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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464287176
Shares:10.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
Allegion plc
Shares:8.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
LINDE PLC
Shares:2.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
464287598
Shares:6.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
464288240
Shares:20.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
BADGER METER INC
Shares:5.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
UP Fintech Holding Ltd
Shares:137.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
BOEING CO
Shares:6.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
Ollie's Bargain Outlet Holdings, Inc.
Shares:10.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
922908736
Shares:2.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
025072349
Shares:17.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:5.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
Brookfield Asset Management Ltd.
Shares:19.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
MakeMyTrip Ltd
Shares:10.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
Aon plc
Shares:3.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
Prestige Consumer Healthcare Inc.
Shares:12.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
HALOZYME THERAPEUTICS, INC.
Shares:17.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
GENERAL ELECTRIC CO
Shares:5.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.3B)
Eaton Corp plc
Shares:3.6K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.3B)
KT CORP
Shares:54.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.3B)