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
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
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
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
Solventum Corp
9
+ 0.25%
N/A
3.66K $249M
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
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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