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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922042858
Shares:238.4K
Value:$10.8M
COSTCO WHOLESALE CORP /NEW
Shares:10.7K
Value:$10.6M
78468R606
Shares:426.5K
Value:$10.0M
921937835
Shares:128.9K
Value:$9.5M
922908751
Shares:42.1K
Value:$9.1M
922908629
Shares:33.9K
Value:$8.7M
PACKAGING CORP OF AMERICA
Shares:46.1K
Value:$8.6M
Palo Alto Networks Inc
Shares:45.1K
Value:$8.4M
46641Q837
Shares:165.3K
Value:$8.4M
25434V302
Shares:321.7K
Value:$8.3M
Alphabet Inc.
Shares:49.7K
Value:$8.1M
HEALTHEQUITY, INC.
Shares:90.4K
Value:$7.8M
316188309
Shares:171.0K
Value:$7.8M
INVESCO QQQ TRUST, SERIES 1
Shares:16.3K
Value:$7.7M
025072877
Shares:90.9K
Value:$7.6M
46429B267
Shares:316.0K
Value:$7.3M
Broadcom Inc.
Shares:38.0K
Value:$7.3M
VISA INC.
Shares:21.2K
Value:$7.2M
BERKSHIRE HATHAWAY INC
Shares:13.5K
Value:$7.2M
464288620
Shares:140.8K
Value:$7.2M