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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Page 3 of 26
Salesforce, Inc.
Shares:26.5K
Value:$7.1M
808524607
Shares:308.1K
Value:$7.1M
JPMORGAN CHASE & CO
Shares:28.6K
Value:$7.0M
ORACLE CORP
Shares:48.7K
Value:$6.9M
464288646
Shares:124.6K
Value:$6.5M
922042718
Shares:54.1K
Value:$6.5M
69344A107
Shares:130.4K
Value:$6.5M
25434V823
Shares:278.4K
Value:$6.4M
78468R853
Shares:163.7K
Value:$6.4M
Walmart Inc.
Shares:63.3K
Value:$6.1M
VERIZON COMMUNICATIONS INC
Shares:140.6K
Value:$6.0M
808524797
Shares:231.1K
Value:$6.0M
ELI LILLY & Co
Shares:6.7K
Value:$5.9M
PEPSICO INC
Shares:43.9K
Value:$5.9M
09789C788
Shares:116.4K
Value:$5.9M
Mastercard Inc
Shares:10.8K
Value:$5.9M
ServiceNow, Inc.
Shares:6.1K
Value:$5.7M
ATMOS ENERGY CORP
Shares:35.8K
Value:$5.7M
AbbVie Inc.
Shares:28.9K
Value:$5.6M
VERTEX PHARMACEUTICALS INC / MA
Shares:11.0K
Value:$5.5M