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
NEE
Nextera Energy Inc

Utilities
5
+ 0.09%
$66.96 - $76.16 $335 - $381
5.32K $358M
FPE
First Tr Pfd Secs & Income ETF

ETFs
40
+ 0.32%
$17.53 - $17.87 $701 - $715
12.4K $215M
DEO
Diageo PLC

Consumer Defensive
322
+ 5.58%
$104.79 - $126.12 $33.7K - $40.6K
6.09K $676M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1
+ 0.01%
$41.09 - $43.24 $41.1 - $43.2
9.28K $383M
LYB
Lyondell Basell Industries N.V.

Basic Materials
548
+ 18.68%
$69.82 - $78.67 $38.3K - $43.1K
3.48K $205M
VBK
Vanguard Small Cap Growth ETF

ETFs
64
+ 8.3%
$247.97 - $296.33 $15.9K - $19K
835 $208M
IOO
Ishares Tr Global 100 ETF

ETFs
1
+ 0.04%
$96.2 - $105.12 $96.2 - $105
2.25K $216M
IRM
Iron Mountain Inc

Real Estate
230
+ 9.52%
$82.79 - $111.31 $19K - $25.6K
2.65K $233M
SPG
Simon Property Group Inc

Real Estate
201
+ 6.62%
$159.48 - $187.78 $32.1K - $37.7K
3.24K $507M
PFE
Pfizer Inc

Healthcare
710
+ 6.6%
$25.01 - $27.13 $17.8K - $19.3K
11.5K $273M
JLL
Jones Lang Lasalle Inc

Real Estate
7
+ 0.38%
$238.0 - $284.76 $1.67K - $1.99K
1.84K $420M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15
+ 0.27%
$64.88 - $72.1 $973 - $1.08K
5.58K $363M
COP
Conocophillips

Energy
303
+ 6.83%
$88.6 - $105.85 $26.8K - $32.1K
4.74K $436M
VV
Vanguard Large Cap ETF

ETFs
30
+ 1.46%
$253.32 - $282.66 $7.6K - $8.48K
2.08K $531M
JFR
Nuveen Floating Rate Income Fund

Financial Services
1
+ 0.0%
$8.41 - $9.05 $8.41 - $9.05
27.2K $220M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12K
+ 25.04%
$65.15 - $91.81 $781K - $1.1M
59.8K $3.97B
QTEC
First Trust Nasdaq 100 Technol

ETFs
1
+ 0.05%
$173.56 - $210.67 $174 - $211
1.94K $344M
GGAL
Grupo Financiero Galicia Sa

Financial Services
5.16K
+ 16.05%
$54.11 - $72.22 $279K - $372K
37.3K $2.29B
SPMD
Spdr Portfolio

ETFs
20
+ 0.34%
$50.21 - $57.73 $1K - $1.15K
5.94K $297M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.03%
$81.62 - $96.63 $81.6 - $96.6
3.13K $260M
Viking Holdings LTD
2.92K
+ 4.99%
N/A
61.3K $2.52B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.04%
$121.0 - $142.28 $121 - $142
2.74K $334M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1
+ 0.03%
$94.32 - $110.46 $94.3 - $110
3.15K $293M
UFPT
Ufp Technologies Inc

Healthcare
271
+ 8.96%
$198.85 - $285.04 $53.9K - $77.2K
3.3K $698M
MSFT
Microsoft Corp

Technology
2.74K
+ 6.11%
$375.39 - $447.2 $1.03M - $1.22M
47.6K $18.7B
AMAT
Applied Materials Inc

Technology
427
+ 9.25%
$145.06 - $195.51 $61.9K - $83.5K
5.04K $754M
VBR
Vanguard Small Cap Value ETF

ETFs
985
+ 6.44%
$183.02 - $207.75 $180K - $205K
16.3K $2.94B
VO
Vanguard Mid Cap ETF

ETFs
666
+ 2.0%
$251.87 - $277.95 $168K - $185K
33.9K $8.68B
ENTG
Entegris Inc

Technology
913
+ 14.01%
$87.48 - $109.53 $79.9K - $100K
7.43K $585M
FCN
Fti Consulting, Inc

Industrials
593
+ 10.58%
$160.54 - $198.75 $95.2K - $118K
6.2K $1.02B
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.1K
+ 7.28%
$24.91 - $29.02 $278K - $323K
164K $4.17B
WHD
Cactus, Inc.

Energy
4.2K
+ 34.07%
$43.48 - $63.78 $182K - $268K
16.5K $655M
DIS
Walt Disney CO

Communication Services
6.5K
+ 16.93%
$96.87 - $114.0 $629K - $741K
44.9K $4.09B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
45
+ 0.21%
$57.21 - $65.8 $2.57K - $2.96K
21.4K $1.22B
CSTL
Castle Biosciences Inc

Healthcare
717
+ 5.79%
$18.76 - $32.72 $13.5K - $23.5K
13.1K $260M
OXY
Occidental Petroleum Corp

Energy
231
+ 1.9%
$45.45 - $52.7 $10.5K - $12.2K
12.4K $500M
BMA
Macro Bank Inc.

Financial Services
3.4K
+ 17.97%
$75.51 - $115.85 $257K - $394K
22.3K $2.02B
MC
Moelis & CO

Financial Services
17.3K
+ 29.37%
$57.91 - $81.2 $1M - $1.41M
76.3K $4.07B
ETN
Eaton Corp PLC

Industrials
98
+ 2.81%
$271.83 - $371.23 $26.6K - $36.4K
3.59K $1.04B
VB
Vanguard Small Cap ETF

ETFs
3.14K
+ 8.05%
$217.89 - $252.64 $684K - $793K
42.1K $9.13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.75K
+ 3.46%
$168.16 - $186.21 $630K - $698K
112K $18.9B
AXP
American Express CO

Financial Services
277
+ 2.5%
$255.39 - $325.87 $70.7K - $90.3K
11.4K $3.03B
PAM
Pampa Energy Inc.

Utilities
2.22K
+ 12.25%
$73.44 - $94.88 $163K - $210K
20.3K $1.49B
AMD
Advanced Micro Devices Inc

Technology
3.45K
+ 12.37%
$96.63 - $129.55 $333K - $446K
31.3K $3.01B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.7K
+ 8.41%
$40.03 - $46.81 $508K - $594K
164K $6.44B
ACN
Accenture PLC

Technology
1.71K
+ 11.37%
$300.91 - $398.25 $514K - $680K
16.7K $4.99B
AVTR
Avantor, Inc.

Basic Materials
7.66K
+ 18.64%
$15.5 - $22.57 $119K - $173K
48.7K $618M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
376
+ 0.71%
$47.79 - $59.89 $18K - $22.5K
53.5K $2.71B
SAIA
Saia Inc

Industrials
381
+ 20.01%
$349.29 - $508.47 $133K - $194K
2.29K $541M
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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