Diversify Wealth Management, LLC Incresed Positions in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
167K
+ 25.9%
$49.78 - $53.19 $8.31M - $8.88M
811K $39.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113K
+ 19.69%
$33.84 - $37.77 $3.82M - $4.27M
687K $26B
SPYG
Spdr Portfolio

ETFs
109K
+ 25.3%
$80.05 - $92.39 $8.7M - $10M
538K $44.1B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42K
+ 1431.54%
$100.34 - $100.68 $4.21M - $4.23M
44.9K $4.52B
IHDG
Wisdomtree Tr

ETFs
99.6K
+ 64.08%
$43.4 - $47.51 $4.32M - $4.73M
255K $11B
EMR
Emerson Electric CO

Industrials
27.9K
+ 1515.23%
$108.64 - $131.17 $3.03M - $3.66M
29.7K $3.12B
CMI
Cummins Inc

Industrials
9.2K
+ 1518.65%
$312.92 - $386.07 $2.88M - $3.55M
9.81K $2.88B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
46.3K
+ 59.19%
$51.52 - $52.37 $2.39M - $2.43M
125K $6.54B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
95.7K
+ 28.91%
$23.32 - $23.84 $2.23M - $2.28M
426K $9.97B
CME
Cme Group Inc.

Financial Services
5.07K
+ 33.46%
$225.82 - $266.54 $1.15M - $1.35M
20.2K $5.51B
PM
Philip Morris International Inc.

Consumer Defensive
1.17K
+ 3.75%
$117.15 - $158.79 $137K - $186K
32.4K $5.52B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
32.4K
+ 29.85%
$49.67 - $51.43 $1.61M - $1.66M
141K $7.18B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33K
+ 11.78%
$40.79 - $42.32 $1.35M - $1.4M
313K $13.1B
ATO
Atmos Energy Corp

Utilities
6.01K
+ 20.15%
$136.51 - $154.58 $820K - $929K
35.8K $5.72B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
60.4K
+ 23.62%
$22.25 - $23.0 $1.34M - $1.39M
316K $7.29B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
79.6K
+ 43.83%
$20.7 - $21.15 $1.65M - $1.68M
261K $5.41B
VZ
Verizon Communications Inc

Communication Services
22.1K
+ 18.68%
$37.81 - $46.49 $837K - $1.03M
141K $6.04B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.24K
+ 12.68%
$402.49 - $513.76 $499K - $637K
11K $5.54B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7.39K
+ 15.8%
$110.75 - $119.78 $818K - $885K
54.1K $6.51B
PULS
Pgim ETF Tr

ETFs
25.8K
+ 24.66%
$49.56 - $49.78 $1.28M - $1.28M
130K $6.47B
CELH
Celsius Holdings, Inc.

Consumer Defensive
23K
+ 43.99%
$21.28 - $35.62 $489K - $818K
75.2K $2.67B
COST
Costco Wholesale Corp

Consumer Defensive
695
+ 6.95%
$890.62 - $1076.86 $619K - $748K
10.7K $10.6B
LLY
Eli Lilly & CO

Healthcare
804
+ 13.68%
$725.72 - $929.72 $583K - $747K
6.68K $5.91B
AMGN
Amgen Inc

Healthcare
3.56K
+ 52.34%
$258.59 - $327.36 $922K - $1.17M
10.4K $2.99B
JPM
Jpmorgan Chase & CO

Financial Services
4.42K
+ 18.27%
$225.19 - $279.95 $996K - $1.24M
28.6K $7B
ABBV
Abb Vie Inc.

Healthcare
3.3K
+ 12.87%
$169.2 - $216.66 $558K - $715K
28.9K $5.6B
SAP
Sap Se

Technology
1.94K
+ 15.75%
$241.4 - $293.69 $468K - $569K
14.2K $4.17B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.6K
+ 27.35%
$44.68 - $46.49 $921K - $958K
96K $4.45B
NRG
Nrg Energy, Inc.

Utilities
7.52K
+ 30.94%
$84.82 - $113.33 $637K - $852K
31.8K $3.48B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
15.2K
+ 64.83%
$69.69 - $79.99 $1.06M - $1.21M
38.6K $2.77B
KO
Coca Cola CO

Consumer Defensive
6.91K
+ 15.71%
$60.81 - $72.32 $420K - $499K
50.9K $3.68B
ADP
Automatic Data Processing Inc

Industrials
3K
+ 26.57%
$286.85 - $318.64 $860K - $955K
14.3K $4.22B
ESS
Essex Property Trust, Inc.

Real Estate
3.42K
+ 25.27%
N/A
16.9K $4.66B
VRNA
Verona Pharma PLC

Healthcare
3.57K
+ 13.86%
$44.81 - $69.63 $160K - $249K
29.3K $2.15B
MCD
Mcdonalds Corp

Consumer Cyclical
1.87K
+ 15.41%
$279.74 - $321.29 $523K - $601K
14K $4.41B
UBER
Uber Technologies, Inc

Technology
5.2K
+ 12.41%
$63.17 - $81.49 $329K - $424K
47.1K $3.74B
VGLT
Vanguard Long Term Treasury Et

ETFs
13.5K
+ 29.55%
$53.99 - $58.43 $729K - $788K
59.2K $3.38B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.1K
+ 87.48%
$81.83 - $82.73 $826K - $835K
21.6K $1.8B
PEP
Pepsico Inc

Consumer Defensive
8.51K
+ 24.03%
$142.64 - $156.42 $1.21M - $1.33M
43.9K $5.9B
XOM
Exxon Mobil Corp

Energy
7.25K
+ 23.09%
$105.44 - $118.93 $764K - $862K
38.6K $4.19B
PLTR
Palantir Technologies Inc.

Technology
2.37K
+ 20.49%
$64.98 - $124.62 $154K - $296K
14K $1.62B
HMY
Harmony Gold Mining CO LTD

Basic Materials
9.84K
+ 9.55%
$8.25 - $14.77 $81.2K - $145K
113K $1.74B
AMCR
Amcor PLC

Consumer Cyclical
88.2K
+ 27.66%
$9.33 - $10.39 $823K - $916K
407K $3.8B
JNJ
Johnson & Johnson

Healthcare
3.32K
+ 16.85%
$142.06 - $167.7 $471K - $556K
23K $3.59B
IBM
International Business Machines Corp

Technology
2K
+ 12.82%
$217.4 - $264.74 $434K - $529K
17.6K $4.21B
CGCP
Capital Group Core Plus Income

ETFs
21K
+ 3.2%
$21.94 - $22.64 $461K - $476K
679K $15.2B
EW
Edwards Lifesciences Corp

Healthcare
8.54K
+ 22.81%
$67.95 - $76.19 $580K - $651K
46K $3.51B
BAC
Bank Of America Corp

Financial Services
28.9K
+ 37.3%
$39.61 - $47.74 $1.14M - $1.38M
106K $4.25B
AON
Aon PLC

Financial Services
1.99K
+ 189.95%
$348.44 - $409.32 $692K - $813K
3.03K $1.06B
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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