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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Verona Pharma plc
Shares:29.3K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
921946406
Shares:17.2K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
WELLS FARGO & COMPANY/MN
Shares:29.7K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
LOWES COMPANIES INC
Shares:9.4K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
Blackstone Secured Lending Fund
Shares:70.9K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
Sunrun Inc.
Shares:280.5K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
NETFLIX INC
Shares:1.8K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.3B)
DANAHER CORP /DE/
Shares:10.3K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.3B)
Macro Bank Inc.
Shares:22.3K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.3B)
EMBRAER S.A.
Shares:44.0K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.3B)
COPART INC
Shares:32.0K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.3B)
ABBOTT LABORATORIES
Shares:14.8K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.3B)
HERBALIFE LTD.
Shares:270.6K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.3B)
922908769
Shares:6.7K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
Virtu Financial, Inc.
Shares:47.2K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
ENBRIDGE INC
Shares:38.8K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
464287457
Shares:21.6K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
COOPER COMPANIES, INC.
Shares:21.3K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
HARMONY GOLD MINING CO LTD
Shares:112.9K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.3B)
Axil Brands, Inc.
Shares:264.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.3B)