Diversify Wealth Management, LLC Reduced Holdings in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
-240
- 4.03%
$35.77 - $42.27 $8.58K - $10.1K
5.71K $247M
NCNO
N Cino, Inc.

Technology
-965
- 7.31%
$21.45 - $28.12 $20.7K - $27.1K
12.2K $323M
Atlanta Braves Hldgs Inc
-304
- 4.58%
N/A
6.33K $281M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-86
- 1.25%
$29.4 - $33.37 $2.53K - $2.87K
6.79K $232M
MPC
Marathon Petroleum Corp

Energy
-319
- 9.86%
$118.55 - $170.08 $37.8K - $54.3K
2.92K $464M
CASY
Caseys General Stores Inc

Consumer Cyclical
-154
- 8.94%
$415.82 - $510.91 $64K - $78.7K
1.57K $815M
Brookfield Corp
-655
- 12.28%
N/A
4.68K $307M
FSV
First Service Corp

Real Estate
-122
- 5.74%
$158.93 - $179.74 $19.4K - $21.9K
2.01K $391M
VEA
Vanguard Ftse Developed Market

ETFs
-1.78K
- 7.49%
$45.65 - $57.01 $81.2K - $101K
22K $1.28B
TKR
Timken CO

Industrials
-219
- 5.77%
$57.34 - $74.03 $12.6K - $16.2K
3.58K $275M
HEIA
Heico Crp Cl A
-92
- 8.64%
N/A
973 $240M
American Centy ETF Tr
-75
- 1.14%
N/A
6.48K $410M
USB
Us Bancorp \De\

Financial Services
-120
- 1.76%
$36.4 - $45.76 $4.37K - $5.49K
6.69K $306M
PH
Parker Hannifin Corp

Industrials
-19
- 5.32%
$517.23 - $700.54 $9.83K - $13.3K
338 $254M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.08K
- 6.07%
$29.15 - $44.46 $31.6K - $48.2K
16.8K $707M
JLL
Jones Lang Lasalle Inc

Real Estate
-184
- 10.0%
$204.57 - $256.96 $37.6K - $47.3K
1.66K $470M
SBUX
Starbucks Corp

Consumer Cyclical
-539
- 4.53%
$79.69 - $99.41 $43K - $53.6K
11.4K $1.06B
Blackrock Inc
-8
- 3.08%
N/A
252 $293M
SCHW
Schwab Charles Corp

Financial Services
-275
- 5.83%
$69.06 - $91.24 $19K - $25.1K
4.44K $438M
FTI
Technip Fmc PLC

Energy
-1.71K
- 8.93%
$23.18 - $35.33 $39.6K - $60.3K
17.4K $611M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-21
- 1.08%
$149.56 - $212.83 $3.14K - $4.47K
1.92K $413M
THC
Tenet Healthcare Corp

Healthcare
-145
- 4.78%
$110.41 - $176.0 $16K - $25.5K
2.89K $493M
IWD
Ishares Russell 1000 Val ETF

ETFs
-112
- 1.77%
$166.82 - $194.23 $18.7K - $21.8K
6.21K $1.22B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18
- 0.36%
$152.93 - $181.74 $2.75K - $3.27K
5.02K $928M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.55K
- 6.09%
$19.1 - $23.83 $48.7K - $60.7K
39.3K $974M
APPF
Appfolio Inc

Technology
-137
- 7.93%
$192.02 - $234.65 $26.3K - $32.1K
1.59K $433M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4.76K
- 30.53%
$141.37 - $228.57 $673K - $1.09M
10.8K $2.65B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-475
- 2.37%
$49.48 - $61.22 $23.5K - $29.1K
19.5K $1.22B
CSX
Csx Corp

Industrials
-699
- 4.74%
$26.69 - $32.91 $18.7K - $23K
14K $503M
IVW
Ishares S&P 500 Growth ETF

ETFs
-20
- 0.46%
$82.96 - $110.1 $1.66K - $2.2K
4.35K $503M
IWM
Ishares Russell 2000 ETF

ETFs
-47
- 1.43%
$174.82 - $215.79 $8.22K - $10.1K
3.25K $737M
Qxo Inc
-836
- 5.02%
N/A
15.8K $316M
ROLL
Rbc Bearings Inc

Industrials
-143
- 6.78%
N/A
1.97K $796M
American Healthcare Reit Inc
-2.98K
- 10.85%
N/A
24.5K $993M
CAT
Caterpillar Inc

Industrials
-149
- 8.55%
$273.94 - $388.21 $40.8K - $57.8K
1.59K $658M
MS
Morgan Stanley

Financial Services
-411
- 6.92%
$99.83 - $140.86 $41K - $57.9K
5.53K $814M
AMAT
Applied Materials Inc

Technology
-188
- 3.73%
$126.95 - $183.52 $23.9K - $34.5K
4.86K $915M
EVR
Evercore Inc.

Financial Services
-127
- 6.64%
$163.77 - $271.5 $20.8K - $34.5K
1.79K $550M
NFLX
Netflix Inc

Communication Services
-8
- 0.44%
$855.86 - $1339.13 $6.85K - $10.7K
1.82K $2.23B
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 1.92%
$498.8 - $620.9 $21.9K - $27.3K
2.24K $1.45B
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 0.32%
$210.83 - $235.28 $6.32K - $7.06K
9.41K $2.3B
SNPS
Synopsys Inc

Technology
-109
- 6.73%
$380.9 - $517.66 $41.5K - $56.4K
1.51K $946M
GLW
Corning Inc

Technology
-1.5K
- 10.61%
$39.07 - $52.59 $58.6K - $78.9K
12.6K $831M
WFC
Wells Fargo & Company

Financial Services
-524
- 1.77%
$60.98 - $80.12 $32K - $42K
29.2K $2.32B
C
Citigroup Inc

Financial Services
-903
- 7.75%
$58.13 - $85.12 $52.5K - $76.9K
10.7K $1.03B
IDXX
Idexx Laboratories Inc

Healthcare
-40
- 3.37%
$361.04 - $536.34 $14.4K - $21.5K
1.15K $748M
GS
Goldman Sachs Group Inc

Financial Services
-46
- 3.28%
$462.22 - $707.75 $21.3K - $32.6K
1.36K $1.01B
BA
Boeing CO

Industrials
-300
- 4.85%
$136.59 - $217.51 $41K - $65.3K
5.88K $1.37B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-52.6K
- 11.66%
$29.12 - $35.84 $1.53M - $1.89M
399K $14.9B
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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