Diversify-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCGN",
  "ASND",
  "NCNO",
  "SE",
  "RGEN",
  "SPSC",
  "FSV",
  "STVN",
  "APPF",
  "AZEK",
  "TEM",
  "MC",
  "PCOR",
  null,
  null,
  "POOL",
  "MORN",
  "AES",
  "STRL",
  "ENTG",
  "OLLI",
  "RBC",
  "PCG",
  "FTI",
  "ARI",
  "SNOW",
  "MU",
  "FNDF",
  "ACN",
  "PBH",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "JLL",
  "GOOGL",
  "AXP",
  "JFR",
  null,
  "NMZ",
  "AEG",
  "AIG",
  "BATRK",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  "AVEM",
  "BRO",
  "BMA",
  "ARCC",
  "WRB",
  null,
  null,
  "DBEF",
  null,
  "CMI",
  null,
  null,
  null,
  "DUK",
  "PECO",
  "NINE",
  "JPI",
  null,
  "PTY",
  "ESS",
  "ERJ",
  "PDI",
  null,
  "SMPL",
  null,
  null,
  "QFIN",
  "TIGR",
  null,
  null,
  "UTZ",
  "MMYT",
  null,
  "FCX",
  "CION",
  null,
  "VIK",
  "MNMD",
  "GD",
  "GILD",
  "GIS",
  "AXIL",
  "HON",
  "HD",
  "BRSP",
  "AZN",
  "CCB",
  "MCD",
  "INTU",
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "HLF",
  "HEI-A",
  "HLI",
  "ITW",
  "AMAT",
  "EMR",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "MVIS",
  "IVW",
  "PAM",
  "IJH",
  "QUBT",
  "COOK",
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "LHX",
  "LRCX",
  "ICF",
  "LIN",
  "OPK",
  null,
  "MPC",
  null,
  "SILA",
  "MA",
  "QXO",
  "PODD",
  "MDT",
  "BMI",
  "MSFT",
  null,
  null,
  null,
  "MDLZ",
  "MUFG",
  null,
  "MS",
  "DUOL",
  "ELF",
  "EVR",
  "FICO",
  "GE",
  "HQY",
  "GWRE",
  "HMY",
  null,
  "OXY",
  null,
  "ORLY",
  "BX",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "VGIT",
  null,
  null,
  "VHT",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "JPC",
  "AMGN",
  "PKG",
  "MSTR",
  null,
  "IEFA",
  "RELX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "PNFP",
  "MET",
  "UFPT",
  "ATRC",
  "VV",
  "SCHW",
  "VWO",
  "LKQ",
  "VSS",
  null,
  null,
  null,
  "PRF",
  null,
  "VCIT",
  null,
  "VIG",
  "LYG",
  "TTE",
  "TSCO",
  "IWO",
  "IWN",
  "IEF",
  "TSM",
  "IT",
  "LRN",
  null,
  "BN.TO",
  "FSK",
  "VYM",
  "AHR",
  "VRTX",
  null,
  "EW",
  "VRSK",
  "VNET",
  "GGAL",
  "MEDP",
  "SAIA",
  "RRC",
  "RYAN",
  "LECO",
  "PEN",
  "ATO",
  "AON",
  "THC",
  "AMCR",
  "AVY",
  "AFL",
  "TKR",
  "AMD",
  "SONY",
  "ALLE",
  "EPAM",
  "WSO",
  "DECK",
  "DEO",
  "WM",
  null,
  null,
  null,
  "AEP",
  null,
  null,
  null,
  null,
  "KC",
  "KT",
  "IDXX",
  "PJT",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "LUV",
  null,
  null,
  "RMBS",
  "FAF",
  "AAON",
  "HDB",
  "TDC",
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VMI",
  null,
  null,
  null,
  "VXUS",
  "VGLT",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VRNA",
  "VUSB",
  null,
  "VTV",
  "VEEV",
  "V",
  "VIRT",
  "VST",
  "WMT",
  "WERN",
  "WFC",
  "WAL",
  "WPM",
  "WMB",
  null,
  null,
  "WDAY",
  "YPF",
  null,
  "SOLV",
  null,
  null,
  null,
  "OC",
  "PTC",
  "CART",
  "FCN",
  "AEM",
  "SCHD",
  "SOFI",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "MSCI",
  "JKHY",
  "NOK",
  "MKL",
  null,
  "OTIS",
  "TCOM",
  "CRM",
  "TDY",
  "RUN",
  "RBRK",
  "PSO",
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "HALO",
  "GEV",
  "MELI",
  "NVT",
  "SPYV",
  "EXR",
  "ESGU",
  null,
  "NRG",
  "PAYC",
  "AME",
  "STE",
  "ADP",
  "AVTR",
  "BAC",
  null,
  "BBVA",
  "BCS",
  "BRK-B",
  "BDX",
  "BSY",
  "BJ",
  null,
  "BA",
  "BMY",
  "BAM.TO",
  "WHD",
  "CBOE",
  "CDW",
  "CSTL",
  "CASY",
  "CNC",
  "CELH",
  "CVX",
  "CMG",
  "CHH",
  "CHD",
  "CSCO",
  "CWAN",
  "NET",
  "C",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "COO",
  "CPRT",
  "COST",
  "GLW",
  "CSGP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "CYBR",
  "DHR",
  null,
  "DFAX",
  "DFAC",
  "DCGO",
  "DCI",
  "DOMO",
  "RSP",
  null,
  "IJT",
  null,
  "MCO",
  "TRNO",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: diversify-wealth-management
Manager Name: Diversify-Wealth-Management

Data Enrichment

79% identified

405 identified105 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

510 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FTI CONSULTING, INC

FCN|302941109

Shares:6.2K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.3B)

STARBUCKS CORP

SBUX|855244109

Shares:11.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.3B)

Ascendis Pharma A/S

ASND|04351P101

Shares:6.0K

Value:$998.5K

% of Portfolio:0.1% ($998.5K/$1.3B)

AZEK Co Inc.

AZEK|05478C105

Shares:20.2K

Value:$997.7K

% of Portfolio:0.1% ($997.7K/$1.3B)

MSCI Inc.

MSCI|55354G100

Shares:1.8K

Value:$990.5K

% of Portfolio:0.1% ($990.5K/$1.3B)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:119.0K

Value:$987.8K

% of Portfolio:0.1% ($987.8K/$1.3B)

STERLING INFRASTRUCTURE, INC.

STRL|859241101

Shares:6.6K

Value:$979.2K

% of Portfolio:0.1% ($979.2K/$1.3B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:19.6K

Value:$978.6K

% of Portfolio:0.1% ($978.6K/$1.3B)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:67.9K

Value:$973.6K

% of Portfolio:0.1% ($973.6K/$1.3B)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.2K

Value:$969.6K

% of Portfolio:0.1% ($969.6K/$1.3B)

Morningstar, Inc.

MORN|617700109

Shares:3.4K

Value:$960.5K

% of Portfolio:0.1% ($960.5K/$1.3B)

COASTAL FINANCIAL CORP

CCB|19046P209

Shares:10.8K

Value:$942.5K

% of Portfolio:0.1% ($942.5K/$1.3B)

SPS COMMERCE INC

SPSC|78463M107

Shares:6.5K

Value:$923.2K

% of Portfolio:0.1% ($923.2K/$1.3B)

TotalEnergies SE

TTE|89151E109

Shares:15.7K

Value:$919.9K

% of Portfolio:0.1% ($919.9K/$1.3B)

COMMVAULT SYSTEMS INC

CVLT|204166102

Shares:5.4K

Value:$916.8K

% of Portfolio:0.1% ($916.8K/$1.3B)

NOKIA CORP

NOK|654902204

Shares:183.1K

Value:$910.1K

% of Portfolio:0.1% ($910.1K/$1.3B)

Duolingo, Inc.

DUOL|26603R106

Shares:2.3K

Value:$900.8K

% of Portfolio:0.1% ($900.8K/$1.3B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:9.0K

Value:$894.6K

% of Portfolio:0.1% ($894.6K/$1.3B)

808524102

SCHB|808524102

Shares:41.9K

Value:$893.7K

% of Portfolio:0.1% ($893.7K/$1.3B)

INSULET CORP

PODD|45784P101

Shares:3.5K

Value:$881.4K

% of Portfolio:0.1% ($881.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FTI CONSULTING, INC(FCNcusip302941109)	6.2K	QoQ +10.58% (-593) YoY-	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.3B)	QoQ -5.74% (-$62.0K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	11.9K	QoQ +192.00% (+7.8K) YoY-	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.3B)	QoQ +168.60% (+$634.2K) YoY-
Ascendis Pharma A/S(ASNDcusip04351P101)	6.0K	QoQ NEW(+6.0K) YoY-	All Managers (Combined)	$998.5K	0.1% ($998.5K/$1.3B)	QoQ NEW(+$998.5K) YoY-
AZEK Co Inc.(AZEKcusip05478C105)	20.2K	QoQ +34.68% (+5.2K) YoY-	All Managers (Combined)	$997.7K	0.1% ($997.7K/$1.3B)	QoQ +48.73% (+$326.9K) YoY-
MSCI Inc.(MSCIcusip55354G100)	1.8K	QoQ -12.63% (-265) YoY-	All Managers (Combined)	$990.5K	0.1% ($990.5K/$1.3B)	QoQ -18.01% (-$217.7K) YoY-
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	119.0K	QoQ +18.24% (+18.4K) YoY-	All Managers (Combined)	$987.8K	0.1% ($987.8K/$1.3B)	QoQ +20.71% (+$169.5K) YoY-
STERLING INFRASTRUCTURE, INC.(STRLcusip859241101)	6.6K	QoQ +23.30% (+1.2K) YoY-	All Managers (Combined)	$979.2K	0.1% ($979.2K/$1.3B)	QoQ +12.57% (+$109.4K) YoY-
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	19.6K	QoQ +42.37% (+5.8K) YoY-	All Managers (Combined)	$978.6K	0.1% ($978.6K/$1.3B)	QoQ +30.06% (+$226.2K) YoY-
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	67.9K	QoQ +11.16% (+6.8K) YoY-	All Managers (Combined)	$973.6K	0.1% ($973.6K/$1.3B)	QoQ +12.81% (+$110.6K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	3.2K	QoQ +14.36% (+398) YoY-	All Managers (Combined)	$969.6K	0.1% ($969.6K/$1.3B)	QoQ +41.02% (+$282.1K) YoY-
Morningstar, Inc.(MORNcusip617700109)	3.4K	QoQ +20.59% (+581) YoY-	All Managers (Combined)	$960.5K	0.1% ($960.5K/$1.3B)	QoQ +7.78% (+$69.4K) YoY-
COASTAL FINANCIAL CORP(CCBcusip19046P209)	10.8K	QoQ -23.25% (-3.3K) YoY-	All Managers (Combined)	$942.5K	0.1% ($942.5K/$1.3B)	QoQ -16.00% (-$179.5K) YoY-
SPS COMMERCE INC(SPSCcusip78463M107)	6.5K	QoQ +32.67% (+1.6K) YoY-	All Managers (Combined)	$923.2K	0.1% ($923.2K/$1.3B)	QoQ +5.17% (+$45.4K) YoY-
TotalEnergies SE(TTEcusip89151E109)	15.7K	QoQ +19.09% (+2.5K) YoY-	All Managers (Combined)	$919.9K	0.1% ($919.9K/$1.3B)	QoQ +22.80% (+$170.9K) YoY-
COMMVAULT SYSTEMS INC(CVLTcusip204166102)	5.4K	QoQ +34.71% (+1.4K) YoY-	All Managers (Combined)	$916.8K	0.1% ($916.8K/$1.3B)	QoQ +47.61% (+$295.7K) YoY-
NOKIA CORP(NOKcusip654902204)	183.1K	QoQ NEW(+183.1K) YoY-	All Managers (Combined)	$910.1K	0.1% ($910.1K/$1.3B)	QoQ NEW(+$910.1K) YoY-
Duolingo, Inc.(DUOLcusip26603R106)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$900.8K	0.1% ($900.8K/$1.3B)	QoQ NEW(+$900.8K) YoY-
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	9.0K	QoQ +13.47% (+1.1K) YoY-	All Managers (Combined)	$894.6K	0.1% ($894.6K/$1.3B)	QoQ +10.78% (+$87.1K) YoY-
(SCHBcusip808524102)	41.9K	QoQ -9.42% (-4.4K) YoY-	All Managers (Combined)	$893.7K	0.1% ($893.7K/$1.3B)	QoQ -14.05% (-$146.2K) YoY-
INSULET CORP(PODDcusip45784P101)	3.5K	QoQ +27.00% (+746) YoY-	All Managers (Combined)	$881.4K	0.1% ($881.4K/$1.3B)	QoQ +17.40% (+$130.7K) YoY-