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
BAC
Bank Of America Corp

Financial Services
3.25K
+ 2.82%
$44.92 - $52.42 $146K - $170K
118K $6.34B
MU
Micron Technology Inc

Technology
559
+ 8.22%
$104.88 - $168.89 $58.6K - $94.4K
7.36K $1.73B
NRG
Nrg Energy, Inc.

Utilities
1.46K
+ 4.39%
$144.77 - $173.91 $211K - $253K
34.6K $6.04B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
41.2K
+ 13.42%
$20.84 - $21.03 $858K - $866K
348K $7.27B
Arista Networks Inc
1.63K
+ 4.57%
N/A
37.2K $5.86B
STRL
Sterling Construction CO Inc

Industrials
528
+ 7.16%
$222.54 - $371.84 $118K - $196K
7.91K $3.11B
SCHC
Schwab Strategic Tr Intl Small

ETFs
17.1K
New
$42.28 - $45.71 $722K - $781K
17.1K $773M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.66K
+ 11.02%
$100.37 - $100.74 $768K - $771K
77.1K $7.74B
VGLT
Vanguard Long Term Treasury Et

ETFs
11.2K
+ 16.61%
$54.21 - $57.41 $609K - $645K
78.9K $4.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
257
+ 2.37%
$224.68 - $282.71 $57.7K - $72.7K
11.1K $3.38B
XOM
Exxon Mobil Corp

Energy
2.79K
+ 6.35%
$105.83 - $117.22 $296K - $328K
46.8K $5.32B
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 3.06%
$184.85 - $231.54 $186K - $233K
33.9K $7.18B
LMT
Lockheed Martin Corp

Industrials
287
+ 3.63%
$410.74 - $499.21 $118K - $143K
8.19K $3.99B
CW
Curtiss Wright Corp

Industrials
142
+ 2.86%
$472.43 - $542.94 $67.1K - $77.1K
5.1K $3.07B
CRDO
Credo Technology Group Holding LTD

Technology
3.2K
New
$87.59 - $172.31 $280K - $551K
3.2K $578M
RGEN
Repligen Corp

Healthcare
2.87K
+ 56.45%
$111.43 - $134.0 $319K - $384K
7.94K $1.19B
CMI
Cummins Inc

Industrials
277
+ 2.38%
$327.85 - $426.39 $90.8K - $118K
11.9K $5.21B
CYBR
Cyber Ark Software Ltd.

Technology
137
+ 2.87%
$374.8 - $491.1 $51.3K - $67.3K
4.9K $2.54B
VB
Vanguard Small Cap ETF

ETFs
512
+ 1.19%
$237.58 - $259.17 $122K - $133K
43.6K $11.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.6K
+ 7.45%
$50.47 - $50.74 $533K - $536K
152K $7.71B
RMBS
Rambus Inc

Technology
474
+ 2.91%
$62.85 - $107.38 $29.8K - $50.9K
16.8K $1.77B
CGDV
Capital Group Divid Value ETF

ETFs
10.8K
+ 30.8%
$39.59 - $42.21 $428K - $457K
45.9K $1.96B
ATO
Atmos Energy Corp

Utilities
1.36K
+ 3.35%
$151.51 - $170.75 $206K - $232K
41.9K $7.24B
EMR
Emerson Electric CO

Industrials
2.02K
+ 6.13%
$128.6 - $149.63 $259K - $302K
34.9K $4.89B
FICO
Fair Isaac Corp

Technology
38
+ 2.85%
$1311.26 - $1869.83 $49.8K - $71.1K
1.37K $2.26B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.42K
+ 7.27%
$52.39 - $53.11 $494K - $500K
139K $7.34B
Neos ETF Trust
8.68K
+ 120.79%
N/A
15.9K $884M
MEDP
Medpace Holdings, Inc.

Healthcare
143
+ 4.75%
$308.88 - $514.16 $44.2K - $73.5K
3.15K $1.87B
PLTR
Palantir Technologies Inc.

Technology
757
+ 4.58%
$130.68 - $186.97 $98.9K - $142K
17.3K $3.58B
IONQ
Ion Q, Inc.

Technology
5.25K
+ 45.21%
$36.79 - $75.14 $193K - $394K
16.8K $984M
CSCO
Cisco Systems, Inc.

Technology
2.49K
+ 2.66%
$66.2 - $71.79 $165K - $179K
96.1K $7.15B
IWF
Ishares Russell 1000 Gr ETF

ETFs
343
+ 4.28%
$420.11 - $472.68 $144K - $162K
8.36K $4.08B
VO
Vanguard Mid Cap ETF

ETFs
1.08K
+ 3.17%
$279.83 - $293.74 $302K - $318K
35.2K $10.2B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.4K
+ 8.87%
N/A
66.3K $4.47B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.95K
New
$85.01 - $90.35 $421K - $448K
4.95K $445M
GFI
Gold Fields LTD

Basic Materials
2.78K
+ 5.45%
$23.36 - $42.3 $64.8K - $117K
53.7K $2.04B
Advisors Inner Circle Fd Ii
12.4K
+ 38.9%
N/A
44.4K $1.28B
NVT
N Vent Electric PLC

Industrials
735
+ 4.31%
$72.16 - $100.25 $53K - $73.7K
17.8K $2B
ESS
Essex Property Trust, Inc.

Real Estate
1.66K
+ 8.34%
N/A
21.6K $5.48B
APH
Amphenol Corp

Technology
2.29K
+ 66.9%
$97.39 - $125.4 $223K - $288K
5.72K $810M
JNJ
Johnson & Johnson

Healthcare
398
+ 1.54%
$155.17 - $185.42 $61.8K - $73.8K
26.3K $4.89B
GD
General Dynamics Corp

Industrials
394
+ 3.87%
$293.92 - $341.0 $116K - $134K
10.6K $3.62B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.54K
+ 3.88%
$118.3 - $142.16 $183K - $219K
41.3K $5.23B
AMGN
Amgen Inc

Healthcare
852
+ 7.03%
$271.18 - $309.22 $231K - $263K
13K $3.84B
CELH
Celsius Holdings, Inc.

Consumer Defensive
385
+ 0.49%
$42.74 - $62.88 $16.5K - $24.2K
79.5K $4.71B
Advisors Inner Circle Fd Ii
11K
+ 23.98%
N/A
57K $1.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.42K
New
$74.68 - $80.26 $330K - $355K
4.42K $357M
ERJ
Embraer S.A.

Industrials
775
+ 1.54%
$47.39 - $61.02 $36.7K - $47.3K
51.2K $3.31B
VEEV
Veeva Systems Inc

Healthcare
523
+ 4.59%
$269.2 - $297.91 $141K - $156K
11.9K $3.49B
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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