Diversify Wealth Management, LLC Sells in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-6.07K
- 32.33%
$21.77 - $22.57 $132K - $137K
12.7K $286M
EXR
Extra Space Storage Inc.

Real Estate
-266
- 1.26%
$134.36 - $152.88 $35.7K - $40.7K
20.9K $2.74B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-6.01K
- 1.72%
$41.8 - $43.15 $251K - $259K
343K $14.7B
SYY
Sysco Corp

Consumer Defensive
-593
- 6.16%
$76.33 - $82.51 $45.3K - $48.9K
9.03K $658M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-91
- 0.75%
$123.13 - $140.8 $11.2K - $12.8K
12K $1.49B
DFAE
Dimensional ETF Tr

ETFs
-28.3K
- 9.78%
$28.84 - $31.84 $817K - $901K
261K $8.58B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.4K
- 25.72%
$81.75 - $84.54 $114K - $118K
4.04K $337M
MELI
Mercadolibre Inc

Consumer Cyclical
-36
- 6.14%
$2292.04 - $2514.05 $82.5K - $90.5K
550 $1.27B
OC
Owens Corning

Industrials
-176
- 6.22%
$136.56 - $157.69 $24K - $27.8K
2.65K $330M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-3.79K
- 19.17%
$23.53 - $23.75 $89.1K - $89.9K
16K $374M
CASY
Caseys General Stores Inc

Consumer Cyclical
-160
- 10.2%
$494.52 - $565.32 $79.1K - $90.5K
1.41K $724M
WSO
Watsco Inc

Industrials
-34
- 2.63%
$381.94 - $489.97 $13K - $16.7K
1.26K $454M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-115
- 0.72%
$61.95 - $80.32 $7.12K - $9.24K
15.9K $962M
FE
Firstenergy Corp

Utilities
-2.15K
- 28.05%
$39.76 - $45.82 $85.3K - $98.3K
5.5K $253M
CMCSA
Comcast Corp

Communication Services
-128
- 0.88%
$31.41 - $36.33 $4.02K - $4.65K
14.4K $390M
HLI
Houlihan Lokey, Inc.

Financial Services
-297
- 18.77%
$181.55 - $209.19 $53.9K - $62.1K
1.29K $229M
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 4.93%
N/A
21.6K $4.67B
T
At&T Inc.

Communication Services
-259
- 1.48%
$26.94 - $29.62 $6.98K - $7.67K
17.3K $424M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-866
- 18.65%
$50.98 - $67.62 $44.1K - $58.6K
3.78K $201M
BDX
Becton Dickinson & CO

Healthcare
-174
- 7.18%
$172.41 - $199.66 $30K - $34.7K
2.25K $399M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.21K
- 26.56%
$68.24 - $73.73 $82.8K - $89.4K
3.35K $251M
VRSK
Verisk Analytics, Inc.

Industrials
-17
- 1.14%
$242.3 - $312.95 $4.12K - $5.32K
1.48K $318M
AES
Aes Corp

Utilities
-7.6K
- 15.32%
$10.77 - $13.94 $81.9K - $106K
42K $572M
CCB
Coastal Financial Corp

Financial Services
-995
- 11.92%
$92.4 - $118.0 $91.9K - $117K
7.35K $792M
AIG
American International Group, Inc.

Financial Services
-870
- 11.42%
$76.34 - $85.87 $66.4K - $74.7K
6.75K $533M
GLW
Corning Inc

Technology
-3.85K
- 30.48%
$51.6 - $82.03 $199K - $316K
8.78K $769M
BSX
Boston Scientific Corp

Healthcare
-358
- 6.27%
$97.03 - $108.14 $34.7K - $38.7K
5.35K $528M
TIP
Ishares Tr Tips Bd ETF

ETFs
-560
- 10.44%
$109.11 - $111.88 $61.1K - $62.7K
4.8K $533M
FCX
Freeport Mcmoran Inc

Basic Materials
-978
- 5.83%
$35.34 - $47.21 $34.6K - $46.2K
15.8K $650M
VDC
Vanguard Consumer Staples ETF

ETFs
-117
- 6.29%
$212.64 - $225.25 $24.9K - $26.4K
1.74K $361M
PCG
Pg&E Corp

Utilities
-4.46K
- 12.05%
$13.0 - $15.73 $58K - $70.2K
32.6K $518M
Profesionally Managed Portfo
-1.78K
- 18.33%
N/A
7.94K $263M
ENB
Enbridge Inc

Energy
-503
- 1.2%
$43.79 - $50.46 $22K - $25.4K
41.6K $1.94B
CI
Cigna Corp

Healthcare
-28
- 1.36%
$262.23 - $334.39 $7.34K - $9.36K
2.04K $527M
UTZ
Utz Brands, Inc.

Consumer Defensive
-734
- 4.21%
$11.85 - $14.49 $8.7K - $10.6K
16.7K $174M
MSCI
Msci Inc.

Financial Services
-176
- 10.45%
$526.48 - $588.0 $92.7K - $103K
1.51K $877M
DFAX
Dimensional ETF Tr
-2.46K
- 11.67%
$29.25 - $31.56 $72.1K - $77.8K
18.6K $593M
VTI
Vanguard Total Stock Market Et

ETFs
-455
- 8.56%
$303.93 - $329.86 $138K - $150K
4.86K $1.63B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-419
- 8.33%
$60.9 - $70.75 $25.5K - $29.6K
4.61K $261M
BSY
Bentley Systems Inc

Technology
-50
- 0.24%
$51.48 - $58.72 $2.57K - $2.94K
21.2K $1.07B
EVR
Evercore Inc.

Financial Services
-107
- 5.99%
$276.5 - $362.79 $29.6K - $38.8K
1.68K $504M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.77K
- 30.66%
$17.64 - $29.81 $102K - $172K
13K $399M
CSX
Csx Corp

Industrials
-1.26K
- 8.98%
$32.05 - $36.52 $40.4K - $46.1K
12.8K $458M
COP
Conocophillips

Energy
-195
- 4.43%
$91.0 - $98.99 $17.7K - $19.3K
4.21K $372M
Qxo Inc
-72
- 0.46%
N/A
15.7K $272M
ARCC
Ares Capital Corp

Financial Services
-581
- 3.84%
$20.41 - $23.25 $11.9K - $13.5K
14.5K $297M
APPF
Appfolio Inc

Technology
-101
- 6.35%
$229.81 - $321.25 $23.2K - $32.4K
1.49K $391M
OXY
Occidental Petroleum Corp

Energy
-28
- 0.22%
$42.54 - $48.1 $1.19K - $1.35K
12.7K $520M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
-2.22K
- 13.28%
$17.97 - $19.23 $39.9K - $42.7K
14.5K $266M
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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