Diversify Wealth Management, LLC Incresed Positions in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
9
+ 0.02%
$175.97 - $201.36 $1.58K - $1.81K
46.1K $9.16B
RMBS
Rambus Inc

Technology
2.84K
+ 21.13%
$42.9 - $64.02 $122K - $182K
16.3K $1.24B
VMI
Valmont Industries Inc

Industrials
898
+ 31.91%
$263.86 - $333.86 $237K - $300K
3.71K $1.41B
SCHO
Schwab Short Term Us Treasury

ETFs
25.3K
+ 5.49%
$24.19 - $24.45 $613K - $620K
487K $11.8B
STE
Steris PLC

Healthcare
1.7K
+ 23.02%
$208.55 - $252.55 $354K - $429K
9.07K $2.21B
AXP
American Express CO

Financial Services
433
+ 3.81%
$231.39 - $318.98 $100K - $138K
11.8K $3.57B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.8K
+ 12.24%
$45.2 - $46.6 $531K - $548K
108K $4.98B
DOMO
Domo, Inc.

Technology
25.7K
+ 110.94%
$6.64 - $14.63 $171K - $377K
48.9K $711M
ADP
Automatic Data Processing Inc

Industrials
1.59K
+ 11.12%
$276.76 - $326.81 $439K - $519K
15.9K $4.75B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
507
+ 0.35%
$28.75 - $33.88 $14.6K - $17.2K
146K $5.07B
PODD
Insulet Corp

Healthcare
1.02K
+ 29.08%
$238.57 - $327.47 $243K - $334K
4.53K $1.4B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.03K
+ 5.26%
$63.36 - $80.23 $129K - $163K
40.6K $3.28B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.58K
+ 15.05%
$103.49 - $133.44 $164K - $211K
12.1K $1.6B
PJT
Pjt Partners Inc.

Financial Services
455
+ 4.56%
$125.44 - $166.41 $57.1K - $75.7K
10.4K $1.91B
TSCO
Tractor Supply CO

Consumer Cyclical
5.24K
+ 26.7%
$47.86 - $55.77 $251K - $292K
24.9K $1.47B
XOM
Exxon Mobil Corp

Energy
5.35K
+ 13.86%
$99.93 - $119.04 $535K - $637K
44K $4.67B
MU
Micron Technology Inc

Technology
1.58K
+ 30.34%
$64.72 - $127.91 $102K - $202K
6.8K $869M
AMGN
Amgen Inc

Healthcare
1.74K
+ 16.8%
$262.28 - $309.85 $457K - $540K
12.1K $3.45B
FNDF
Schwab Fundamental Intl Large

ETFs
3.85K
+ 5.72%
$32.25 - $40.02 $124K - $154K
71.1K $2.98B
SAIA
Saia Inc

Industrials
1.02K
+ 44.64%
$236.65 - $374.8 $241K - $382K
3.31K $995M
UNP
Union Pacific Corp

Industrials
1.78K
+ 12.75%
$208.27 - $238.46 $371K - $425K
15.8K $3.45B
GE
General Electric CO

Industrials
88
+ 1.68%
$166.81 - $257.39 $14.7K - $22.7K
5.32K $1.49B
YPF
Ypf Sociedad Anonima

Energy
8.71K
+ 17.35%
$27.16 - $36.96 $237K - $322K
58.9K $2B
LECO
Lincoln Electric Holdings Inc

Industrials
954
+ 28.62%
$167.18 - $211.38 $159K - $202K
4.29K $1.04B
CVLT
Commvault Systems Inc

Technology
1.52K
+ 27.92%
$139.35 - $190.99 $211K - $290K
6.95K $1.34B
MRK
Merck & Co., Inc.

Healthcare
6.9K
+ 22.15%
$73.47 - $87.12 $507K - $601K
38K $3.05B
MCD
Mcdonalds Corp

Consumer Cyclical
1.95K
+ 13.9%
$285.55 - $321.23 $556K - $626K
16K $4.82B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.18K
+ 7.03%
N/A
125K $6.26B
ASND
Ascendis Pharma A/S

Healthcare
1.15K
+ 19.1%
$137.41 - $179.1 $157K - $205K
7.14K $1.4B
ESS
Essex Property Trust, Inc.

Real Estate
2.94K
+ 17.37%
N/A
19.9K $5.05B
ZTS
Zoetis Inc.

Healthcare
3.72K
+ 12.46%
$144.41 - $170.3 $536K - $633K
33.5K $5.02B
TDY
Teledyne Technologies Inc

Technology
217
+ 7.28%
$435.54 - $512.31 $94.5K - $111K
3.2K $1.77B
Ge Vernova Inc
23
+ 1.78%
N/A
1.32K $867M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
489
+ 2.45%
$95.74 - $115.54 $46.8K - $56.5K
20.5K $2.56B
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
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
ASML
Asml Holding Nv

Technology
239
+ 9.78%
$595.37 - $815.24 $142K - $195K
2.68K $1.99B
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
Brookfield Asset Managmt LTD
2.45K
+ 12.35%
N/A
22.3K $1.4B
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
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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