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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Nuveen Preferred Securities & Income Opportunities Fund
Shares:14.8K
Value:$292.2K
78464A474
Shares:9.6K
Value:$288.0K
BROOKFIELD Corp /ON/
Shares:5.3K
Value:$286.1K
00791R814
Shares:11.6K
Value:$282.1K
25434V658
Shares:10.6K
Value:$277.9K
ALTRIA GROUP, INC.
Shares:4.7K
Value:$277.8K
BROWN & BROWN, INC.
Shares:2.6K
Value:$275.9K
US BANCORP \DE\
Shares:6.8K
Value:$275.7K
PFIZER INC
Shares:11.5K
Value:$272.6K
78433H675
Shares:5.6K
Value:$268.3K
Atlanta Braves Holdings, Inc.
Shares:6.6K
Value:$265.2K
46137V241
Shares:4.0K
Value:$263.7K
CASTLE BIOSCIENCES INC
Shares:13.1K
Value:$260.1K
464287606
Shares:3.1K
Value:$260.0K
46435G425
Shares:2.1K
Value:$258.0K
46434G103
Shares:4.7K
Value:$256.3K
Solventum Corp
Shares:3.9K
Value:$255.7K
ASTRAZENECA PLC
Shares:3.6K
Value:$255.1K
AMERICAN ELECTRIC POWER CO INC
Shares:2.3K
Value:$253.5K
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:1.1K
Value:$251.8K