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:
Search and click to pin securities to the top
Page 4 of 26
Philip Morris International Inc.
Shares:32.4K
Value:$5.5M
CME GROUP INC.
Shares:20.2K
Value:$5.5M
46138G508
Shares:261.1K
Value:$5.4M
233051200
Shares:122.5K
Value:$5.3M
CrowdStrike Holdings, Inc.
Shares:11.6K
Value:$5.0M
CISCO SYSTEMS, INC.
Shares:87.2K
Value:$5.0M
Accenture plc
Shares:16.7K
Value:$5.0M
CHEVRON CORP
Shares:35.7K
Value:$5.0M
HOME DEPOT, INC.
Shares:13.3K
Value:$4.8M
ESSEX PROPERTY TRUST, INC.
Shares:16.9K
Value:$4.7M
Alphabet Inc.
Shares:29.1K
Value:$4.7M
Zoetis Inc.
Shares:29.8K
Value:$4.6M
INTUITIVE SURGICAL INC
Shares:8.9K
Value:$4.6M
81369Y803
Shares:21.9K
Value:$4.6M
45783Y756
Shares:145.2K
Value:$4.5M
Airbnb, Inc.
Shares:36.1K
Value:$4.5M
46436E718
Shares:44.9K
Value:$4.5M
SHOPIFY INC.
Shares:45.3K
Value:$4.5M
92206C771
Shares:96.0K
Value:$4.4M
921908844
Shares:23.2K
Value:$4.4M