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

Page 7 of 16

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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:15.4K

Value:$698.7K

% of Portfolio:0.1% ($698.7K/$1.2B)

808524888

Shares:19.5K

Value:$698.4K

% of Portfolio:0.1% ($698.4K/$1.2B)

Accenture plc

ACN|G1151C101

Shares:2.2K

Value:$697.3K

% of Portfolio:0.1% ($697.3K/$1.2B)

78464A409

SPYG|78464A409

Shares:8.6K

Value:$689.8K

% of Portfolio:0.1% ($689.8K/$1.2B)

Walt Disney Co

DIS|254687106

Shares:6.8K

Value:$670.7K

% of Portfolio:0.1% ($670.7K/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.5K

Value:$660.5K

% of Portfolio:0.1% ($660.5K/$1.2B)

92204A207

Shares:3.0K

Value:$657.6K

% of Portfolio:0.1% ($657.6K/$1.2B)

46435G425

ESGU|46435G425

Shares:5.4K

Value:$653.2K

% of Portfolio:0.1% ($653.2K/$1.2B)

808524607

SCHA|808524607

Shares:27.7K

Value:$650.1K

% of Portfolio:0.1% ($650.1K/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.9K

Value:$650.1K

% of Portfolio:0.1% ($650.1K/$1.2B)

829658301

Shares:10.0K

Value:$645.2K

% of Portfolio:0.1% ($645.2K/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.3K

Value:$644.3K

% of Portfolio:0.1% ($644.3K/$1.2B)

COMCAST CORP

CMCSA|20030N101

Shares:17.4K

Value:$642.3K

% of Portfolio:0.1% ($642.3K/$1.2B)

81589A304

Shares:19.7K

Value:$640.2K

% of Portfolio:0.1% ($640.2K/$1.2B)

74348A467

Shares:6.2K

Value:$635.2K

% of Portfolio:0.1% ($635.2K/$1.2B)

81369Y803

XLK|81369Y803

Shares:3.0K

Value:$628.5K

% of Portfolio:0.1% ($628.5K/$1.2B)

81589A205

Shares:17.0K

Value:$613.6K

% of Portfolio:0.1% ($613.6K/$1.2B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:8.5K

Value:$609.6K

% of Portfolio:0.1% ($609.6K/$1.2B)

808524862

Shares:24.8K

Value:$602.5K

% of Portfolio:0.1% ($602.5K/$1.2B)

78464A508

SPYV|78464A508

Shares:11.8K

Value:$601.1K

% of Portfolio:0.1% ($601.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	15.4K	QoQ +14.53% (+2.0K) YoY-	All Managers (Combined)	$698.7K	0.1% ($698.7K/$1.2B)	QoQ +29.92% (+$160.9K) YoY-
(cusip808524888)✕	19.5K	QoQ -40.95% (-13.5K) YoY-	All Managers (Combined)	$698.4K	0.1% ($698.4K/$1.2B)	QoQ -38.29% (-$433.4K) YoY-
Accenture plc(ACNcusipG1151C101)	2.2K	QoQ +9.02% (-185) YoY-	All Managers (Combined)	$697.3K	0.1% ($697.3K/$1.2B)	QoQ -3.29% (-$23.7K) YoY-
(SPYGcusip78464A409)	8.6K	QoQ +3.39% (-282) YoY-	All Managers (Combined)	$689.8K	0.1% ($689.8K/$1.2B)	QoQ -5.45% (-$39.8K) YoY-
Walt Disney Co(DIScusip254687106)	6.8K	QoQ +17.56% (+1.0K) YoY-	All Managers (Combined)	$670.7K	0.1% ($670.7K/$1.2B)	QoQ +4.19% (+$27.0K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	2.5K	QoQ +26.61% (+516) YoY-	All Managers (Combined)	$660.5K	0.1% ($660.5K/$1.2B)	QoQ +14.79% (+$85.1K) YoY-
(cusip92204A207)✕	3.0K	QoQ -0.29% (-9) YoY-	All Managers (Combined)	$657.6K	0.1% ($657.6K/$1.2B)	QoQ +3.22% (-$20.6K) YoY-
(ESGUcusip46435G425)	5.4K	QoQ -0.03% (-2) YoY-	All Managers (Combined)	$653.2K	0.1% ($653.2K/$1.2B)	QoQ -5.39% (-$37.3K) YoY-
(SCHAcusip808524607)	27.7K	QoQ +252.88% (+19.9K) YoY-	All Managers (Combined)	$650.1K	0.1% ($650.1K/$1.2B)	QoQ +219.72% (+$446.8K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	4.9K	QoQ +21.25% (+859) YoY-	All Managers (Combined)	$650.1K	0.1% ($650.1K/$1.2B)	QoQ +42.20% (+$192.9K) YoY-
(cusip829658301)✕	10.0K	QoQ -3.26% (-336) YoY-	All Managers (Combined)	$645.2K	0.1% ($645.2K/$1.2B)	QoQ -5.71% (-$39.1K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.3K	QoQ +58.27% (+479) YoY-	All Managers (Combined)	$644.3K	0.1% ($644.3K/$1.2B)	QoQ +50.17% (+$215.3K) YoY-
COMCAST CORP(CMCSAcusip20030N101)	17.4K	QoQ +19.00% (+2.8K) YoY-	All Managers (Combined)	$642.3K	0.1% ($642.3K/$1.2B)	QoQ +17.01% (+$93.4K) YoY-
(cusip81589A304)✕	19.7K	QoQ NEW(+19.7K) YoY-	All Managers (Combined)	$640.2K	0.1% ($640.2K/$1.2B)	QoQ NEW(+$640.2K) YoY-
(cusip74348A467)✕	6.2K	QoQ +0.79% (+49) YoY-	All Managers (Combined)	$635.2K	0.1% ($635.2K/$1.2B)	QoQ +3.45% (+$21.2K) YoY-
(XLKcusip81369Y803)	3.0K	QoQ +1.67% (-50) YoY-	All Managers (Combined)	$628.5K	0.1% ($628.5K/$1.2B)	QoQ -9.70% (-$67.6K) YoY-
(cusip81589A205)✕	17.0K	QoQ NEW(+17.0K) YoY-	All Managers (Combined)	$613.6K	0.1% ($613.6K/$1.2B)	QoQ NEW(+$613.6K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	8.5K	QoQ +27.04% (+1.8K) YoY-	All Managers (Combined)	$609.6K	0.1% ($609.6K/$1.2B)	QoQ +29.90% (+$140.3K) YoY-
(cusip808524862)✕	24.8K	QoQ +196.65% (+16.4K) YoY-	All Managers (Combined)	$602.5K	0.1% ($602.5K/$1.2B)	QoQ +200.10% (+$401.7K) YoY-
(SPYVcusip78464A508)	11.8K	QoQ +4.12% (+466) YoY-	All Managers (Combined)	$601.1K	0.1% ($601.1K/$1.2B)	QoQ +3.97% (+$23.0K) YoY-