Fund Holdings — Diversified Enterprises, LLC

Total Portfolio Value
$1.68B
Total Bought
$195.20M
Total Sold
$12.09M
Net Transaction
+$183.11M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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SCHWAB STRATEGIC TR16,481,20616,962,165+480,959434,115456,45227.15%+22,337
VANGUARD SPECIALIZED FUNDS640,291665,052+24,761138,168146,1658.69%+7,997
NVIDIA CORPORATION(NVDA)88,475127,604+39,12916,50823,7981.42%+7,290
APPLE INC(AAPL)83,924102,542+18,61821,37027,8771.66%+6,507
ETF SER SOLUTIONS
APTUS COLLRD INV
791,515923,017+131,50234,37640,3362.40%+5,960
ALPHABET INC(GOOG)22,54235,478+12,9365,48011,1050.66%+5,625
VANECK ETF TRUST
SEMICONDUCTR ETF
179,770177,986-1,78458,67064,0983.81%+5,429
HARBOR ETF TRUST
INTERNATNAL COMP
2,533,4622,653,732+120,27074,91480,2754.77%+5,361
MICROSOFT CORP(MSFT)24,93336,572+11,63912,91417,6871.05%+4,773
FS KKR CAP CORP(FSK)0318,098+318,09804,7110.28%+4,711
AMAZON COM INC(AMZN)22,28640,126+17,8404,8939,2620.55%+4,369
ELI LILLY & CO(LLY)4,6155,612+9973,5216,0310.36%+2,510
ALPHABET INC(GOOG)14,98519,445+4,4603,6506,1020.36%+2,452
VANGUARD TAX-MANAGED FDS74,976108,382+33,4064,4936,7710.40%+2,278
EXXON MOBIL CORP35,19450,225+15,0313,9686,0440.36%+2,076
JPMORGAN CHASE & CO.(JPM)22,04027,636+5,5966,9528,9050.53%+1,953
SPDR SERIES TRUST
ST STR SP600GRWO
499,189519,004+19,81547,07948,8852.91%+1,806
BROADCOM INC(AVGO)7,85512,672+4,8172,5914,3860.26%+1,794
SCHWAB STRATEGIC TR1,561,5461,655,942+94,39642,08443,8662.61%+1,782
META PLATFORMS INC(META)4,5857,676+3,0913,3675,0670.30%+1,699
WESCO INTL INC(WCC)06,935+6,93501,6970.10%+1,697
ISHARES TR91,999107,220+15,2219,79711,4840.68%+1,687
ISHARES TR
0-5YR HI YL CP
8,73747,124+38,3873782,0200.12%+1,642
MASTERCARD INCORPORATED(MA)1,8824,673+2,7911,0712,6680.16%+1,597
TESLA INC(TSLA)3,6717,116+3,4451,6333,2000.19%+1,568
VANGUARD INDEX FDS27,79334,546+6,7535,1836,5980.39%+1,415
WALMART INC(WMT)18,47129,323+10,8521,9043,2670.19%+1,363
VISA INC(V)8,62712,071+3,4442,9454,2330.25%+1,288
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
87,42098,415+10,9957,8139,0840.54%+1,271
INTUITIVE SURGICAL INC4,3122,746-1,5663171,5550.09%+1,238
COSTCO WHSL CORP NEW(COST)7392,199+1,4606841,8960.11%+1,212
SCHWAB STRATEGIC TR113,292147,374+34,0823,6154,8070.29%+1,192
BERKSHIRE HATHAWAY INC DEL8,09510,380+2,2854,0705,2180.31%+1,148
QUANTA SVCS INC2,7215,341+2,6201,1282,2540.13%+1,127
VANGUARD INDEX FDS12,49114,573+2,0825,9917,1090.42%+1,119
ETF SER SOLUTIONS
APTUS DEFINED
1,676,3241,736,566+60,24248,32849,4402.94%+1,112
T-MOBILE US INC(TMUS)1,0196,490+5,4712441,3180.08%+1,074
ETF SER SOLUTIONS
OPUS SML CP VL
1,701,8301,784,832+83,00265,06166,0923.93%+1,031
CISCO SYS INC(CSCO)13,40625,063+11,6579171,9310.11%+1,013
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VAL
25,37347,484+22,1119871,9710.12%+984
CAPITAL ONE FINL CORP(COF)1,7835,472+3,6893791,3260.08%+947
SEI EXCHANGE TRADED FUNDS
QIM US LARGE CAP
22,09842,188+20,0901,0031,9460.12%+943
THERMO FISHER SCIENTIFIC INC(TMO)1,4112,803+1,3926841,6240.10%+940
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
73,48580,311+6,8268,8559,7780.58%+923
HCA HEALTHCARE INC(HCA)6662,545+1,8792841,1880.07%+904
J P MORGAN EXCHANGE TRADED F
INCOME ETF
738,494759,765+21,27134,27335,1702.09%+896
ENERGY TRANSFER L P(ET)053,923+53,92308890.05%+889
MCDONALDS CORP(MCD)4,1076,896+2,7891,2482,1080.13%+860
CINTAS CORP(CTAS)1,2565,923+4,6672581,1140.07%+856
ADVANCED MICRO DEVICES INC(AMD)2,0345,449+3,4153291,1670.07%+838
FS SPECIALTY LENDING FD(FSSL)059,187+59,18708370.05%+837
FS CREDIT OPPORTUNITIES CORP(FSCO)0131,965+131,96508310.05%+831
SCHWAB STRATEGIC TR94,302120,722+26,4202,7453,5750.21%+829
ISHARES TR
CORE MSCI EAFE
36,94145,045+8,1043,2254,0300.24%+804
SALESFORCE INC(CRM)1,4264,262+2,8363381,1290.07%+791
VANGUARD INTL EQUITY INDEX F27,92942,810+14,8811,5132,3010.14%+788
VANECK ETF TRUST
HIGH YLD MUNIETF
16,31331,606+15,2938301,6160.10%+785
TJX COS INC NEW(TJX)3,9328,804+4,8725681,3520.08%+784
SCHWAB STRATEGIC TR161,914189,388+27,4743,7694,5530.27%+784
VANGUARD BD INDEX FDS18,44328,908+10,4651,3722,1410.13%+770
ABBVIE INC(ABBV)9,50512,983+3,4782,2012,9670.18%+766
ASML HOLDING N V
N Y REGISTRY SHS
3601,039+6793491,1120.07%+763
BANK AMERICA CORP27,99839,685+11,6871,4442,1830.13%+738
VERTEX PHARMACEUTICALS INC(VRTX)01,607+1,60707290.04%+729
INTEL CORP(INTC)019,496+19,49607190.04%+719
SYNOPSYS INC(SNPS)01,511+1,51107100.04%+710
CATERPILLAR INC(CAT)2,9033,646+7431,3852,0890.12%+704
PALO ALTO NETWORKS INC(PANW)03,699+3,69906810.04%+681
AMPHENOL CORP NEW05,027+5,02706790.04%+679
SCHWAB STRATEGIC TR29,22352,155+22,9328151,4850.09%+670
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,0496,845+1,7961,4102,0800.12%+670
ISHARES TR171,245178,432+7,18717,16717,8221.06%+654
ISHARES TR06,784+6,78406530.04%+653
LINDE PLC(LIN)5592,139+1,5802669120.05%+646
EOG RES INC(EOG)06,066+6,06606370.04%+637
BLACKROCK CORPOR HI YLD FD I(HYT)071,043+71,04306320.04%+632
INTERNATIONAL BUSINESS MACHS(IBM)7,9529,708+1,7562,2442,8760.17%+632
MERCK & CO INC(MRK)9,47513,432+3,9577951,4140.08%+619
OREILLY AUTOMOTIVE INC(ORLY)06,467+6,46705900.04%+590
VANGUARD INDEX FDS20,85423,597+2,7434,3664,9350.29%+569
PFIZER INC(PFE)25,70048,494+22,7946551,2080.07%+553
VANGUARD MUN BD FDS77,95188,574+10,6233,9034,4540.26%+551
ISHARES TR6,26011,708+5,4485961,1270.07%+531
ISHARES TR4,52311,101+6,5783678950.05%+528
ALTRIA GROUP INC(MO)4,72614,489+9,7633128350.05%+523
NETFLIX INC(NFLX)76715,371+14,6049201,4410.09%+521
KLA CORP(KLAC)211614+4032287460.04%+518
PARKER-HANNIFIN CORP(PH)7111,185+4745391,0410.06%+503
APPLIED MATLS INC2,7664,150+1,3845661,0670.06%+500
INTUIT(INTU)7281,501+7734979940.06%+497
SPDR SERIES TRUST
ST PORT HIGH ETF
126,056148,109+22,0533,0183,5060.21%+488
CHUBB LIMITED
COM
01,525+1,52504760.03%+476
UNITED PARCEL SERVICE INC(UPS)04,777+4,77704740.03%+474
SEI EXCHANGE TRADED FUNDS
QIM US LRG CAP Q
12,51524,429+11,9144849510.06%+467
CITIGROUP INC(C)3,5177,022+3,5053578190.05%+462
CITIZENS FINL GROUP INC(CFG)07,905+7,90504620.03%+462
ISHARES TR
CORE MSCI INTL
23,58928,487+4,8981,8912,3500.14%+458
ISHARES TR86,51885,189-1,32957,90658,3493.47%+443
LAM RESEARCH CORP(LRCX)02,577+2,57704410.03%+441
ISHARES TR12,18713,743+1,5562,9493,3830.20%+434
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