Diversify Wealth Management, LLC Incresed Positions in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
1.06K
+ 8.78%
$216.47 - $242.1 $228K - $255K
13.1K $3.05B
ABNB
Airbnb, Inc.

Consumer Cyclical
3.59K
+ 9.93%
$105.69 - $140.64 $379K - $505K
39.7K $4.83B
PANW
Palo Alto Networks Inc

Technology
4.58K
+ 10.16%
$152.44 - $204.64 $698K - $936K
49.6K $8.71B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
3.55K
+ 11.93%
$41.3 - $47.0 $146K - $167K
33.2K $1.6B
HMY
Harmony Gold Mining CO LTD

Basic Materials
17.4K
+ 15.37%
$12.96 - $17.99 $225K - $312K
130K $2.02B
WAL
Western Alliance Bancorporation

Financial Services
2.24K
+ 26.96%
$61.0 - $79.94 $136K - $179K
10.5K $871M
Aegon LTD
22.8K
+ 18.86%
N/A
144K $1.07B
CRH.L
Crh PLC

Basic Materials
401
+ 3.18%
N/A
13K $1.46B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
486
+ 2.83%
$114.78 - $133.31 $55.8K - $64.8K
17.7K $2.42B
KT
Kt Corp

Communication Services
10.6K
+ 19.42%
$16.71 - $20.78 $177K - $220K
65K $1.31B
PAM
Pampa Energy Inc.

Utilities
2.93K
+ 14.41%
$62.85 - $85.07 $184K - $249K
23.2K $1.77B
ETN
Eaton Corp PLC

Industrials
26
+ 0.73%
$246.52 - $356.99 $6.41K - $9.28K
3.61K $1.31B
Advisors Inner Circle Fd Ii
9.56K
+ 42.74%
N/A
31.9K $845M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.4K
+ 26.58%
$107.83 - $119.94 $366K - $407K
16.2K $1.74B
MKL
Markel Corp

Financial Services
96
+ 14.79%
$1678.5 - $1997.36 $161K - $192K
745 $1.44B
BSY
Bentley Systems Inc

Technology
1.36K
+ 6.82%
$38.62 - $53.97 $52.4K - $73.2K
21.3K $1.11B
DHR
Danaher Corp

Healthcare
900
+ 8.78%
$174.64 - $205.16 $157K - $185K
11.2K $2.29B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.91K
+ 70.26%
$50.1 - $51.02 $246K - $250K
11.9K $606M
AVLV
American Centy ETF Tr Avantis
1.68K
+ 9.74%
$56.85 - $68.21 $95.4K - $114K
18.9K $1.33B
TTE
Total Energies Se

Energy
3.22K
+ 20.45%
N/A
19K $1.17B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9.66K
+ 54.45%
$23.32 - $24.45 $225K - $236K
27.4K $673M
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
PG
Procter & Gamble CO

Consumer Defensive
2.58K
+ 10.88%
$157.66 - $172.39 $407K - $445K
26.3K $4.08B
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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.57K
+ 16.21%
$45.88 - $54.4 $118K - $140K
18.4K $1.03B
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
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
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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