Diversify Wealth Management, LLC Incresed Positions in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
113K
+ 12.39%
$52.12 - $55.33 $5.88M - $6.24M
1.02M $57.2B
SPYG
Spdr Portfolio

ETFs
23.9K
+ 4.15%
$94.33 - $105.31 $2.26M - $2.52M
600K $65.2B
RUN
Sunrun Inc.

Technology
161K
+ 57.94%
$8.99 - $18.18 $1.45M - $2.93M
440K $8.78B
AAPL
Apple Inc.

Technology
4.29K
+ 4.06%
$202.38 - $256.87 $869K - $1.1M
110K $29.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
54.3K
+ 7.35%
$39.8 - $42.86 $2.16M - $2.33M
793K $34.6B
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 1.02%
$211.65 - $238.24 $233K - $262K
109K $27.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
437
+ 0.58%
$617.65 - $666.84 $270K - $291K
75.5K $51.6B
AVGO
Broadcom Inc.

Technology
3.26K
+ 8.31%
$264.74 - $369.57 $863K - $1.2M
42.4K $15.4B
AMD
Advanced Micro Devices Inc

Technology
951
+ 2.82%
$134.8 - $184.42 $128K - $175K
34.7K $9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.38K
+ 6.83%
$567.77 - $614.76 $1.35M - $1.46M
37.3K $23.4B
SNOW
Snowflake Inc.

Technology
1.02K
+ 3.85%
$191.73 - $241.0 $195K - $245K
27.5K $7.62B
LLY
Eli Lilly & CO

Healthcare
191
+ 2.64%
$625.65 - $812.69 $119K - $155K
7.41K $6.65B
IVV
Ishares Core S&P 500 ETF

ETFs
2.31K
+ 102.9%
$620.67 - $670.08 $1.43M - $1.55M
4.55K $3.13B
CRWD
Crowd Strike Holdings, Inc.

Technology
497
+ 4.12%
$412.46 - $514.1 $205K - $256K
12.5K $6.93B
APP
App Lovin Corp

Technology
87
+ 0.92%
$335.1 - $718.54 $29.2K - $62.5K
9.52K $6.02B
IBM
International Business Machines Corp

Technology
559
+ 2.9%
$234.77 - $292.47 $131K - $163K
19.8K $6.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.39K
+ 3.35%
$49.43 - $54.52 $415K - $457K
259K $14.2B
Tempus Ai Inc
1.66K
+ 2.96%
N/A
58K $5.14B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.08K
+ 1.84%
$182.33 - $194.5 $380K - $405K
115K $22.6B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22.8K
+ 14.23%
$50.73 - $52.47 $1.16M - $1.2M
183K $9.49B
CRM
Salesforce, Inc.

Technology
1.22K
+ 4.12%
$231.66 - $273.65 $282K - $333K
30.7K $8.03B
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.6K
+ 6.1%
$24.69 - $25.26 $1.05M - $1.08M
741K $18.6B
CGCP
Capital Group Core Plus Income

ETFs
45.7K
+ 6.08%
$22.27 - $22.95 $1.02M - $1.05M
797K $18.1B
UNH
Unitedhealth Group Inc

Healthcare
884
+ 7.64%
$237.77 - $353.61 $210K - $313K
12.5K $4.16B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.9K
+ 12.57%
$22.64 - $23.22 $993K - $1.02M
393K $9.08B
UBER
Uber Technologies, Inc

Technology
6.65K
+ 13.23%
$86.91 - $99.57 $578K - $662K
56.9K $5.68B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
5.75K
+ 3.63%
$102.72 - $110.12 $591K - $633K
164K $17.7B
PULS
Pgim ETF Tr

ETFs
21.1K
+ 14.01%
$49.58 - $49.83 $1.05M - $1.05M
172K $8.54B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
44.8K
+ 8.95%
$23.54 - $23.97 $1.06M - $1.07M
546K $12.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
189
+ 1.1%
$546.99 - $602.2 $103K - $114K
17.3K $11B
QCOM
Qualcomm Inc

Technology
1K
+ 3.42%
$145.84 - $173.55 $146K - $174K
30.3K $5.47B
XLK
Technology Sector Spdr

ETFs
534
+ 2.32%
$250.97 - $282.66 $134K - $151K
23.6K $7.11B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
18.1K
+ 16.82%
$45.72 - $47.27 $828K - $856K
126K $5.91B
IHDG
Wisdomtree Tr

ETFs
7.3K
+ 2.77%
$43.81 - $46.31 $320K - $338K
271K $12.8B
AXP
American Express CO

Financial Services
545
+ 4.63%
$294.27 - $342.31 $160K - $187K
12.3K $4.46B
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 3.82%
$282.78 - $316.06 $333K - $372K
32K $9.91B
BAC
Bank Of America Corp

Financial Services
3.25K
+ 2.82%
$44.92 - $52.42 $146K - $170K
118K $6.34B
MU
Micron Technology Inc

Technology
559
+ 8.22%
$104.88 - $168.89 $58.6K - $94.4K
7.36K $1.73B
NRG
Nrg Energy, Inc.

Utilities
1.46K
+ 4.39%
$144.77 - $173.91 $211K - $253K
34.6K $6.04B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
41.2K
+ 13.42%
$20.84 - $21.03 $858K - $866K
348K $7.27B
Arista Networks Inc
1.63K
+ 4.57%
N/A
37.2K $5.86B
STRL
Sterling Construction CO Inc

Industrials
528
+ 7.16%
$222.54 - $371.84 $118K - $196K
7.91K $3.11B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.66K
+ 11.02%
$100.37 - $100.74 $768K - $771K
77.1K $7.74B
VGLT
Vanguard Long Term Treasury Et

ETFs
11.2K
+ 16.61%
$54.21 - $57.41 $609K - $645K
78.9K $4.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
257
+ 2.37%
$224.68 - $282.71 $57.7K - $72.7K
11.1K $3.38B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 8.81%
$459.11 - $506.91 $588K - $649K
15.8K $7.52B
XOM
Exxon Mobil Corp

Energy
2.79K
+ 6.35%
$105.83 - $117.22 $296K - $328K
46.8K $5.32B
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 3.06%
$184.85 - $231.54 $186K - $233K
33.9K $7.18B
LMT
Lockheed Martin Corp

Industrials
287
+ 3.63%
$410.74 - $499.21 $118K - $143K
8.19K $3.99B
Activity Summary
Buys All Purchases 309 New Holdings 30 Increased Positions 279 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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