Diversify Wealth Management, LLC Purchases in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
874
+ 9.03%
$337.37 - $395.63 $295K - $346K
10.6K $3.97B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.63K
+ 1.33%
$38.18 - $45.52 $62.2K - $74.1K
124K $5.64B
APH
Amphenol Corp

Technology
3.43K
New
$59.09 - $98.75 $203K - $339K
3.43K $384M
HYG
Ishares Tr

ETFs
4.75K
New
$75.75 - $80.65 $360K - $383K
4.75K $382M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.51K
+ 14.37%
$53.66 - $58.71 $456K - $499K
67.7K $3.75B
Maplebear Inc
4.02K
+ 27.4%
N/A
18.7K $953M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
24K
+ 103.91%
$21.27 - $26.73 $511K - $642K
47.1K $893M
PFFV
Global X Variable Rate Preferr

Technology
15.9K
New
$22.41 - $23.43 $357K - $374K
15.9K $367M
ASML
Asml Holding Nv

Technology
239
+ 9.78%
$595.37 - $815.24 $142K - $195K
2.68K $1.99B
ALCC
Alt C Acquisition Corp.

Financial Services
4.46K
New
N/A
4.46K $350M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.19K
+ 11.08%
$51.14 - $57.0 $265K - $296K
52K $2.93B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.7K
+ 18.64%
$12.23 - $15.46 $155K - $196K
80.6K $1.31B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.49K
+ 6.08%
N/A
60.9K $4.02B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.26K
+ 106.39%
$59.24 - $71.39 $252K - $304K
8.27K $599M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.96K
New
$160.0 - $195.62 $313K - $382K
1.96K $332M
Brookfield Asset Managmt LTD
2.45K
+ 12.35%
N/A
22.3K $1.4B
INDA
Ishares Msci India Index Fund

ETFs
6.21K
New
$49.13 - $55.86 $305K - $347K
6.21K $326M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.55K
New
$30.53 - $40.65 $231K - $307K
7.55K $320M
POOL
Pool Corp

Industrials
696
+ 13.4%
$285.0 - $325.66 $198K - $227K
5.89K $1.84B
IBM
International Business Machines Corp

Technology
1.68K
+ 9.55%
$221.03 - $294.78 $371K - $495K
19.3K $4.52B
ALLE
Allegion PLC

Industrials
379
+ 4.47%
$118.52 - $145.64 $44.9K - $55.2K
8.85K $1.47B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.1K
+ 4.09%
$51.68 - $52.76 $263K - $269K
130K $6.84B
WM
Waste Management Inc

Industrials
1.06K
+ 8.78%
$216.47 - $242.1 $228K - $255K
13.1K $3.05B
ABNB
Airbnb, Inc.

Consumer Cyclical
3.59K
+ 9.93%
$105.69 - $140.64 $379K - $505K
39.7K $4.83B
PANW
Palo Alto Networks Inc

Technology
4.58K
+ 10.16%
$152.44 - $204.64 $698K - $936K
49.6K $8.71B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
3.55K
+ 11.93%
$41.3 - $47.0 $146K - $167K
33.2K $1.6B
HMY
Harmony Gold Mining CO LTD

Basic Materials
17.4K
+ 15.37%
$12.96 - $17.99 $225K - $312K
130K $2.02B
WAL
Western Alliance Bancorporation

Financial Services
2.24K
+ 26.96%
$61.0 - $79.94 $136K - $179K
10.5K $871M
Aegon LTD
22.8K
+ 18.86%
N/A
144K $1.07B
CRH.L
Crh PLC

Basic Materials
401
+ 3.18%
N/A
13K $1.46B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.69K
New
$48.13 - $49.85 $274K - $284K
5.69K $279M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.25K
New
$50.27 - $62.05 $214K - $264K
4.25K $278M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
486
+ 2.83%
$114.78 - $133.31 $55.8K - $64.8K
17.7K $2.42B
KT
Kt Corp

Communication Services
10.6K
+ 19.42%
$16.71 - $20.78 $177K - $220K
65K $1.31B
AVEM
American Centy ETF Tr Avantis

ETFs
2.24K
+ 20.33%
$53.08 - $68.54 $119K - $154K
13.3K $946M
HDV
Ishares Core High Dividend ETF

ETFs
2.29K
New
$108.41 - $120.51 $248K - $276K
2.29K $276M
PAM
Pampa Energy Inc.

Utilities
2.93K
+ 14.41%
$62.85 - $85.07 $184K - $249K
23.2K $1.77B
ETN
Eaton Corp PLC

Industrials
26
+ 0.73%
$246.52 - $356.99 $6.41K - $9.28K
3.61K $1.31B
Advisors Inner Circle Fd Ii
9.56K
+ 42.74%
N/A
31.9K $845M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.4K
+ 26.58%
$107.83 - $119.94 $366K - $407K
16.2K $1.74B
MKL
Markel Corp

Financial Services
96
+ 14.79%
$1678.5 - $1997.36 $161K - $192K
745 $1.44B
BSY
Bentley Systems Inc

Technology
1.36K
+ 6.82%
$38.62 - $53.97 $52.4K - $73.2K
21.3K $1.11B
DHR
Danaher Corp

Healthcare
900
+ 8.78%
$174.64 - $205.16 $157K - $185K
11.2K $2.29B
XLP
Consumer Staples Sector Spdr

ETFs
3.08K
New
N/A
3.08K $254M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.91K
+ 70.26%
$50.1 - $51.02 $246K - $250K
11.9K $606M
AVLV
American Centy ETF Tr Avantis
1.68K
+ 9.74%
$56.85 - $68.21 $95.4K - $114K
18.9K $1.33B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.23K
New
$75.05 - $77.34 $243K - $250K
3.23K $250M
TTE
Total Energies Se

Energy
3.22K
+ 20.45%
N/A
19K $1.17B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9.66K
+ 54.45%
$23.32 - $24.45 $225K - $236K
27.4K $673M
Activity Summary
Buys All Purchases 348 New Holdings 48 Increased Positions 300 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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