Diversify Wealth Management, LLC Sells in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-721
- 14.27%
$109.66 - $136.26 $79.1K - $98.2K
4.33K $419M
CSX
Csx Corp

Industrials
-4.68K
- 24.08%
$29.11 - $33.67 $136K - $157K
14.7K $414M
FSK
Fs Kkr Capital Corp

Financial Services
-3K
- 2.47%
$20.47 - $24.06 $61.5K - $72.3K
119K $2.39B
BSY
Bentley Systems Inc

Technology
-3.03K
- 13.2%
$39.34 - $47.7 $119K - $144K
19.9K $858M
SRLN
Ssga Active Trust

ETFs
-4.09K
- 30.37%
$41.02 - $41.99 $168K - $172K
9.39K $384M
PECO
Phillips Edison & Company, Inc.

Real Estate
-3.81K
- 4.88%
$34.43 - $37.49 $131K - $143K
74.4K $2.6B
CCB
Coastal Financial Corp

Financial Services
-3.28K
- 23.25%
$79.67 - $100.71 $261K - $330K
10.8K $942M
WDAY
Workday, Inc.

Technology
-626
- 14.88%
$233.53 - $277.82 $146K - $174K
3.58K $872M
NFLX
Netflix Inc

Communication Services
-834
- 31.29%
$828.4 - $1058.6 $691K - $883K
1.83K $2.06B
C
Citigroup Inc

Financial Services
-1.91K
- 14.06%
$67.23 - $84.63 $128K - $161K
11.6K $802M
CAT
Caterpillar Inc

Industrials
-249
- 12.5%
$326.75 - $407.63 $81.4K - $101K
1.74K $536M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.14K
- 14.04%
$80.73 - $94.96 $92K - $108K
6.97K $567M
IWM
Ishares Russell 2000 ETF

ETFs
-414
- 11.16%
$198.1 - $229.79 $82K - $95.1K
3.3K $646M
EVR
Evercore Inc.

Financial Services
-129
- 6.31%
$190.28 - $291.27 $24.5K - $37.6K
1.91K $381M
NCNO
N Cino, Inc.

Technology
-922
- 6.53%
$27.36 - $34.81 $25.2K - $32.1K
13.2K $309M
BMY
Bristol Myers Squibb CO

Healthcare
-1.12K
- 7.94%
$53.9 - $63.11 $60.4K - $70.7K
13K $640M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-485
- 0.33%
$31.06 - $33.33 $15.1K - $16.2K
145K $4.54B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.36K
- 9.43%
$21.23 - $23.75 $92.5K - $103K
41.9K $894M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.27K
- 7.67%
$42.38 - $43.28 $139K - $142K
39.4K $1.68B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-4.8K
- 5.39%
$46.74 - $47.55 $224K - $228K
84.2K $4.02B
AES
Aes Corp

Utilities
-5.08K
- 9.4%
$9.93 - $13.23 $50.5K - $67.2K
49K $508M
MEDP
Medpace Holdings, Inc.

Healthcare
-97
- 3.94%
$304.69 - $360.97 $29.6K - $35K
2.36K $724M
MU
Micron Technology Inc

Technology
-189
- 3.5%
$86.89 - $109.38 $16.4K - $20.7K
5.22K $401M
AAON
Aaon, Inc.

Industrials
-354
- 11.53%
$73.52 - $136.95 $26K - $48.5K
2.72K $242M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-8.61K
- 8.28%
$22.46 - $23.26 $193K - $200K
95.4K $2.21B
OC
Owens Corning

Industrials
-321
- 9.64%
$137.83 - $191.19 $44.2K - $61.4K
3.01K $435M
EXR
Extra Space Storage Inc.

Real Estate
-44
- 0.21%
$143.8 - $161.28 $6.33K - $7.1K
21.2K $3B
BDX
Becton Dickinson & CO

Healthcare
-243
- 9.77%
$222.79 - $249.08 $54.1K - $60.5K
2.24K $463M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-25.5K
- 13.6%
$18.36 - $20.51 $468K - $523K
162K $3.33B
PCOR
Procore Technologies, Inc.

Technology
-511
- 6.85%
$65.21 - $88.33 $33.3K - $45.1K
6.95K $444M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-6.13K
- 19.89%
$21.23 - $22.14 $130K - $136K
24.7K $544M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5K
- 27.22%
$25.54 - $27.64 $128K - $138K
13.4K $361M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.46K
- 18.45%
$79.17 - $82.04 $116K - $120K
6.46K $528M
MET
Metlife Inc

Financial Services
-921
- 11.94%
$77.7 - $87.0 $71.6K - $80.1K
6.79K $519M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.15K
- 25.08%
$61.55 - $71.27 $70.5K - $81.7K
3.42K $211M
GOLD
Barrick Gold Corp

Basic Materials
-10K
- 34.2%
$15.45 - $19.56 $155K - $196K
19.2K $364M
TDC
Teradata Corp

Technology
-264
- 2.53%
$21.95 - $32.78 $5.79K - $8.65K
10.2K $221M
FTI
Technip Fmc PLC

Energy
-1.14K
- 5.64%
$25.3 - $32.57 $28.9K - $37.2K
19.1K $551M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-452
- 12.73%
$102.49 - $119.96 $46.3K - $54.2K
3.1K $312M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
-4.24K
- 19.86%
$18.12 - $19.07 $76.8K - $80.8K
17.1K $310M
VHT
Vanguard Health Care ETF

ETFs
-304
- 14.25%
$254.06 - $273.83 $77.2K - $83.2K
1.83K $465M
TXN
Texas Instruments Inc

Technology
-145
- 7.13%
N/A
1.89K $304M
WFC
Wells Fargo & Company

Financial Services
-1.67K
- 5.33%
$66.78 - $81.42 $112K - $136K
29.7K $2.11B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-923
- 18.65%
$100.59 - $103.47 $92.8K - $95.5K
4.03K $416M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.73K
- 1.46%
N/A
116K $5.86B
USB
Us Bancorp \De\

Financial Services
-560
- 7.6%
$40.92 - $50.9 $22.9K - $28.5K
6.81K $276M
IEF
Ishares Barclays

ETFs
-1.03K
- 18.53%
$91.17 - $95.39 $93.6K - $98K
4.52K $433M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-141
- 14.11%
$408.78 - $448.82 $57.6K - $63.3K
858 $348M
GLW
Corning Inc

Technology
-684
- 4.62%
$44.91 - $54.25 $30.7K - $37.1K
14.1K $628M
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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