Diversify-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "OCGN", "ASND", "NCNO", "SE", "RGEN", "SPSC", "FSV", "STVN", "APPF", "AZEK", "TEM", "MC", "PCOR", null, null, "POOL", "MORN", "AES", "STRL", "ENTG", "OLLI", "RBC", "PCG", "FTI", "ARI", "SNOW", "MU", "FNDF", "ACN", "PBH", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "OBDC", "APD", "JLL", "GOOGL", "AXP", "JFR", null, "NMZ", "AEG", "AIG", "BATRK", "ASML", "T", "BLK", null, "CAT", "AVGO", "APP", "LOW", null, null, "AVEM", "BRO", "BMA", "ARCC", "WRB", null, null, "DBEF", null, "CMI", null, null, null, "DUK", "PECO", "NINE", "JPI", null, "PTY", "ESS", "ERJ", "PDI", null, "SMPL", null, null, "QFIN", "TIGR", null, null, "UTZ", "MMYT", null, "FCX", "CION", null, "VIK", "MNMD", "GD", "GILD", "GIS", "AXIL", "HON", "HD", "BRSP", "AZN", "CCB", "MCD", "INTU", null, "FE", "UNP", "QCOM", "ISRG", "HLF", "HEI-A", "HLI", "ITW", "AMAT", "EMR", null, null, null, null, "META", null, null, null, "MVIS", "IVW", "PAM", "IJH", "QUBT", "COOK", null, null, null, null, null, null, "KNSL", "LHX", "LRCX", "ICF", "LIN", "OPK", null, "MPC", null, "SILA", "MA", "QXO", "PODD", "MDT", "BMI", "MSFT", null, null, null, "MDLZ", "MUFG", null, "MS", "DUOL", "ELF", "EVR", "FICO", "GE", "HQY", "GWRE", "HMY", null, "OXY", null, "ORLY", "BX", "IJR", "ANET", "IWD", "ORCL", "NOC", "VGIT", null, null, "VHT", "IWF", null, "PANW", "PYPL", "PEP", "IRM", null, "VGSH", "PGR", "IEMG", "IJK", "IVV", "UNH", "AAPL", "SPY", "BXSL", null, null, "NVDA", "GS", "ENB", "INTC", "PLTR", "PFE", null, "LMT", "PG", "MRK", "VZ", null, "JPC", "AMGN", "PKG", "MSTR", null, "IEFA", "RELX", null, null, "NOW", "SHW", "SHOP", "SPG", "SHEL", "RTX", "SPDW", "GLD", "SAP", null, null, null, "SPYG", null, "AMT", null, null, "RSG", "SPLG", null, null, "IBM", "SYK", "SBUX", "SMFG", "SNPS", "ERIC", "CI", "TXN", "TMO", "TJX", "TDG", "TYL", "UBS", "UBER", "UL", "UPS", "VNQ", "VO", "PNFP", "MET", "UFPT", "ATRC", "VV", "SCHW", "VWO", "LKQ", "VSS", null, null, null, "PRF", null, "VCIT", null, "VIG", "LYG", "TTE", "TSCO", "IWO", "IWN", "IEF", "TSM", "IT", "LRN", null, "BN.TO", "FSK", "VYM", "AHR", "VRTX", null, "EW", "VRSK", "VNET", "GGAL", "MEDP", "SAIA", "RRC", "RYAN", "LECO", "PEN", "ATO", "AON", "THC", "AMCR", "AVY", "AFL", "TKR", "AMD", "SONY", "ALLE", "EPAM", "WSO", "DECK", "DEO", "WM", null, null, null, "AEP", null, null, null, null, "KC", "KT", "IDXX", "PJT", "NVO", "AMZN", "SCHB", null, null, null, "LUV", null, null, "RMBS", "FAF", "AAON", "HDB", "TDC", null, "VGT", "USB", "VUG", "VEA", "VMI", null, null, null, "VXUS", "VGLT", "VBK", "BND", "VBR", "VB", "VOO", "VRNA", "VUSB", null, "VTV", "VEEV", "V", "VIRT", "VST", "WMT", "WERN", "WFC", "WAL", "WPM", "WMB", null, null, "WDAY", "YPF", null, "SOLV", null, null, null, "OC", "PTC", "CART", "FCN", "AEM", "SCHD", "SOFI", "CHKP", "SCHG", null, "SCHF", null, "SCHA", "MSCI", "JKHY", "NOK", "MKL", null, "OTIS", "TCOM", "CRM", "TDY", "RUN", "RBRK", "PSO", "SYY", "DIA", null, "SPOT", null, null, null, "IXUS", "MTUM", "LYB", "HALO", "GEV", "MELI", "NVT", "SPYV", "EXR", "ESGU", null, "NRG", "PAYC", "AME", "STE", "ADP", "AVTR", "BAC", null, "BBVA", "BCS", "BRK-B", "BDX", "BSY", "BJ", null, "BA", "BMY", "BAM.TO", "WHD", "CBOE", "CDW", "CSTL", "CASY", "CNC", "CELH", "CVX", "CMG", "CHH", "CHD", "CSCO", "CWAN", "NET", "C", "CME", "KO", "FIX", "CMCSA", "CL", "COP", "CVLT", "COO", "CPRT", "COST", "GLW", "CSGP", "CRH", "CRWD", "CVS", "CSX", "CW", "CYBR", "DHR", null, "DFAX", "DFAC", "DCGO", "DCI", "DOMO", "RSP", null, "IJT", null, "MCO", "TRNO", "USMV", "NEE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", null, "MO", "XLK", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified405 identified105 unidentified
Holdings
510 positions
Manager:
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Page 24 of 26
464289859
Shares:3.3K
Value:$249.4K
092528801
Shares:8.4K
Value:$246.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.2K | QoQ NEW(+3.2K) YoY- | All Managers (Combined) | $251.2K | QoQ NEW(+$251.2K) YoY- | |
(cusip464289859)✕ | 3.3K | QoQ NEW(+3.3K) YoY- | All Managers (Combined) | $249.4K | QoQ NEW(+$249.4K) YoY- |
Utz Brands, Inc.(UTZcusip918090101) | 18.6K | YoY- | All Managers (Combined) | $249.1K | YoY- |
3.8K | QoQ -9.87% (-416)YoY- | All Managers (Combined) | $247.7K | YoY- | |
18.6K | QoQ 0.00% (-1)YoY- | All Managers (Combined) | $247.4K | YoY- | |
(cusip092528801)✕ | 8.4K | QoQ NEW(+8.4K) YoY- | All Managers (Combined) | $246.8K | QoQ NEW(+$246.8K) YoY- |
4.9K | YoY- | All Managers (Combined) | $244.1K | YoY- | |
AAON, INC.(AAONcusip000360206) | 2.7K | YoY- | All Managers (Combined) | $242.0K | YoY- |
BlackRock, Inc.(BLKcusip09290D101) | 260 | QoQ -4.05% (-11)YoY- | All Managers (Combined) | $239.3K | YoY- |
2.6K | QoQ +9.52% (-230)YoY- | All Managers (Combined) | $233.5K | YoY- | |
6.0K | QoQ NEW(+6.0K) YoY- | All Managers (Combined) | $233.0K | QoQ NEW(+$233.0K) YoY- | |
AMETEK INC/(AMEcusip031100100) | 1.4K | QoQ -3.15% (-45)YoY- | All Managers (Combined) | $231.9K | YoY- |
958 | QoQ -4.10% (-41)YoY- | All Managers (Combined) | $231.5K | YoY- | |
1.4K | QoQ NEW(+1.4K) YoY- | All Managers (Combined) | $230.8K | QoQ NEW(+$230.8K) YoY- | |
1.8K | QoQ +3.85% (+65)YoY- | All Managers (Combined) | $224.1K | YoY- | |
Stride, Inc.(LRNcusip86333M108) | 1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $224.0K | QoQ NEW(+$224.0K) YoY- |
3.4K | QoQ NEW(+3.4K) YoY- | All Managers (Combined) | $222.7K | QoQ NEW(+$222.7K) YoY- | |
386 | QoQ NEW(+386) YoY- | All Managers (Combined) | $222.7K | QoQ NEW(+$222.7K) YoY- | |
10.2K | QoQ -2.52% (-264)YoY- | All Managers (Combined) | $221.2K | YoY- | |
27.2K | QoQ 0.00% (-1)YoY- | All Managers (Combined) | $220.3K | YoY- |