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 • $1.3B total value
Manager:
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Page 5 of 26
MCDONALDS CORP
Shares:14.0K
Value:$4.4M
% of Portfolio:0.3% ($4.4M/$1.3B)
Medtronic plc
Shares:51.3K
Value:$4.3M
% of Portfolio:0.3% ($4.3M/$1.3B)
RTX Corp
Shares:34.1K
Value:$4.3M
% of Portfolio:0.3% ($4.3M/$1.3B)
INTUIT INC.
Shares:6.9K
Value:$4.3M
% of Portfolio:0.3% ($4.3M/$1.3B)
LAM RESEARCH CORP
Shares:60.2K
Value:$4.3M
% of Portfolio:0.3% ($4.3M/$1.3B)
BANK OF AMERICA CORP /DE/
Shares:106.2K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
ADOBE INC.
Shares:11.4K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
AUTOMATIC DATA PROCESSING INC
Shares:14.3K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:17.6K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
Tesla, Inc.
Shares:14.4K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
EXXON MOBIL CORP
Shares:38.6K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
808524300
Shares:164.3K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
Shares:14.2K
Value:$4.2M
% of Portfolio:0.3% ($4.2M/$1.3B)
Walt Disney Co
Shares:44.9K
Value:$4.1M
% of Portfolio:0.3% ($4.1M/$1.3B)
Moelis & Co
Shares:76.3K
Value:$4.1M
% of Portfolio:0.3% ($4.1M/$1.3B)
Snowflake Inc.
Shares:25.1K
Value:$4.0M
% of Portfolio:0.3% ($4.0M/$1.3B)
25434V864
Shares:84.2K
Value:$4.0M
% of Portfolio:0.3% ($4.0M/$1.3B)
PayPal Holdings, Inc.
Shares:59.8K
Value:$4.0M
% of Portfolio:0.3% ($4.0M/$1.3B)
316092857
Shares:147.5K
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.3B)
808524508
Shares:152.7K
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.3B)