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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Lloyds Banking Group plc
Shares:31.9K
Value:$127.0K
Traeger, Inc.
Shares:86.2K
Value:$126.8K
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Shares:10.0K
Value:$104.6K
BrightSpire Capital, Inc.
Shares:14.6K
Value:$73.9K
MICROVISION, INC.
Shares:60.0K
Value:$69.0K
Mind Medicine (MindMed) Inc.
Shares:10.0K
Value:$63.0K
OPKO HEALTH, INC.
Shares:30.0K
Value:$42.0K
G8437Q101
Shares:15.0K
Value:$18.1K
Ocugen, Inc.
Shares:20.0K
Value:$14.6K
Nine Energy Service, Inc.
Shares:17.5K
Value:$14.5K