Diversify Wealth Management, LLC Purchases in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
17.2K
+ 7.74%
$94.31 - $157.99 $1.62M - $2.72M
240K $43.9B
NOW
Service Now, Inc.

Technology
18.2K
+ 298.87%
$721.65 - $1040.18 $13.1M - $18.9M
24.3K $20.7B
SPYG
Spdr Portfolio

ETFs
38.2K
+ 7.09%
$71.83 - $95.32 $2.74M - $3.64M
576K $57.8B
STGW
Stagwell Inc

Communication Services
1.75M
New
$4.16 - $6.02 $7.28M - $10.5M
1.75M $9.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
99.1K
+ 12.22%
$45.11 - $52.34 $4.47M - $5.19M
910K $48.9B
META
Meta Platforms, Inc.

Communication Services
1.6K
+ 5.99%
$484.66 - $738.09 $776K - $1.18M
28.3K $22.4B
MSFT
Microsoft Corp

Technology
1.74K
+ 3.65%
$354.56 - $497.45 $616K - $864K
49.3K $26.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.15K
+ 1.56%
$496.48 - $617.85 $573K - $713K
75.1K $48.2B
AVGO
Broadcom Inc.

Technology
1.17K
+ 3.09%
$146.29 - $275.65 $172K - $324K
39.2K $12.3B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
52K
+ 7.58%
$32.66 - $40.75 $1.7M - $2.12M
739K $30.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.19K
+ 3.52%
$456.74 - $568.03 $542K - $674K
34.9K $20.6B
GOOG
Alphabet Inc.

Communication Services
4.87K
+ 9.8%
$146.58 - $180.01 $714K - $877K
54.6K $11.1B
AMD
Advanced Micro Devices Inc

Technology
2.4K
+ 7.67%
$78.21 - $143.81 $188K - $345K
33.7K $5.9B
AAPL
Apple Inc.

Technology
4.19K
+ 4.13%
$172.42 - $223.89 $722K - $937K
106K $24.3B
Lam Research Corp
6.24K
+ 10.37%
N/A
66.4K $7B
FIX
Comfort Systems Usa Inc

Industrials
1.06K
+ 19.15%
$296.51 - $536.21 $314K - $568K
6.59K $4.73B
MC
Moelis & CO

Financial Services
12.9K
+ 16.9%
$48.86 - $62.99 $630K - $812K
89.2K $6.56B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.6K
+ 54.68%
$100.35 - $100.71 $2.46M - $2.47M
69.5K $6.98B
SHOP
Shopify Inc.

Technology
653
+ 1.44%
$76.89 - $115.35 $50.2K - $75.3K
46K $6.86B
Arista Networks Inc
2K
+ 5.96%
N/A
35.6K $5.02B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
+ 1.17%
$152.42 - $182.82 $199K - $239K
113K $21.2B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
4.81K
+ 3.14%
$83.55 - $102.36 $402K - $492K
158K $16.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
844
+ 5.18%
$416.06 - $551.64 $351K - $466K
17.1K $9.94B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.7K
+ 4.91%
$39.89 - $49.46 $467K - $579K
250K $12.8B
JPM
Jpmorgan Chase & CO

Financial Services
2.22K
+ 7.77%
$210.28 - $289.91 $468K - $645K
30.8K $9.03B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
74.3K
+ 17.42%
$22.4 - $23.8 $1.66M - $1.77M
501K $11.9B
BX
Blackstone Inc.

Financial Services
4.08K
+ 14.17%
$120.07 - $151.11 $490K - $617K
32.9K $5.71B
APP
App Lovin Corp

Technology
422
+ 4.68%
$219.37 - $417.89 $92.6K - $176K
9.43K $4.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19.6K
+ 60.23%
$91.43 - $91.74 $1.79M - $1.8M
52.1K $4.77B
CMI
Cummins Inc

Industrials
1.82K
+ 18.58%
$267.12 - $336.65 $487K - $614K
11.6K $4.64B
VST
Vistra Corp.

Utilities
591
+ 2.94%
$98.07 - $195.04 $58K - $115K
20.7K $4.34B
SCHR
Schwab Intermediate Term Us Tr

ETFs
72.1K
+ 11.51%
$24.54 - $25.07 $1.77M - $1.81M
699K $17.4B
AVUV
American Centy ETF Tr Avantis

ETFs
6.87K
+ 7.56%
$75.17 - $91.21 $516K - $627K
97.8K $9.33B
NRG
Nrg Energy, Inc.

Utilities
1.37K
+ 4.32%
$83.61 - $162.67 $115K - $223K
33.2K $5.2B
CGCP
Capital Group Core Plus Income

ETFs
72.9K
+ 10.74%
$21.92 - $22.56 $1.6M - $1.64M
751K $16.9B
CSCO
Cisco Systems, Inc.

Technology
6.41K
+ 7.36%
$53.19 - $69.38 $341K - $445K
93.6K $6.68B
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.88K
+ 5.16%
$33.89 - $46.39 $131K - $180K
79.1K $4.33B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.6K
+ 11.39%
$41.1 - $42.37 $1.46M - $1.51M
349K $14.8B
XLK
Technology Sector Spdr

ETFs
1.16K
+ 5.3%
$179.73 - $253.23 $208K - $293K
23K $6.17B
GFI
Gold Fields LTD

Basic Materials
50.9K
New
$19.94 - $25.71 $1.01M - $1.31M
50.9K $1.6B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.61K
+ 16.84%
$49.95 - $128.54 $181K - $465K
25.1K $2.93B
PLTR
Palantir Technologies Inc.

Technology
2.57K
+ 18.38%
$74.01 - $144.25 $190K - $370K
16.5K $3.09B
DIS
Walt Disney CO

Communication Services
3.85K
+ 8.57%
$81.72 - $124.01 $314K - $477K
48.7K $5.54B
VB
Vanguard Small Cap ETF

ETFs
982
+ 2.33%
$193.73 - $237.37 $190K - $233K
43.1K $10.6B
Viking Holdings LTD
3.92K
+ 6.39%
N/A
65.2K $3.9B
PEP
Pepsico Inc

Consumer Defensive
5.42K
+ 12.34%
$128.02 - $151.37 $693K - $820K
49.3K $7.24B
RYAAY
Ryanair Holdings PLC

Industrials
20.6K
New
$39.21 - $57.84 $806K - $1.19M
20.6K $1.35B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.67K
+ 4.93%
$104.23 - $134.39 $278K - $359K
56.8K $7.83B
Tortoise Capital Series Trus
37.3K
New
N/A
37.3K $1.32B
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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