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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.7K
+ 8.41%
$40.03 - $46.81 $508K - $594K
164K $6.44B
ACN
Accenture PLC

Technology
1.71K
+ 11.37%
$300.91 - $398.25 $514K - $680K
16.7K $4.99B
AVTR
Avantor, Inc.

Basic Materials
7.66K
+ 18.64%
$15.5 - $22.57 $119K - $173K
48.7K $618M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
376
+ 0.71%
$47.79 - $59.89 $18K - $22.5K
53.5K $2.71B
SAIA
Saia Inc

Industrials
381
+ 20.01%
$349.29 - $508.47 $133K - $194K
2.29K $541M
RUN
Sunrun Inc.

Technology
38.1K
+ 15.72%
$5.86 - $11.37 $223K - $433K
281K $2.08B
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.49K
+ 25.67%
$111.56 - $223.11 $167K - $333K
7.31K $816M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.4K
+ 4.54%
$23.16 - $27.04 $310K - $362K
308K $7.07B
CRM
Salesforce, Inc.

Technology
2.8K
+ 11.82%
$268.36 - $359.95 $751K - $1.01M
26.5K $7.09B
ORCL
Oracle Corp

Technology
1.47K
+ 3.11%
$139.81 - $186.47 $206K - $274K
48.7K $6.86B
Graniteshares ETF Tr
704
+ 4.69%
N/A
15.7K $548M
META
Meta Platforms, Inc.

Communication Services
1.7K
+ 6.8%
$576.36 - $736.67 $982K - $1.25M
26.7K $14.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 0.08%
$507.05 - $563.67 $14.2K - $15.8K
33.7K $17.2B
AVGO
Broadcom Inc.

Technology
2.02K
+ 5.6%
$167.43 - $244.7 $338K - $493K
38K $7.27B
Arista Networks Inc
1.92K
+ 6.07%
N/A
33.6K $2.71B
GOOG
Alphabet Inc.

Communication Services
2.52K
+ 5.35%
$156.06 - $207.71 $394K - $524K
49.7K $8.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
91
+ 0.12%
$551.42 - $612.93 $50.2K - $55.8K
73.9K $41B
DFAU
Dimensional ETF Tr

ETFs
11.9K
+ 0.99%
$37.84 - $42.29 $450K - $502K
1.22M $46.2B
AMZN
Amazon Com Inc

Consumer Cyclical
4.6K
+ 4.67%
$190.26 - $242.06 $875K - $1.11M
103K $19.3B
AAPL
Apple Inc.

Technology
455
+ 0.45%
$209.68 - $247.1 $95.4K - $112K
101K $21.4B
NVDA
Nvidia Corp

Technology
1.44K
+ 0.65%
$106.98 - $149.43 $154K - $215K
222K $24.2B
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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