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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9
+ 0.08%
$50.82 - $51.09 $457 - $460
11.9K $605M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
2.01K
+ 4.26%
$17.97 - $22.57 $36.1K - $45.3K
49.2K $892M
PFFV
Global X Variable Rate Preferr

Technology
13
+ 0.08%
$22.87 - $23.38 $297 - $304
16K $363M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
147
+ 0.29%
$13.77 - $14.45 $2.02K - $2.12K
51.6K $711M
ITW
Illinois Tool Works Inc

Industrials
55
+ 5.34%
$252.31 - $269.41 $13.9K - $14.8K
1.08K $263M
Cooper Cos Inc
940
+ 3.73%
N/A
26.2K $1.83B
Axil Brands Inc
77.3K
+ 46.08%
N/A
245K $1.41B
Brookfield Corp
1.71K
+ 36.49%
N/A
6.39K $294M
TXN
Texas Instruments Inc

Technology
309
+ 15.37%
N/A
2.32K $375M
AVTR
Avantor, Inc.

Basic Materials
3.69K
+ 6.37%
$11.18 - $14.21 $41.2K - $52.4K
61.6K $719M
HON
Honeywell International Inc

Industrials
120
+ 4.74%
$207.7 - $240.4 $24.9K - $28.8K
2.65K $524M
BMI
Badger Meter Inc

Technology
178
+ 3.1%
$172.32 - $245.81 $30.7K - $43.8K
5.93K $1.08B
COST
Costco Wholesale Corp

Consumer Defensive
754
+ 6.51%
$915.95 - $994.57 $691K - $750K
12.3K $11.5B
KC
Kingsoft Cloud Holdings LTD

Technology
1.34K
+ 2.03%
$11.52 - $17.47 $15.5K - $23.5K
67.6K $853M
Fidelity Wise Origin Bitcoin
56
+ 1.57%
N/A
3.62K $336M
MO
Altria Group, Inc.

Consumer Defensive
155
+ 2.99%
$57.75 - $67.68 $8.95K - $10.5K
5.35K $303M
Coreweave Inc
210
+ 6.76%
N/A
3.32K $419M
COOK
Traeger, Inc.

Consumer Cyclical
11.2K
+ 9.77%
$1.22 - $2.02 $13.7K - $22.6K
126K $114M
KNSL
Kinsale Capital Group, Inc.

Financial Services
105
+ 5.98%
$415.15 - $489.89 $43.6K - $51.4K
1.86K $723M
HD
Home Depot, Inc.

Consumer Cyclical
577
+ 3.85%
$357.4 - $423.42 $206K - $244K
15.5K $5.88B
KT
Kt Corp

Communication Services
2.09K
+ 3.22%
$19.32 - $21.38 $40.4K - $44.7K
67.1K $1.25B
CPRT
Copart Inc

Consumer Cyclical
1.85K
+ 5.67%
$44.6 - $49.97 $82.6K - $92.5K
34.5K $1.48B
UFPT
Ufp Technologies Inc

Healthcare
91
+ 2.26%
$190.04 - $252.55 $17.3K - $23K
4.12K $819M
CL
Colgate Palmolive CO

Consumer Defensive
34
+ 0.44%
$79.36 - $93.33 $2.7K - $3.17K
7.81K $585M
Ge Vernova Inc
33
+ 2.5%
N/A
1.35K $785M
TSCO
Tractor Supply CO

Consumer Cyclical
1.59K
+ 6.4%
$54.08 - $62.65 $86K - $99.6K
26.5K $1.39B
TDY
Teledyne Technologies Inc

Technology
27
+ 0.84%
$509.51 - $586.04 $13.8K - $15.8K
3.22K $1.67B
DEO
Diageo PLC

Consumer Defensive
266
+ 3.81%
$93.64 - $115.33 $24.9K - $30.7K
7.25K $678M
TDG
Trans Digm Group Inc

Industrials
68
+ 3.58%
$1271.04 - $1620.83 $86.4K - $110K
1.97K $2.56B
TYL
Tyler Technologies Inc

Technology
71
+ 4.21%
$522.22 - $611.76 $37.1K - $43.4K
1.76K $821M
Linde PLC
114
+ 3.83%
N/A
3.09K $1.27B
DECK
Deckers Outdoor Corp

Consumer Cyclical
808
+ 9.07%
$95.32 - $123.91 $77K - $100K
9.71K $788M
Brookfield Asset Managmt LTD
743
+ 3.33%
N/A
23.1K $1.25B
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.0%
$191.41 - $220.25 $191 - $220
46.1K $9.01B
DUOL
Duolingo, Inc.

Technology
47
+ 1.58%
$271.18 - $403.06 $12.7K - $18.9K
3.03K $802M
MORN
Morningstar, Inc.

Financial Services
16
+ 0.39%
$231.72 - $311.89 $3.71K - $4.99K
4.09K $871M
VST
Vistra Corp.

Utilities
841
+ 4.06%
$182.0 - $217.92 $153K - $183K
21.6K $4.16B
SPSC
Sps Commerce Inc

Technology
218
+ 2.79%
$103.88 - $142.5 $22.6K - $31.1K
8.03K $663M
SMPL
Simply Good Foods CO

Consumer Defensive
504
+ 2.37%
$24.59 - $34.05 $12.4K - $17.2K
21.7K $431M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
865
+ 5.35%
$93.1 - $110.49 $80.5K - $95.6K
17K $1.55B
Maplebear Inc
36
+ 0.19%
N/A
18.7K $701M
HWKN
Hawkins Inc

Basic Materials
507
+ 7.67%
$144.17 - $184.75 $73.1K - $93.7K
7.11K $927M
Yatsen Hldg LTD
7.42K
+ 6.07%
N/A
130K $833M
POOL
Pool Corp

Industrials
72
+ 1.22%
$292.13 - $333.62 $21K - $24K
5.96K $1.55B
Rubrik Inc.
2.01K
+ 5.54%
N/A
38.3K $2.9B
WM
Waste Management Inc

Industrials
854
+ 6.53%
$213.88 - $237.1 $183K - $202K
13.9K $2.74B
VIRT
Virtu Financial, Inc.

Financial Services
614
+ 1.27%
$34.87 - $45.12 $21.4K - $27.7K
48.9K $1.71B
MA
Mastercard Inc

Financial Services
6
+ 0.05%
$550.18 - $598.96 $3.3K - $3.59K
11.5K $6.27B
CVLT
Commvault Systems Inc

Technology
110
+ 1.58%
$163.43 - $195.41 $18K - $21.5K
7.06K $991M
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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