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
T
At&T Inc.

Communication Services
1.13K
+ 6.88%
$26.33 - $28.94 $29.7K - $32.6K
17.5K $499M
IEMG
Ishares Inc

ETFs
158
+ 3.34%
N/A
4.9K $304M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
20K
New
$1.66 - $3.61 $33.2K - $72.2K
20K $44.6M
IOO
Ishares Tr Global 100 ETF

ETFs
15
+ 0.67%
$84.95 - $107.81 $1.27K - $1.62K
2.26K $259M
PFF
Ishares Trust Ishares Pfd And

ETFs
602
+ 2.55%
$29.0 - $30.68 $17.5K - $18.5K
24.2K $760M
BXSL
Blackstone Secured Lending Fund

Financial Services
198
+ 0.28%
$26.88 - $32.74 $5.32K - $6.48K
71.1K $2.14B
ITW
Illinois Tool Works Inc

Industrials
71
+ 7.41%
$218.41 - $252.43 $15.5K - $17.9K
1.03K $268M
SPMD
Spdr Portfolio

ETFs
22
+ 0.37%
$44.89 - $54.38 $988 - $1.2K
5.96K $333M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.47%
$376.48 - $440.65 $1.51K - $1.76K
862 $383M
COOK
Traeger, Inc.

Consumer Cyclical
28.3K
+ 32.83%
$1.3 - $2.03 $36.8K - $57.5K
115K $158M
SHEL
Shell PLC

Energy
84
+ 2.47%
$59.75 - $73.05 $5.02K - $6.14K
3.48K $252M
IEFA
Ishares Tr

ETFs
91
+ 2.85%
$67.83 - $84.09 $6.17K - $7.65K
3.28K $279M
ARCC
Ares Capital Corp

Financial Services
5
+ 0.03%
$18.91 - $22.43 $94.6 - $112
15.1K $340M
TJX
Tjx Companies Inc

Consumer Cyclical
132
+ 7.54%
$119.13 - $135.03 $15.7K - $17.8K
1.88K $251M
SMPL
Simply Good Foods CO

Consumer Defensive
4.66K
+ 28.1%
$31.59 - $38.0 $147K - $177K
21.2K $617M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.14K
+ 1432.89%
$87.84 - $1441.89 $188K - $3.08M
2.28K $233M
XLE
Energy Sector Spdr

ETFs
168
+ 6.9%
$76.44 - $94.13 $12.8K - $15.8K
2.6K $220M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
206
+ 1.4%
$17.58 - $21.07 $3.62K - $4.34K
15K $307M
NOK
Nokia Corp

Technology
40.1K
+ 21.89%
$4.65 - $5.43 $186K - $218K
223K $924M
EPAM
Epam Systems, Inc.

Technology
213
+ 7.78%
N/A
2.95K $451M
QFIN
360 Digi Tech, Inc.

Financial Services
7.54K
+ 19.68%
$35.33 - $46.05 $266K - $347K
45.8K $1.56B
BDX
Becton Dickinson & CO

Healthcare
181
+ 8.07%
$165.15 - $226.42 $29.9K - $41K
2.43K $473M
GLD
Spdr Gold Trust

ETFs
2
+ 0.06%
$273.71 - $316.29 $547 - $633
3.17K $977M
UPS
United Parcel Service Inc

Industrials
499
+ 11.52%
$91.92 - $110.2 $45.9K - $55K
4.83K $422M
VUSB
Vanguard Bd Index Fds
19
+ 0.39%
N/A
4.92K $245M
PM
Philip Morris International Inc.

Consumer Defensive
318
+ 0.98%
$149.23 - $184.95 $47.5K - $58.8K
32.7K $5.52B
MDLZ
Mondelez International, Inc.

Consumer Defensive
268
+ 5.63%
$63.54 - $68.5 $17K - $18.4K
5.03K $309M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.07K
+ 23.71%
$78.57 - $89.09 $241K - $273K
16K $1.04B
LKQ
Lkq Corp

Consumer Cyclical
3.81K
+ 20.46%
$36.86 - $43.38 $141K - $165K
22.5K $676M
CHKP
Check Point Software Technologies LTD

Technology
770
+ 15.38%
$204.26 - $233.47 $157K - $180K
5.78K $1.05B
BMI
Badger Meter Inc

Technology
507
+ 9.67%
$170.72 - $254.17 $86.6K - $129K
5.75K $1.11B
CL
Colgate Palmolive CO

Consumer Defensive
249
+ 3.31%
$87.57 - $96.0 $21.8K - $23.9K
7.77K $661M
PGR
Progressive Corp

Financial Services
1.62K
+ 11.99%
$255.27 - $288.74 $414K - $468K
15.1K $3.68B
GGAL
Grupo Financiero Galicia Sa

Financial Services
5.42K
+ 14.54%
$45.31 - $64.39 $246K - $349K
42.7K $2.23B
SPSC
Sps Commerce Inc

Technology
1.31K
+ 20.15%
$121.61 - $152.67 $159K - $200K
7.81K $847M
GIS
General Mills Inc

Consumer Defensive
70
+ 0.61%
$50.37 - $60.97 $3.53K - $4.27K
11.5K $566M
CI
Cigna Corp

Healthcare
54
+ 2.69%
$301.89 - $340.04 $16.3K - $18.4K
2.07K $579M
NVO
Novo Nordisk A S

Healthcare
1.92K
+ 8.8%
$58.08 - $81.05 $111K - $155K
23.7K $1.18B
CRM
Salesforce, Inc.

Technology
3.05K
+ 11.5%
$236.26 - $291.15 $719K - $887K
29.5K $6.84B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.92K
+ 7.31%
$45.98 - $56.15 $180K - $220K
57.5K $2.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 7.48%
$483.48 - $539.8 $489K - $546K
14.5K $6.83B
CPRT
Copart Inc

Consumer Cyclical
647
+ 2.02%
$47.72 - $63.84 $30.9K - $41.3K
32.7K $1.54B
ACN
Accenture PLC

Technology
2.45K
+ 14.64%
$279.23 - $323.21 $684K - $792K
19.2K $4.56B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.98K
+ 17.94%
$421.16 - $509.5 $832K - $1.01M
13K $5.04B
FICO
Fair Isaac Corp

Technology
170
+ 14.63%
$1503.62 - $2206.01 $256K - $375K
1.33K $1.76B
UNH
Unitedhealth Group Inc

Healthcare
2.09K
+ 22.05%
$274.35 - $599.47 $574K - $1.25M
11.6K $3.03B
LLY
Eli Lilly & CO

Healthcare
543
+ 8.13%
$713.71 - $898.95 $388K - $488K
7.22K $4.62B
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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