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:

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OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:12.4K

Value:$500.5K

% of Portfolio:0.0% ($500.5K/$1.3B)

25461A445

Shares:10.0K

Value:$489.0K

% of Portfolio:0.0% ($489.0K/$1.3B)

GE Vernova Inc.

GEV|36828A101

Shares:1.3K

Value:$480.7K

% of Portfolio:0.0% ($480.7K/$1.3B)

92204A207

Shares:2.2K

Value:$472.2K

% of Portfolio:0.0% ($472.2K/$1.3B)

92204A504

VHT|92204A504

Shares:1.8K

Value:$464.5K

% of Portfolio:0.0% ($464.5K/$1.3B)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.2K

Value:$463.2K

% of Portfolio:0.0% ($463.2K/$1.3B)

46436E338

Shares:19.5K

Value:$462.9K

% of Portfolio:0.0% ($462.9K/$1.3B)

46138W107

Shares:7.0K

Value:$456.3K

% of Portfolio:0.0% ($456.3K/$1.3B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.5K

Value:$451.7K

% of Portfolio:0.0% ($451.7K/$1.3B)

AT&T INC.

T|00206R102

Shares:16.4K

Value:$447.7K

% of Portfolio:0.0% ($447.7K/$1.3B)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.2K

Value:$447.3K

% of Portfolio:0.0% ($447.3K/$1.3B)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:6.9K

Value:$444.5K

% of Portfolio:0.0% ($444.5K/$1.3B)

98149E303

Shares:6.7K

Value:$438.6K

% of Portfolio:0.0% ($438.6K/$1.3B)

EPAM Systems, Inc.

EPAM|29414B104

Shares:2.7K

Value:$437.8K

% of Portfolio:0.0% ($437.8K/$1.3B)

00791R798

Shares:18.3K

Value:$436.1K

% of Portfolio:0.0% ($436.1K/$1.3B)

CONOCOPHILLIPS

COP|20825C104

Shares:4.7K

Value:$435.5K

% of Portfolio:0.0% ($435.5K/$1.3B)

Owens Corning

OC|690742101

Shares:3.0K

Value:$434.8K

% of Portfolio:0.0% ($434.8K/$1.3B)

464287440

IEF|464287440

Shares:4.5K

Value:$433.1K

% of Portfolio:0.0% ($433.1K/$1.3B)

GARTNER INC

IT|366651107

Shares:1.0K

Value:$427.7K

% of Portfolio:0.0% ($427.7K/$1.3B)

46138G870

Shares:17.7K

Value:$425.1K

% of Portfolio:0.0% ($425.1K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	12.4K	QoQ +1.89% (-231) YoY-	All Managers (Combined)	$500.5K	0.0% ($500.5K/$1.3B)	QoQ -19.85% (-$124.0K) YoY-
(cusip25461A445)✕	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$489.0K	0.0% ($489.0K/$1.3B)	QoQ NEW(+$489.0K) YoY-
GE Vernova Inc.(GEVcusip36828A101)	1.3K	QoQ +12.70% (+146) YoY-	All Managers (Combined)	$480.7K	0.0% ($480.7K/$1.3B)	QoQ +13.96% (+$58.9K) YoY-
(cusip92204A207)✕	2.2K	QoQ -16.36% (-421) YoY-	All Managers (Combined)	$472.2K	0.0% ($472.2K/$1.3B)	QoQ -11.16% (-$59.4K) YoY-
(VHTcusip92204A504)	1.8K	QoQ -14.25% (-304) YoY-	All Managers (Combined)	$464.5K	0.0% ($464.5K/$1.3B)	QoQ -15.43% (-$84.8K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	2.2K	QoQ -9.77% (-243) YoY-	All Managers (Combined)	$463.2K	0.0% ($463.2K/$1.3B)	QoQ -20.29% (-$118.0K) YoY-
(cusip46436E338)✕	19.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$462.9K	0.0% ($462.9K/$1.3B)	QoQ +3.03% (+$13.7K) YoY-
(cusip46138W107)✕	7.0K	QoQ +50.33% (+2.4K) YoY-	All Managers (Combined)	$456.3K	0.0% ($456.3K/$1.3B)	QoQ +66.43% (+$182.2K) YoY-
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$451.7K	0.0% ($451.7K/$1.3B)	QoQ NEW(+$451.7K) YoY-
AT&T INC.(Tcusip00206R102)	16.4K	QoQ -22.48% (-4.8K) YoY-	All Managers (Combined)	$447.7K	0.0% ($447.7K/$1.3B)	QoQ -2.43% (-$11.2K) YoY-
Marathon Petroleum Corp(MPCcusip56585A102)	3.2K	QoQ -10.39% (-375) YoY-	All Managers (Combined)	$447.3K	0.0% ($447.3K/$1.3B)	QoQ -12.87% (-$66.1K) YoY-
PROCORE TECHNOLOGIES, INC.(PCORcusip74275K108)	6.9K	QoQ -6.85% (-511) YoY-	All Managers (Combined)	$444.5K	0.0% ($444.5K/$1.3B)	QoQ -20.37% (-$113.8K) YoY-
(cusip98149E303)✕	6.7K	QoQ -8.17% (-594) YoY-	All Managers (Combined)	$438.6K	0.0% ($438.6K/$1.3B)	QoQ +12.45% (-$48.6K) YoY-
EPAM Systems, Inc.(EPAMcusip29414B104)	2.7K	QoQ -11.47% (-355) YoY-	All Managers (Combined)	$437.8K	0.0% ($437.8K/$1.3B)	QoQ -37.28% (-$260.3K) YoY-
(cusip00791R798)✕	18.3K	QoQ -60.03% (-27.5K) YoY-	All Managers (Combined)	$436.1K	0.0% ($436.1K/$1.3B)	QoQ -61.49% (-$696.4K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	4.7K	QoQ +6.82% (-303) YoY-	All Managers (Combined)	$435.5K	0.0% ($435.5K/$1.3B)	QoQ -3.68% (-$16.7K) YoY-
Owens Corning(OCcusip690742101)	3.0K	QoQ -9.63% (-321) YoY-	All Managers (Combined)	$434.8K	0.0% ($434.8K/$1.3B)	QoQ -22.08% (-$123.2K) YoY-
(IEFcusip464287440)	4.5K	QoQ -18.53% (-1.0K) YoY-	All Managers (Combined)	$433.1K	0.0% ($433.1K/$1.3B)	QoQ -14.43% (-$73.1K) YoY-
GARTNER INC(ITcusip366651107)	1.0K	QoQ -25.00% (-339) YoY-	All Managers (Combined)	$427.7K	0.0% ($427.7K/$1.3B)	QoQ -35.49% (-$235.3K) YoY-
(cusip46138G870)✕	17.7K	QoQ +4.27% (+728) YoY-	All Managers (Combined)	$425.1K	0.0% ($425.1K/$1.3B)	QoQ +3.41% (+$14.0K) YoY-