Diversify Wealth Management, LLC Reduced Holdings in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-13
- 0.42%
$203.96 - $228.19 $2.65K - $2.97K
3.1K $634M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.85K
- 2.19%
$47.09 - $48.01 $87K - $88.7K
82.4K $3.97B
DFAX
Dimensional ETF Tr
-4.57K
- 17.79%
$23.37 - $29.39 $107K - $134K
21.1K $642M
BMY
Bristol Myers Squibb CO

Healthcare
-257
- 1.98%
$44.12 - $59.6 $11.3K - $15.3K
12.7K $593M
WMB
Williams Companies, Inc.

Energy
-455
- 4.42%
$54.33 - $62.87 $24.7K - $28.6K
9.83K $568M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-207
- 6.77%
$87.19 - $111.51 $18K - $23.1K
2.85K $263M
GWRE
Guidewire Software, Inc.

Technology
-267
- 6.94%
$172.73 - $257.37 $46.1K - $68.7K
3.58K $745M
VPU
Vanguard Utilities ETF

ETFs
-417
- 16.94%
$158.36 - $178.82 $66K - $74.6K
2.05K $382M
AEM
Agnico Eagle Mines LTD

Basic Materials
-946
- 19.61%
$99.48 - $124.46 $94.1K - $118K
3.88K $525M
DFAI
Dimensional ETF Tr

ETFs
-48.9K
- 8.7%
$28.02 - $34.71 $1.37M - $1.7M
513K $18.2B
PCOR
Procore Technologies, Inc.

Technology
-371
- 5.34%
$56.26 - $72.4 $20.9K - $26.9K
6.58K $414M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-241
- 5.99%
$102.02 - $103.5 $24.6K - $24.9K
3.79K $390M
IEF
Ishares Barclays

ETFs
-243
- 5.38%
$93.15 - $96.56 $22.6K - $23.5K
4.27K $408M
UTZ
Utz Brands, Inc.

Consumer Defensive
-1.21K
- 6.49%
$11.62 - $14.29 $14.1K - $17.3K
17.4K $224M
AON
Aon PLC

Financial Services
-184
- 6.07%
$335.85 - $398.81 $61.8K - $73.4K
2.85K $1.04B
HDB
Hdfc Bank LTD

Financial Services
-399
- 8.69%
$63.78 - $77.48 $25.4K - $30.9K
4.2K $310M
CSTL
Castle Biosciences Inc

Healthcare
-780
- 5.95%
$15.8 - $21.98 $12.3K - $17.1K
12.3K $238M
SRLN
Ssga Active Trust

ETFs
-631
- 6.72%
$39.47 - $41.59 $24.9K - $26.2K
8.76K $363M
COP
Conocophillips

Energy
-340
- 7.17%
$82.66 - $106.1 $28.1K - $36.1K
4.4K $416M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.48K
- 11.95%
$16.93 - $17.81 $25K - $26.3K
10.9K $196M
AME
Ametek Inc

Industrials
-228
- 16.5%
$151.41 - $182.75 $34.5K - $41.7K
1.15K $213M
AFL
Aflac Inc

Financial Services
-11
- 0.32%
$99.77 - $112.45 $1.1K - $1.24K
3.4K $352M
FE
Firstenergy Corp

Utilities
-464
- 5.72%
$38.31 - $43.17 $17.8K - $20K
7.65K $334M
MET
Metlife Inc

Financial Services
-210
- 3.09%
$68.42 - $82.49 $14.4K - $17.3K
6.58K $504M
NEE
Nextera Energy Inc

Utilities
-540
- 10.16%
$64.11 - $75.0 $34.6K - $40.5K
4.78K $343M
CSGP
Costar Group, Inc.

Real Estate
-553
- 8.76%
$72.62 - $83.22 $40.2K - $46K
5.76K $510M
OC
Owens Corning

Industrials
-180
- 5.98%
$126.32 - $147.75 $22.7K - $26.6K
2.83K $423M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-142
- 3.65%
$105.23 - $109.61 $14.9K - $15.6K
3.75K $412M
AEP
American Electric Power CO Inc

Utilities
-135
- 5.78%
$98.59 - $109.11 $13.3K - $14.7K
2.2K $246M
STVN
Stevanato Group S.P.A.

Healthcare
-893
- 5.24%
$18.57 - $25.25 $16.6K - $22.5K
16.1K $352M
ATRC
Atri Cure, Inc.

Healthcare
-482
- 4.65%
$29.07 - $34.94 $14K - $16.8K
9.87K $354M
CVS
Cvs Health Corp

Healthcare
-164
- 1.24%
$60.04 - $70.18 $9.85K - $11.5K
13.1K $859M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
-362
- 2.12%
$17.18 - $18.29 $6.22K - $6.62K
16.7K $308M
BRSP
Bright Spire Capital, Inc.

Real Estate
-1.52K
- 10.4%
$4.3 - $5.59 $6.54K - $8.5K
13.1K $72M
PFE
Pfizer Inc

Healthcare
-469
- 4.09%
$21.59 - $24.84 $10.1K - $11.6K
11K $271M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.3K
- 4.44%
$24.32 - $27.87 $250K - $286K
221K $5.98B
Blackrock ETF Trust Ii
-601
- 7.13%
N/A
7.83K $250M
IRM
Iron Mountain Inc

Real Estate
-50
- 1.89%
$76.93 - $105.25 $3.85K - $5.26K
2.6K $239M
Solventum Corp
-214
- 5.54%
N/A
3.65K $263M
SPG
Simon Property Group Inc

Real Estate
-190
- 5.87%
$140.37 - $171.44 $26.7K - $32.6K
3.05K $515M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-623
- 6.81%
$29.64 - $34.54 $18.5K - $21.5K
8.53K $303M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-238
- 7.26%
$57.14 - $72.68 $13.6K - $17.3K
3.04K $228M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-347
- 7.06%
$55.54 - $69.09 $19.3K - $24K
4.57K $324M
SHW
Sherwin Williams CO

Basic Materials
-16
- 0.98%
$313.51 - $363.51 $5.02K - $5.82K
1.62K $579M
VBK
Vanguard Small Cap Growth ETF

ETFs
-68
- 8.14%
$219.76 - $276.94 $14.9K - $18.8K
767 $218M
Profesionally Managed Portfo
-1.27K
- 11.52%
N/A
9.72K $316M
HON
Honeywell International Inc

Industrials
-3
- 0.12%
$182.86 - $232.88 $549 - $699
2.53K $549M
DCI
Donaldson CO Inc

Industrials
-166
- 5.19%
$59.18 - $71.02 $9.82K - $11.8K
3.03K $224M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-245
- 7.91%
$90.56 - $109.49 $22.2K - $26.8K
2.85K $326M
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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