Diversify Wealth Management, LLC Purchases in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Core Balanced
3.96K
+ 33.26%
N/A
15.9K $552M
Astera Labs Inc
763
+ 64.99%
N/A
1.94K $371M
IWD
Ishares Russell 1000 Val ETF

ETFs
465
+ 7.49%
$192.76 - $203.86 $89.6K - $94.8K
6.67K $1.36B
CRH.L
Crh PLC

Basic Materials
455
+ 3.5%
N/A
13.4K $1.59B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
975
+ 2.4%
$79.89 - $83.25 $77.9K - $81.2K
41.6K $3.42B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.63K
+ 19.68%
$70.77 - $73.59 $115K - $120K
9.9K $730M
GS
Goldman Sachs Group Inc

Financial Services
87
+ 6.41%
$696.56 - $806.32 $60.6K - $70.1K
1.44K $1.13B
EXLS
Exl Service Holdings, Inc.

Technology
4.71K
+ 26.01%
$41.4 - $45.43 $195K - $214K
22.8K $894M
PODD
Insulet Corp

Healthcare
254
+ 5.61%
$277.3 - $352.82 $70.4K - $89.6K
4.78K $1.52B
AVEM
American Centy ETF Tr Avantis

ETFs
361
+ 2.72%
$68.33 - $75.41 $24.7K - $27.2K
13.6K $1.07B
EPAM
Epam Systems, Inc.

Technology
535
+ 18.12%
N/A
3.49K $564M
AOA
Ishares Tr Core Aggressive All

ETFs
1.04K
+ 28.08%
$82.71 - $88.14 $86K - $91.7K
4.74K $424M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.28K
+ 5.93%
$62.09 - $66.51 $79.4K - $85K
22.8K $1.48B
OTIS
Otis Worldwide Corp

Industrials
860
+ 5.73%
$84.93 - $101.07 $73K - $86.9K
15.9K $1.43B
CNC
Centene Corp

Healthcare
1.12K
+ 13.57%
$25.21 - $56.65 $28.2K - $63.4K
9.37K $323M
MCO
Moodys Corp

Financial Services
784
+ 8.6%
$472.69 - $521.32 $371K - $409K
9.9K $4.81B
SAN
Banco Santander, S.A.

Financial Services
10.4K
New
$8.27 - $10.48 $86.3K - $109K
10.4K $106M
ETN
Eaton Corp PLC

Industrials
52
+ 1.44%
$342.99 - $392.76 $17.8K - $20.4K
3.66K $1.42B
PEP
Pepsico Inc

Consumer Defensive
1.85K
+ 3.74%
$133.81 - $152.16 $247K - $281K
51.2K $7.35B
VTV
Vanguard Value ETF

ETFs
322
+ 4.03%
$175.51 - $186.57 $56.5K - $60.1K
8.3K $1.54B
MDT
Medtronic PLC

Healthcare
2.23K
+ 3.91%
$87.67 - $95.74 $196K - $214K
59.4K $5.35B
STZ
Constellation Brands, Inc.

Consumer Defensive
1.27K
+ 65.06%
$131.78 - $176.09 $168K - $224K
3.23K $422M
HALO
Halozyme Therapeutics, Inc.

Healthcare
722
+ 3.79%
$52.92 - $78.28 $38.2K - $56.5K
19.8K $1.31B
TRNO
Terreno Realty Corp

Real Estate
673
+ 5.51%
$53.01 - $59.08 $35.7K - $39.8K
12.9K $744M
AVLV
American Centy ETF Tr Avantis
532
+ 2.81%
$68.33 - $72.69 $36.4K - $38.7K
19.4K $1.41B
RRC
Range Resources Corp

Energy
221
+ 0.82%
$32.79 - $39.33 $7.25K - $8.69K
27.2K $1B
LKQ
Lkq Corp

Consumer Cyclical
2.43K
+ 10.83%
$29.24 - $39.21 $71.1K - $95.4K
24.9K $757M
Angel Studios Inc
11.9K
New
N/A
11.9K $78.5M
CME
Cme Group Inc.

Financial Services
1.29K
+ 5.75%
$258.83 - $287.1 $333K - $369K
23.6K $6.24B
SONY
Sony Group Corp

Technology
897
+ 1.34%
$23.92 - $30.07 $21.5K - $27K
67.8K $1.9B
Dimensional ETF Trust
2.64K
+ 16.83%
N/A
18.3K $493M
COF
Capital One Financial Corp

Financial Services
292
+ 30.13%
$207.29 - $229.74 $60.5K - $67.1K
1.26K $279M
MKL
Markel Corp

Financial Services
25
+ 3.36%
$1898.34 - $2031.8 $47.5K - $50.8K
770 $1.51B
PH
Parker Hannifin Corp

Industrials
81
+ 23.96%
$697.13 - $769.67 $56.5K - $62.3K
419 $324M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
359
+ 0.91%
$23.82 - $25.84 $8.55K - $9.28K
39.7K $1.04B
ASND
Ascendis Pharma A/S

Healthcare
155
+ 2.17%
$163.32 - $205.91 $25.3K - $31.9K
7.29K $1.47B
Ishares Bitcoin Trust ETF
1.83K
+ 30.37%
N/A
7.85K $475M
WRB
Berkley W R Corp

Financial Services
294
+ 1.27%
$67.78 - $76.62 $19.9K - $22.5K
23.4K $1.68B
TTE
Total Energies Se

Energy
976
+ 5.15%
N/A
19.9K $1.23B
RYAAY
Ryanair Holdings PLC

Industrials
1K
+ 4.88%
$55.19 - $66.72 $55.4K - $67K
21.6K $1.4B
Aegon LTD
4.82K
+ 3.36%
N/A
148K $1.12B
SPG
Simon Property Group Inc

Real Estate
168
+ 5.52%
$159.93 - $187.67 $26.9K - $31.5K
3.21K $568M
Advisors Inner Circle Fd Ii
312
+ 1.67%
N/A
19K $548M
STE
Steris PLC

Healthcare
443
+ 4.88%
$221.21 - $252.43 $98K - $112K
9.51K $2.26B
JEPI
J P Morgan Exchange Traded Fd

ETFs
767
+ 1.47%
$55.61 - $57.37 $42.7K - $44K
52.8K $2.98B
MMM
3 M CO

Industrials
136
+ 2.67%
$144.41 - $160.2 $19.6K - $21.8K
5.23K $848M
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.62%
$285.05 - $309.14 $3.71K - $4.02K
2.11K $666M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.07%
$284.45 - $324.95 $284 - $325
1.47K $484M
Tortoise Capital Series Trus
2.1K
+ 5.63%
N/A
39.4K $1.36B
Activity Summary
Buys All Purchases 309 New Holdings 30 Increased Positions 279 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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