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
Product description
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 |