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
INTU
Intuit Inc

Technology
766
+ 10.04%
$646.03 - $807.39 $495K - $618K
8.4K $5.68B
CVX
Chevron Corp

Energy
1.58K
+ 3.95%
$145.57 - $161.83 $230K - $256K
41.7K $6.42B
FNDF
Schwab Fundamental Intl Large

ETFs
1.5K
+ 2.11%
$39.84 - $43.15 $59.7K - $64.7K
72.6K $3.2B
SPYI
Shp ETF Tr Neos S&P 500 High I
3.84K
+ 20.23%
N/A
22.8K $1.21B
PEN
Penumbra Inc

Healthcare
1.26K
+ 39.49%
$227.15 - $287.09 $286K - $362K
4.45K $1.01B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.46K
+ 1.19%
$14.73 - $19.31 $21.5K - $28.3K
124K $2.47B
MSFT
Microsoft Corp

Technology
1.55K
+ 3.15%
$491.09 - $535.64 $762K - $831K
50.9K $26.3B
MCD
Mcdonalds Corp

Consumer Cyclical
959
+ 6.01%
$291.67 - $316.99 $280K - $304K
16.9K $5.02B
VMI
Valmont Industries Inc

Industrials
200
+ 5.39%
$328.58 - $387.73 $65.7K - $77.5K
3.91K $1.61B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
381
+ 0.24%
$21.69 - $23.34 $8.26K - $8.89K
160K $3.82B
ENTG
Entegris Inc

Technology
476
+ 5.1%
$72.03 - $95.97 $34.3K - $45.7K
9.81K $897M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.09K
+ 1.21%
$45.26 - $46.63 $94.8K - $97.6K
176K $8.14B
Viking Holdings LTD
2.21K
+ 3.39%
N/A
67.5K $4.08B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.39K
+ 4.31%
$26.88 - $27.78 $145K - $150K
130K $3.56B
SCHO
Schwab Short Term Us Treasury

ETFs
6.81K
+ 1.4%
$24.23 - $24.42 $165K - $166K
494K $12B
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.25K
+ 4.14%
$26.84 - $28.32 $168K - $177K
157K $4.25B
UNP
Union Pacific Corp

Industrials
782
+ 4.96%
$214.91 - $237.16 $168K - $185K
16.5K $3.62B
HMY
Harmony Gold Mining CO LTD

Basic Materials
5.59K
+ 4.29%
$12.61 - $18.25 $70.5K - $102K
136K $2.19B
IEMG
Ishares Inc

ETFs
1.96K
+ 39.96%
N/A
6.85K $471M
BCS
Barclays PLC

Financial Services
2.92K
+ 3.2%
$17.88 - $21.05 $52.2K - $61.4K
94.3K $2.03B
SYK
Stryker Corp

Healthcare
992
+ 9.4%
$368.57 - $403.53 $366K - $400K
11.5K $4.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.21K
+ 42.52%
$108.46 - $120.63 $132K - $146K
4.07K $480M
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
AVDV
American Centy ETF Tr Avantis

ETFs
196
+ 1.04%
$79.24 - $89.03 $15.5K - $17.4K
19.1K $1.71B
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
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
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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