Diversify Wealth Management, LLC Purchases in Q3 2025

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
113K
+ 12.39%
$52.12 - $55.33 $5.88M - $6.24M
1.02M $57.2B
SPYG
Spdr Portfolio

ETFs
23.9K
+ 4.15%
$94.33 - $105.31 $2.26M - $2.52M
600K $65.2B
RUN
Sunrun Inc.

Technology
161K
+ 57.94%
$8.99 - $18.18 $1.45M - $2.93M
440K $8.78B
AAPL
Apple Inc.

Technology
4.29K
+ 4.06%
$202.38 - $256.87 $869K - $1.1M
110K $29.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
54.3K
+ 7.35%
$39.8 - $42.86 $2.16M - $2.33M
793K $34.6B
FTNT
Fortinet, Inc.

Technology
43.8K
New
$74.39 - $107.65 $3.26M - $4.72M
43.8K $3.83B
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 1.02%
$211.65 - $238.24 $233K - $262K
109K $27.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
437
+ 0.58%
$617.65 - $666.84 $270K - $291K
75.5K $51.6B
OWL
Blue Owl Capital Inc.

Financial Services
194K
New
$16.93 - $20.8 $3.28M - $4.04M
194K $3.14B
AVGO
Broadcom Inc.

Technology
3.26K
+ 8.31%
$264.74 - $369.57 $863K - $1.2M
42.4K $15.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.38K
+ 6.83%
$567.77 - $614.76 $1.35M - $1.46M
37.3K $23.4B
PANW
Palo Alto Networks Inc

Technology
2K
+ 4.03%
$167.06 - $208.19 $334K - $416K
51.6K $11.3B
SNOW
Snowflake Inc.

Technology
1.02K
+ 3.85%
$191.73 - $241.0 $195K - $245K
27.5K $7.62B
O
Realty Income Corp

Real Estate
39.9K
New
$56.13 - $60.79 $2.24M - $2.43M
39.9K $2.32B
LLY
Eli Lilly & CO

Healthcare
191
+ 2.64%
$625.65 - $812.69 $119K - $155K
7.41K $6.65B
China Yuchai Intl LTD
50.1K
New
N/A
50.1K $1.88B
IVV
Ishares Core S&P 500 ETF

ETFs
2.31K
+ 102.9%
$620.67 - $670.08 $1.43M - $1.55M
4.55K $3.13B
CRWD
Crowd Strike Holdings, Inc.

Technology
497
+ 4.12%
$412.46 - $514.1 $205K - $256K
12.5K $6.93B
APP
App Lovin Corp

Technology
87
+ 0.92%
$335.1 - $718.54 $29.2K - $62.5K
9.52K $6.02B
IBM
International Business Machines Corp

Technology
559
+ 2.9%
$234.77 - $292.47 $131K - $163K
19.8K $6.04B
BVN
Buenaventura Mining CO Inc

Basic Materials
65.9K
New
$16.23 - $24.33 $1.07M - $1.6M
65.9K $1.45B
SBSW
Sibanye Stillwater LTD

Basic Materials
138K
New
$7.27 - $11.24 $1M - $1.55M
138K $1.44B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.39K
+ 3.35%
$49.43 - $54.52 $415K - $457K
259K $14.2B
Tempus Ai Inc
1.66K
+ 2.96%
N/A
58K $5.14B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.08K
+ 1.84%
$182.33 - $194.5 $380K - $405K
115K $22.6B
CX
Cemex Sab De Cv

Basic Materials
125K
New
$7.1 - $9.55 $888K - $1.19M
125K $1.27B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22.8K
+ 14.23%
$50.73 - $52.47 $1.16M - $1.2M
183K $9.49B
CRM
Salesforce, Inc.

Technology
1.22K
+ 4.12%
$231.66 - $273.65 $282K - $333K
30.7K $8.03B
VIV
Telefonica Brasil S.A.

Communication Services
98.6K
New
$10.79 - $12.8 $1.06M - $1.26M
98.6K $1.19B
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.6K
+ 6.1%
$24.69 - $25.26 $1.05M - $1.08M
741K $18.6B
GRFS
Grifols Sa

Healthcare
123K
New
$8.87 - $10.85 $1.09M - $1.33M
123K $1.16B
BTI
British American Tobacco P.L.C.

Consumer Defensive
21.7K
New
$46.69 - $59.27 $1.01M - $1.28M
21.7K $1.14B
CGCP
Capital Group Core Plus Income

ETFs
45.7K
+ 6.08%
$22.27 - $22.95 $1.02M - $1.05M
797K $18.1B
UNH
Unitedhealth Group Inc

Healthcare
884
+ 7.64%
$237.77 - $353.61 $210K - $313K
12.5K $4.16B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.9K
+ 12.57%
$22.64 - $23.22 $993K - $1.02M
393K $9.08B
UBER
Uber Technologies, Inc

Technology
6.65K
+ 13.23%
$86.91 - $99.57 $578K - $662K
56.9K $5.68B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
5.75K
+ 3.63%
$102.72 - $110.12 $591K - $633K
164K $17.7B
PULS
Pgim ETF Tr

ETFs
21.1K
+ 14.01%
$49.58 - $49.83 $1.05M - $1.05M
172K $8.54B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
44.8K
+ 8.95%
$23.54 - $23.97 $1.06M - $1.07M
546K $12.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
189
+ 1.1%
$546.99 - $602.2 $103K - $114K
17.3K $11B
QCOM
Qualcomm Inc

Technology
1K
+ 3.42%
$145.84 - $173.55 $146K - $174K
30.3K $5.47B
Veon LTD
19.8K
New
N/A
19.8K $953M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
4.95K
New
$156.24 - $190.88 $773K - $944K
4.95K $946M
PAC
Pacific Airport Group

Industrials
4.4K
New
$218.82 - $256.99 $963K - $1.13M
4.4K $939M
XLK
Technology Sector Spdr

ETFs
534
+ 2.32%
$250.97 - $282.66 $134K - $151K
23.6K $7.11B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
18.1K
+ 16.82%
$45.72 - $47.27 $828K - $856K
126K $5.91B
IHDG
Wisdomtree Tr

ETFs
7.3K
+ 2.77%
$43.81 - $46.31 $320K - $338K
271K $12.8B
AXP
American Express CO

Financial Services
545
+ 4.63%
$294.27 - $342.31 $160K - $187K
12.3K $4.46B
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 3.82%
$282.78 - $316.06 $333K - $372K
32K $9.91B
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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