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
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
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
TPYP
Managed Portfolio Ser Tortoise

ETFs
6.86K
+ 23.15%
$34.32 - $37.26 $235K - $255K
36.5K $1.3B
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
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
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
CYBR
Cyber Ark Software Ltd.

Technology
564
+ 17.53%
$312.8 - $414.31 $176K - $234K
3.78K $1.33B
TSCO
Tractor Supply CO

Consumer Cyclical
5.84K
+ 42.37%
$51.66 - $57.94 $302K - $338K
19.6K $979M
SYK
Stryker Corp

Healthcare
473
+ 5.14%
$355.18 - $399.9 $168K - $189K
9.68K $3.59B
VEEV
Veeva Systems Inc

Healthcare
328
+ 3.13%
$210.58 - $246.8 $69.1K - $81K
10.8K $2.51B
GD
General Dynamics Corp

Industrials
380
+ 4.17%
$241.94 - $272.58 $91.9K - $104K
9.49K $2.58B
GE
General Electric CO

Industrials
387
+ 7.99%
$168.59 - $212.13 $65.2K - $82.1K
5.23K $1.05B
GWRE
Guidewire Software, Inc.

Technology
464
+ 13.7%
$166.74 - $218.22 $77.4K - $101K
3.85K $789M
AVEM
American Centy ETF Tr Avantis

ETFs
3.05K
+ 38.17%
$57.11 - $62.4 $174K - $190K
11K $669M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
16.4K
+ 59.26%
$14.22 - $14.83 $233K - $243K
44K $601M
BMI
Badger Meter Inc

Technology
733
+ 16.26%
$189.49 - $221.51 $139K - $162K
5.24K $1.14B
OTIS
Otis Worldwide Corp

Industrials
1.62K
+ 13.73%
$90.77 - $104.01 $147K - $168K
13.4K $1.27B
FUTU
Futu Holdings LTD

Financial Services
1.09K
+ 18.0%
$75.13 - $123.56 $82K - $135K
7.16K $659M
ALLE
Allegion PLC

Industrials
729
+ 9.41%
$123.79 - $135.5 $90.2K - $98.8K
8.47K $1.17B
SPYI
Shp ETF Tr Neos S&P 500 High I
4.92K
+ 40.84%
N/A
17K $801M
ISRG
Intuitive Surgical Inc

Healthcare
884
+ 10.96%
$476.63 - $610.45 $421K - $540K
8.95K $4.61B
PDI
Pimco Dynamic Income Fund

Financial Services
10.8K
+ 54.29%
$18.51 - $20.05 $199K - $216K
30.6K $563M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.84K
+ 21.32%
$96.27 - $116.36 $178K - $215K
10.5K $1.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.82K
+ 39.61%
$85.29 - $92.57 $155K - $168K
6.4K $578M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.36K
+ 50.33%
$58.31 - $62.66 $138K - $148K
7.05K $456M
RRC
Range Resources Corp

Energy
6.42K
+ 42.78%
$35.22 - $41.29 $226K - $265K
21.4K $752M
Brookfield Asset Managmt LTD
2.67K
+ 15.52%
N/A
19.9K $1.07B
TTE
Total Energies Se

Energy
2.52K
+ 19.09%
N/A
15.7K $920M
ERIC
Ericsson Lm Telephone CO

Technology
18.4K
+ 18.24%
$7.47 - $8.9 $137K - $163K
119K $988M
VGSH
Vanguard

ETFs
2.74K
+ 33.41%
$58.07 - $58.69 $159K - $161K
10.9K $644M
LECO
Lincoln Electric Holdings Inc

Industrials
843
+ 33.86%
$180.51 - $216.81 $152K - $183K
3.33K $613M
BX
Blackstone Inc.

Financial Services
6.45K
+ 28.87%
$136.53 - $186.74 $881K - $1.2M
28.8K $3.85B
SMPL
Simply Good Foods CO

Consumer Defensive
3.91K
+ 30.91%
$32.98 - $39.5 $129K - $155K
16.6K $593M
KNSL
Kinsale Capital Group, Inc.

Financial Services
316
+ 30.15%
$416.48 - $494.72 $132K - $156K
1.36K $593M
Cooper Cos Inc
3.53K
+ 19.87%
N/A
21.3K $1.75B
TDY
Teledyne Technologies Inc

Technology
275
+ 10.17%
$455.51 - $518.84 $125K - $143K
2.98K $1.38B
CRH.L
Crh PLC

Basic Materials
1.33K
+ 11.78%
N/A
12.6K $1.18B
LKQ
Lkq Corp

Consumer Cyclical
3.21K
+ 20.78%
$36.24 - $44.05 $116K - $141K
18.6K $702M
Aegon LTD
11.5K
+ 10.55%
N/A
121K $787M
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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