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 6 of 26
UNITEDHEALTH GROUP INC
Shares:9.5K
Value:$3.9M
QUALCOMM INC/DE
Shares:26.2K
Value:$3.9M
PROCTER & GAMBLE Co
Shares:23.7K
Value:$3.8M
Blackstone Inc.
Shares:28.8K
Value:$3.8M
MOODYS CORP /DE/
Shares:8.6K
Value:$3.8M
Amcor plc
Shares:407.0K
Value:$3.8M
Uber Technologies, Inc
Shares:47.1K
Value:$3.7M
PROGRESSIVE CORP/OH/
Shares:13.5K
Value:$3.7M
921946885
Shares:57.4K
Value:$3.7M
COCA COLA CO
Shares:50.9K
Value:$3.7M
92204A702
Shares:6.6K
Value:$3.6M
STRYKER CORP
Shares:9.7K
Value:$3.6M
JOHNSON & JOHNSON
Shares:23.0K
Value:$3.6M
Air Products & Chemicals, Inc.
Shares:13.1K
Value:$3.6M
Edwards Lifesciences Corp
Shares:46.0K
Value:$3.5M
NRG ENERGY, INC.
Shares:31.8K
Value:$3.5M
92206C706
Shares:56.9K
Value:$3.4M
922020805
Shares:67.9K
Value:$3.4M
92206C847
Shares:59.2K
Value:$3.4M
808524805
Shares:161.8K
Value:$3.3M