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
VEEV
Veeva Systems Inc

Healthcare
575
+ 5.31%
$209.39 - $289.94 $120K - $167K
11.4K $3.14B
PTC
Ptc Inc.

Technology
1.63K
+ 28.68%
$136.74 - $173.24 $223K - $283K
7.33K $1.5B
BCS
Barclays PLC

Financial Services
14.1K
+ 18.29%
$12.69 - $18.61 $179K - $263K
91.4K $1.86B
GD
General Dynamics Corp

Industrials
694
+ 7.31%
$247.68 - $291.66 $172K - $202K
10.2K $3.2B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
20.6K
+ 16.38%
$10.79 - $14.14 $222K - $291K
146K $2.21B
EW
Edwards Lifesciences Corp

Healthcare
7.53K
+ 16.37%
$67.07 - $78.22 $505K - $589K
53.5K $4.12B
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
4.72K
+ 1.75%
$6.24 - $8.83 $29.5K - $41.7K
275K $2.52B
HQY
Healthequity, Inc.

Healthcare
169
+ 0.19%
$76.77 - $113.06 $13K - $19.1K
90.5K $8.42B
VZ
Verizon Communications Inc

Communication Services
12.9K
+ 9.2%
$41.67 - $45.62 $539K - $590K
154K $6.64B
PKG
Packaging Corp Of America

Consumer Cyclical
9
+ 0.02%
$175.97 - $201.36 $1.58K - $1.81K
46.1K $9.16B
RMBS
Rambus Inc

Technology
2.84K
+ 21.13%
$42.9 - $64.02 $122K - $182K
16.3K $1.24B
VMI
Valmont Industries Inc

Industrials
898
+ 31.91%
$263.86 - $333.86 $237K - $300K
3.71K $1.41B
SCHO
Schwab Short Term Us Treasury

ETFs
25.3K
+ 5.49%
$24.19 - $24.45 $613K - $620K
487K $11.8B
STE
Steris PLC

Healthcare
1.7K
+ 23.02%
$208.55 - $252.55 $354K - $429K
9.07K $2.21B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
23.8K
New
$22.66 - $23.41 $540K - $558K
23.8K $557M
AXP
American Express CO

Financial Services
433
+ 3.81%
$231.39 - $318.98 $100K - $138K
11.8K $3.57B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.8K
+ 12.24%
$45.2 - $46.6 $531K - $548K
108K $4.98B
DOMO
Domo, Inc.

Technology
25.7K
+ 110.94%
$6.64 - $14.63 $171K - $377K
48.9K $711M
ADP
Automatic Data Processing Inc

Industrials
1.59K
+ 11.12%
$276.76 - $326.81 $439K - $519K
15.9K $4.75B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
507
+ 0.35%
$28.75 - $33.88 $14.6K - $17.2K
146K $5.07B
CBOE
Cboe Global Markets, Inc.

Financial Services
669
+ 5.88%
$205.81 - $234.23 $138K - $157K
12.1K $2.99B
PODD
Insulet Corp

Healthcare
1.02K
+ 29.08%
$238.57 - $327.47 $243K - $334K
4.53K $1.4B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.03K
+ 5.26%
$63.36 - $80.23 $129K - $163K
40.6K $3.28B
IONQ
Ion Q, Inc.

Technology
11.6K
New
$20.68 - $48.04 $240K - $557K
11.6K $499M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.58K
+ 15.05%
$103.49 - $133.44 $164K - $211K
12.1K $1.6B
PJT
Pjt Partners Inc.

Financial Services
455
+ 4.56%
$125.44 - $166.41 $57.1K - $75.7K
10.4K $1.91B
TSCO
Tractor Supply CO

Consumer Cyclical
5.24K
+ 26.7%
$47.86 - $55.77 $251K - $292K
24.9K $1.47B
XOM
Exxon Mobil Corp

Energy
5.35K
+ 13.86%
$99.93 - $119.04 $535K - $637K
44K $4.67B
MU
Micron Technology Inc

Technology
1.58K
+ 30.34%
$64.72 - $127.91 $102K - $202K
6.8K $869M
Coreweave Inc
3.11K
New
N/A
3.11K $462M
AMGN
Amgen Inc

Healthcare
1.74K
+ 16.8%
$262.28 - $309.85 $457K - $540K
12.1K $3.45B
FNDF
Schwab Fundamental Intl Large

ETFs
3.85K
+ 5.72%
$32.25 - $40.02 $124K - $154K
71.1K $2.98B
SAIA
Saia Inc

Industrials
1.02K
+ 44.64%
$236.65 - $374.8 $241K - $382K
3.31K $995M
UNP
Union Pacific Corp

Industrials
1.78K
+ 12.75%
$208.27 - $238.46 $371K - $425K
15.8K $3.45B
GE
General Electric CO

Industrials
88
+ 1.68%
$166.81 - $257.39 $14.7K - $22.7K
5.32K $1.49B
YPF
Ypf Sociedad Anonima

Energy
8.71K
+ 17.35%
$27.16 - $36.96 $237K - $322K
58.9K $2B
Barrick Mng Corp
18.2K
New
N/A
18.2K $429M
LECO
Lincoln Electric Holdings Inc

Industrials
954
+ 28.62%
$167.18 - $211.38 $159K - $202K
4.29K $1.04B
CVLT
Commvault Systems Inc

Technology
1.52K
+ 27.92%
$139.35 - $190.99 $211K - $290K
6.95K $1.34B
MRK
Merck & Co., Inc.

Healthcare
6.9K
+ 22.15%
$73.47 - $87.12 $507K - $601K
38K $3.05B
Ishares Bitcoin Trust ETF
6.02K
New
N/A
6.02K $409M
MCD
Mcdonalds Corp

Consumer Cyclical
1.95K
+ 13.9%
$285.55 - $321.23 $556K - $626K
16K $4.82B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.18K
+ 7.03%
N/A
125K $6.26B
ASND
Ascendis Pharma A/S

Healthcare
1.15K
+ 19.1%
$137.41 - $179.1 $157K - $205K
7.14K $1.4B
ESS
Essex Property Trust, Inc.

Real Estate
2.94K
+ 17.37%
N/A
19.9K $5.05B
ZTS
Zoetis Inc.

Healthcare
3.72K
+ 12.46%
$144.41 - $170.3 $536K - $633K
33.5K $5.02B
TDY
Teledyne Technologies Inc

Technology
217
+ 7.28%
$435.54 - $512.31 $94.5K - $111K
3.2K $1.77B
Ge Vernova Inc
23
+ 1.78%
N/A
1.32K $867M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
489
+ 2.45%
$95.74 - $115.54 $46.8K - $56.5K
20.5K $2.56B
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email