Diversify Wealth Management, LLC Sells in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMA
Macro Bank Inc.

Financial Services
-18.8K
- 84.14%
$64.88 - $96.54 $1.22M - $1.81M
3.54K $259M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-23.1K
- 17.89%
$72.02 - $73.82 $1.66M - $1.7M
106K $7.78B
VRNA
Verona Pharma PLC

Healthcare
-24.9K
- 84.75%
$53.9 - $98.68 $1.34M - $2.45M
4.47K $471M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.5K
- 14.2%
$50.36 - $50.68 $1.18M - $1.19M
142K $7.18B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-39.5K
- 14.18%
$20.99 - $23.93 $829K - $945K
239K $5.51B
Advisors Inner Circle Fd Ii
-36.4K
- 73.25%
N/A
13.3K $331M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-16.4K
- 24.19%
$49.57 - $50.27 $814K - $826K
51.5K $2.59B
MSTR
Microstrategy Inc

Technology
-1.96K
- 44.26%
$237.95 - $421.61 $466K - $826K
2.47K $973M
VGIT
Vanguard Intermediate Term Tre

ETFs
-11.7K
- 20.54%
$58.63 - $59.9 $685K - $700K
45.2K $2.7B
Sila Realty Trust Inc
-26.4K
- 21.94%
N/A
93.9K $2.38B
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.27K
- 49.55%
$107.93 - $110.97 $568K - $584K
5.36K $591M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.44K
- 39.61%
$390.26 - $489.06 $564K - $706K
2.2K $1.05B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4.19K
- 26.18%
$91.23 - $97.27 $382K - $407K
11.8K $1.14B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.76K
- 68.18%
$72.61 - $88.75 $345K - $422K
2.22K $204M
FSK
Fs Kkr Capital Corp

Financial Services
-3.56K
- 3.0%
$17.95 - $21.5 $63.9K - $76.6K
115K $2.04B
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-13.7K
- 40.97%
$23.03 - $23.59 $316K - $323K
19.7K $467M
Axil Brands Inc
-96.6K
- 36.54%
N/A
168K $1.42B
CNC
Centene Corp

Healthcare
-468
- 5.37%
$53.4 - $64.29 $25K - $30.1K
8.25K $216M
WDAY
Workday, Inc.

Technology
-673
- 18.79%
$210.47 - $274.71 $142K - $185K
2.91K $624M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-2.36K
- 33.48%
$61.48 - $65.6 $145K - $155K
4.69K $292M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.84K
- 8.49%
$82.21 - $83.12 $151K - $153K
19.8K $1.64B
VTI
Vanguard Total Stock Market Et

ETFs
-1.4K
- 20.84%
$243.75 - $303.93 $341K - $425K
5.31K $1.68B
CION
Cion Investment Corp

Financial Services
-21.9K
- 14.13%
$8.68 - $10.48 $190K - $229K
133K $1.41B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-5.9K
- 23.9%
$21.55 - $22.2 $127K - $131K
18.8K $414M
EXR
Extra Space Storage Inc.

Real Estate
-21
- 0.1%
$126.61 - $152.99 $2.66K - $3.21K
21.2K $2.87B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.33K
- 8.44%
$40.82 - $43.14 $136K - $143K
36.1K $1.55B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.53K
- 41.78%
$50.39 - $60.05 $128K - $152K
3.53K $216M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.48K
- 7.77%
$79.79 - $91.42 $118K - $136K
17.6K $1.57B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.71K
- 4.94%
$22.68 - $23.28 $107K - $110K
90.7K $2.1B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.46K
- 15.38%
$67.03 - $80.35 $299K - $359K
24.5K $2.07B
VHT
Vanguard Health Care ETF

ETFs
-271
- 14.82%
$236.71 - $261.92 $64.1K - $71K
1.56K $379M
PCG
Pg&E Corp

Utilities
-857
- 2.26%
$13.55 - $17.87 $11.6K - $15.3K
37K $572M
CCB
Coastal Financial Corp

Financial Services
-2.46K
- 22.79%
$79.01 - $99.95 $195K - $246K
8.35K $859M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.52K
- 32.65%
$70.56 - $92.75 $107K - $141K
3.13K $301M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.02K
- 15.8%
$79.56 - $82.92 $81.2K - $84.6K
5.44K $451M
PAYC
Paycom Software, Inc.

Technology
-197
- 7.65%
$193.07 - $265.71 $38K - $52.3K
2.38K $511M
WSO
Watsco Inc

Industrials
-67
- 4.93%
$421.84 - $520.66 $28.3K - $34.9K
1.29K $545M
ABT
Abbott Laboratories

Healthcare
-607
- 4.1%
$123.95 - $138.08 $75.2K - $83.8K
14.2K $1.86B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.26K
- 15.77%
$221.86 - $362.89 $502K - $821K
12.1K $4.12B
CMCSA
Comcast Corp

Communication Services
-1.29K
- 8.11%
$32.84 - $36.72 $42.2K - $47.2K
14.6K $468M
AIG
American International Group, Inc.

Financial Services
-461
- 5.7%
$77.56 - $87.72 $35.8K - $40.4K
7.62K $598M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.13K
- 22.32%
$29.82 - $30.19 $63.6K - $64.4K
7.43K $224M
MSCI
Msci Inc.

Financial Services
-148
- 8.07%
$506.56 - $576.74 $75K - $85.4K
1.69K $927M
VRSK
Verisk Analytics, Inc.

Industrials
-51
- 3.3%
$277.03 - $321.33 $14.1K - $16.4K
1.49K $388M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-815
- 15.78%
$77.94 - $79.5 $63.5K - $64.8K
4.35K $346M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-624
- 11.85%
$64.31 - $75.93 $40.1K - $47.4K
4.64K $277M
INTC
Intel Corp

Technology
-3.81K
- 26.42%
$18.13 - $22.69 $69.1K - $86.4K
10.6K $231M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.88K
- 14.04%
$25.48 - $27.78 $47.8K - $52.1K
11.5K $302M
VDC
Vanguard Consumer Staples ETF

ETFs
-292
- 13.58%
$204.89 - $224.73 $59.8K - $65.6K
1.86K $416M
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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