Diversify Wealth Management, LLC Reduced Holdings in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-10.6K
- 42.48%
$222.15 - $428.22 $2.35M - $4.54M
14.4K $4.19B
VGT
Vanguard Information Technolog

ETFs
-7.34K
- 52.65%
$542.38 - $646.34 $3.98M - $4.74M
6.6K $3.62B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-81.4K
- 15.27%
$32.42 - $36.13 $2.64M - $2.94M
451K $14.6B
CMCSA
Comcast Corp

Communication Services
-69K
- 81.31%
$33.19 - $38.23 $2.29M - $2.64M
15.9K $538M
UNH
Unitedhealth Group Inc

Healthcare
-2.69K
- 22.07%
$461.52 - $548.18 $1.24M - $1.47M
9.48K $3.88B
SHOP
Shopify Inc.

Technology
-19.6K
- 30.23%
$90.59 - $129.31 $1.78M - $2.54M
45.3K $4.48B
HON
Honeywell International Inc

Industrials
-9.84K
- 79.53%
$202.75 - $226.52 $2M - $2.23M
2.53K $536M
PKG
Packaging Corp Of America

Consumer Cyclical
-7
- 0.02%
$192.03 - $242.13 $1.34K - $1.69K
46.1K $8.56B
HD
Home Depot, Inc.

Consumer Cyclical
-3.89K
- 22.67%
$347.25 - $424.87 $1.35M - $1.65M
13.3K $4.76B
HQY
Healthequity, Inc.

Healthcare
-1.97K
- 2.13%
$84.32 - $114.51 $166K - $225K
90.4K $7.81B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22.9K
- 15.1%
$71.17 - $73.66 $1.63M - $1.69M
129K $9.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.46K
- 8.2%
$468.34 - $539.52 $682K - $786K
16.3K $7.75B
Rubrik Inc.
-23.2K
- 40.31%
N/A
34.3K $2.43B
ADBE
Adobe Inc.

Technology
-1.68K
- 12.81%
$377.84 - $464.11 $633K - $777K
11.4K $4.23B
GOOGL
Alphabet Inc.

Communication Services
-783
- 2.62%
$154.33 - $206.19 $121K - $161K
29.1K $4.66B
NOW
Service Now, Inc.

Technology
-446
- 6.83%
$783.83 - $1170.39 $350K - $522K
6.09K $5.74B
XLV
Select Sector Spdr Fund Health

ETFs
-5.91K
- 79.71%
$137.61 - $149.68 $813K - $884K
1.5K $209M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-45.9K
- 14.14%
$22.35 - $24.52 $1.03M - $1.12M
278K $6.45B
NVO
Novo Nordisk A S

Healthcare
-2.9K
- 11.76%
$69.3 - $90.95 $201K - $264K
21.8K $1.42B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.7K
- 8.16%
$50.39 - $50.66 $740K - $744K
165K $8.37B
XLK
Technology Sector Spdr

ETFs
-1.16K
- 5.05%
$206.38 - $242.18 $240K - $282K
21.9K $4.57B
Advisors Inner Circle Fd Ii
-27.5K
- 60.03%
N/A
18.3K $436M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-467
- 11.35%
$497.6 - $606.74 $232K - $283K
3.65K $1.56B
VGIT
Vanguard Intermediate Term Tre

ETFs
-13.7K
- 19.39%
$57.44 - $59.4 $786K - $813K
56.9K $3.41B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-15.8K
- 18.86%
$48.43 - $49.9 $764K - $788K
67.9K $3.4B
VIG
Vanguard Dividend Appreciation

ETFs
-2.94K
- 11.22%
N/A
23.2K $4.42B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.41K
- 25.26%
$94.86 - $97.12 $513K - $525K
16K $1.52B
WMT
Walmart Inc.

Consumer Defensive
-7.5K
- 10.59%
$84.5 - $105.05 $633K - $788K
63.3K $6.08B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.06K
- 3.53%
$77.33 - $90.16 $82.2K - $95.8K
29K $2.15B
LOW
Lowes Companies Inc

Consumer Cyclical
-592
- 5.9%
$222.66 - $268.42 $132K - $159K
9.44K $2.11B
POOL
Pool Corp

Industrials
-549
- 9.56%
$314.92 - $364.31 $173K - $200K
5.2K $1.53B
IVV
Ishares Core S&P 500 ETF

ETFs
-474
- 17.16%
$554.06 - $615.85 $263K - $292K
2.29K $1.27B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.47K
- 1.06%
$27.01 - $28.54 $66.6K - $70.4K
231K $5.98B
AVIG
American Centy ETF Tr Avantis

ETFs
-8.33K
- 39.21%
$40.06 - $41.55 $334K - $346K
12.9K $534M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-389
- 0.25%
$25.58 - $29.24 $9.95K - $11.4K
153K $3.92B
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-12K
- 26.46%
$23.58 - $24.02 $284K - $289K
33.5K $781M
SNPS
Synopsys Inc

Technology
-513
- 24.05%
$428.58 - $551.54 $220K - $283K
1.62K $746M
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.97K
- 27.51%
$30.73 - $32.26 $276K - $289K
23.6K $717M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39
- 0.46%
$360.07 - $417.26 $14K - $16.3K
8.43K $3.09B
CION
Cion Investment Corp

Financial Services
-14.3K
- 8.44%
$10.35 - $12.55 $148K - $179K
155K $1.56B
EPAM
Epam Systems, Inc.

Technology
-355
- 11.47%
N/A
2.74K $438M
SCHO
Schwab Short Term Us Treasury

ETFs
-17K
- 3.56%
$24.1 - $24.34 $410K - $414K
461K $11.3B
VTI
Vanguard Total Stock Market Et

ETFs
-522
- 7.22%
$271.18 - $303.12 $142K - $158K
6.71K $1.83B
FE
Firstenergy Corp

Utilities
-7.08K
- 46.61%
$37.95 - $43.5 $269K - $308K
8.11K $349M
BXSL
Blackstone Secured Lending Fund

Financial Services
-3.36K
- 4.52%
$31.3 - $34.5 $105K - $116K
70.9K $2.1B
IT
Gartner Inc

Technology
-339
- 25.0%
$418.25 - $548.38 $142K - $186K
1.02K $428M
DFAE
Dimensional ETF Tr

ETFs
-23.5K
- 6.81%
$24.64 - $26.86 $579K - $631K
322K $8.35B
MSCI
Msci Inc.

Financial Services
-265
- 12.63%
$541.46 - $628.34 $143K - $167K
1.83K $990M
ASML
Asml Holding Nv

Technology
-41
- 1.65%
$662.63 - $776.99 $27.2K - $31.9K
2.45K $1.63B
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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