Diversify Wealth Management, LLC Reduced Holdings in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
-72
- 6.28%
$514.61 - $682.78 $37.1K - $49.2K
1.07K $776M
UPS
United Parcel Service Inc

Industrials
-11
- 0.23%
$82.58 - $105.54 $908 - $1.16K
4.82K $453M
IWM
Ishares Russell 2000 ETF

ETFs
-113
- 3.48%
$214.92 - $244.84 $24.3K - $27.7K
3.14K $770M
MPC
Marathon Petroleum Corp

Energy
-368
- 12.62%
$158.59 - $198.69 $58.4K - $73.1K
2.55K $499M
THC
Tenet Healthcare Corp

Healthcare
-269
- 9.31%
$148.38 - $203.04 $39.9K - $54.6K
2.62K $528M
FTI
Technip Fmc PLC

Energy
-2.01K
- 11.57%
$32.19 - $40.89 $64.8K - $82.4K
15.4K $648M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-110
- 0.62%
$132.9 - $142.03 $14.6K - $15.6K
17.6K $2.46B
NEE
Nextera Energy Inc

Utilities
-52
- 1.09%
$69.77 - $77.54 $3.63K - $4.03K
4.73K $386M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.67K
- 1.13%
$28.15 - $30.13 $46.9K - $50.2K
146K $4.29B
PCOR
Procore Technologies, Inc.

Technology
-329
- 5.0%
$61.62 - $76.64 $20.3K - $25.2K
6.25K $463M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-583
- 2.37%
$79.39 - $90.39 $46.3K - $52.7K
24K $2.12B
MS
Morgan Stanley

Financial Services
-154
- 2.79%
$139.09 - $161.16 $21.4K - $24.8K
5.37K $879M
CSTL
Castle Biosciences Inc

Healthcare
-575
- 4.67%
$14.65 - $24.65 $8.42K - $14.2K
11.7K $305M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.74K
- 1.7%
$42.26 - $47.16 $116K - $129K
159K $7.3B
CAT
Caterpillar Inc

Industrials
-244
- 15.31%
$390.92 - $477.15 $95.4K - $116K
1.35K $771M
American Healthcare Reit Inc
-289
- 1.18%
N/A
24.2K $1.11B
CVS
Cvs Health Corp

Healthcare
-350
- 2.67%
$58.75 - $76.5 $20.6K - $26.8K
12.8K $1B
ACN
Accenture PLC

Technology
-232
- 1.21%
$232.56 - $304.78 $54K - $70.7K
18.9K $4.71B
HQY
Healthequity, Inc.

Healthcare
-17
- 0.02%
$87.42 - $103.12 $1.49K - $1.75K
90.5K $8.58B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-774
- 5.96%
$366.54 - $479.53 $284K - $371K
12.2K $5.2B
AMAT
Applied Materials Inc

Technology
-241
- 4.96%
$156.25 - $204.95 $37.7K - $49.4K
4.62K $1.1B
GLD
Spdr Gold Trust

ETFs
-25
- 0.79%
$300.96 - $355.47 $7.52K - $8.89K
3.15K $1.16B
WFC
Wells Fargo & Company

Financial Services
-268
- 0.92%
$77.05 - $85.16 $20.6K - $22.8K
28.9K $2.52B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.7K
- 2.69%
$36.04 - $38.78 $386K - $416K
388K $15.1B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-776
- 0.63%
$43.65 - $46.42 $33.9K - $36K
123K $5.93B
VNET
Vnet Group, Inc.

Technology
-11.2K
- 5.74%
$6.61 - $11.13 $73.9K - $124K
183K $1.86B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.62K
- 0.84%
$25.29 - $28.33 $66.2K - $74.1K
307K $8.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-359
- 0.21%
$28.92 - $32.19 $10.4K - $11.6K
169K $5.67B
VGT
Vanguard Information Technolog

ETFs
-141
- 2.14%
$656.44 - $753.15 $92.6K - $106K
6.44K $5.12B
ISRG
Intuitive Surgical Inc

Healthcare
-313
- 3.16%
$433.66 - $544.47 $136K - $170K
9.6K $5.22B
FIX
Comfort Systems Usa Inc

Industrials
-1.2K
- 18.23%
$521.66 - $825.18 $627K - $991K
5.39K $5.27B
SHOP
Shopify Inc.

Technology
-2.95K
- 6.41%
$112.11 - $157.12 $331K - $463K
43K $7.44B
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.02%
$144.19 - $167.33 $1.01K - $1.17K
33.8K $5.99B
ASML
Asml Holding Nv

Technology
-49
- 1.83%
$689.63 - $968.09 $33.8K - $47.4K
2.64K $2.81B
NOW
Service Now, Inc.

Technology
-215
- 0.89%
$850.86 - $1044.69 $183K - $225K
24.1K $22B
TSLA
Tesla, Inc.

Consumer Cyclical
-463
- 3.83%
$293.94 - $444.72 $136K - $206K
11.6K $5.44B
GOOGL
Alphabet Inc.

Communication Services
-365
- 1.27%
$174.36 - $254.72 $63.6K - $93K
28.5K $8.08B
Lam Research Corp
-689
- 1.04%
N/A
65.8K $10.6B
GOOG
Alphabet Inc.

Communication Services
-205
- 0.38%
$175.16 - $255.24 $35.9K - $52.3K
54.3K $15.4B
NVDA
Nvidia Corp

Technology
-6.27K
- 2.62%
$153.3 - $186.58 $961K - $1.17M
233K $48.3B
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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