Diversify Wealth Management, LLC Purchases in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.95K
New
$39.4 - $42.61 $234K - $254K
5.95K $233M
HLI
Houlihan Lokey, Inc.

Financial Services
1.42K
New
$154.43 - $187.4 $220K - $267K
1.42K $231M
CYBR
Cyber Ark Software Ltd.

Technology
564
+ 17.53%
$312.8 - $414.31 $176K - $234K
3.78K $1.33B
TSCO
Tractor Supply CO

Consumer Cyclical
5.84K
+ 42.37%
$51.66 - $57.94 $302K - $338K
19.6K $979M
LRN
Stride, Inc.

Consumer Defensive
1.57K
New
$106.34 - $142.28 $167K - $224K
1.57K $224M
SYK
Stryker Corp

Healthcare
473
+ 5.14%
$355.18 - $399.9 $168K - $189K
9.68K $3.59B
SHEL
Shell PLC

Energy
3.4K
New
$62.84 - $73.29 $214K - $249K
3.4K $223M
SPOT
Spotify Technology S.A.

Communication Services
386
New
$457.79 - $648.32 $177K - $250K
386 $223M
VEEV
Veeva Systems Inc

Healthcare
328
+ 3.13%
$210.58 - $246.8 $69.1K - $81K
10.8K $2.51B
GD
General Dynamics Corp

Industrials
380
+ 4.17%
$241.94 - $272.58 $91.9K - $104K
9.49K $2.58B
PH
Parker Hannifin Corp

Industrials
357
New
$591.65 - $707.05 $211K - $252K
357 $215M
HEIA
Heico Crp Cl A
1.07K
New
N/A
1.07K $212M
GWRE
Guidewire Software, Inc.

Technology
464
+ 13.7%
$166.74 - $218.22 $77.4K - $101K
3.85K $789M
AVEM
American Centy ETF Tr Avantis

ETFs
3.05K
+ 38.17%
$57.11 - $62.4 $174K - $190K
11K $669M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
149
New
$1187.71 - $1432.58 $177K - $213K
149 $208M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
16.4K
+ 59.26%
$14.22 - $14.83 $233K - $243K
44K $601M
BMI
Badger Meter Inc

Technology
733
+ 16.26%
$189.49 - $221.51 $139K - $162K
5.24K $1.14B
OTIS
Otis Worldwide Corp

Industrials
1.62K
+ 13.73%
$90.77 - $104.01 $147K - $168K
13.4K $1.27B
FUTU
Futu Holdings LTD

Financial Services
1.09K
+ 18.0%
$75.13 - $123.56 $82K - $135K
7.16K $659M
XLE
Energy Sector Spdr

ETFs
2.43K
New
$85.7 - $93.96 $209K - $229K
2.43K $201M
RSG
Republic Services, Inc.

Industrials
813
New
$200.09 - $242.16 $163K - $197K
813 $201M
ALLE
Allegion PLC

Industrials
729
+ 9.41%
$123.79 - $135.5 $90.2K - $98.8K
8.47K $1.17B
DCGO
Doc Go Inc.

Healthcare
84.5K
New
$2.64 - $5.6 $223K - $473K
84.5K $193M
SPYI
Shp ETF Tr Neos S&P 500 High I
4.92K
+ 40.84%
N/A
17K $801M
ISRG
Intuitive Surgical Inc

Healthcare
884
+ 10.96%
$476.63 - $610.45 $421K - $540K
8.95K $4.61B
PDI
Pimco Dynamic Income Fund

Financial Services
10.8K
+ 54.29%
$18.51 - $20.05 $199K - $216K
30.6K $563M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.84K
+ 21.32%
$96.27 - $116.36 $178K - $215K
10.5K $1.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.82K
+ 39.61%
$85.29 - $92.57 $155K - $168K
6.4K $578M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.36K
+ 50.33%
$58.31 - $62.66 $138K - $148K
7.05K $456M
RRC
Range Resources Corp

Energy
6.42K
+ 42.78%
$35.22 - $41.29 $226K - $265K
21.4K $752M
Brookfield Asset Managmt LTD
2.67K
+ 15.52%
N/A
19.9K $1.07B
TTE
Total Energies Se

Energy
2.52K
+ 19.09%
N/A
15.7K $920M
ERIC
Ericsson Lm Telephone CO

Technology
18.4K
+ 18.24%
$7.47 - $8.9 $137K - $163K
119K $988M
VGSH
Vanguard

ETFs
2.74K
+ 33.41%
$58.07 - $58.69 $159K - $161K
10.9K $644M
LECO
Lincoln Electric Holdings Inc

Industrials
843
+ 33.86%
$180.51 - $216.81 $152K - $183K
3.33K $613M
BX
Blackstone Inc.

Financial Services
6.45K
+ 28.87%
$136.53 - $186.74 $881K - $1.2M
28.8K $3.85B
SMPL
Simply Good Foods CO

Consumer Defensive
3.91K
+ 30.91%
$32.98 - $39.5 $129K - $155K
16.6K $593M
KNSL
Kinsale Capital Group, Inc.

Financial Services
316
+ 30.15%
$416.48 - $494.72 $132K - $156K
1.36K $593M
Cooper Cos Inc
3.53K
+ 19.87%
N/A
21.3K $1.75B
TDY
Teledyne Technologies Inc

Technology
275
+ 10.17%
$455.51 - $518.84 $125K - $143K
2.98K $1.38B
CRH.L
Crh PLC

Basic Materials
1.33K
+ 11.78%
N/A
12.6K $1.18B
LKQ
Lkq Corp

Consumer Cyclical
3.21K
+ 20.78%
$36.24 - $44.05 $116K - $141K
18.6K $702M
Aegon LTD
11.5K
+ 10.55%
N/A
121K $787M
PODD
Insulet Corp

Healthcare
746
+ 27.01%
$237.06 - $288.29 $177K - $215K
3.51K $881M
NVT
N Vent Electric PLC

Industrials
4.7K
+ 50.92%
$52.42 - $75.4 $246K - $354K
13.9K $765M
NET
Cloudflare, Inc.

Technology
835
+ 32.78%
$110.71 - $176.5 $92.4K - $147K
3.38K $413M
JKHY
Henry Jack & Associates Inc

Technology
679
+ 17.69%
$166.47 - $191.28 $113K - $130K
4.52K $784M
CSCO
Cisco Systems, Inc.

Technology
4.16K
+ 5.02%
$58.74 - $64.87 $245K - $270K
87.2K $5B
WAL
Western Alliance Bancorporation

Financial Services
2.29K
+ 38.15%
$72.65 - $94.0 $166K - $215K
8.3K $589M
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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