Diversified Investment Strategies, LLC
Diversified Investment Strategies, LLC is an investment advisory firm headquartered in Baton Rouge, Louisiana. The firm manages assets for individuals, with the majority of AUM held for high net worth clients. As of January 2025, Diversified Investment Strategies oversees approximately $195.5 million in assets. The company employs 6 professionals, most of whom are investment personnel. The firm is registered with the SEC as an investment adviser and serves clients across the United States.
Investment Strategy
Diversified Investment Strategies, LLC pursues a discretionary investment strategy focused primarily on US equities, with holdings spanning sectors such as energy, technology, consumer goods, and industrials. The firm constructs portfolios tailored to the objectives and risk tolerance of individual and high net worth clients, employing a long-term, value-oriented approach and actively monitoring positions to capitalize on market opportunities.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XOM | EXXON MOBIL CORP | 15.18% | $22.5M | 208,282 | $65.56 | $107.80 | -$2.2M |
G GDDY | GODADDY INC | 9.99% | $14.8M | 82,075 | $82.41 | $180.06 | -$182.2K |
J JOE | ST JOE CO | 8.91% | $13.2M | 276,247 | $19.79 | $47.70 | +$23.1K |
D DKS | DICKS SPORTING GOODS INC | 5.61% | $8.3M | 41,955 | $40.25 | $197.81 | -$313.5K |
C CALM | CAL MAINE FOODS INC | 5.07% | $7.5M | 75,230 | $38.87 | $99.63 | -$3.8M |