Diversified, LLC at 2023-06-30

Filling information for Diversified, LLC as Treemap, investor disclosed 144 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

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Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 468037 6934
26614N102 26614N102 DUPONT DE NEMOURS INC COM 444142 6217
039483102 039483102 ARCHER DANIELS MIDLAND CO COM 258113 3416
260557103 260557103 DOW INC COM 317483 5961
681936100 681936100 OMEGA HEALTHCARE INVS INC COM 205638 6700
464288570 464288570 ISHARES TR MSCI KLD400 SOC 338943 4027
427866108 427866108 HERSHEY CO COM 235359 943
46137V464 46137V464 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 1764214 22186
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 478800 1080
464288588 464288588 ISHARES TR MBS ETF 732239 7851
829658301 829658301 SIREN ETF TR DIVCN LDRS ETF 687723 12192
58933Y105 58933Y105 MERCK & CO INC COM 662564 5742
030420103 030420103 AMERICAN WTR WKS CO INC NEW COM 352164 2467
023135106 023135106 AMAZON COM INC COM 867410 6654
464287226 464287226 ISHARES TR CORE US AGGBD ET 673196 6873
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 571921 3290
452308109 452308109 ILLINOIS TOOL WKS INC COM 288717 1154
464287200 464287200 ISHARES TR CORE S&P500 ETF 17665292 39634
49338L103 49338L103 KEYSIGHT TECHNOLOGIES INC COM 396187 2366
46138G649 46138G649 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 41231142 271293
25861R303 25861R303 DOUBLELINE ETF TRUST COMMERCIAL REAL 11206478 222306
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 1050712 21317
78464A201 78464A201 SPDR SER TR S&P 600 SMCP GRW 7780256 101095
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 203077 2881
366651107 366651107 GARTNER INC COM 222097 634
78467X109 78467X109 SPDR DOW JONES INDL AVERAGE UT SER 1 318159 925
670100205 670100205 NOVO-NORDISK A S ADR 355750 2198
27829G106 27829G106 EATON VANCE RISK-MANAGED DIV COM 131040 15942
81369Y852 81369Y852 SELECT SECTOR SPDR TR COMMUNICATION 32110417 493399
548661107 548661107 LOWES COS INC COM 286213 1268
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 286862 2073
464287242 464287242 ISHARES TR IBOXX INV CP ETF 1088719 10068
27828Y108 27828Y108 EATON VANCE TAX-MANAGED BUY- COM 248929 19478
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 1340497 3291
78463X509 78463X509 SPDR INDEX SHS FDS PORTFOLIO EMG MK 366766 10668
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 1187178 3214
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 3753859 50503
717081103 717081103 PFIZER INC COM 908609 24771
254687106 254687106 DISNEY WALT CO COM 538218 6028
37954Y673 37954Y673 GLOBAL X FDS US INFR DEV ETF 521684 16598
464288810 464288810 ISHARES TR U.S. MED DVC ETF 3535830 62625
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 1014475 2975
464287770 464287770 ISHARES TR U.S. FIN SVC ETF 2133550 13504
46625H100 46625H100 JPMORGAN CHASE & CO COM 1094485 7525
81369Y407 81369Y407 SELECT SECTOR SPDR TR SBI CONS DISCR 2447647 14414
97717W604 97717W604 WISDOMTREE TR US SMALLCAP DIVD 299243 10394
46429B267 46429B267 ISHARES TR US TREAS BD ETF 27737619 1211250
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 1008732 5387
244199105 244199105 DEERE & CO COM 268236 662
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 1590171 5620
78463V107 78463V107 SPDR GOLD TR GOLD SHS 590252 3311
002824100 002824100 ABBOTT LABS COM 522662 4794
46432F388 46432F388 ISHARES TR MSCI USA VALUE 217585 2320
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 87235731 1665758
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 265702 7882
713448108 713448108 PEPSICO INC COM 767406 4143
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 458820 2774
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 321286 6957
278277108 278277108 EATON VANCE ENHANCED EQUITY COM 264610 14791
46429B366 46429B366 ISHARES TR CMBS ETF 318090 6937
21037T109 21037T109 CONSTELLATION ENERGY CORP COM 208927 2282
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 386095 740
17275R102 17275R102 CISCO SYS INC COM 429884 8309
30303M102 30303M102 META PLATFORMS INC CL A 562481 1960
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 522292 1898
060505104 060505104 BANK AMERICA CORP COM 239387 8344
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 442270 1433
30161N101 30161N101 EXELON CORP COM 279584 6863
031162100 031162100 AMGEN INC COM 257830 1161
842587107 842587107 SOUTHERN CO COM 1940094 27617
539830109 539830109 LOCKHEED MARTIN CORP COM 1379953 2997
39536G105 39536G105 GREENLIGHT BIOSCIENCS HLDS P COMMON STOCK 9796 32863
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 248707 3889
46641Q159 46641Q159 J P MORGAN EXCHANGE TRADED F INCOME ETF 15976166 353455
532457108 532457108 LILLY ELI & CO COM 412710 880
78464A409 78464A409 SPDR SER TR PRTFLO S&P500 GW 207901 3408
67066G104 67066G104 NVIDIA CORPORATION COM 1778761 4205
92826C839 92826C839 VISA INC COM CL A 748159 3150
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 1002885 7436
68389X105 68389X105 ORACLE CORP COM 302594 2541
30231G102 30231G102 EXXON MOBIL CORP COM 3362041 31348
92204A207 92204A207 VANGUARD WORLD FDS CONSUM STP ETF 600918 3090
097023105 097023105 BOEING CO COM 217495 1030
191216100 191216100 COCA COLA CO COM 475084 7889
693475105 693475105 PNC FINL SVCS GROUP INC COM 417409 3314
78464A300 78464A300 SPDR SER TR S&P 600 SMCP VAL 6153523 79719
00287Y109 00287Y109 ABBVIE INC COM 920635 6833
65339F101 65339F101 NEXTERA ENERGY INC COM 451062 6079
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 363285 9768
464287812 464287812 ISHARES TR US CONSM STAPLES 218715 1092
46137V100 46137V100 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 2339429 27695
911312106 911312106 UNITED PARCEL SERVICE INC CL B 241857 1349
27829C105 27829C105 EATON VANCE TAX-MANAGED GLOB COM 197553 24033
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 203181 2074
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 1078045 7587
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 1300960 2707
163851108 163851108 CHEMOURS CO COM 218315 5918
478160104 478160104 JOHNSON & JOHNSON COM 1068379 6455
46137V662 46137V662 INVESCO EXCHANGE TRADED FD T DYNMC PHRMCTLS 322039 4259
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 1883738 23207
038923108 038923108 ARBOR REALTY TRUST INC COM 211630 14280
464288885 464288885 ISHARES TR EAFE GRWTH ETF 1164813 12208
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 2546720 34336
29670G102 29670G102 ESSENTIAL UTILS INC COM 465011 11651
149123101 149123101 CATERPILLAR INC COM 461574 1876
882508104 882508104 TEXAS INSTRS INC COM 362782 2015
00846U101 00846U101 AGILENT TECHNOLOGIES INC COM 395623 3290
46137V639 46137V639 INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 340688 3164
370334104 370334104 GENERAL MLS INC COM 272338 3551
594918104 594918104 MICROSOFT CORP COM 3919185 11509
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW 330998 968
46137V134 46137V134 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 302566 7542
27828X100 27828X100 EATON VANCE TAX MNGED BUY WR COM 153175 11028
92189F676 92189F676 VANECK ETF TRUST SEMICONDUCTR ETF 24932205 163758
855244109 855244109 STARBUCKS CORP COM 356784 3602
337345102 337345102 FIRST TR NASDAQ 100 TECH IND SHS 1250669 8499
464288802 464288802 ISHARES TR MSCI USA ESG SLC 222444 2376
464288414 464288414 ISHARES TR NATIONAL MUN ETF 378191 3543
654106103 654106103 NIKE INC CL B 432204 3916
81369Y886 81369Y886 SELECT SECTOR SPDR TR SBI INT-UTILS 1117593 17078
580135101 580135101 MCDONALDS CORP COM 668446 2240
037833100 037833100 APPLE INC COM 9043286 46622
02079K305 02079K305 ALPHABET INC CAP STK CL A 599099 5005
046353108 046353108 ASTRAZENECA PLC SPONSORED ADR 307031 4290
46137V233 46137V233 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 1190394 3404
166764100 166764100 CHEVRON CORP NEW COM 538508 3422
33733E203 33733E203 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 395892 2585
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 14862276 204658
92204A702 92204A702 VANGUARD WORLD FDS INF TECH ETF 4149940 9386
33733E302 33733E302 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 266000 1632
35473P629 35473P629 FRANKLIN TEMPLETON ETF TR HIGH YIELD CORP 207821 9131
00206R102 00206R102 AT&T INC COM 176454 11063
74348A467 74348A467 PROSHARES TR S&P 500 DV ARIST 568242 6027
20030N101 20030N101 COMCAST CORP NEW CL A 519009 12491
336917109 336917109 FIRST TR MORNINGSTAR DIVID L SHS 653808 19224
742718109 742718109 PROCTER AND GAMBLE CO COM 1208688 7966
437076102 437076102 HOME DEPOT INC COM 1057200 3403
02079K107 02079K107 ALPHABET INC CAP STK CL C 514002 4249
670699107 670699107 NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 348367 13974
09250W107 09250W107 BLACKROCK HEALTH SCIENCES TR COM 504432 12412
134429109 134429109 CAMPBELL SOUP CO COM 254376 5565
701094104 701094104 PARKER-HANNIFIN CORP COM 351878 902
636180101 636180101 NATIONAL FUEL GAS CO COM 219256 4269
931142103 931142103 WALMART INC COM 471671 3001

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