Diversify Wealth Management, LLC New Holdings in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STGW
Stagwell Inc

Communication Services
1.75M
New
$4.16 - $6.02 $7.28M - $10.5M
1.75M $9.7B
GFI
Gold Fields LTD

Basic Materials
50.9K
New
$19.94 - $25.71 $1.01M - $1.31M
50.9K $1.6B
RYAAY
Ryanair Holdings PLC

Industrials
20.6K
New
$39.21 - $57.84 $806K - $1.19M
20.6K $1.35B
Tortoise Capital Series Trus
37.3K
New
N/A
37.3K $1.32B
KEP
Korea Electric Power Corp

Utilities
87.5K
New
$7.24 - $14.63 $633K - $1.28M
87.5K $1.23B
HWKN
Hawkins Inc

Basic Materials
6.61K
New
$103.32 - $143.95 $683K - $951K
6.61K $1.22B
Yatsen Hldg LTD
122K
New
N/A
122K $1.13B
EXLS
Exl Service Holdings, Inc.

Technology
18.1K
New
$41.85 - $48.48 $758K - $878K
18.1K $771M
MP
Mp Materials Corp.

Basic Materials
10.1K
New
$18.77 - $37.74 $190K - $382K
10.1K $759M
BSX
Boston Scientific Corp

Healthcare
5.71K
New
$89.7 - $107.41 $512K - $613K
5.71K $586M
IONQ
Ion Q, Inc.

Technology
11.6K
New
$20.68 - $48.04 $240K - $557K
11.6K $499M
Coreweave Inc
3.11K
New
N/A
3.11K $462M
Barrick Mng Corp
18.2K
New
N/A
18.2K $429M
Ishares Bitcoin Trust ETF
6.02K
New
N/A
6.02K $409M
APH
Amphenol Corp

Technology
3.43K
New
$59.09 - $98.75 $203K - $339K
3.43K $384M
HYG
Ishares Tr

ETFs
4.75K
New
$75.75 - $80.65 $360K - $383K
4.75K $382M
PFFV
Global X Variable Rate Preferr

Technology
15.9K
New
$22.41 - $23.43 $357K - $374K
15.9K $367M
ALCC
Alt C Acquisition Corp.

Financial Services
4.46K
New
N/A
4.46K $350M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.03K
New
$71.86 - $82.66 $290K - $333K
4.03K $344M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.96K
New
$160.0 - $195.62 $313K - $382K
1.96K $332M
INDA
Ishares Msci India Index Fund

ETFs
6.21K
New
$49.13 - $55.86 $305K - $347K
6.21K $326M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.55K
New
$30.53 - $40.65 $231K - $307K
7.55K $320M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.69K
New
$48.13 - $49.85 $274K - $284K
5.69K $279M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.25K
New
$50.27 - $62.05 $214K - $264K
4.25K $278M
HDV
Ishares Core High Dividend ETF

ETFs
2.29K
New
$108.41 - $120.51 $248K - $276K
2.29K $276M
XLP
Consumer Staples Sector Spdr

ETFs
3.08K
New
N/A
3.08K $254M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.23K
New
$75.05 - $77.34 $243K - $250K
3.23K $250M
XLU
Utilities Sector Spdr

ETFs
2.87K
New
$73.09 - $82.77 $210K - $238K
2.87K $248M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.61K
New
$50.28 - $50.47 $232K - $233K
4.61K $232M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.11K
New
$137.62 - $174.44 $152K - $193K
1.11K $229M
Astera Labs Inc
1.17K
New
N/A
1.17K $225M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.1K
New
$38.81 - $44.28 $198K - $226K
5.1K $221M
IWB
Ishares Tr Russell 1000 ETF

ETFs
615
New
$272.36 - $339.57 $168K - $209K
615 $217M
GXO
Gxo Logistics, Inc.

Industrials
4.22K
New
$31.53 - $49.1 $133K - $207K
4.22K $217M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
7.57K
New
$18.37 - $27.72 $139K - $210K
7.57K $217M
BNDX
Vanguard Total International B

ETFs
4.33K
New
$48.77 - $49.55 $211K - $215K
4.33K $213M
VOT
Vanguard Mid Cap Growth Index

ETFs
733
New
$216.28 - $284.39 $159K - $208K
733 $210M
COF
Capital One Financial Corp

Financial Services
969
New
$150.57 - $212.76 $146K - $206K
969 $210M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.41K
New
$105.2 - $141.69 $148K - $199K
1.41K $208M
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
New
$4164.15 - $5789.24 $158K - $220K
38 $208M
FVD
First Tr Value Line Divid Inde

ETFs
4.39K
New
$40.62 - $45.12 $178K - $198K
4.39K $201M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
14.2K
New
$11.45 - $12.35 $163K - $176K
14.2K $169M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
20K
New
$2.39 - $6.79 $47.8K - $136K
20K $119M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
100K
New
$0.85 - $1.2 $85K - $120K
100K $111M
Bioxcel Therapeutics Inc
15K
New
N/A
15K $102M
CODI
Compass Diversified Holdings

Industrials
11.8K
New
$6.0 - $18.81 $70.6K - $221K
11.8K $81.4M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
20K
New
$1.66 - $3.61 $33.2K - $72.2K
20K $44.6M
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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