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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TechnipFMC plc
Shares:19.1K
Value:$550.5K
% of Portfolio:0.0% ($550.5K/$1.3B)
38747R827
Shares:15.7K
Value:$548.1K
% of Portfolio:0.0% ($548.1K/$1.3B)
78464A383
Shares:24.7K
Value:$543.7K
% of Portfolio:0.0% ($543.7K/$1.3B)
SAIA INC
Shares:2.3K
Value:$540.7K
% of Portfolio:0.0% ($540.7K/$1.3B)
Terreno Realty Corp
Shares:9.5K
Value:$540.0K
% of Portfolio:0.0% ($540.0K/$1.3B)
COMCAST CORP
Shares:15.9K
Value:$538.0K
% of Portfolio:0.0% ($538.0K/$1.3B)
464287564
Shares:8.9K
Value:$537.8K
% of Portfolio:0.0% ($537.8K/$1.3B)
CATERPILLAR INC
Shares:1.7K
Value:$535.9K
% of Portfolio:0.0% ($535.9K/$1.3B)
HONEYWELL INTERNATIONAL INC
Shares:2.5K
Value:$535.6K
% of Portfolio:0.0% ($535.6K/$1.3B)
025072562
Shares:12.9K
Value:$534.0K
% of Portfolio:0.0% ($534.0K/$1.3B)
922908637
Shares:2.1K
Value:$530.9K
% of Portfolio:0.0% ($530.9K/$1.3B)
92206C870
Shares:6.5K
Value:$528.2K
% of Portfolio:0.0% ($528.2K/$1.3B)
Clearwater Analytics Holdings, Inc.
Shares:23.1K
Value:$525.3K
% of Portfolio:0.0% ($525.3K/$1.3B)
COSTAR GROUP, INC.
Shares:6.3K
Value:$522.3K
% of Portfolio:0.0% ($522.3K/$1.3B)
METLIFE INC
Shares:6.8K
Value:$519.2K
% of Portfolio:0.0% ($519.2K/$1.3B)
IDEXX LABORATORIES INC /DE
Shares:1.2K
Value:$518.2K
% of Portfolio:0.0% ($518.2K/$1.3B)
REPLIGEN CORP
Shares:3.7K
Value:$518.2K
% of Portfolio:0.0% ($518.2K/$1.3B)
CENTENE CORP
Shares:8.7K
Value:$516.5K
% of Portfolio:0.0% ($516.5K/$1.3B)
AES CORP
Shares:49.0K
Value:$507.8K
% of Portfolio:0.0% ($507.8K/$1.3B)
SIMON PROPERTY GROUP INC /DE/
Shares:3.2K
Value:$507.5K
% of Portfolio:0.0% ($507.5K/$1.3B)