Diversified-Enterprises

AI_NATIVE detailed information: This accession holds the following tickers:[
  "IMO",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  null,
  null,
  null,
  "VONG",
  null,
  null,
  "GOOGL",
  null,
  null,
  "AXP",
  "QQQX",
  null,
  "ASML",
  "T",
  "BLK",
  "EIC",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "ABR",
  "SAN",
  "BME",
  "BSX",
  "COF",
  "DUK",
  "ETJ",
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "ETW",
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "ITW",
  "AMAT",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "MMC",
  "PWR",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "EXC",
  null,
  "GE",
  "BX",
  "HSY",
  "IJR",
  "EFG",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "EOS",
  null,
  null,
  null,
  "IWF",
  null,
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "HTGC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "SHW",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  "AMT",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "UPS",
  "VXF",
  "VOE",
  "SCHW",
  "ACWV",
  "VWO",
  "ETV",
  "PRF",
  "VIG",
  "IWN",
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  "DD",
  "VRTX",
  null,
  "TT",
  null,
  "NFG",
  "AON",
  "WM",
  "FUSB",
  null,
  "FDS",
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  "HCA",
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "RGA",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  null,
  null,
  "IUSG",
  null,
  null,
  "SCHD",
  null,
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "SO",
  "PSX",
  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  "SPYV",
  null,
  "ESGU",
  null,
  "ADP",
  "AZO",
  "AXTA",
  "BAC",
  "BCS",
  "BRK-B",
  null,
  "BMY",
  "BR",
  "CPB",
  "CDNS",
  "CHE",
  "CVX",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "DE",
  "FANG",
  "RSP",
  null,
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 304
Total Value: 1188149451
Accession Number: 0001172661-25-002087
Form Type: 13F-HR
CIK: diversified-enterprises
Manager Name: Diversified-Enterprises

Data Enrichment

69% identified

210 identified94 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

304 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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WASTE MANAGEMENT INC

WM|94106L109

Shares:982

Value:$227.4K

% of Portfolio:0.0% ($227.4K/$1.2B)

CLOROX CO /DE/

CLX|189054109

Shares:1.5K

Value:$222.7K

% of Portfolio:0.0% ($222.7K/$1.2B)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:16.5K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$1.2B)

Zoetis Inc.

ZTS|98978V103

Shares:1.3K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.0K

Value:$216.4K

% of Portfolio:0.0% ($216.4K/$1.2B)

SYSCO CORP

SYY|871829107

Shares:2.9K

Value:$213.9K

% of Portfolio:0.0% ($213.9K/$1.2B)

81589A403

Shares:7.0K

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$1.2B)

Medtronic plc

MDT|G5960L103

Shares:2.4K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$1.2B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:1.9K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$1.2B)

464285204

Shares:3.5K

Value:$207.5K

% of Portfolio:0.0% ($207.5K/$1.2B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:812

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$1.2B)

67092P201

Shares:2.6K

Value:$205.9K

% of Portfolio:0.0% ($205.9K/$1.2B)

RELX PLC

RELX|759530108

Shares:4.1K

Value:$205.6K

% of Portfolio:0.0% ($205.6K/$1.2B)

78470E106

Shares:4.8K

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$1.2B)

HERSHEY CO

HSY|427866108

Shares:1.2K

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$1.2B)

UNION PACIFIC CORP

UNP|907818108

Shares:858

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$1.2B)

FIRSTENERGY CORP

FE|337932107

Shares:5.0K

Value:$201.5K

% of Portfolio:0.0% ($201.5K/$1.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.1K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$1.2B)

Hercules Capital, Inc.

HTGC|427096508

Shares:10.3K

Value:$198.1K

% of Portfolio:0.0% ($198.1K/$1.2B)

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

ETW|27829C105

Shares:20.9K

Value:$172.1K

% of Portfolio:0.0% ($172.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WASTE MANAGEMENT INC(WMcusip94106L109)	982	QoQ NEW(+982) YoY-	All Managers (Combined)	$227.4K	0.0% ($227.4K/$1.2B)	QoQ NEW(+$227.4K) YoY-
CLOROX CO /DE/(CLXcusip189054109)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$222.7K	0.0% ($222.7K/$1.2B)	QoQ NEW(+$222.7K) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	16.5K	QoQ -0.08% (-14) YoY-	All Managers (Combined)	$217.8K	0.0% ($217.8K/$1.2B)	QoQ -8.40% (-$20.0K) YoY-
Zoetis Inc.(ZTScusip98978V103)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$217.8K	0.0% ($217.8K/$1.2B)	QoQ NEW(+$217.8K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$216.4K	0.0% ($216.4K/$1.2B)	QoQ NEW(+$216.4K) YoY-
SYSCO CORP(SYYcusip871829107)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$213.9K	0.0% ($213.9K/$1.2B)	QoQ NEW(+$213.9K) YoY-
(cusip81589A403)✕	7.0K	QoQ NEW(+7.0K) YoY-	All Managers (Combined)	$213.1K	0.0% ($213.1K/$1.2B)	QoQ NEW(+$213.1K) YoY-
Medtronic plc(MDTcusipG5960L103)	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$211.3K	0.0% ($211.3K/$1.2B)	QoQ NEW(+$211.3K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$210.1K	0.0% ($210.1K/$1.2B)	QoQ NEW(+$210.1K) YoY-
(cusip464285204)✕	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$207.5K	0.0% ($207.5K/$1.2B)	QoQ NEW(+$207.5K) YoY-
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	812	QoQ NEW(+812) YoY-	All Managers (Combined)	$206.5K	0.0% ($206.5K/$1.2B)	QoQ NEW(+$206.5K) YoY-
(cusip67092P201)✕	2.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$205.9K	0.0% ($205.9K/$1.2B)	QoQ -8.80% (-$19.9K) YoY-
RELX PLC(RELXcusip759530108)	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$205.6K	0.0% ($205.6K/$1.2B)	QoQ NEW(+$205.6K) YoY-
(cusip78470E106)✕	4.8K	QoQ NEW(+4.8K) YoY-	All Managers (Combined)	$204.5K	0.0% ($204.5K/$1.2B)	QoQ NEW(+$204.5K) YoY-
HERSHEY CO(HSYcusip427866108)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$202.9K	0.0% ($202.9K/$1.2B)	QoQ NEW(+$202.9K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	858	QoQ NEW(+858) YoY-	All Managers (Combined)	$202.7K	0.0% ($202.7K/$1.2B)	QoQ NEW(+$202.7K) YoY-
FIRSTENERGY CORP(FEcusip337932107)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$201.5K	0.0% ($201.5K/$1.2B)	QoQ NEW(+$201.5K) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$201.3K	0.0% ($201.3K/$1.2B)	QoQ NEW(+$201.3K) YoY-
Hercules Capital, Inc.(HTGCcusip427096508)	10.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$198.1K	0.0% ($198.1K/$1.2B)	QoQ -4.38% (-$9.1K) YoY-
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund(ETWcusip27829C105)	20.9K	QoQ +0.78% (-163) YoY-	All Managers (Combined)	$172.1K	0.0% ($172.1K/$1.2B)	QoQ -1.24% (-$2.2K) YoY-