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

SEC FilingSEC DataHachi Filing

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
CIK: diversify-wealth-management
Manager Name: Diversify-Wealth-Management

Data Enrichment

79% identified

405 identified105 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

510 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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QXO, Inc.

QXO|82846H405

Shares:16.7K

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$1.3B)

464288273

Shares:3.3K

Value:$218.5K

% of Portfolio:0.0% ($218.5K/$1.3B)

464287572

Shares:2.2K

Value:$216.2K

% of Portfolio:0.0% ($216.2K/$1.3B)

45783Y723

Shares:6.9K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$1.3B)

Parker-Hannifin Corp

PH|701094104

Shares:357

Value:$215.2K

% of Portfolio:0.0% ($215.2K/$1.3B)

33739E108

Shares:12.4K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$1.3B)

HEICO CORP

HEI-A|422806208

Shares:1.1K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$1.3B)

46435G268

Shares:3.4K

Value:$210.8K

% of Portfolio:0.0% ($210.8K/$1.3B)

DONALDSON Co INC

DCI|257651109

Shares:3.2K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$1.3B)

81369Y209

Shares:1.5K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$1.3B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:149

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$1.3B)

922908595

VBK|922908595

Shares:835

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$1.3B)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:3.5K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$1.3B)

First American Financial Corp

FAF|31847R102

Shares:3.3K

Value:$201.5K

% of Portfolio:0.0% ($201.5K/$1.3B)

81369Y506

Shares:2.4K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$1.3B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:813

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$1.3B)

DocGo Inc.

DCGO|256086109

Shares:84.5K

Value:$192.7K

% of Portfolio:0.0% ($192.7K/$1.3B)

DOMO, INC.

DOMO|257554105

Shares:23.2K

Value:$175.6K

% of Portfolio:0.0% ($175.6K/$1.3B)

Apollo Commercial Real Estate Finance, Inc.

ARI|03762U105

Shares:15.0K

Value:$142.8K

% of Portfolio:0.0% ($142.8K/$1.3B)

Quantum Computing Inc.

QUBT|74766W108

Shares:20.0K

Value:$138.3K

% of Portfolio:0.0% ($138.3K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
QXO, Inc.(QXOcusip82846H405)	16.7K	QoQ +66.38% (+6.6K) YoY-	All Managers (Combined)	$220.3K	0.0% ($220.3K/$1.3B)	QoQ +40.65% (+$63.7K) YoY-
(cusip464288273)✕	3.3K	QoQ -4.51% (-155) YoY-	All Managers (Combined)	$218.5K	0.0% ($218.5K/$1.3B)	QoQ +7.31% (-$14.9K) YoY-
(cusip464287572)✕	2.2K	QoQ +0.04% (-1) YoY-	All Managers (Combined)	$216.2K	0.0% ($216.2K/$1.3B)	QoQ -3.64% (-$8.2K) YoY-
(cusip45783Y723)✕	6.9K	QoQ -12.56% (-988) YoY-	All Managers (Combined)	$215.5K	0.0% ($215.5K/$1.3B)	QoQ -14.01% (-$35.1K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	357	QoQ NEW(+357) YoY-	All Managers (Combined)	$215.2K	0.0% ($215.2K/$1.3B)	QoQ NEW(+$215.2K) YoY-
(cusip33739E108)✕	12.4K	QoQ +0.32% (-40) YoY-	All Managers (Combined)	$215.0K	0.0% ($215.0K/$1.3B)	QoQ -0.87% (-$1.9K) YoY-
HEICO CORP(HEI-Acusip422806208)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$211.9K	0.0% ($211.9K/$1.3B)	QoQ NEW(+$211.9K) YoY-
(cusip46435G268)✕	3.4K	QoQ -25.07% (-1.1K) YoY-	All Managers (Combined)	$210.8K	0.0% ($210.8K/$1.3B)	QoQ -31.33% (-$96.2K) YoY-
DONALDSON Co INC(DCIcusip257651109)	3.2K	QoQ -7.30% (-252) YoY-	All Managers (Combined)	$209.8K	0.0% ($209.8K/$1.3B)	QoQ -8.59% (-$19.7K) YoY-
(cusip81369Y209)✕	1.5K	QoQ -79.71% (-5.9K) YoY-	All Managers (Combined)	$209.3K	0.0% ($209.3K/$1.3B)	QoQ -79.76% (-$825.2K) YoY-
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	149	QoQ NEW(+149) YoY-	All Managers (Combined)	$208.5K	0.0% ($208.5K/$1.3B)	QoQ NEW(+$208.5K) YoY-
(VBKcusip922908595)	835	QoQ +8.30% (-64) YoY-	All Managers (Combined)	$207.9K	0.0% ($207.9K/$1.3B)	QoQ -3.61% (-$7.8K) YoY-
LyondellBasell Industries N.V.(LYBcusipN53745100)	3.5K	QoQ +18.68% (-548) YoY-	All Managers (Combined)	$204.8K	0.0% ($204.8K/$1.3B)	QoQ -3.66% (-$7.8K) YoY-
First American Financial Corp(FAFcusip31847R102)	3.3K	QoQ -20.02% (-822) YoY-	All Managers (Combined)	$201.5K	0.0% ($201.5K/$1.3B)	QoQ -14.92% (-$35.3K) YoY-
(cusip81369Y506)✕	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$201.4K	0.0% ($201.4K/$1.3B)	QoQ NEW(+$201.4K) YoY-
REPUBLIC SERVICES, INC.(RSGcusip760759100)	813	QoQ NEW(+813) YoY-	All Managers (Combined)	$201.3K	0.0% ($201.3K/$1.3B)	QoQ NEW(+$201.3K) YoY-
DocGo Inc.(DCGOcusip256086109)	84.5K	QoQ NEW(+84.5K) YoY-	All Managers (Combined)	$192.7K	0.0% ($192.7K/$1.3B)	QoQ NEW(+$192.7K) YoY-
DOMO, INC.(DOMOcusip257554105)	23.2K	QoQ +13.20% (+2.7K) YoY-	All Managers (Combined)	$175.6K	0.0% ($175.6K/$1.3B)	QoQ +26.01% (+$36.3K) YoY-
Apollo Commercial Real Estate Finance, Inc.(ARIcusip03762U105)	15.0K	QoQ 0.00% (+1) YoY-	All Managers (Combined)	$142.8K	0.0% ($142.8K/$1.3B)	QoQ +11.09% (+$14.3K) YoY-
Quantum Computing Inc.(QUBTcusip74766W108)	20.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$138.3K	0.0% ($138.3K/$1.3B)	QoQ -23.05% (-$41.4K) YoY-