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
Manager:
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Page 14 of 26
American Healthcare REIT, Inc.
Shares:27.5K
Value:$878.0K
PTC INC.
Shares:5.7K
Value:$874.8K
Workday, Inc.
Shares:3.6K
Value:$871.6K
VNET Group, Inc.
Shares:153.4K
Value:$868.3K
CVS HEALTH Corp
Shares:13.3K
Value:$863.2K
BENTLEY SYSTEMS INC
Shares:19.9K
Value:$858.1K
PEARSON PLC
Shares:53.8K
Value:$851.3K
46137V357
Shares:5.0K
Value:$851.1K
VALMONT INDUSTRIES INC
Shares:2.8K
Value:$831.5K
DECKERS OUTDOOR CORP
Shares:7.3K
Value:$816.5K
46654Q203
Shares:15.8K
Value:$812.3K
CITIGROUP INC
Shares:11.6K
Value:$802.2K
78433H303
Shares:17.0K
Value:$801.2K
CASEYS GENERAL STORES INC
Shares:1.7K
Value:$798.3K
Guidewire Software, Inc.
Shares:3.9K
Value:$789.1K
AEGON LTD.
Shares:120.7K
Value:$787.3K
JACK HENRY & ASSOCIATES INC
Shares:4.5K
Value:$783.8K
92790A405
Shares:33.5K
Value:$780.8K
TYLER TECHNOLOGIES INC
Shares:1.4K
Value:$772.4K
GOLDMAN SACHS GROUP INC
Shares:1.4K
Value:$770.2K