Diversify Wealth Management, LLC Incresed Positions in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
142
+ 2.86%
$472.43 - $542.94 $67.1K - $77.1K
5.1K $3.07B
RGEN
Repligen Corp

Healthcare
2.87K
+ 56.45%
$111.43 - $134.0 $319K - $384K
7.94K $1.19B
CMI
Cummins Inc

Industrials
277
+ 2.38%
$327.85 - $426.39 $90.8K - $118K
11.9K $5.21B
CYBR
Cyber Ark Software Ltd.

Technology
137
+ 2.87%
$374.8 - $491.1 $51.3K - $67.3K
4.9K $2.54B
VB
Vanguard Small Cap ETF

ETFs
512
+ 1.19%
$237.58 - $259.17 $122K - $133K
43.6K $11.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.6K
+ 7.45%
$50.47 - $50.74 $533K - $536K
152K $7.71B
RMBS
Rambus Inc

Technology
474
+ 2.91%
$62.85 - $107.38 $29.8K - $50.9K
16.8K $1.77B
CGDV
Capital Group Divid Value ETF

ETFs
10.8K
+ 30.8%
$39.59 - $42.21 $428K - $457K
45.9K $1.96B
ATO
Atmos Energy Corp

Utilities
1.36K
+ 3.35%
$151.51 - $170.75 $206K - $232K
41.9K $7.24B
EMR
Emerson Electric CO

Industrials
2.02K
+ 6.13%
$128.6 - $149.63 $259K - $302K
34.9K $4.89B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.42K
+ 7.27%
$52.39 - $53.11 $494K - $500K
139K $7.34B
Neos ETF Trust
8.68K
+ 120.79%
N/A
15.9K $884M
MEDP
Medpace Holdings, Inc.

Healthcare
143
+ 4.75%
$308.88 - $514.16 $44.2K - $73.5K
3.15K $1.87B
PLTR
Palantir Technologies Inc.

Technology
757
+ 4.58%
$130.68 - $186.97 $98.9K - $142K
17.3K $3.58B
IONQ
Ion Q, Inc.

Technology
5.25K
+ 45.21%
$36.79 - $75.14 $193K - $394K
16.8K $984M
CSCO
Cisco Systems, Inc.

Technology
2.49K
+ 2.66%
$66.2 - $71.79 $165K - $179K
96.1K $7.15B
IWF
Ishares Russell 1000 Gr ETF

ETFs
343
+ 4.28%
$420.11 - $472.68 $144K - $162K
8.36K $4.08B
VO
Vanguard Mid Cap ETF

ETFs
1.08K
+ 3.17%
$279.83 - $293.74 $302K - $318K
35.2K $10.2B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.4K
+ 8.87%
N/A
66.3K $4.47B
GFI
Gold Fields LTD

Basic Materials
2.78K
+ 5.45%
$23.36 - $42.3 $64.8K - $117K
53.7K $2.04B
Advisors Inner Circle Fd Ii
12.4K
+ 38.9%
N/A
44.4K $1.28B
NVT
N Vent Electric PLC

Industrials
735
+ 4.31%
$72.16 - $100.25 $53K - $73.7K
17.8K $2B
ESS
Essex Property Trust, Inc.

Real Estate
1.66K
+ 8.34%
N/A
21.6K $5.48B
APH
Amphenol Corp

Technology
2.29K
+ 66.9%
$97.39 - $125.4 $223K - $288K
5.72K $810M
JNJ
Johnson & Johnson

Healthcare
398
+ 1.54%
$155.17 - $185.42 $61.8K - $73.8K
26.3K $4.89B
GD
General Dynamics Corp

Industrials
394
+ 3.87%
$293.92 - $341.0 $116K - $134K
10.6K $3.62B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.54K
+ 3.88%
$118.3 - $142.16 $183K - $219K
41.3K $5.23B
AMGN
Amgen Inc

Healthcare
852
+ 7.03%
$271.18 - $309.22 $231K - $263K
13K $3.84B
CELH
Celsius Holdings, Inc.

Consumer Defensive
385
+ 0.49%
$42.74 - $62.88 $16.5K - $24.2K
79.5K $4.71B
Advisors Inner Circle Fd Ii
11K
+ 23.98%
N/A
57K $1.6B
ERJ
Embraer S.A.

Industrials
775
+ 1.54%
$47.39 - $61.02 $36.7K - $47.3K
51.2K $3.31B
VEEV
Veeva Systems Inc

Healthcare
523
+ 4.59%
$269.2 - $297.91 $141K - $156K
11.9K $3.49B
ORCC
Owl Rock Capital Corp

Financial Services
30K
+ 84.44%
N/A
65.6K $855M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.29K
+ 132.83%
$76.16 - $78.59 $327K - $337K
7.53K $586M
ALCC
Alt C Acquisition Corp.

Financial Services
864
+ 19.39%
N/A
5.32K $674M
INTC
Intel Corp

Technology
3.29K
+ 30.96%
$19.31 - $35.5 $63.4K - $117K
13.9K $549M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.11K
+ 2.13%
$33.86 - $35.74 $105K - $111K
149K $5.38B
DHR
Danaher Corp

Healthcare
994
+ 8.91%
$181.46 - $212.2 $180K - $211K
12.1K $2.6B
WMT
Walmart Inc.

Consumer Defensive
4.17K
+ 6.31%
$94.4 - $104.27 $394K - $435K
70.3K $7.14B
NET
Cloudflare, Inc.

Technology
108
+ 1.91%
$181.39 - $228.28 $19.6K - $24.7K
5.78K $1.43B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
33.9K
+ 46.41%
$7.98 - $8.29 $270K - $281K
107K $872M
GE
General Electric CO

Industrials
402
+ 7.55%
$244.75 - $305.63 $98.4K - $123K
5.72K $1.77B
FUTU
Futu Holdings LTD

Financial Services
83
+ 0.93%
$120.32 - $194.74 $9.99K - $16.2K
8.96K $1.74B
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
70.1K
+ 25.45%
$8.44 - $10.83 $591K - $759K
345K $2.79B
CGGR
Capital Group Growth ETF Shs C

ETFs
5.4K
+ 71.47%
$40.2 - $44.58 $217K - $241K
13K $581M
KEP
Korea Electric Power Corp

Utilities
5.85K
+ 6.69%
$12.94 - $14.82 $75.7K - $86.7K
93.3K $1.49B
Advisors Inner Circle Fd Ii
10.1K
+ 75.55%
N/A
23.4K $582M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
262
+ 1.28%
$112.94 - $129.99 $29.6K - $34.1K
20.7K $2.81B
AVUV
American Centy ETF Tr Avantis

ETFs
34
+ 0.03%
$90.37 - $102.12 $3.07K - $3.47K
97.8K $9.57B
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
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