Diversify Wealth Management, LLC Sells in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-757
- 10.91%
$148.15 - $186.25 $112K - $141K
6.18K $1.13B
VPU
Vanguard Utilities ETF

ETFs
-552
- 18.31%
$161.24 - $173.33 $89K - $95.7K
2.46K $423M
WSO
Watsco Inc

Industrials
-123
- 8.31%
$463.86 - $530.75 $57.1K - $65.3K
1.36K $619M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-286
- 8.56%
$99.42 - $126.15 $28.4K - $36.1K
3.06K $309M
MPC
Marathon Petroleum Corp

Energy
-375
- 10.39%
$134.72 - $159.03 $50.5K - $59.6K
3.23K $447M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.28K
- 19.27%
$29.82 - $30.1 $68.1K - $68.7K
9.56K $288M
CNC
Centene Corp

Healthcare
-691
- 7.35%
$55.93 - $65.89 $38.6K - $45.5K
8.72K $516M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-75
- 4.88%
$254.58 - $302.92 $19.1K - $22.7K
1.46K $373M
MS
Morgan Stanley

Financial Services
-135
- 2.22%
$111.68 - $141.08 $15.1K - $19K
5.94K $690M
VDC
Vanguard Consumer Staples ETF

ETFs
-421
- 16.37%
$206.54 - $226.16 $87K - $95.2K
2.15K $472M
TKR
Timken CO

Industrials
-416
- 9.88%
$69.85 - $83.79 $29.1K - $34.9K
3.8K $248M
WMB
Williams Companies, Inc.

Energy
-1.8K
- 14.88%
$54.02 - $61.09 $97.1K - $110K
10.3K $614M
Brookfield Corp
-882
- 14.19%
N/A
5.33K $286M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-876
- 12.63%
$55.41 - $60.74 $48.5K - $53.2K
6.06K $339M
DFAX
Dimensional ETF Tr
-4.61K
- 15.23%
$24.45 - $27.2 $113K - $125K
25.7K $692M
STVN
Stevanato Group S.P.A.

Healthcare
-685
- 3.87%
$18.11 - $24.11 $12.4K - $16.5K
17K $358M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.08K
- 10.58%
$37.07 - $40.63 $77.2K - $84.6K
17.6K $693M
AZN
Astrazeneca PLC

Healthcare
-845
- 19.2%
$65.37 - $77.96 $55.2K - $65.9K
3.56K $255M
VUSB
Vanguard Bd Index Fds
-811
- 14.2%
N/A
4.9K $244M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.8K
- 12.28%
$51.39 - $57.43 $144K - $161K
20K $1.14B
Profesionally Managed Portfo
-453
- 3.96%
N/A
11K $306M
GIS
General Mills Inc

Consumer Defensive
-155
- 1.34%
$57.56 - $65.3 $8.92K - $10.1K
11.4K $643M
IVW
Ishares S&P 500 Growth ETF

ETFs
-74
- 1.67%
$92.45 - $106.69 $6.84K - $7.9K
4.37K $413M
FAF
First American Financial Corp

Financial Services
-822
- 20.03%
$57.7 - $66.47 $47.4K - $54.6K
3.28K $201M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-988
- 12.56%
$31.14 - $32.81 $30.8K - $32.4K
6.88K $215M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-185
- 9.21%
$196.12 - $229.48 $36.3K - $42.5K
1.82K $382M
NOC
Northrop Grumman Corp

Industrials
-108
- 12.56%
$433.45 - $513.82 $46.8K - $55.5K
752 $363M
BRSP
Bright Spire Capital, Inc.

Real Estate
-4.05K
- 21.66%
$5.48 - $6.23 $22.2K - $25.2K
14.6K $73.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-33
- 0.65%
$169.43 - $182.84 $5.59K - $6.03K
5.04K $851M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-1.4K
- 8.65%
$19.35 - $20.45 $27.1K - $28.6K
14.8K $292M
SHW
Sherwin Williams CO

Basic Materials
-171
- 9.48%
$330.16 - $365.55 $56.5K - $62.5K
1.63K $569M
GS
Goldman Sachs Group Inc

Financial Services
-19
- 1.34%
$524.81 - $672.19 $9.97K - $12.8K
1.4K $770M
Blackrock Inc
-11
- 4.06%
N/A
260 $239M
DCI
Donaldson CO Inc

Industrials
-252
- 7.3%
$66.51 - $72.28 $16.8K - $18.2K
3.2K $210M
AME
Ametek Inc

Industrials
-45
- 3.15%
$170.39 - $190.43 $7.67K - $8.57K
1.38K $232M
VEA
Vanguard Ftse Developed Market

ETFs
-3.06K
- 11.42%
$47.4 - $52.99 $145K - $162K
23.7K $1.26B
ICF
Ishares Tr

ETFs
-664
- 6.95%
$57.98 - $63.8 $38.5K - $42.4K
8.89K $538M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-216
- 2.31%
$31.97 - $34.34 $6.91K - $7.42K
9.15K $294M
PAYC
Paycom Software, Inc.

Technology
-412
- 13.8%
$199.42 - $225.82 $82.2K - $93K
2.57K $588M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-366
- 6.5%
$60.74 - $73.87 $22.2K - $27K
5.27K $339M
ITW
Illinois Tool Works Inc

Industrials
-41
- 4.1%
$244.9 - $274.48 $10K - $11.3K
958 $232M
PCG
Pg&E Corp

Utilities
-1.11K
- 2.84%
$15.16 - $20.4 $16.8K - $22.6K
37.9K $657M
RTX
Raytheon Technologies Corp

Industrials
-3.25K
- 8.7%
$114.1 - $135.66 $370K - $440K
34.1K $4.28B
T
At&T Inc.

Communication Services
-4.76K
- 22.48%
$21.56 - $28.28 $103K - $134K
16.4K $448M
BRO
Brown & Brown, Inc.

Financial Services
-242
- 8.65%
$100.54 - $124.4 $24.3K - $30.1K
2.56K $276M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.93K
- 28.58%
$79.66 - $108.41 $154K - $209K
4.82K $561M
American Centy ETF Tr
-72
- 1.09%
N/A
6.56K $380M
IEMG
Ishares Inc

ETFs
-299
- 5.94%
N/A
4.74K $256M
Atlanta Braves Hldgs Inc
-717
- 9.75%
N/A
6.64K $265M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email