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
DHR
Danaher Corp

Healthcare
2.07K
+ 25.26%
$201.62 - $250.59 $417K - $518K
10.3K $2.04B
TRNO
Terreno Realty Corp

Real Estate
2.19K
+ 29.78%
$57.4 - $68.5 $125K - $150K
9.53K $540M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6.82K
+ 11.16%
$14.13 - $16.72 $96.4K - $114K
67.9K $974M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
2.18K
+ 23.59%
N/A
11.4K $569M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.12K
+ 6.95%
$126.11 - $135.06 $141K - $151K
17.2K $2.14B
STRL
Sterling Construction CO Inc

Industrials
1.24K
+ 23.31%
$108.65 - $200.56 $135K - $249K
6.56K $979M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.79K
+ 32.05%
$165.25 - $224.62 $626K - $851K
15.6K $2.57B
AVY
Avery Dennison Corp

Industrials
786
+ 30.29%
$174.58 - $195.91 $137K - $154K
3.38K $581M
AIG
American International Group, Inc.

Financial Services
73
+ 0.91%
$70.5 - $86.94 $5.15K - $6.35K
8.08K $663M
CHH
Choice Hotels International Inc

Consumer Cyclical
1.13K
+ 34.09%
$127.89 - $155.97 $144K - $175K
4.43K $561M
INTC
Intel Corp

Technology
3.68K
+ 34.23%
$19.1 - $27.39 $70.2K - $101K
14.4K $293M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.07K
+ 13.48%
$101.42 - $113.2 $109K - $121K
9.04K $895M
CSGP
Costar Group, Inc.

Real Estate
55
+ 0.88%
$69.29 - $80.37 $3.81K - $4.42K
6.32K $522M
MDLZ
Mondelez International, Inc.

Consumer Defensive
692
+ 16.99%
$56.12 - $68.15 $38.8K - $47.2K
4.76K $313M
UBS
Ubs Group Ag

Financial Services
4.83K
+ 13.04%
$30.28 - $35.78 $146K - $173K
41.9K $1.28B
TYL
Tyler Technologies Inc

Technology
202
+ 16.24%
$553.41 - $646.74 $112K - $131K
1.45K $772M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
881
+ 20.56%
$77.7 - $78.94 $68.5K - $69.5K
5.17K $409M
MORN
Morningstar, Inc.

Financial Services
581
+ 20.6%
$282.49 - $334.73 $164K - $194K
3.4K $961M
VTV
Vanguard Value ETF

ETFs
474
+ 6.42%
$167.73 - $179.21 $79.5K - $84.9K
7.86K $1.31B
Qxo Inc
6.64K
+ 66.38%
N/A
16.7K $220M
MO
Altria Group, Inc.

Consumer Defensive
448
+ 10.47%
$50.81 - $60.02 $22.8K - $26.9K
4.73K $278M
Ge Vernova Inc
146
+ 12.71%
N/A
1.3K $481M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.54K
+ 16.97%
$56.68 - $73.5 $87.5K - $113K
10.6K $631M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
984
+ 16.4%
$50.87 - $51.09 $50.1K - $50.3K
6.98K $356M
SPSC
Sps Commerce Inc

Technology
1.6K
+ 32.67%
$123.05 - $197.4 $197K - $316K
6.5K $923M
WERN
Werner Enterprises Inc

Industrials
4.12K
+ 38.63%
$29.25 - $38.23 $120K - $157K
14.8K $409M
DOMO
Domo, Inc.

Technology
2.71K
+ 13.2%
$6.62 - $9.15 $17.9K - $24.8K
23.2K $176M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
115
+ 2.4%
$58.01 - $64.46 $6.67K - $7.41K
4.91K $314M
PTC
Ptc Inc.

Technology
1.09K
+ 23.6%
$153.3 - $193.48 $167K - $210K
5.69K $875M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.37K
+ 4.82%
$43.63 - $46.01 $59.6K - $62.8K
29.7K $1.3B
Solventum Corp
425
+ 12.37%
N/A
3.86K $256M
ARCC
Ares Capital Corp

Financial Services
2.03K
+ 15.52%
$21.28 - $23.81 $43.2K - $48.4K
15.1K $312M
Advisors Inner Circle Fd Ii
154
+ 1.35%
N/A
11.6K $282M
UTZ
Utz Brands, Inc.

Consumer Defensive
1.92K
+ 11.48%
$13.18 - $15.15 $25.3K - $29.1K
18.6K $249M
FCX
Freeport Mcmoran Inc

Basic Materials
1.41K
+ 8.59%
$34.5 - $43.01 $48.7K - $60.7K
17.8K $663M
TJX
Tjx Companies Inc

Consumer Cyclical
65
+ 3.86%
$112.81 - $126.16 $7.33K - $8.2K
1.75K $224M
LQD
Ishares Iboxx $ Investment Gra

ETFs
69
+ 1.8%
$105.1 - $109.61 $7.25K - $7.56K
3.89K $422M
VUG
Vanguard Growth ETF

ETFs
250
+ 9.46%
$369.1 - $427.61 $92.3K - $107K
2.89K $1.1B
LHX
L3 Harris Technologies, Inc.

Industrials
17
+ 1.52%
$194.65 - $222.86 $3.31K - $3.79K
1.14K $252M
Star Fashion Culture Hldgs L
15K
New
N/A
15K $18.2M
APPF
Appfolio Inc

Technology
356
+ 25.97%
$206.66 - $260.64 $73.6K - $92.8K
1.73K $352M
Fidelity Wise Origin Bitcoin
186
+ 5.51%
N/A
3.56K $296M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1
+ 0.01%
$8.57 - $10.13 $8.57 - $10.1
15K $143M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
728
+ 4.28%
$24.07 - $24.5 $17.5K - $17.8K
17.7K $425M
SYY
Sysco Corp

Consumer Defensive
606
+ 6.72%
$70.0 - $77.13 $42.4K - $46.7K
9.62K $676M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$45.56 - $47.23 $45.6 - $47.2
8.64K $406M
FSV
First Service Corp

Real Estate
89
+ 4.37%
$159.66 - $185.88 $14.2K - $16.5K
2.13K $366M
RGEN
Repligen Corp

Healthcare
375
+ 11.22%
$127.24 - $174.24 $47.7K - $65.3K
3.72K $518M
IWD
Ishares Russell 1000 Val ETF

ETFs
51
+ 0.81%
$182.82 - $196.21 $9.32K - $10K
6.32K $1.15B
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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