Diversify Wealth Management, LLC New Holdings in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
25.1K
New
$146.16 - $192.78 $3.66M - $4.83M
25.1K $4.02B
MCO
Moodys Corp

Financial Services
8.6K
New
$437.8 - $527.48 $3.77M - $4.54M
8.6K $3.84B
Tempus Ai Inc
53.7K
New
N/A
53.7K $2.92B
VST
Vistra Corp.

Utilities
20.1K
New
$108.49 - $191.89 $2.18M - $3.86M
20.1K $2.6B
APP
App Lovin Corp

Technology
9.01K
New
$238.08 - $510.13 $2.14M - $4.6M
9.01K $2.6B
TDG
Trans Digm Group Inc

Industrials
1.77K
New
$1251.32 - $1394.11 $2.21M - $2.46M
1.77K $2.49B
CBOE
Cboe Global Markets, Inc.

Financial Services
11.4K
New
$190.84 - $226.29 $2.17M - $2.58M
11.4K $2.47B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
20K
New
$106.46 - $114.75 $2.13M - $2.29M
20K $2.18B
MMYT
Make My Trip LTD

Consumer Cyclical
10.1K
New
N/A
10.1K $1.06B
ASND
Ascendis Pharma A/S

Healthcare
5.99K
New
$119.49 - $168.84 $716K - $1.01M
5.99K $998M
DUOL
Duolingo, Inc.

Technology
2.34K
New
$272.49 - $441.39 $637K - $1.03M
2.34K $901M
VNET
Vnet Group, Inc.

Technology
153K
New
$4.95 - $14.68 $759K - $2.25M
153K $868M
PSO
Pearson PLC

Communication Services
53.8K
New
$15.45 - $17.75 $832K - $956K
53.8K $851M
CGDV
Capital Group Divid Value ETF

ETFs
20.2K
New
$34.95 - $37.36 $705K - $754K
20.2K $704M
RMBS
Rambus Inc

Technology
13.4K
New
$51.55 - $68.59 $693K - $922K
13.4K $662M
KC
Kingsoft Cloud Holdings LTD

Technology
51.6K
New
$9.15 - $20.81 $472K - $1.07M
51.6K $641M
Maplebear Inc
14.7K
New
N/A
14.7K $584M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
23.1K
New
$25.9 - $31.26 $599K - $723K
23.1K $525M
IDXX
Idexx Laboratories Inc

Healthcare
1.19K
New
$406.29 - $469.04 $482K - $556K
1.19K $518M
Direxion Shs ETF Tr
10K
New
N/A
10K $489M
VRSK
Verisk Analytics, Inc.

Industrials
1.55K
New
$268.63 - $301.33 $415K - $466K
1.55K $452M
THC
Tenet Healthcare Corp

Healthcare
3.04K
New
$119.51 - $144.98 $363K - $440K
3.04K $420M
SCHW
Schwab Charles Corp

Financial Services
4.71K
New
$71.24 - $83.64 $336K - $394K
4.71K $383M
ORCC
Owl Rock Capital Corp

Financial Services
26.7K
New
N/A
26.7K $378M
Capital Group Core Balanced
10.4K
New
N/A
10.4K $323M
Dimensional ETF Trust
10.6K
New
N/A
10.6K $278M
Neos ETF Trust
5.63K
New
N/A
5.63K $268M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.01K
New
$65.27 - $71.18 $261K - $285K
4.01K $264M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.14K
New
$120.24 - $134.3 $257K - $287K
2.14K $258M
IEFA
Ishares Tr

ETFs
3.19K
New
$69.57 - $78.65 $222K - $251K
3.19K $251M
AOA
Ishares Tr Core Aggressive All

ETFs
3.25K
New
$75.7 - $80.01 $246K - $260K
3.25K $249M
Blackrock ETF Trust Ii
8.43K
New
N/A
8.43K $247M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.95K
New
$39.4 - $42.61 $234K - $254K
5.95K $233M
HLI
Houlihan Lokey, Inc.

Financial Services
1.42K
New
$154.43 - $187.4 $220K - $267K
1.42K $231M
LRN
Stride, Inc.

Consumer Defensive
1.57K
New
$106.34 - $142.28 $167K - $224K
1.57K $224M
SHEL
Shell PLC

Energy
3.4K
New
$62.84 - $73.29 $214K - $249K
3.4K $223M
SPOT
Spotify Technology S.A.

Communication Services
386
New
$457.79 - $648.32 $177K - $250K
386 $223M
PH
Parker Hannifin Corp

Industrials
357
New
$591.65 - $707.05 $211K - $252K
357 $215M
HEIA
Heico Crp Cl A
1.07K
New
N/A
1.07K $212M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
149
New
$1187.71 - $1432.58 $177K - $213K
149 $208M
XLE
Energy Sector Spdr

ETFs
2.43K
New
$85.7 - $93.96 $209K - $229K
2.43K $201M
RSG
Republic Services, Inc.

Industrials
813
New
$200.09 - $242.16 $163K - $197K
813 $201M
DCGO
Doc Go Inc.

Healthcare
84.5K
New
$2.64 - $5.6 $223K - $473K
84.5K $193M
Star Fashion Culture Hldgs L
15K
New
N/A
15K $18.2M
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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