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:
Search and click to pin securities to the top
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922042858
Shares:238.4K
Value:$10.8M
% of Portfolio:0.8% ($10.8M/$1.3B)
COSTCO WHOLESALE CORP /NEW
Shares:10.7K
Value:$10.6M
% of Portfolio:0.8% ($10.6M/$1.3B)
78468R606
Shares:426.5K
Value:$10.0M
% of Portfolio:0.7% ($10.0M/$1.3B)
921937835
Shares:128.9K
Value:$9.5M
% of Portfolio:0.7% ($9.5M/$1.3B)
922908751
Shares:42.1K
Value:$9.1M
% of Portfolio:0.7% ($9.1M/$1.3B)
922908629
Shares:33.9K
Value:$8.7M
% of Portfolio:0.6% ($8.7M/$1.3B)
PACKAGING CORP OF AMERICA
Shares:46.1K
Value:$8.6M
% of Portfolio:0.6% ($8.6M/$1.3B)
Palo Alto Networks Inc
Shares:45.1K
Value:$8.4M
% of Portfolio:0.6% ($8.4M/$1.3B)
46641Q837
Shares:165.3K
Value:$8.4M
% of Portfolio:0.6% ($8.4M/$1.3B)
25434V302
Shares:321.7K
Value:$8.3M
% of Portfolio:0.6% ($8.3M/$1.3B)
Alphabet Inc.
Shares:49.7K
Value:$8.1M
% of Portfolio:0.6% ($8.1M/$1.3B)
HEALTHEQUITY, INC.
Shares:90.4K
Value:$7.8M
% of Portfolio:0.6% ($7.8M/$1.3B)
316188309
Shares:171.0K
Value:$7.8M
% of Portfolio:0.6% ($7.8M/$1.3B)
INVESCO QQQ TRUST, SERIES 1
Shares:16.3K
Value:$7.7M
% of Portfolio:0.6% ($7.7M/$1.3B)
025072877
Shares:90.9K
Value:$7.6M
% of Portfolio:0.6% ($7.6M/$1.3B)
46429B267
Shares:316.0K
Value:$7.3M
% of Portfolio:0.5% ($7.3M/$1.3B)
Broadcom Inc.
Shares:38.0K
Value:$7.3M
% of Portfolio:0.5% ($7.3M/$1.3B)
VISA INC.
Shares:21.2K
Value:$7.2M
% of Portfolio:0.5% ($7.2M/$1.3B)
BERKSHIRE HATHAWAY INC
Shares:13.5K
Value:$7.2M
% of Portfolio:0.5% ($7.2M/$1.3B)
464288620
Shares:140.8K
Value:$7.2M
% of Portfolio:0.5% ($7.2M/$1.3B)