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
NOC
Northrop Grumman Corp

Industrials
97
+ 12.9%
$456.3 - $540.39 $44.3K - $52.4K
849 $493M
ORCC
Owl Rock Capital Corp

Financial Services
8.88K
+ 33.29%
N/A
35.5K $508M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.32K
+ 20.37%
$85.42 - $94.39 $113K - $125K
7.82K $726M
VTV
Vanguard Value ETF

ETFs
119
+ 1.51%
$153.67 - $176.74 $18.3K - $21K
7.98K $1.43B
ENTG
Entegris Inc

Technology
1.91K
+ 25.67%
$62.92 - $86.2 $120K - $164K
9.34K $709M
RELX
Relx PLC

Communication Services
8.52K
+ 17.78%
$45.31 - $55.66 $386K - $474K
56.4K $2.7B
BBAI
Big Bear.Ai Holdings, Inc.

Technology
20K
New
$2.39 - $6.79 $47.8K - $136K
20K $119M
TRNO
Terreno Realty Corp

Real Estate
2.68K
+ 28.11%
$51.18 - $63.89 $137K - $171K
12.2K $659M
SAP
Sap Se

Technology
1.29K
+ 9.06%
$237.53 - $309.8 $307K - $400K
15.5K $4.29B
Neos ETF Trust
1.55K
+ 27.59%
N/A
7.19K $387M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
7.46K
+ 16.96%
$12.71 - $14.52 $94.8K - $108K
51.4K $715M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
100K
New
$0.85 - $1.2 $85K - $120K
100K $111M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.83K
+ 20.27%
$91.57 - $110.76 $168K - $203K
10.9K $1B
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.59K
+ 21.81%
$100.44 - $129.37 $160K - $206K
8.9K $924M
ADBE
Adobe Inc.

Technology
1.41K
+ 12.36%
$340.0 - $420.68 $479K - $592K
12.8K $4.33B
DEO
Diageo PLC

Consumer Defensive
893
+ 14.66%
$99.86 - $115.75 $89.2K - $103K
6.99K $778M
Bioxcel Therapeutics Inc
15K
New
N/A
15K $102M
GILD
Gilead Sciences, Inc.

Healthcare
83
+ 1.48%
$96.91 - $113.0 $8.04K - $9.38K
5.68K $682M
RGEN
Repligen Corp

Healthcare
1.36K
+ 36.53%
$108.89 - $145.23 $148K - $197K
5.08K $616M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
2.02K
+ 17.66%
N/A
13.5K $667M
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.62%
$228.25 - $285.3 $2.97K - $3.71K
2.1K $622M
MORN
Morningstar, Inc.

Financial Services
668
+ 19.64%
$255.31 - $313.93 $171K - $210K
4.07K $1.05B
V
Visa Inc.

Financial Services
567
+ 2.68%
$308.27 - $373.31 $175K - $212K
21.7K $7.31B
TXN
Texas Instruments Inc

Technology
121
+ 6.4%
N/A
2.01K $388M
GLDM
World Gold Trust

ETFs
1.22K
+ 18.25%
$58.96 - $67.97 $71.8K - $82.7K
7.89K $523M
Capital Group Core Balanced
1.47K
+ 14.05%
N/A
11.9K $405M
CODI
Compass Diversified Holdings

Industrials
11.8K
New
$6.0 - $18.81 $70.6K - $221K
11.8K $81.4M
Cooper Cos Inc
3.91K
+ 18.33%
N/A
25.2K $1.83B
Fidelity Wise Origin Bitcoin
1
+ 0.03%
N/A
3.56K $372M
HLI
Houlihan Lokey, Inc.

Financial Services
159
+ 11.17%
$141.59 - $182.75 $22.5K - $29.1K
1.58K $306M
VGSH
Vanguard

ETFs
1.31K
+ 11.96%
$58.32 - $58.95 $76.2K - $77K
12.2K $718M
LUV
Southwest Airlines CO

Industrials
824
+ 6.06%
$24.04 - $34.36 $19.8K - $28.3K
14.4K $443M
WRB
Berkley W R Corp

Financial Services
1.37K
+ 6.31%
$64.28 - $75.17 $88.1K - $103K
23.1K $1.62B
ERIC
Ericsson Lm Telephone CO

Technology
19.8K
+ 16.61%
$6.77 - $8.86 $134K - $175K
139K $1.06B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10
+ 0.68%
$224.16 - $285.86 $2.24K - $2.86K
1.47K $441M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
118
+ 2.12%
$58.41 - $72.69 $6.89K - $8.58K
5.69K $431M
AOA
Ishares Tr Core Aggressive All

ETFs
452
+ 13.9%
$69.46 - $83.4 $31.4K - $37.7K
3.7K $316M
PDI
Pimco Dynamic Income Fund

Financial Services
2.38K
+ 7.78%
$17.02 - $19.87 $40.5K - $47.3K
32.9K $628M
MO
Altria Group, Inc.

Consumer Defensive
464
+ 9.81%
$55.56 - $60.91 $25.8K - $28.3K
5.19K $343M
UL
Unilever PLC

Consumer Defensive
1.97K
+ 7.26%
$57.9 - $65.43 $114K - $129K
29.1K $1.78B
Advisors Inner Circle Fd Ii
432
+ 2.36%
N/A
18.7K $500M
DUOL
Duolingo, Inc.

Technology
642
+ 27.45%
$292.88 - $540.68 $188K - $347K
2.98K $963M
IWN
Ishares Russell2000 Val ETF

ETFs
42
+ 1.53%
$131.84 - $157.76 $5.54K - $6.63K
2.78K $462M
OXY
Occidental Petroleum Corp

Energy
327
+ 2.64%
$36.11 - $49.33 $11.8K - $16.1K
12.7K $562M
PEN
Penumbra Inc

Healthcare
724
+ 29.35%
$253.22 - $299.78 $183K - $217K
3.19K $793M
JKHY
Henry Jack & Associates Inc

Technology
754
+ 16.69%
$163.54 - $186.02 $123K - $140K
5.27K $842M
AVIG
American Centy ETF Tr Avantis

ETFs
1.3K
+ 10.09%
$40.41 - $41.62 $52.6K - $54.2K
14.2K $591M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.09%
$200.21 - $256.99 $200 - $257
1.14K $308M
OTIS
Otis Worldwide Corp

Industrials
1.63K
+ 12.19%
$90.88 - $104.3 $148K - $170K
15K $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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