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
Blackrock Inc
59
+ 23.41%
N/A
311 $332M
NVO
Novo Nordisk A S

Healthcare
1.12K
+ 4.74%
$45.38 - $71.7 $51K - $80.5K
24.8K $1.22B
IEFA
Ishares Tr

ETFs
332
+ 10.13%
$81.7 - $87.53 $27.1K - $29.1K
3.61K $318M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
665
+ 0.73%
$22.9 - $23.58 $15.2K - $15.7K
91.4K $2.14B
AVY
Avery Dennison Corp

Industrials
223
+ 5.15%
$158.71 - $184.63 $35.4K - $41.2K
4.55K $793M
SRLN
Ssga Active Trust

ETFs
912
+ 10.42%
$41.28 - $41.65 $37.6K - $38K
9.67K $399M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
20K
+ 100.0%
$1.7 - $3.97 $34K - $79.4K
40K $78M
CBOE
Cboe Global Markets, Inc.

Financial Services
212
+ 1.76%
$231.35 - $253.24 $49K - $53.7K
12.3K $3.03B
IWN
Ishares Russell2000 Val ETF

ETFs
6
+ 0.22%
$157.1 - $178.94 $943 - $1.07K
2.79K $494M
TJX
Tjx Companies Inc

Consumer Cyclical
133
+ 7.07%
$121.35 - $144.54 $16.1K - $19.2K
2.02K $283M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.7K
+ 2.1%
$14.53 - $17.13 $24.6K - $29K
82.2K $1.34B
American Centy ETF Tr
227
+ 3.5%
N/A
6.71K $440M
IXUS
Ishares Tr

ETFs
24
+ 0.41%
$76.35 - $82.58 $1.83K - $1.98K
5.86K $493M
ZTS
Zoetis Inc.

Healthcare
1.46K
+ 4.36%
$141.13 - $159.19 $206K - $233K
35K $5.05B
SNPS
Synopsys Inc

Technology
675
+ 44.67%
$387.78 - $645.35 $262K - $436K
2.19K $974M
LUV
Southwest Airlines CO

Industrials
1.01K
+ 7.01%
$29.06 - $37.7 $29.4K - $38.1K
15.4K $470M
XLP
Consumer Staples Sector Spdr

ETFs
633
+ 20.57%
N/A
3.71K $281M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.23%
$435.72 - $463.74 $871 - $927
864 $409M
FCN
Fti Consulting, Inc

Industrials
167
+ 2.3%
$157.99 - $174.18 $26.4K - $29.1K
7.42K $1.22B
ADBE
Adobe Inc.

Technology
109
+ 0.85%
$333.65 - $392.1 $36.4K - $42.7K
12.9K $4.36B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
249
+ 3.19%
$92.18 - $95.14 $23K - $23.7K
8.07K $748M
LHX
L3 Harris Technologies, Inc.

Industrials
5
+ 0.44%
$252.18 - $305.41 $1.26K - $1.53K
1.14K $330M
Atlasclear Holdings Inc
61K
New
N/A
61K $21.5M
SAIA
Saia Inc

Industrials
257
+ 7.78%
$281.49 - $333.61 $72.3K - $85.7K
3.56K $1.01B
PFE
Pfizer Inc

Healthcare
723
+ 6.58%
$23.29 - $25.88 $16.8K - $18.7K
11.7K $289M
PTC
Ptc Inc.

Technology
380
+ 5.19%
$173.07 - $216.53 $65.8K - $82.3K
7.71K $1.51B
PPA
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.14%
$139.82 - $155.45 $280 - $311
1.41K $222M
AVIG
American Centy ETF Tr Avantis

ETFs
231
+ 1.63%
$41.02 - $42.32 $9.48K - $9.78K
14.4K $605M
XLU
Utilities Sector Spdr

ETFs
57
+ 1.99%
$81.14 - $87.32 $4.62K - $4.98K
2.93K $261M
XLE
Energy Sector Spdr

ETFs
48
+ 1.84%
$84.25 - $91.99 $4.04K - $4.42K
2.65K $234M
SHW
Sherwin Williams CO

Basic Materials
95
+ 5.88%
$330.88 - $375.23 $31.4K - $35.6K
1.71K $592M
AFL
Aflac Inc

Financial Services
7
+ 0.21%
$98.09 - $111.7 $687 - $782
3.41K $365M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5
+ 0.15%
$67.91 - $74.71 $340 - $374
3.43K $254M
BNDX
Vanguard Total International B

ETFs
203
+ 4.69%
$49.0 - $49.51 $9.95K - $10.1K
4.53K $225M
CHD
Church & Dwight CO Inc

Consumer Defensive
879
+ 8.09%
$85.84 - $99.09 $75.5K - $87.1K
11.7K $1.01B
LECO
Lincoln Electric Holdings Inc

Industrials
236
+ 5.51%
$210.22 - $247.76 $49.6K - $58.5K
4.52K $1.05B
USB
Us Bancorp \De\

Financial Services
92
+ 1.38%
$43.94 - $50.41 $4.04K - $4.64K
6.78K $316M
KO
Coca Cola CO

Consumer Defensive
2.36K
+ 4.25%
$65.67 - $71.67 $155K - $169K
57.7K $3.92B
SPMD
Spdr Portfolio

ETFs
20
+ 0.34%
$54.43 - $58.29 $1.09K - $1.17K
5.98K $340M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
225
+ 0.94%
$23.27 - $23.51 $5.24K - $5.29K
24K $562M
FPE
First Tr Pfd Secs & Income ETF

ETFs
30
+ 0.28%
$17.81 - $18.39 $534 - $552
10.9K $200M
NOC
Northrop Grumman Corp

Industrials
14
+ 1.65%
$498.9 - $609.32 $6.98K - $8.53K
863 $497M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 10.53%
$5364.25 - $5815.92 $21.5K - $23.3K
42 $211M
JKHY
Henry Jack & Associates Inc

Technology
345
+ 6.55%
$148.45 - $182.09 $51.2K - $62.8K
5.62K $846M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
47
+ 0.17%
$24.39 - $24.93 $1.15K - $1.17K
27.5K $677M
CDW
Cdw Corp

Technology
336
+ 6.11%
$156.97 - $182.84 $52.7K - $61.4K
5.83K $903M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
258
+ 11.3%
$89.32 - $107.82 $23K - $27.8K
2.54K $233M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
164
+ 0.13%
N/A
125K $6.26B
JFR
Nuveen Floating Rate Income Fund

Financial Services
2K
+ 7.35%
$8.07 - $8.58 $16.1K - $17.2K
29.2K $231M
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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