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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Wheaton Precious Metals Corp.
Shares:4.6K
Value:$379.7K
025072182
Shares:6.6K
Value:$379.7K
Blue Owl Capital Corp
Shares:26.7K
Value:$378.4K
464287648
Shares:1.5K
Value:$372.5K
SOUTHWEST AIRLINES CO
Shares:13.6K
Value:$371.0K
AFLAC INC
Shares:3.4K
Value:$370.7K
FirstService Corp
Shares:2.1K
Value:$366.0K
067901108
Shares:19.2K
Value:$363.7K
78464A854
Shares:5.6K
Value:$363.4K
NORTHROP GRUMMAN CORP /DE/
Shares:752
Value:$362.7K
78464A664
Shares:13.4K
Value:$361.3K
AtriCure, Inc.
Shares:10.4K
Value:$358.8K
Stevanato Group S.p.A.
Shares:17.0K
Value:$357.7K
NEXTERA ENERGY INC
Shares:5.3K
Value:$357.6K
46429B655
Shares:7.0K
Value:$355.6K
APPFOLIO INC
Shares:1.7K
Value:$351.8K
FIRSTENERGY CORP
Shares:8.1K
Value:$349.4K
87283Q107
Shares:9.0K
Value:$348.4K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:858
Value:$347.6K
337345102
Shares:1.9K
Value:$343.9K