Diversify-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
510
Total Value
1346316111
Accession Number
0001085146-25-002517
Form Type
13F-HR
Manager Name
Diversify-Wealth-Management
Data Enrichment
79% identified
405 identified105 unidentified

Holdings

510 positions • $1.3B total value
Manager:
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NOVO NORDISK A S
Shares:21.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.3B)
PJT Partners Inc.
Shares:10.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.3B)
TELEDYNE TECHNOLOGIES INC
Shares:3.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.3B)
CURTISS WRIGHT CORP
Shares:4.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
025072802
Shares:18.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
e.l.f. Beauty, Inc.
Shares:21.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
CyberArk Software Ltd.
Shares:3.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
922908744
Shares:7.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
45783Y814
Shares:29.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
56167N720
Shares:36.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
UBS Group AG
Shares:41.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
464287200
Shares:2.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
Otis Worldwide Corp
Shares:13.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
921943858
Shares:23.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
BARCLAYS PLC
Shares:77.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
00791R830
Shares:49.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
MERCADOLIBRE INC
Shares:543
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
464287507
Shares:21.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
MARKEL GROUP INC.
Shares:649
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
CRH PUBLIC LTD CO
Shares:12.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)