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
XLU
Utilities Sector Spdr

ETFs
2.87K
New
$73.09 - $82.77 $210K - $238K
2.87K $248M
KC
Kingsoft Cloud Holdings LTD

Technology
14.7K
+ 28.46%
$10.98 - $15.9 $161K - $233K
66.3K $887M
VUG
Vanguard Growth ETF

ETFs
3
+ 0.1%
$329.49 - $438.4 $988 - $1.32K
2.9K $1.34B
AVDV
American Centy ETF Tr Avantis

ETFs
389
+ 2.1%
$61.76 - $79.32 $24K - $30.9K
18.9K $1.59B
CRWD
Crowd Strike Holdings, Inc.

Technology
425
+ 3.66%
$321.63 - $509.31 $137K - $216K
12.1K $5.25B
Linde PLC
382
+ 14.71%
N/A
2.98K $1.41B
KO
Coca Cola CO

Consumer Defensive
4.53K
+ 8.9%
$68.37 - $73.9 $309K - $334K
55.4K $3.92B
USFR
Wisdomtree Floating Rate Treas

ETFs
4.61K
New
$50.28 - $50.47 $232K - $233K
4.61K $232M
PG
Procter & Gamble CO

Consumer Defensive
2.58K
+ 10.88%
$157.66 - $172.39 $407K - $445K
26.3K $4.08B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.11K
New
$137.62 - $174.44 $152K - $193K
1.11K $229M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.1K
New
$38.81 - $44.28 $198K - $226K
5.1K $221M
IWB
Ishares Tr Russell 1000 ETF

ETFs
615
New
$272.36 - $339.57 $168K - $209K
615 $217M
GXO
Gxo Logistics, Inc.

Industrials
4.22K
New
$31.53 - $49.1 $133K - $207K
4.22K $217M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
7.57K
New
$18.37 - $27.72 $139K - $210K
7.57K $217M
VIRT
Virtu Financial, Inc.

Financial Services
1.11K
+ 2.36%
$32.82 - $44.79 $36.6K - $49.9K
48.3K $2.03B
CDW
Cdw Corp

Technology
1.2K
+ 27.83%
$144.49 - $190.68 $173K - $228K
5.5K $902M
BNDX
Vanguard Total International B

ETFs
4.33K
New
$48.77 - $49.55 $211K - $215K
4.33K $213M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.57K
+ 16.21%
$45.88 - $54.4 $118K - $140K
18.4K $1.03B
VOT
Vanguard Mid Cap Growth Index

ETFs
733
New
$216.28 - $284.39 $159K - $208K
733 $210M
COF
Capital One Financial Corp

Financial Services
969
New
$150.57 - $212.76 $146K - $206K
969 $210M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.41K
New
$105.2 - $141.69 $148K - $199K
1.41K $208M
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $208M
FVD
First Tr Value Line Divid Inde

ETFs
4.39K
New
$40.62 - $45.12 $178K - $198K
4.39K $201M
SOFI
So Fi Technologies, Inc.

Financial Services
159
+ 0.85%
$9.5 - $18.21 $1.51K - $2.9K
18.8K $445M
TDG
Trans Digm Group Inc

Industrials
135
+ 7.64%
$1231.75 - $1520.64 $166K - $205K
1.9K $2.68B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.41K
+ 13.7%
$34.72 - $42.74 $83.8K - $103K
20K $886M
UFPT
Ufp Technologies Inc

Healthcare
727
+ 22.05%
$186.83 - $253.3 $136K - $184K
4.02K $884M
SONY
Sony Group Corp

Technology
3.42K
+ 5.38%
$21.24 - $26.88 $72.5K - $91.8K
66.9K $1.82B
WHD
Cactus, Inc.

Energy
4.7K
+ 28.48%
$35.05 - $47.38 $165K - $223K
21.2K $838M
ENB
Enbridge Inc

Energy
3.3K
+ 8.5%
$41.09 - $47.16 $135K - $155K
42.1K $1.99B
FCN
Fti Consulting, Inc

Industrials
1.05K
+ 17.01%
$152.87 - $168.51 $161K - $178K
7.25K $1.2B
SPYI
Shp ETF Tr Neos S&P 500 High I
2.01K
+ 11.84%
N/A
19K $980M
TYL
Tyler Technologies Inc

Technology
240
+ 16.6%
$521.68 - $592.84 $125K - $142K
1.69K $951M
KNSL
Kinsale Capital Group, Inc.

Financial Services
393
+ 28.81%
$419.99 - $501.97 $165K - $197K
1.76K $769M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.6K
+ 2.97%
$25.27 - $27.14 $91K - $97.8K
125K $3.38B
AVY
Avery Dennison Corp

Industrials
945
+ 27.95%
$159.58 - $183.97 $151K - $174K
4.33K $756M
RRC
Range Resources Corp

Energy
5.54K
+ 25.87%
$32.1 - $43.23 $178K - $239K
27K $921M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
14.2K
New
$11.45 - $12.35 $163K - $176K
14.2K $169M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.73K
+ 10.02%
$47.91 - $70.14 $83K - $122K
19K $1.22B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.65K
+ 1.55%
$44.68 - $45.96 $118K - $122K
174K $7.95B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
173
+ 0.81%
$51.16 - $62.02 $8.85K - $10.7K
21.5K $1.37B
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.32K
+ 2.25%
$24.18 - $27.61 $80.3K - $91.7K
151K $4.07B
Dimensional ETF Trust
5.04K
+ 47.38%
N/A
15.7K $419M
LMT
Lockheed Martin Corp

Industrials
1.03K
+ 15.01%
$430.82 - $486.45 $444K - $502K
7.9K $3.41B
MELI
Mercadolibre Inc

Consumer Cyclical
43
+ 7.92%
$1794.73 - $2613.63 $77.2K - $112K
586 $1.38B
CHH
Choice Hotels International Inc

Consumer Cyclical
1.29K
+ 29.24%
$117.49 - $134.0 $152K - $173K
5.72K $696M
ISRG
Intuitive Surgical Inc

Healthcare
966
+ 10.8%
$451.58 - $565.94 $436K - $547K
9.91K $4.74B
AES
Aes Corp

Utilities
655
+ 1.34%
$9.63 - $12.55 $6.31K - $8.22K
49.6K $641M
MMM
3 M CO

Industrials
230
+ 4.73%
$126.09 - $154.15 $29K - $35.5K
5.09K $804M
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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