Diversify Wealth Management, LLC Purchases in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
2.21K
+ 10.27%
$158.56 - $176.26 $350K - $390K
23.7K $3.85B
MELI
Mercadolibre Inc

Consumer Cyclical
83
+ 18.04%
$1739.0 - $2260.0 $144K - $188K
543 $1.24B
ABNB
Airbnb, Inc.

Consumer Cyclical
4.46K
+ 14.07%
$119.38 - $161.42 $532K - $720K
36.1K $4.54B
Lam Research Corp
8.72K
+ 16.93%
N/A
60.2K $4.27B
SONY
Sony Group Corp

Technology
3.9K
+ 6.54%
$19.88 - $25.64 $77.5K - $99.9K
63.5K $1.63B
THC
Tenet Healthcare Corp

Healthcare
3.04K
New
$119.51 - $144.98 $363K - $440K
3.04K $420M
STE
Steris PLC

Healthcare
1.38K
+ 23.01%
$202.46 - $232.74 $279K - $321K
7.37K $1.65B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.47K
+ 10.53%
N/A
57.4K $3.68B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.45K
+ 48.03%
$106.22 - $111.09 $366K - $383K
10.6K $1.17B
FIX
Comfort Systems Usa Inc

Industrials
1.45K
+ 35.48%
$313.26 - $550.27 $454K - $797K
5.53K $2.2B
SCHW
Schwab Charles Corp

Financial Services
4.71K
New
$71.24 - $83.64 $336K - $394K
4.71K $383M
ORCC
Owl Rock Capital Corp

Financial Services
26.7K
New
N/A
26.7K $378M
CPRT
Copart Inc

Consumer Cyclical
3.7K
+ 13.04%
$52.3 - $59.83 $193K - $221K
32K $1.94B
BCS
Barclays PLC

Financial Services
7.54K
+ 10.82%
$12.69 - $16.25 $95.7K - $122K
77.2K $1.25B
CHKP
Check Point Software Technologies LTD

Technology
1.01K
+ 25.12%
$179.88 - $231.31 $181K - $232K
5.01K $1.08B
KT
Kt Corp

Communication Services
10.5K
+ 23.91%
$15.57 - $18.63 $164K - $196K
54.4K $1.03B
CW
Curtiss Wright Corp

Industrials
1.07K
+ 37.08%
$304.82 - $384.07 $327K - $412K
3.97K $1.35B
QFIN
360 Digi Tech, Inc.

Financial Services
4.36K
+ 12.83%
$36.09 - $48.12 $157K - $210K
38.3K $1.55B
AZEK
Azek CO Inc.

Industrials
5.2K
+ 34.69%
$39.61 - $52.0 $206K - $270K
20.2K $998M
Capital Group Core Balanced
10.4K
New
N/A
10.4K $323M
PEN
Penumbra Inc

Healthcare
822
+ 49.97%
$237.28 - $303.76 $195K - $250K
2.47K $733M
CVX
Chevron Corp

Energy
5.25K
+ 17.21%
$146.71 - $167.97 $770K - $881K
35.7K $4.98B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.24K
+ 11.06%
$91.45 - $91.75 $296K - $297K
32.5K $2.98B
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 17.97%
$84.95 - $100.62 $1.18M - $1.39M
90.9K $7.6B
CVLT
Commvault Systems Inc

Technology
1.4K
+ 34.71%
$146.82 - $187.9 $206K - $263K
5.43K $917M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.53K
+ 24.33%
$73.82 - $89.02 $187K - $225K
12.9K $1.06B
AVDV
American Centy ETF Tr Avantis

ETFs
1.88K
+ 11.25%
$63.74 - $71.96 $120K - $135K
18.5K $1.35B
GLD
Spdr Gold Trust

ETFs
398
+ 14.37%
$243.19 - $288.14 $96.8K - $115K
3.17K $970M
Dimensional ETF Trust
10.6K
New
N/A
10.6K $278M
American Healthcare Reit Inc
5.31K
+ 23.92%
N/A
27.5K $878M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.2K
+ 11.69%
$11.66 - $14.98 $153K - $197K
126K $1.6B
Neos ETF Trust
5.63K
New
N/A
5.63K $268M
TPYP
Managed Portfolio Ser Tortoise

ETFs
6.86K
+ 23.15%
$34.32 - $37.26 $235K - $255K
36.5K $1.3B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.01K
New
$65.27 - $71.18 $261K - $285K
4.01K $264M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.14K
New
$120.24 - $134.3 $257K - $287K
2.14K $258M
VMI
Valmont Industries Inc

Industrials
902
+ 47.18%
$285.37 - $376.98 $257K - $340K
2.81K $832M
AVLV
American Centy ETF Tr Avantis
4.82K
+ 38.78%
$63.51 - $70.42 $306K - $339K
17.2K $1.08B
IEFA
Ishares Tr

ETFs
3.19K
New
$69.57 - $78.65 $222K - $251K
3.19K $251M
MSTR
Microstrategy Inc

Technology
41
+ 0.93%
$239.27 - $396.5 $9.81K - $16.3K
4.43K $1.69B
MKL
Markel Corp

Financial Services
88
+ 15.69%
$1660.14 - $2059.83 $146K - $181K
649 $1.18B
AOA
Ishares Tr Core Aggressive All

ETFs
3.25K
New
$75.7 - $80.01 $246K - $260K
3.25K $249M
Blackrock ETF Trust Ii
8.43K
New
N/A
8.43K $247M
VIRT
Virtu Financial, Inc.

Financial Services
1.79K
+ 3.94%
$34.19 - $40.96 $61.1K - $73.2K
47.2K $1.82B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.47K
+ 61.38%
$87.68 - $94.52 $217K - $233K
6.49K $597M
FICO
Fair Isaac Corp

Technology
99
+ 9.31%
$1695.35 - $2030.47 $168K - $201K
1.16K $2.28B
Linde PLC
349
+ 15.52%
N/A
2.6K $1.17B
UL
Unilever PLC

Consumer Defensive
365
+ 1.36%
$54.72 - $60.29 $20K - $22K
27.2K $1.71B
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.83K
+ 11.84%
$47.74 - $65.16 $87.4K - $119K
17.3K $1.05B
ENB
Enbridge Inc

Energy
2.54K
+ 7.01%
$41.54 - $45.45 $106K - $116K
38.8K $1.81B
Activity Summary
Buys All Purchases 317 New Holdings 45 Increased Positions 272 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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