Diversified Enterprises, LLC
Diversified Enterprises, LLC is an SEC-registered investment adviser headquartered in Wilmington, Delaware. Founded in 2021, the firm manages over $2.1 billion in assets and employs approximately 45 professionals, most of whom are dedicated to investment management. The company serves institutional and high-net-worth clients, offering a range of financial advisory and portfolio management services.
Investment Strategy
Diversified Enterprises, LLC uses a broad-based investment approach focused on a mix of equities and fixed income assets to achieve clients’ financial objectives. The firm emphasizes diversification across sectors, regions, and asset classes, seeking to manage risk while striving for consistent, long-term growth. The investment process is disciplined and research-driven, with an emphasis on risk management and tailored portfolio solutions for each client.
Top Holdings
Equity Positions (316)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 29.23% | $434.1M | 16,481,206 | $22.85 | $26.34 | +$36.7M |
V VIG | VANGUARD SPECIALIZED FUNDS | 9.30% | $138.2M | 640,291 | $215.74 | $215.79 | +$137.8M |
O OSEA | HARBOR ETF TRUST | 5.04% | $74.9M | 2,533,462 | $26.97 | $29.57 | +$5.8M |
O OSCV | ETF SER SOLUTIONS | 4.38% | $65.1M | 1,701,830 | $36.87 | $38.23 | +$6.5M |
S SMH | VANECK ETF TRUST | 3.95% | $58.7M | 179,770 | $245.11 | $326.36 | +$5.3M |