Diversify Wealth Management, LLC New Holdings in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
43.8K
New
$74.39 - $107.65 $3.26M - $4.72M
43.8K $3.83B
OWL
Blue Owl Capital Inc.

Financial Services
194K
New
$16.93 - $20.8 $3.28M - $4.04M
194K $3.14B
O
Realty Income Corp

Real Estate
39.9K
New
$56.13 - $60.79 $2.24M - $2.43M
39.9K $2.32B
China Yuchai Intl LTD
50.1K
New
N/A
50.1K $1.88B
BVN
Buenaventura Mining CO Inc

Basic Materials
65.9K
New
$16.23 - $24.33 $1.07M - $1.6M
65.9K $1.45B
SBSW
Sibanye Stillwater LTD

Basic Materials
138K
New
$7.27 - $11.24 $1M - $1.55M
138K $1.44B
CX
Cemex Sab De Cv

Basic Materials
125K
New
$7.1 - $9.55 $888K - $1.19M
125K $1.27B
VIV
Telefonica Brasil S.A.

Communication Services
98.6K
New
$10.79 - $12.8 $1.06M - $1.26M
98.6K $1.19B
GRFS
Grifols Sa

Healthcare
123K
New
$8.87 - $10.85 $1.09M - $1.33M
123K $1.16B
BTI
British American Tobacco P.L.C.

Consumer Defensive
21.7K
New
$46.69 - $59.27 $1.01M - $1.28M
21.7K $1.14B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
4.95K
New
$156.24 - $190.88 $773K - $944K
4.95K $946M
PAC
Pacific Airport Group

Industrials
4.4K
New
$218.82 - $256.99 $963K - $1.13M
4.4K $939M
SCHC
Schwab Strategic Tr Intl Small

ETFs
17.1K
New
$42.28 - $45.71 $722K - $781K
17.1K $773M
CRDO
Credo Technology Group Holding LTD

Technology
3.2K
New
$87.59 - $172.31 $280K - $551K
3.2K $578M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.95K
New
$85.01 - $90.35 $421K - $448K
4.95K $445M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.42K
New
$74.68 - $80.26 $330K - $355K
4.42K $357M
EMB
Ishares Tr

ETFs
3.52K
New
$91.52 - $95.59 $322K - $336K
3.52K $338M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.05K
New
$110.74 - $122.12 $227K - $251K
2.05K $250M
VT
Vanguard Total World Stk Index

ETFs
1.72K
New
$128.41 - $138.03 $221K - $238K
1.72K $242M
AZN
Astrazeneca PLC

Healthcare
2.87K
New
$68.72 - $82.11 $197K - $236K
2.87K $234M
XLV
Select Sector Spdr Fund Health

ETFs
1.6K
New
$129.01 - $139.72 $207K - $224K
1.6K $232M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.94K
New
$55.64 - $59.37 $219K - $234K
3.94K $227M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.38K
New
$43.07 - $91.37 $102K - $217K
2.38K $217M
XLF
Financial Sector Spdr

ETFs
4.03K
New
$51.37 - $54.25 $207K - $219K
4.03K $210M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.8K
New
$66.38 - $71.68 $186K - $201K
2.8K $204M
IAU
Ishares Gold Trust

ETFs
2.68K
New
$61.62 - $72.77 $165K - $195K
2.68K $202M
SAN
Banco Santander, S.A.

Financial Services
10.4K
New
$8.27 - $10.48 $86.3K - $109K
10.4K $106M
Angel Studios Inc
11.9K
New
N/A
11.9K $78.5M
Atlasclear Holdings Inc
61K
New
N/A
61K $21.5M
Activity Summary
Buys All Purchases 309 New Holdings 30 Increased Positions 279 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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