Diversify Wealth Management, LLC Incresed Positions in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
18.3K
+ 13.56%
$93.1 - $106.93 $1.71M - $1.96M
153K $14.4B
LMT
Lockheed Martin Corp

Industrials
1.34K
+ 24.28%
$423.19 - $506.29 $568K - $679K
6.87K $3.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.3K
+ 39.52%
$56.17 - $59.71 $745K - $792K
46.8K $2.59B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
16K
+ 293.42%
$62.41 - $133.91 $999K - $2.14M
21.5K $1.33B
MDT
Medtronic PLC

Healthcare
5.53K
+ 12.07%
$79.84 - $94.5 $441K - $522K
51.3K $4.34B
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
78.5K
+ 40.89%
$5.11 - $8.91 $401K - $700K
271K $1.91B
UNP
Union Pacific Corp

Industrials
3.52K
+ 33.72%
$225.21 - $254.42 $794K - $897K
14K $3B
SBUX
Starbucks Corp

Consumer Cyclical
7.83K
+ 192.01%
$91.75 - $115.81 $718K - $907K
11.9K $1.01B
MRK
Merck & Co., Inc.

Healthcare
10.8K
+ 53.41%
$83.01 - $101.02 $900K - $1.09M
31.1K $2.64B
Advisors Inner Circle Fd Ii
23.4K
+ 88.67%
N/A
49.7K $1.24B
INTU
Intuit Inc

Technology
937
+ 15.8%
$555.63 - $630.23 $521K - $591K
6.87K $4.28B
MA
Mastercard Inc

Financial Services
389
+ 3.72%
$504.67 - $576.31 $196K - $224K
10.8K $5.85B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
+ 271.0%
$51.45 - $58.51 $595K - $676K
15.8K $812M
PGR
Progressive Corp

Financial Services
12
+ 0.09%
$235.61 - $291.22 $2.83K - $3.49K
13.5K $3.74B
QCOM
Qualcomm Inc

Technology
5.19K
+ 24.67%
$151.94 - $175.86 $789K - $913K
26.2K $3.85B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.02K
+ 30.89%
$88.0 - $115.5 $265K - $348K
12.8K $1.49B
ERJ
Embraer S.A.

Industrials
5.06K
+ 13.01%
$37.11 - $56.4 $188K - $285K
44K $2B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.13K
+ 8.86%
$9.49 - $14.83 $86.6K - $135K
112K $1.57B
SE
Sea LTD

Consumer Cyclical
2.1K
+ 22.82%
$104.87 - $146.31 $220K - $307K
11.3K $1.51B
ZTS
Zoetis Inc.

Healthcare
4.6K
+ 18.22%
$156.48 - $175.67 $719K - $808K
29.8K $4.64B
Sila Realty Trust Inc
8.89K
+ 7.98%
N/A
120K $3.09B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.65K
+ 25.26%
$283.24 - $338.07 $751K - $896K
13.1K $3.56B
TIGR
Up Fintech Holding LTD

Financial Services
22.8K
+ 19.82%
$5.76 - $9.69 $131K - $221K
138K $1.13B
FREL
Fidelity Covington Tr Msci Rea

ETFs
13.4K
+ 10.01%
$25.98 - $28.59 $349K - $384K
147K $3.93B
WRB
Berkley W R Corp

Financial Services
2.3K
+ 11.84%
$56.7 - $71.27 $130K - $164K
21.7K $1.55B
FNDF
Schwab Fundamental Intl Large

ETFs
4.37K
+ 6.94%
$32.9 - $37.45 $144K - $164K
67.3K $2.52B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.18K
+ 6.23%
$41.61 - $44.72 $299K - $321K
123K $5.25B
PG
Procter & Gamble CO

Consumer Defensive
2.21K
+ 10.27%
$158.56 - $176.26 $350K - $390K
23.7K $3.85B
MELI
Mercadolibre Inc

Consumer Cyclical
83
+ 18.04%
$1739.0 - $2260.0 $144K - $188K
543 $1.24B
ABNB
Airbnb, Inc.

Consumer Cyclical
4.46K
+ 14.07%
$119.38 - $161.42 $532K - $720K
36.1K $4.54B
Lam Research Corp
8.72K
+ 16.93%
N/A
60.2K $4.27B
SONY
Sony Group Corp

Technology
3.9K
+ 6.54%
$19.88 - $25.64 $77.5K - $99.9K
63.5K $1.63B
STE
Steris PLC

Healthcare
1.38K
+ 23.01%
$202.46 - $232.74 $279K - $321K
7.37K $1.65B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.47K
+ 10.53%
N/A
57.4K $3.68B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.45K
+ 48.03%
$106.22 - $111.09 $366K - $383K
10.6K $1.17B
FIX
Comfort Systems Usa Inc

Industrials
1.45K
+ 35.48%
$313.26 - $550.27 $454K - $797K
5.53K $2.2B
PJT
Pjt Partners Inc.

Financial Services
3.45K
+ 52.79%
$135.97 - $177.59 $469K - $612K
9.97K $1.41B
CPRT
Copart Inc

Consumer Cyclical
3.7K
+ 13.04%
$52.3 - $59.83 $193K - $221K
32K $1.94B
BCS
Barclays PLC

Financial Services
7.54K
+ 10.82%
$12.69 - $16.25 $95.7K - $122K
77.2K $1.25B
CHKP
Check Point Software Technologies LTD

Technology
1.01K
+ 25.12%
$179.88 - $231.31 $181K - $232K
5.01K $1.08B
KT
Kt Corp

Communication Services
10.5K
+ 23.91%
$15.57 - $18.63 $164K - $196K
54.4K $1.03B
CW
Curtiss Wright Corp

Industrials
1.07K
+ 37.08%
$304.82 - $384.07 $327K - $412K
3.97K $1.35B
QFIN
360 Digi Tech, Inc.

Financial Services
4.36K
+ 12.83%
$36.09 - $48.12 $157K - $210K
38.3K $1.55B
AZEK
Azek CO Inc.

Industrials
5.2K
+ 34.69%
$39.61 - $52.0 $206K - $270K
20.2K $998M
PEN
Penumbra Inc

Healthcare
822
+ 49.97%
$237.28 - $303.76 $195K - $250K
2.47K $733M
CVX
Chevron Corp

Energy
5.25K
+ 17.21%
$146.71 - $167.97 $770K - $881K
35.7K $4.98B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.24K
+ 11.06%
$91.45 - $91.75 $296K - $297K
32.5K $2.98B
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 17.97%
$84.95 - $100.62 $1.18M - $1.39M
90.9K $7.6B
CVLT
Commvault Systems Inc

Technology
1.4K
+ 34.71%
$146.82 - $187.9 $206K - $263K
5.43K $917M
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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