Diversify Wealth Management, LLC Reduced Holdings in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-12.8K
- 48.75%
$150.47 - $161.22 $1.93M - $2.07M
13.5K $2B
GGAL
Grupo Financiero Galicia Sa

Financial Services
-37.9K
- 88.78%
$26.45 - $53.13 $1M - $2.01M
4.79K $291M
MRK
Merck & Co., Inc.

Healthcare
-24.3K
- 63.9%
$77.6 - $87.37 $1.89M - $2.12M
13.7K $1.13B
BX
Blackstone Inc.

Financial Services
-5.61K
- 17.06%
$152.77 - $188.68 $857K - $1.06M
27.3K $3.94B
YPF
Ypf Sociedad Anonima

Energy
-50.6K
- 85.94%
$23.87 - $36.2 $1.21M - $1.83M
8.28K $307M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22K
- 20.74%
$72.57 - $74.72 $1.59M - $1.64M
83.9K $6.23B
PAM
Pampa Energy Inc.

Utilities
-20.3K
- 87.23%
$56.55 - $82.66 $1.15M - $1.67M
2.97K $263M
RELX
Relx PLC

Communication Services
-24K
- 42.59%
$45.13 - $54.19 $1.08M - $1.3M
32.4K $1.43B
DFAI
Dimensional ETF Tr

ETFs
-42.9K
- 8.35%
$34.05 - $36.55 $1.46M - $1.57M
470K $17.2B
ERIC
Ericsson Lm Telephone CO

Technology
-123K
- 88.5%
$7.2 - $8.55 $884K - $1.05M
16K $164M
NOK
Nokia Corp

Technology
-207K
- 92.95%
$4.05 - $5.23 $840K - $1.08M
15.7K $113M
MSTR
Microstrategy Inc

Technology
-1.68K
- 68.15%
$300.7 - $455.9 $506K - $767K
786 $208M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-33.5K
- 14.03%
$22.9 - $24.1 $768K - $808K
205K $4.78B
BXSL
Blackstone Secured Lending Fund

Financial Services
-15.7K
- 22.14%
$26.07 - $32.55 $410K - $512K
55.3K $1.46B
DIS
Walt Disney CO

Communication Services
-4.9K
- 10.06%
$112.25 - $124.0 $550K - $608K
43.8K $4.91B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-10.7K
- 20.75%
$49.78 - $50.75 $532K - $542K
40.8K $2.04B
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.84K
- 19.56%
$58.97 - $60.36 $522K - $534K
36.4K $2.18B
PECO
Phillips Edison & Company, Inc.

Real Estate
-15.3K
- 26.46%
$33.04 - $36.15 $506K - $553K
42.5K $1.44B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.09K
- 10.33%
$65.64 - $78.22 $465K - $554K
61.5K $4.2B
DFAU
Dimensional ETF Tr

ETFs
-76.1K
- 6.36%
$42.42 - $45.96 $3.23M - $3.5M
1.12M $52.3B
ABT
Abbott Laboratories

Healthcare
-2.82K
- 19.88%
$120.51 - $136.62 $340K - $385K
11.4K $1.41B
SAP
Sap Se

Technology
-932
- 6.0%
$252.42 - $311.93 $235K - $291K
14.6K $3.85B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.8K
- 4.87%
$26.38 - $27.95 $284K - $301K
210K $5.56B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7.9K
- 21.88%
$42.75 - $43.37 $338K - $342K
28.2K $1.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.65K
- 7.0%
$91.44 - $91.77 $333K - $335K
48.4K $4.43B
FSK
Fs Kkr Capital Corp

Financial Services
-1.75K
- 1.52%
$14.93 - $22.48 $26.2K - $39.4K
113K $1.71B
AON
Aon PLC

Financial Services
-733
- 25.76%
$350.91 - $375.27 $257K - $275K
2.11K $718M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-895
- 40.64%
$404.94 - $499.99 $362K - $447K
1.31K $739M
BA
Boeing CO

Industrials
-656
- 11.15%
$209.79 - $237.38 $138K - $156K
5.23K $1.07B
NFLX
Netflix Inc

Communication Services
-63
- 3.46%
$1147.87 - $1297.18 $72.3K - $81.7K
1.76K $1.94B
CION
Cion Investment Corp

Financial Services
-9.66K
- 7.27%
$9.48 - $10.86 $91.5K - $105K
123K $1.13B
EW
Edwards Lifesciences Corp

Healthcare
-7.26K
- 13.56%
$73.75 - $81.83 $535K - $594K
46.3K $3.84B
Sila Realty Trust Inc
-4.04K
- 4.3%
N/A
89.9K $2.12B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-5.37K
- 6.52%
$47.86 - $48.43 $257K - $260K
77K $3.71B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.55K
- 6.25%
$133.48 - $144.38 $474K - $513K
53.2K $7.58B
PJT
Pjt Partners Inc.

Financial Services
-190
- 1.82%
$165.08 - $188.27 $31.4K - $35.8K
10.2K $1.66B
SE
Sea LTD

Consumer Cyclical
-132
- 1.0%
$146.23 - $196.5 $19.3K - $25.9K
13.1K $2.06B
SBUX
Starbucks Corp

Consumer Cyclical
-862
- 7.58%
$81.9 - $96.86 $70.6K - $83.5K
10.5K $851M
ORCL
Oracle Corp

Technology
-1.46K
- 3.06%
$218.96 - $328.33 $320K - $480K
46.3K $11.9B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.07K
- 25.3%
$42.67 - $46.91 $216K - $238K
15K $713M
WDAY
Workday, Inc.

Technology
-955
- 32.84%
$213.69 - $247.69 $204K - $237K
1.95K $464M
CSGP
Costar Group, Inc.

Real Estate
-686
- 11.9%
$81.42 - $96.83 $55.9K - $66.4K
5.08K $352M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.7K
- 19.38%
$30.67 - $32.13 $144K - $151K
19.5K $606M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.52K
- 12.9%
$96.22 - $98.19 $147K - $150K
10.3K $993M
LOW
Lowes Companies Inc

Consumer Cyclical
-248
- 2.64%
$215.01 - $273.02 $53.3K - $67.7K
9.16K $2.16B
AMT
American Tower Corp

Real Estate
-262
- 8.46%
$192.32 - $232.35 $50.4K - $60.9K
2.84K $501M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.26K
- 33.18%
$102.4 - $103.88 $129K - $130K
2.53K $260M
PAYC
Paycom Software, Inc.

Technology
-312
- 13.13%
$208.14 - $238.8 $64.9K - $74.5K
2.07K $382M
IEF
Ishares Barclays

ETFs
-1.39K
- 32.58%
$93.91 - $97.26 $131K - $135K
2.88K $278M
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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