS SQUIBB CO	4,197	+4,197	$228
BMY	4,197	+4,197	$228
SPDR SER TR (SPTI)	8,072	+8,072	$227
SPTI	8,072	+8,072	$227
BOEING CO	1,171	-30	$226
BA	1,171	-30	$226
SPDR SER TR (SPSM)	5,218	+5,218	$225
SPSM	5,218	+5,218	$225
SPDR SER TR (SPMB)	10,288	+10,288	$223
SPMB	10,288	+10,288	$223
BLACKROCK INC	267	+3	$222
BLK	267	+3	$222
ISHARES TR (IYK)	3,281	+2,187	$222
IYK	3,281	+2,187	$222
ARCHER DANIELS MIDLAND CO	3,474	+55	$218
ADM	3,474	+55	$218
FIRST TR VALUE LINE DIVID IN (FVD)	5,158	+5,158	$218
FVD	5,158	+5,158	$218
SPDR INDEX SHS FDS (SPEU)	5,124	+5,124	$216
SPEU	5,124	+5,124	$216
SPDR SER TR (SPIB)	6,573	+6,573	$215
SPIB	6,573	+6,573	$215
MASTERCARD INCORPORATED	443	+443	$213
MA	443	+443	$213
LEGG MASON ETF INVT (LVHI)	7,108	+7,108	$212
LVHI	7,108	+7,108	$212
UNITED PARCEL SERVICE INC	1,421	+11	$211
UPS	1,421	+11	$211
ALTRIA GROUP INC	4,783	+4,783	$209
MO	4,783	+4,783	$209
PROGRESSIVE CORP	1,011	+1,011	$209
PGR	1,011	+1,011	$209
NUSHARES ETF TR (NULG)	2,723	+2,723	$208
NULG	2,723	+2,723	$208
AUTOMATIC DATA PROCESSING IN	825	+825	$206
ADP	825	+825	$206
ADOBE INC	406	+406	$205
ADBE	406	+406	$205
SALESFORCE INC	676	+676	$204
CRM	676	+676	$204
FIRST TR EXCHANGE TRADED FD (MDIV)	12,941	+12,941	$204
MDIV	12,941	+12,941	$204
ARBOR REALTY TRUST INC	14,280	UNCH	$189
ABR	14,280	UNCH	$189
EATON VANCE TAX MANAGED GLOB	22,854	-712	$187
ETW	22,854	-712	$187
EATON VANCE TAX MNGED BUY WR	10,127	+10,127	$138
ETB	10,127	+10,127	$138
EATON VANCE RISK MANAGED DIV	15,078	+151	$126
ETJ	15,078	+151	$126
ISHARES TR			$0 (exited)
IDEV	0	-3,727	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
PSJ	0	-8,457	$0
ROCKWELL AUTOMATION INC			$0 (exited)
ROK	0	-822	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHG	0	-2,910	$0
SCHWAB STRATEGIC TR	0	-3,168	$0 (exited)
SCHV	0	-3,168	$0

See Summary: Diversified LLC Top Holdings
See Details: Top 10 Stocks Held By Diversified LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
SPYV	+10,997	+$551
FTCS	+6,275	+$537
VTI	+1,546	+$402
IGPT	+8,457	+$383
SPYD	+8,184	+$333
IQLT	+6,216	+$247
PWR	+907	+$236
HYG	+3,009	+$234
SPLV	+3,485	+$230
BMY	+4,197	+$228

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PSJ	-8,457	-$276
ROK	-822	-$255
SCHG	-2,910	-$241
IDEV	-3,727	-$237
SCHV	-3,168	-$222

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SCHX	+1,539,781	+$107,912
SCHD	+938,356	+$76,515
IWM	+279,016	+$58,743
JPIE	+194,911	+$8,861
XSVN	+49,331	+$1,784
IVV	+27,672	+$17,066
IYG	+22,108	+$116
DCMB	+12,997	+$751
FPE	+7,940	+$143
WMT	+7,696	+$165

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
QQQM	-173,428	-$27,972
SMH	-28,861	+$1,939
ACIO	-17,662	-$513
SLYG	-15,068	-$1,075
SLYV	-2,130	-$206
USMV	-1,661	+$33
EXC	-1,167	-$29
IHI	-1,103	+$204
XOM	-1,075	+$446

Diversified LLC Info

Size ($ in 1000's)
At 03/31/2024: $726,998
At 12/31/2023: $461,843

Diversified LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Diversified LLC 13F filings. Link to 13F filings: SEC filings

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