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J. Bradley Cox

@Diversified Portfolios, Inc.

Latest period2024 - Q3ReportedManaged Assets$890.034MTotal holdings139
Assets growth rate17.26%Assets growth rate (2-Q avg)12.05%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Portfolios, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Diversified Portfolios, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 890.034M in assets, with a quarterly growth rate of 17.26% and a 2-quarter average growth rate of 12.05%. The portfolio is managed by J. Bradley Cox, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVONovo-nordisk A-s
Recent Activity
Exited
0%
$1.461M
10,236 shares@ $142.75 avg price
INTUIntuit Inc
Recent Activity
Exited
0%
$265,819
404 shares@ $657.97 avg price
ASMLAsml Hldgs Nv
Recent Activity
Exited
0%
$204,546
200 shares@ $1022.73 avg price
PFEPfizer Incorporated
Recent Activity
Exited
0%
$203,656
7,279 shares@ $27.98 avg price