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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46432F842
Shares:3.2K
Value:$251.2K
464289859
Shares:3.3K
Value:$249.4K
Utz Brands, Inc.
Shares:18.6K
Value:$249.1K
TIMKEN CO
Shares:3.8K
Value:$247.7K
SoFi Technologies, Inc.
Shares:18.6K
Value:$247.4K
092528801
Shares:8.4K
Value:$246.8K
92203C303
Shares:4.9K
Value:$244.1K
AAON, INC.
Shares:2.7K
Value:$242.0K
BlackRock, Inc.
Shares:260
Value:$239.3K
IRON MOUNTAIN INC
Shares:2.6K
Value:$233.5K
46137V613
Shares:6.0K
Value:$233.0K
AMETEK INC/
Shares:1.4K
Value:$231.9K
ILLINOIS TOOL WORKS INC
Shares:958
Value:$231.5K
HOULIHAN LOKEY, INC.
Shares:1.4K
Value:$230.8K
TJX COMPANIES INC /DE/
Shares:1.8K
Value:$224.1K
Stride, Inc.
Shares:1.6K
Value:$224.0K
Shell plc
Shares:3.4K
Value:$222.7K
Spotify Technology S.A.
Shares:386
Value:$222.7K
TERADATA CORP /DE/
Shares:10.2K
Value:$221.2K
NUVEEN FLOATING RATE INCOME FUND
Shares:27.2K
Value:$220.3K