Diversify Wealth Management, LLC Reduced Holdings in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROLL
Rbc Bearings Inc

Industrials
-207
- 8.94%
N/A
2.11K $694M
MMM
3 M CO

Industrials
-157
- 3.13%
$129.7 - $155.12 $20.4K - $24.4K
4.86K $673M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-155
- 4.52%
$59.28 - $66.1 $9.19K - $10.2K
3.28K $219M
DUK
Duke Energy Corp

Utilities
-505
- 9.97%
$105.87 - $121.97 $53.5K - $61.6K
4.56K $555M
AFL
Aflac Inc

Financial Services
-3
- 0.09%
$100.99 - $111.19 $303 - $334
3.41K $371M
ATRC
Atri Cure, Inc.

Healthcare
-243
- 2.29%
$30.4 - $42.4 $7.39K - $10.3K
10.4K $359M
LYG
Lloyds Banking Group PLC

Financial Services
-5.43K
- 14.55%
$2.58 - $3.9 $14K - $21.2K
31.9K $127M
AEP
American Electric Power CO Inc

Utilities
-28
- 1.18%
$90.32 - $109.27 $2.53K - $3.06K
2.34K $253M
Advisors Inner Circle Fd Ii
-289
- 1.28%
N/A
22.4K $588M
GILD
Gilead Sciences, Inc.

Healthcare
-482
- 7.93%
$89.14 - $117.41 $43K - $56.6K
5.6K $583M
HDB
Hdfc Bank LTD

Financial Services
-376
- 7.57%
$58.06 - $66.85 $21.8K - $25.1K
4.59K $333M
CI
Cigna Corp

Healthcare
-266
- 11.68%
$274.49 - $329.0 $73K - $87.5K
2.01K $678M
VNQ
Vanguard Specialized Funds Van

ETFs
-32
- 0.17%
$85.55 - $94.34 $2.74K - $3.02K
19.1K $1.68B
CL
Colgate Palmolive CO

Consumer Defensive
-2
- 0.03%
$85.68 - $97.5 $171 - $195
7.53K $695M
EFV
Msci Eafe Value ETF

ETFs
-71
- 1.35%
$51.88 - $60.73 $3.68K - $4.31K
5.21K $319M
GLDM
World Gold Trust

ETFs
-594
- 8.18%
$52.19 - $61.89 $31K - $36.8K
6.67K $439M
ABT
Abbott Laboratories

Healthcare
-1.81K
- 10.93%
$111.1 - $140.22 $202K - $254K
14.8K $1.93B
AMT
American Tower Corp

Real Estate
-469
- 13.1%
$173.46 - $217.6 $81.4K - $102K
3.11K $689M
CASY
Caseys General Stores Inc

Consumer Cyclical
-135
- 7.27%
$378.71 - $442.54 $51.1K - $59.7K
1.72K $798M
CVS
Cvs Health Corp

Healthcare
-2.91K
- 17.97%
$44.22 - $68.64 $129K - $200K
13.3K $863M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-14
- 0.3%
$55.75 - $77.63 $781 - $1.09K
4.64K $380M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.36K
- 0.79%
$44.41 - $45.98 $60.4K - $62.6K
171K $7.8B
WM
Waste Management Inc

Industrials
-549
- 4.37%
$200.54 - $233.78 $110K - $128K
12K $2.75B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-18K
- 2.79%
$24.05 - $24.86 $433K - $447K
626K $15.7B
PANW
Palo Alto Networks Inc

Technology
-1.66K
- 3.56%
$167.82 - $208.28 $279K - $347K
45.1K $8.41B
Axil Brands Inc
-8.04K
- 2.95%
N/A
264K $1.72B
V
Visa Inc.

Financial Services
-295
- 1.38%
$306.92 - $362.71 $90.5K - $107K
21.2K $7.22B
CRWD
Crowd Strike Holdings, Inc.

Technology
-206
- 1.74%
$308.86 - $455.36 $63.6K - $93.8K
11.6K $5.01B
DFAI
Dimensional ETF Tr

ETFs
-33.3K
- 5.6%
$28.88 - $32.4 $962K - $1.08M
562K $18.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-305
- 2.21%
$442.66 - $534.52 $135K - $163K
13.5K $7.22B
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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