DIVERSIFY WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•536 long positions•$1.7B portfolio value
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Holding560 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $65.2M 3.77% | +$2.6M Bought | — 600.2K shares | 576.3K → 600.2K +$2.6M | +4.15% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $57.2M 3.31% | +$6.3M Bought | — 1.0M shares | 910.5K → 1.0M +$6.3M | +12.39% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $52.3M 3.03% | -$3.6M Sold | — 1.1M shares | 1.2M → 1.1M −$3.6M | -6.36% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $51.6M 2.99% | +$298.6K Bought | — 75.5K shares | 75.1K → 75.5K +$298.6K | +0.58% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $48.3M 2.8% | -$1.3M Sold | 0.001% 233.3K shares | 239.6K → 233.3K −$1.3M | -2.62% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $34.6M 2.0% | +$2.4M Bought | — 793.1K shares | 738.8K → 793.1K +$2.4M | +7.35% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $29.6M 1.71% | +$1.2M Bought | 0.001% 109.9K shares | 105.6K → 109.9K +$1.2M | +4.06% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $27.7M 1.6% | +$279.4K Bought | 0.001% 109.0K shares | 107.9K → 109.0K +$279.4K | +1.02% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $26.3M 1.52% | +$802.4K Bought | 0.001% 50.9K shares | 49.3K → 50.9K +$802.4K | +3.15% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $23.4M 1.36% | +$1.5M Bought | — 37.3K shares | 34.9K → 37.3K +$1.5M | +6.83% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $22.6M 1.31% | +$408.3K Bought | — 115.3K shares | 113.2K → 115.3K +$408.3K | +1.84% | — — | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $22.0M 1.27% | -$196.5K Sold | 0.012% 24.1K shares | 24.3K → 24.1K −$196.5K | -0.89% | $190.98B Large Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $18.9M 1.09% | +$795.2K Bought | 0.001% 29.6K shares | 28.3K → 29.6K +$795.2K | +4.4% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $18.6M 1.08% | +$1.1M Bought | — 741.2K shares | 698.6K → 741.2K +$1.1M | +6.1% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $18.1M 1.05% | +$1.0M Bought | — 797.1K shares | 751.4K → 797.1K +$1.0M | +6.08% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $17.7M 1.02% | +$619.3K Bought | — 164.0K shares | 158.2K → 164.0K +$619.3K | +3.63% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $17.2M 0.997% | -$1.6M Sold | — 470.3K shares | 513.2K → 470.3K −$1.6M | -8.35% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $15.4M 0.894% | -$58.2K Sold | 0.0% 54.3K shares | 54.6K → 54.3K −$58.2K | -0.38% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $15.4M 0.891% | +$1.2M Bought | 0.001% 42.4K shares | 39.2K → 42.4K +$1.2M | +8.31% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $15.1M 0.877% | -$418.4K Sold | — 388.1K shares | 398.8K → 388.1K −$418.4K | -2.69% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.7M 0.849% | -$257.0K Sold | — 342.6K shares | 348.6K → 342.6K −$257.0K | -1.72% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.2M 0.825% | +$462.2K Bought | — 258.5K shares | 250.2K → 258.5K +$462.2K | +3.35% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $12.9M 0.745% | +$1.1M Bought | — 545.6K shares | 500.8K → 545.6K +$1.1M | +8.95% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $12.8M 0.739% | +$343.6K Bought | — 271.0K shares | 263.7K → 271.0K +$343.6K | +2.77% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $12.0M 0.695% | +$165.8K Bought | — 493.5K shares | 486.7K → 493.5K +$165.8K | +1.4% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $11.9M 0.691% | -$377.2K Sold | 0.002% 46.3K shares | 47.7K → 46.3K −$377.2K | -3.06% | $801.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $11.5M 0.663% | +$699.8K Bought | 0.003% 12.3K shares | 11.6K → 12.3K +$699.8K | +6.51% | $410.27B Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $11.3M 0.656% | +$438.5K Bought | 0.008% 51.6K shares | 49.6K → 51.6K +$438.5K | +4.03% | $137.82B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.1M 0.643% | +$130.3K Bought | — 43.6K shares | 43.1K → 43.6K +$130.3K | +1.19% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.0M 0.634% | +$119.5K Bought | — 17.3K shares | 17.1K → 17.3K +$119.5K | +1.1% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $10.6M 0.614% | -$111.1K Sold | 0.005% 65.8K shares | 66.4K → 65.8K −$111.1K | -1.04% | $168.85B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.2M 0.591% | +$313.5K Bought | — 35.2K shares | 34.1K → 35.2K +$313.5K | +3.17% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $9.9M 0.574% | +$364.1K Bought | 0.001% 32.0K shares | 30.8K → 32.0K +$364.1K | +3.82% | $867.35B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.6M 0.554% | +$3.3K Bought | — 97.8K shares | 97.8K → 97.8K +$3.3K | +0.03% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.5M 0.549% | +$1.2M Bought | — 183.0K shares | 160.2K → 183.0K +$1.2M | +14.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.1M 0.526% | +$1.0M Bought | — 392.8K shares | 348.9K → 392.8K +$1.0M | +12.57% | — — | Q2 2024 Held for 1y 5m | |
Packaging & Containers Consumer Cyclical | $9.0M 0.522% | +$195.6 Bought | 0.051% 46.1K shares | 46.1K → 46.1K +$195.6 | +0.0% | $19.6B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $9.0M 0.521% | +$246.9K Bought | 0.002% 34.7K shares | 33.7K → 34.7K +$246.9K | +2.82% | $262.56B Mega Cap | Q3 2024 Held for 1y 2m | |
Solar Energy | $8.8M 0.508% | +$3.2M Bought | 0.191% 439.6K shares | 278.3K → 439.6K +$3.2M | +57.94% | $4.0B Mid Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.6M 0.498% | -$73.2K Sold | — 307.3K shares | 309.9K → 307.3K −$73.2K | -0.84% | — — | Q2 2024 Held for 1y 5m | |
Medical - Healthcare Information Services Healthcare | $8.6M 0.497% | -$1.6K Sold | 0.105% 90.5K shares | 90.5K → 90.5K −$1.6K | -0.02% | $8.2B Mid Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.6M 0.497% | -$930.6K Sold | — 261.1K shares | 289.4K → 261.1K −$930.6K | -9.78% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $8.5M 0.494% | +$1.0M Bought | — 172.0K shares | 150.9K → 172.0K +$1.0M | +14.01% | — — | Q2 2024 Held for 1y 5m | |
Advertising Agencies Communication Services | $8.3M 0.481% | — | 0.676% 1.8M shares | — | — | $1.5B Small Cap | Q2 2025 Held for 5 months | |
ETF ETF | $8.1M 0.471% | +$97.0K Bought | — 175.8K shares | 173.7K → 175.8K +$97.0K | +1.21% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $8.1M 0.468% | -$103.6K Sold | 0.0% 28.5K shares | 28.8K → 28.5K −$103.6K | -1.27% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $8.0M 0.465% | +$318.0K Bought | 0.003% 30.7K shares | 29.5K → 30.7K +$318.0K | +4.12% | $225.62B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.7M 0.449% | +$768.6K Bought | — 77.1K shares | 69.5K → 77.1K +$768.6K | +11.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.7M 0.446% | +$534.0K Bought | — 152.4K shares | 141.8K → 152.4K +$534.0K | +7.45% | — — | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $7.6M 0.441% | +$282.1K Bought | 0.008% 27.5K shares | 26.5K → 27.5K +$282.1K | +3.85% | $76.4B Large Cap | Q1 2025 Held for 8 months |
