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
MET
Metlife Inc

Financial Services
-740
- 11.24%
$73.82 - $82.37 $54.6K - $61K
5.84K $463M
C
Citigroup Inc

Financial Services
-1.02K
- 9.51%
$85.57 - $103.49 $87.5K - $106K
9.72K $988M
BMY
Bristol Myers Squibb CO

Healthcare
-711
- 5.58%
$43.31 - $48.98 $30.8K - $34.8K
12K $554M
ATRC
Atri Cure, Inc.

Healthcare
-570
- 5.77%
$29.24 - $37.87 $16.7K - $21.6K
9.3K $317M
GIS
General Mills Inc

Consumer Defensive
-96
- 0.83%
$48.44 - $53.83 $4.65K - $5.17K
11.4K $530M
V
Visa Inc.

Financial Services
-111
- 0.51%
$332.09 - $358.86 $36.9K - $39.8K
21.6K $7.28B
Atlanta Braves Hldgs Inc
-253
- 3.99%
N/A
6.08K $250M
ALLE
Allegion PLC

Industrials
-91
- 1.03%
$145.55 - $179.33 $13.2K - $16.3K
8.76K $1.44B
VGSH
Vanguard

ETFs
-500
- 4.09%
$58.43 - $58.88 $29.2K - $29.4K
11.7K $689M
WMB
Williams Companies, Inc.

Energy
-686
- 6.98%
$56.52 - $64.01 $38.8K - $43.9K
9.14K $540M
NCNO
N Cino, Inc.

Technology
-1.13K
- 9.25%
$26.19 - $32.69 $29.6K - $37K
11.1K $297M
VBR
Vanguard Small Cap Value ETF

ETFs
-395
- 2.45%
$195.41 - $212.37 $77.2K - $83.9K
15.7K $3.24B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-251
- 6.69%
$107.66 - $112.36 $27K - $28.2K
3.5K $387M
BMA
Macro Bank Inc.

Financial Services
-931
- 26.29%
$39.27 - $75.71 $36.6K - $70.5K
2.61K $237M
UL
Unilever PLC

Consumer Defensive
-163
- 0.56%
$58.43 - $65.01 $9.52K - $10.6K
29K $1.76B
VNQ
Vanguard Specialized Funds Van

ETFs
-214
- 1.22%
$88.47 - $93.24 $18.9K - $20K
17.4K $1.55B
VPU
Vanguard Utilities ETF

ETFs
-160
- 7.82%
$175.25 - $189.41 $28K - $30.3K
1.89K $364M
WSM
Williams Sonoma Inc

Consumer Cyclical
-6
- 0.54%
$163.62 - $210.2 $982 - $1.26K
1.1K $212M
DUK
Duke Energy Corp

Utilities
-98
- 2.34%
$116.31 - $125.93 $11.4K - $12.3K
4.1K $506M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-683
- 8.01%
$34.55 - $36.37 $23.6K - $24.8K
7.85K $289M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.16K
- 3.49%
$46.97 - $48.89 $54.5K - $56.8K
32.1K $1.58B
TKR
Timken CO

Industrials
-204
- 5.7%
$73.5 - $81.69 $15K - $16.7K
3.37K $263M
HYG
Ishares Tr

ETFs
-97
- 2.04%
$79.85 - $81.32 $7.75K - $7.89K
4.66K $373M
VOT
Vanguard Mid Cap Growth Index

ETFs
-40
- 5.46%
$282.75 - $294.19 $11.3K - $11.8K
693 $202M
EFV
Msci Eafe Value ETF

ETFs
-248
- 4.76%
$62.79 - $68.42 $15.6K - $17K
4.96K $339M
VHT
Vanguard Health Care ETF

ETFs
-178
- 11.42%
$239.12 - $259.95 $42.6K - $46.3K
1.38K $373M
AEP
American Electric Power CO Inc

Utilities
-186
- 8.45%
$103.26 - $115.0 $19.2K - $21.4K
2.02K $242M
TIGR
Up Fintech Holding LTD

Financial Services
-13.6K
- 7.65%
$9.12 - $12.99 $124K - $177K
164K $1.79B
ROLL
Rbc Bearings Inc

Industrials
-115
- 5.85%
N/A
1.85K $793M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-50
- 0.37%
N/A
13.4K $664M
GILD
Gilead Sciences, Inc.

Healthcare
-106
- 1.87%
$108.22 - $120.47 $11.5K - $12.8K
5.57K $680M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-625
- 0.43%
$13.29 - $16.05 $8.31K - $10K
146K $2.21B
SHEL
Shell PLC

Energy
-90
- 2.58%
$69.82 - $73.93 $6.28K - $6.65K
3.39K $252M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-109
- 1.6%
$33.4 - $34.78 $3.64K - $3.79K
6.68K $234M
GXO
Gxo Logistics, Inc.

Industrials
-252
- 5.97%
$48.07 - $54.59 $12.1K - $13.8K
3.97K $220M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-80
- 1.41%
$48.5 - $50.19 $3.88K - $4.02K
5.61K $282M
GWRE
Guidewire Software, Inc.

Technology
-296
- 8.26%
$207.82 - $261.88 $61.5K - $77.5K
3.29K $749M
AME
Ametek Inc

Industrials
-40
- 3.47%
$176.44 - $192.03 $7.06K - $7.68K
1.11K $221M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-250
- 6.2%
$82.29 - $90.77 $20.6K - $22.7K
3.78K $353M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-77
- 1.35%
$42.04 - $45.23 $3.24K - $3.48K
5.63K $257M
GLDM
World Gold Trust

ETFs
-1.15K
- 14.64%
$64.73 - $76.45 $74.7K - $88.2K
6.73K $534M
AEM
Agnico Eagle Mines LTD

Basic Materials
-571
- 14.73%
$116.14 - $168.56 $66.3K - $96.2K
3.31K $537M
VEA
Vanguard Ftse Developed Market

ETFs
-735
- 3.35%
$56.02 - $60.3 $41.2K - $44.3K
21.2K $1.3B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-736
- 2.93%
$99.92 - $146.67 $73.5K - $108K
24.3K $2.94B
JLL
Jones Lang Lasalle Inc

Real Estate
-30
- 1.81%
$248.95 - $319.66 $7.47K - $9.59K
1.63K $488M
DCI
Donaldson CO Inc

Industrials
-169
- 5.57%
$69.82 - $82.14 $11.8K - $13.9K
2.86K $242M
STVN
Stevanato Group S.P.A.

Healthcare
-981
- 6.08%
$21.65 - $27.95 $21.2K - $27.4K
15.2K $374M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-35
- 0.61%
$72.65 - $78.68 $2.54K - $2.75K
5.66K $455M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-533
- 2.9%
$53.81 - $57.52 $28.7K - $30.7K
17.9K $1.05B
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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