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
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
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
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
IJT
Ishares S&P Small Cap 600 Grow

ETFs
186
+ 6.79%
$131.47 - $143.64 $24.5K - $26.7K
2.93K $409M
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
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
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