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 17 of 26
46429B697
Shares:6.5K
Value:$596.5K
Simply Good Foods Co
Shares:16.6K
Value:$593.1K
Kinsale Capital Group, Inc.
Shares:1.4K
Value:$592.8K
88636J253
Shares:15.0K
Value:$591.1K
WESTERN ALLIANCE BANCORPORATION
Shares:8.3K
Value:$588.9K
Paycom Software, Inc.
Shares:2.6K
Value:$588.2K
00791R822
Shares:22.4K
Value:$588.1K
ENTEGRIS INC
Shares:7.4K
Value:$584.6K
Maplebear Inc.
Shares:14.7K
Value:$584.1K
GILEAD SCIENCES, INC.
Shares:5.6K
Value:$583.2K
Avery Dennison Corp
Shares:3.4K
Value:$580.6K
464287432
Shares:6.4K
Value:$577.6K
09789C861
Shares:11.4K
Value:$569.3K
SHERWIN WILLIAMS CO
Shares:1.6K
Value:$568.6K
78464A201
Shares:7.0K
Value:$566.7K
Nuveen Preferred & Income Opportunities Fund
Shares:73.0K
Value:$564.3K
PIMCO Dynamic Income Fund
Shares:30.6K
Value:$563.2K
AGNICO EAGLE MINES LTD
Shares:4.8K
Value:$561.3K
CHOICE HOTELS INTERNATIONAL INC /DE
Shares:4.4K
Value:$561.2K
Duke Energy CORP
Shares:4.6K
Value:$554.8K