Diversify Wealth Management
Latest statistics and disclosures from Diversify Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, SPY, SPYG, SPYV, NVDA, and represent 14.61% of Diversify Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHR (+$14M), SCHO (+$13M), PKG (+$11M), CGCP (+$9.9M), NVDA (+$8.2M), SCHA (+$7.3M), AVUV (+$6.5M), SCHD (+$6.5M), XHLF (+$5.5M), JPST.
- Started 72 new stock positions in RBRK, TEVA, SCZ, VXUS, IUSG, VEEV, VUSB, EFV, XLK, DBEF.
- Reduced shares in these 10 stocks: DFAC (-$21M), PRG (-$10M), NCNO, ZS, LULU, SCHW, UNH, MAR, DELL, SRLN.
- Sold out of its positions in BL, BGB, KOF, DELL, DXCM, DTI, ET, ENLC, EPD, EFX.
- Diversify Wealth Management was a net buyer of stock by $166M.
- Diversify Wealth Management has $1.0B in assets under management (AUM), dropping by 29.11%.
- Central Index Key (CIK): 0002030780
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Portfolio Holdings for Diversify Wealth Management
Diversify Wealth Management holds 469 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 4.8 | $50M | +3% | 1.3M | 39.94 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $33M | +4% | 57k | 577.99 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.4 | $25M | +17% | 295k | 83.56 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.3 | $24M | +17% | 455k | 53.21 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $20M | +68% | 143k | 139.56 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $19M | +4% | 104k | 179.85 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $18M | +3% | 581k | 30.41 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.7 | $18M | -54% | 509k | 34.52 |
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 1.5 | $16M | +3% | 153k | 101.77 |
|
| Apple (AAPL) | 1.4 | $15M | +20% | 64k | 230.76 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.4 | $14M | +15% | 400k | 35.96 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.4 | $14M | +2458% | 575k | 24.70 |
|
| Microsoft Corporation (MSFT) | 1.4 | $14M | +31% | 33k | 424.60 |
|
| Amazon (AMZN) | 1.3 | $14M | +7% | 76k | 184.71 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $13M | +2410% | 552k | 24.28 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.2 | $12M | 286k | 42.07 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $12M | +8% | 157k | 73.19 |
|
| Packaging Corporation of America (PKG) | 1.0 | $11M | NEW | 46k | 228.65 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $10M | +93% | 200k | 50.57 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 1.0 | $9.9M | NEW | 438k | 22.59 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.9 | $9.1M | +2% | 339k | 26.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $8.9M | +18% | 38k | 236.72 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.8 | $8.4M | 329k | 25.48 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.8 | $8.2M | +202% | 163k | 50.31 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $8.2M | +6% | 31k | 265.95 |
|
| Healthequity (HQY) | 0.8 | $8.1M | -2% | 92k | 87.61 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.8 | $8.1M | +6% | 14k | 597.09 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $8.1M | +15% | 171k | 47.13 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.8 | $7.9M | +2% | 177k | 44.61 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $7.8M | +15% | 171k | 45.72 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $7.5M | +3939% | 292k | 25.59 |
|
| Meta Platforms Cl A (META) | 0.7 | $7.4M | +186% | 13k | 563.71 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $7.1M | +989% | 75k | 95.07 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $7.0M | -3% | 7.8k | 899.21 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.6 | $6.5M | +8% | 146k | 44.78 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $6.5M | NEW | 229k | 28.28 |
|
| Oracle Corporation (ORCL) | 0.6 | $6.4M | +31% | 37k | 173.10 |
|
| UnitedHealth (UNH) | 0.6 | $5.9M | -21% | 11k | 564.65 |
|
| Servicenow (NOW) | 0.6 | $5.9M | -4% | 6.5k | 907.71 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $5.9M | +93% | 11k | 531.25 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.5 | $5.3M | +16% | 225k | 23.68 |
|
| Wal-Mart Stores (WMT) | 0.5 | $5.3M | 64k | 83.27 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $5.3M | -3% | 15k | 358.19 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $5.2M | +236% | 26k | 198.49 |
|
| Tesla Motors (TSLA) | 0.5 | $5.1M | 24k | 213.65 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $5.1M | -14% | 11k | 485.04 |
|
| Shopify Cl A (SHOP) | 0.5 | $5.1M | +9% | 63k | 79.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.0M | 30k | 164.48 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.0M | 11k | 460.61 |
|
|
| Home Depot (HD) | 0.5 | $5.0M | -8% | 12k | 399.64 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $4.8M | +24% | 40k | 121.19 |
|
| Broadcom (AVGO) | 0.5 | $4.7M | +11% | 27k | 173.51 |
|
| salesforce (CRM) | 0.4 | $4.6M | -17% | 16k | 284.43 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.4 | $4.6M | +1818% | 144k | 31.78 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $4.5M | +7% | 167k | 26.95 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $4.4M | -7% | 90k | 48.79 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $4.3M | 34k | 127.21 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.4 | $4.3M | +24% | 148k | 29.20 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.4 | $4.3M | -10% | 91k | 47.27 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $4.3M | NEW | 154k | 27.69 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.2M | +4% | 4.7k | 903.25 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $4.2M | +31% | 184k | 22.86 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.4 | $4.2M | NEW | 100k | 41.71 |
|
| Visa Com Cl A (V) | 0.4 | $4.2M | +6% | 15k | 283.75 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $4.2M | -2% | 71k | 59.01 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $4.1M | +3% | 36k | 115.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $4.1M | +4% | 8.0k | 513.76 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $4.0M | +35% | 76k | 52.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $3.9M | +4448% | 150k | 26.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $3.8M | +7% | 10k | 370.62 |
|
| Pepsi (PEP) | 0.4 | $3.8M | +9% | 22k | 172.95 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $3.7M | +43% | 73k | 51.22 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $3.7M | -15% | 75k | 49.71 |
|
| Extra Space Storage (EXR) | 0.4 | $3.7M | 22k | 169.06 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.6M | -5% | 16k | 223.41 |
|
| Sunrun (RUN) | 0.3 | $3.6M | +20% | 257k | 13.85 |
|
| Verizon Communications (VZ) | 0.3 | $3.5M | +7% | 82k | 42.86 |
|
| Uber Technologies (UBER) | 0.3 | $3.4M | +10% | 43k | 79.83 |
|
| International Business Machines (IBM) | 0.3 | $3.4M | +32% | 15k | 232.75 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.3M | +1215% | 167k | 19.68 |
|
| Progressive Corporation (PGR) | 0.3 | $3.3M | NEW | 13k | 247.25 |
|
| Stryker Corporation (SYK) | 0.3 | $3.2M | +2% | 8.8k | 363.26 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.3 | $3.1M | -2% | 85k | 37.01 |
|
| Cisco Systems (CSCO) | 0.3 | $3.1M | +5% | 56k | 56.28 |
|
| Sila Realty Trust Common Stock (SILA) | 0.3 | $3.1M | -11% | 120k | 25.90 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $3.0M | +1249% | 15k | 199.89 |
|
| Chevron Corporation (CVX) | 0.3 | $3.0M | +12% | 20k | 150.48 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $3.0M | +3% | 51k | 59.02 |
|
| American Express Company (AXP) | 0.3 | $3.0M | -28% | 11k | 271.24 |
|
| Abbvie (ABBV) | 0.3 | $3.0M | +17% | 16k | 187.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.0M | +41% | 18k | 162.78 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.3 | $2.9M | +13% | 45k | 64.42 |
|
| Medtronic SHS (MDT) | 0.3 | $2.8M | +2% | 31k | 92.27 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.8M | +13% | 5.8k | 488.37 |
|
| Philip Morris International (PM) | 0.3 | $2.8M | -4% | 22k | 131.41 |
|
| Zoetis Cl A (ZTS) | 0.3 | $2.8M | +3% | 15k | 189.00 |
|
| Airbnb Com Cl A (ABNB) | 0.3 | $2.7M | -31% | 21k | 131.92 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $2.7M | -16% | 28k | 96.21 |
|
| Advanced Micro Devices (AMD) | 0.3 | $2.7M | NEW | 18k | 152.91 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $2.6M | NEW | 31k | 85.42 |
|
| Lowe's Companies (LOW) | 0.3 | $2.6M | +19% | 9.7k | 270.11 |
|
| Arista Networks (ANET) | 0.3 | $2.6M | 6.7k | 394.04 |
|
|
| Honeywell International (HON) | 0.3 | $2.6M | 12k | 220.34 |
|
|
| Sap Se Spon Adr (SAP) | 0.3 | $2.6M | 11k | 234.58 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.6M | NEW | 6.9k | 378.66 |
|
| General Dynamics Corporation (GD) | 0.2 | $2.5M | 8.3k | 304.40 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $2.5M | +352% | 109k | 23.14 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $2.5M | +14% | 17k | 143.11 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.5M | +10% | 15k | 169.58 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.4M | +35% | 20k | 120.27 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.4M | NEW | 11k | 228.43 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $2.4M | -4% | 119k | 20.51 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.4M | NEW | 8.1k | 299.30 |
|
| Waste Management (WM) | 0.2 | $2.4M | -24% | 11k | 211.79 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.3M | 55k | 42.34 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $2.3M | +29% | 111k | 21.00 |
|
| Walt Disney Company (DIS) | 0.2 | $2.3M | +5% | 24k | 96.24 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $2.3M | +33% | 50k | 45.96 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.3M | +26% | 4.0k | 571.11 |
|
| Essex Property Trust (ESS) | 0.2 | $2.3M | +12% | 7.6k | 299.96 |
|
| Qualcomm (QCOM) | 0.2 | $2.3M | +9% | 14k | 166.60 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $2.2M | NEW | 10k | 217.73 |
|
| Cion Invt Corp (CION) | 0.2 | $2.2M | -4% | 184k | 11.94 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.2M | +11% | 13k | 166.92 |
|
| Viking Holdings Ord Shs (VIK) | 0.2 | $2.2M | NEW | 57k | 38.51 |
|
| Paypal Holdings (PYPL) | 0.2 | $2.1M | +18% | 26k | 80.83 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $2.1M | +50% | 23k | 91.70 |
|
| Rubrik Cl A (RBRK) | 0.2 | $2.1M | NEW | 56k | 37.69 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $2.1M | NEW | 1.1k | 1998.66 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.1M | 18k | 117.01 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.1M | +691% | 16k | 129.72 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.0M | +30% | 4.0k | 512.58 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.0M | +11% | 3.5k | 576.54 |
|
| Nrg Energy Com New (NRG) | 0.2 | $2.0M | NEW | 23k | 87.73 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $2.0M | +14% | 49k | 41.55 |
|
| Moelis & Co Cl A (MC) | 0.2 | $2.0M | +11% | 30k | 68.24 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | +13% | 6.7k | 298.57 |
|
| United Parcel Service CL B (UPS) | 0.2 | $2.0M | +13% | 15k | 131.41 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.9M | NEW | 55k | 35.67 |
|
| Danaher Corporation (DHR) | 0.2 | $1.9M | -36% | 7.6k | 255.99 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.9M | +18% | 12k | 165.87 |
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | +10% | 27k | 68.01 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.8M | +29% | 43k | 42.95 |
|
| Air Products & Chemicals (APD) | 0.2 | $1.8M | +14% | 5.6k | 326.62 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.8M | +14% | 6.3k | 285.05 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $1.8M | +31% | 31k | 58.00 |
|
| Netflix (NFLX) | 0.2 | $1.8M | -6% | 2.4k | 749.41 |
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| Intuit (INTU) | 0.2 | $1.8M | +18% | 2.9k | 601.95 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.8M | +27% | 3.7k | 470.03 |
|
| Amcor Ord (AMCR) | 0.2 | $1.7M | +15% | 158k | 11.04 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $1.7M | +6% | 36k | 46.82 |
|
| Pool Corporation (POOL) | 0.2 | $1.7M | +4% | 4.8k | 350.65 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.6M | +18% | 5.6k | 290.05 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.6M | +79% | 27k | 59.53 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.5M | -3% | 23k | 64.56 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | +33% | 6.3k | 241.36 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $1.5M | +70% | 49k | 30.46 |
|
| Cooper Cos (COO) | 0.1 | $1.5M | +7% | 14k | 105.32 |
|
| Amgen (AMGN) | 0.1 | $1.5M | +26% | 4.6k | 314.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | -8% | 2.5k | 580.79 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.4M | 24k | 60.64 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.4M | NEW | 20k | 73.52 |
|
| Merck & Co (MRK) | 0.1 | $1.4M | +16% | 14k | 106.38 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.4M | +45% | 15k | 96.44 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | +15% | 7.1k | 200.85 |
|
| Virtu Finl Cl A (VIRT) | 0.1 | $1.4M | 44k | 32.35 |
|
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $1.4M | +4% | 57k | 24.30 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.1 | $1.4M | +4% | 28k | 49.77 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $1.4M | +6% | 2.9k | 470.09 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.3M | +27% | 1.9k | 708.71 |
|
| Edwards Lifesciences (EW) | 0.1 | $1.3M | +20% | 19k | 70.61 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.3M | -3% | 40k | 32.96 |
|
| Msci (MSCI) | 0.1 | $1.3M | +44% | 2.2k | 596.43 |
|
| Nike CL B (NKE) | 0.1 | $1.3M | +5% | 16k | 80.05 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.3M | NEW | 29k | 44.37 |
|
| Copart (CPRT) | 0.1 | $1.3M | +6% | 25k | 51.36 |
|
| Enbridge (ENB) | 0.1 | $1.3M | +3% | 31k | 41.22 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.2M | +13% | 15k | 79.37 |
|
| Axil Brands Com New (AXIL) | 0.1 | $1.2M | NEW | 271k | 4.41 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | 3.4k | 344.96 |
|
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| Banco Macro Sa Spon Adr B (BMA) | 0.1 | $1.2M | +4% | 17k | 70.95 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | NEW | 19k | 62.36 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | +160% | 51k | 22.33 |
|
| Embraer Sponsored Ads (ERJ) | 0.1 | $1.1M | +5% | 33k | 34.79 |
|
| Herbalife Com Shs (HLF) | 0.1 | $1.1M | +271% | 160k | 6.98 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.1M | +16% | 27k | 40.67 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.1M | -4% | 12k | 92.07 |
|
| Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) | 0.1 | $1.1M | -2% | 46k | 23.90 |
|
| FTI Consulting (FCN) | 0.1 | $1.1M | +2% | 4.7k | 229.50 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.0M | -16% | 2.5k | 411.93 |
|
| Workday Cl A (WDAY) | 0.1 | $1.0M | -8% | 4.3k | 242.04 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $1.0M | 6.8k | 150.86 |
|
|
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.1 | $1.0M | +3% | 15k | 66.56 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $1.0M | +13% | 87k | 11.51 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $993k | +2% | 20k | 49.19 |
|
| Ubs Group SHS (UBS) | 0.1 | $992k | +5% | 31k | 31.95 |
|
| Lam Research Corporation (LRCX) | 0.1 | $961k | NEW | 13k | 72.86 |
|
| Qifu Technology American Dep (QFIN) | 0.1 | $961k | +4% | 28k | 33.85 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $951k | NEW | 5.0k | 190.96 |
|
| Coastal Finl Corp Wa Com New (CCB) | 0.1 | $943k | -7% | 16k | 59.97 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $937k | +8% | 16k | 59.13 |
|
| Steris Shs Usd (STE) | 0.1 | $934k | +7% | 4.2k | 221.17 |
|
| Pjt Partners Com Cl A (PJT) | 0.1 | $932k | -10% | 6.6k | 141.66 |
|
| Boeing Company (BA) | 0.1 | $925k | +28% | 5.9k | 157.06 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $918k | +4% | 90k | 10.20 |
|
| CRH Ord (CRH) | 0.1 | $915k | +5% | 10k | 90.82 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $907k | -14% | 10k | 90.87 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $896k | -4% | 16k | 56.78 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $891k | +10% | 91k | 9.81 |
|
| Avantor (AVTR) | 0.1 | $886k | 37k | 23.72 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $884k | +511% | 50k | 17.53 |
|
| Gartner (IT) | 0.1 | $882k | -5% | 1.7k | 520.85 |
|
| PG&E Corporation (PCG) | 0.1 | $878k | -15% | 43k | 20.58 |
|
| Linde SHS (LIN) | 0.1 | $875k | +3% | 1.8k | 477.40 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $867k | NEW | 13k | 67.34 |
|
| Ge Aerospace Com New (GE) | 0.1 | $851k | +8% | 4.7k | 181.71 |
|
| FirstEnergy (FE) | 0.1 | $851k | -14% | 19k | 44.27 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $849k | -16% | 16k | 53.82 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $847k | 16k | 52.15 |
|
|
| American Tower Reit (AMT) | 0.1 | $839k | -8% | 3.7k | 226.27 |
|
| Citigroup Com New (C) | 0.1 | $837k | -2% | 13k | 63.10 |
|
| MercadoLibre (MELI) | 0.1 | $811k | +4% | 398.00 | 2038.70 |
|
| Williams Companies (WMB) | 0.1 | $803k | -29% | 15k | 52.25 |
|
| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $786k | +3% | 24k | 32.69 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $782k | -2% | 30k | 26.01 |
|
| Morningstar (MORN) | 0.1 | $767k | +6% | 2.2k | 341.84 |
|
| Casey's General Stores (CASY) | 0.1 | $766k | -7% | 2.0k | 390.59 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $759k | -12% | 35k | 21.91 |
|
| Barclays Adr (BCS) | 0.1 | $758k | +8% | 61k | 12.47 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $758k | +11% | 15k | 50.65 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $757k | +525% | 5.0k | 150.96 |
|
| Cigna Corp (CI) | 0.1 | $746k | -6% | 2.3k | 317.60 |
|
| Verona Pharma Sponsored Ads (VRNA) | 0.1 | $742k | NEW | 21k | 34.93 |
|
| Corning Incorporated (GLW) | 0.1 | $726k | -7% | 16k | 46.89 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $718k | NEW | 11k | 65.61 |
|
| Watsco, Incorporated (WSO) | 0.1 | $718k | -7% | 1.5k | 466.31 |
|
| Curtiss-Wright (CW) | 0.1 | $708k | +14% | 2.0k | 350.22 |
|
| Sterling Construction Company (STRL) | 0.1 | $704k | +9% | 4.5k | 157.13 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $704k | -7% | 2.5k | 286.96 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $704k | NEW | 6.2k | 114.07 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $700k | -42% | 8.5k | 82.41 |
|
| Morgan Stanley Com New (MS) | 0.1 | $697k | +11% | 5.9k | 118.29 |
|
| Applied Materials (AMAT) | 0.1 | $697k | +50% | 3.8k | 182.71 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $694k | -9% | 19k | 37.40 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $694k | 15k | 47.92 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $691k | +10% | 68k | 10.14 |
|
| MetLife (MET) | 0.1 | $682k | -3% | 8.1k | 84.13 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $681k | +9% | 13k | 53.06 |
|
| Guidewire Software (GWRE) | 0.1 | $676k | -8% | 3.6k | 186.89 |
|
| Fiverr Intl Ord Shs (FVRR) | 0.1 | $675k | 30k | 22.43 |
|
|
| SPS Commerce (SPSC) | 0.1 | $675k | +8% | 3.6k | 189.75 |
|
| AES Corporation (AES) | 0.1 | $675k | -7% | 40k | 17.08 |
|
| Markel Corporation (MKL) | 0.1 | $668k | +13% | 426.00 | 1567.56 |
|
| General Mills (GIS) | 0.1 | $662k | 9.6k | 68.58 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $648k | -7% | 8.4k | 77.43 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $647k | +5% | 39k | 16.73 |
|
| UFP Technologies (UFPT) | 0.1 | $646k | +11% | 2.3k | 279.67 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $646k | +12% | 6.3k | 102.86 |
|
| Saia (SAIA) | 0.1 | $646k | +13% | 1.6k | 412.89 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $644k | +11% | 2.2k | 288.94 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $642k | +28% | 9.9k | 64.60 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $641k | NEW | 35k | 18.41 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $640k | -10% | 7.8k | 81.73 |
|
| CSX Corporation (CSX) | 0.1 | $638k | -4% | 19k | 33.59 |
|
| Church & Dwight (CHD) | 0.1 | $636k | +11% | 6.2k | 102.56 |
|
| Owens Corning (OC) | 0.1 | $634k | -5% | 3.5k | 181.31 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $633k | +5% | 52k | 12.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $632k | NEW | 2.5k | 250.87 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $630k | -7% | 30k | 20.80 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $630k | -9% | 3.6k | 176.57 |
|
| SYSCO Corporation (SYY) | 0.1 | $627k | +11% | 8.4k | 74.63 |
|
| Epam Systems (EPAM) | 0.1 | $627k | NEW | 3.2k | 193.16 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $626k | -23% | 6.6k | 94.89 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $624k | +7% | 12k | 51.32 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $619k | +14% | 6.8k | 90.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $616k | NEW | 3.5k | 175.46 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $614k | NEW | 9.3k | 66.32 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $606k | -13% | 11k | 56.66 |
|
| Tyler Technologies (TYL) | 0.1 | $604k | +8% | 1.0k | 582.22 |
|
| Ptc (PTC) | 0.1 | $600k | +11% | 3.3k | 183.59 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $599k | +3% | 2.8k | 216.40 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $598k | +4% | 5.0k | 120.58 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $594k | -22% | 5.5k | 108.45 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $594k | -31% | 23k | 25.69 |
|
| Icon SHS (ICLR) | 0.1 | $591k | -7% | 2.1k | 280.76 |
|
| Becton, Dickinson and (BDX) | 0.1 | $590k | +18% | 2.5k | 240.54 |
|
| Tsakos Energy Navigation SHS (TEN) | 0.1 | $587k | +2% | 26k | 22.62 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $586k | +14% | 4.4k | 134.20 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $586k | +102% | 12k | 51.17 |
|
| Agnico (AEM) | 0.1 | $586k | -4% | 6.6k | 88.61 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $583k | +6% | 91k | 6.40 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $583k | +14% | 3.8k | 153.78 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $583k | +9% | 115k | 5.06 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $581k | +6% | 2.5k | 236.28 |
|
| Tractor Supply Company (TSCO) | 0.1 | $577k | +14% | 2.0k | 292.08 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $575k | -12% | 21k | 27.41 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $570k | +3% | 49k | 11.59 |
|
| Ncino (NCNO) | 0.1 | $569k | -82% | 15k | 37.55 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $563k | +13% | 3.1k | 184.44 |
|
| Caterpillar (CAT) | 0.1 | $562k | -4% | 1.5k | 385.76 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $561k | +15% | 6.6k | 85.58 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $557k | -8% | 2.0k | 275.72 |
|
| Prestige Brands Holdings (PBH) | 0.1 | $555k | +9% | 7.7k | 72.18 |
|
| Logitech Intl S A SHS (LOGI) | 0.1 | $548k | +7% | 6.8k | 80.45 |
|
| Evercore Class A (EVR) | 0.1 | $544k | -5% | 2.1k | 257.78 |
|
| Technipfmc (FTI) | 0.1 | $535k | -24% | 21k | 25.16 |
|
| Gilead Sciences (GILD) | 0.1 | $533k | +48% | 6.1k | 87.23 |
|
| Catalent (CTLT) | 0.1 | $530k | +9% | 8.9k | 59.40 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $527k | 2.0k | 265.26 |
|
|
| Simon Property (SPG) | 0.0 | $515k | +3% | 3.0k | 173.83 |
|
| Paycom Software (PAYC) | 0.0 | $511k | +49% | 3.1k | 164.41 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $510k | 1.4k | 362.79 |
|
|
| Entegris (ENTG) | 0.0 | $509k | +4% | 4.9k | 103.23 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.0 | $501k | +2% | 37k | 13.51 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $500k | -5% | 1.9k | 260.91 |
|
| Cactus Cl A (WHD) | 0.0 | $499k | +18% | 8.5k | 58.69 |
|
| Traeger Common Stock (COOK) | 0.0 | $499k | +5% | 165k | 3.03 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $495k | +6% | 9.8k | 50.49 |
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.0 | $494k | -9% | 20k | 25.32 |
|
| Valmont Industries (VMI) | 0.0 | $491k | +19% | 1.5k | 325.55 |
|
| 3M Company (MMM) | 0.0 | $485k | -13% | 3.8k | 127.91 |
|
| Nvent Electric SHS (NVT) | 0.0 | $484k | +19% | 6.6k | 73.02 |
|
| Cdw (CDW) | 0.0 | $483k | +16% | 2.2k | 217.61 |
|
| Southwest Airlines (LUV) | 0.0 | $483k | -7% | 16k | 30.73 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $480k | +28% | 9.4k | 50.80 |
|
| Medpace Hldgs (MEDP) | 0.0 | $473k | +16% | 1.4k | 330.07 |
|
| Elf Beauty (ELF) | 0.0 | $473k | +12% | 4.5k | 105.57 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $469k | -9% | 6.7k | 69.54 |
|
| Procore Technologies (PCOR) | 0.0 | $469k | +11% | 7.6k | 61.62 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.0 | $462k | +93% | 9.3k | 49.72 |
|
| Williams-Sonoma (WSM) | 0.0 | $454k | +14% | 3.3k | 138.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $452k | NEW | 1.2k | 388.17 |
|
| Etfis Ser Tr I Infracp Reit Pfd (PFFR) | 0.0 | $452k | -13% | 23k | 19.70 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $451k | -16% | 5.0k | 90.89 |
|
| CommVault Systems (CVLT) | 0.0 | $447k | NEW | 3.4k | 132.26 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $445k | -16% | 5.6k | 79.13 |
|
| Azek Cl A (AZEK) | 0.0 | $437k | +14% | 10k | 42.23 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $431k | NEW | 2.1k | 207.60 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $430k | +63% | 4.5k | 96.46 |
|
| Insulet Corporation (PODD) | 0.0 | $429k | +18% | 1.8k | 234.84 |
|
| Castle Biosciences (CSTL) | 0.0 | $428k | -9% | 13k | 31.92 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $426k | NEW | 3.1k | 136.11 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $424k | 998.00 | 425.23 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $423k | -15% | 3.9k | 109.24 |
|
| Tidal Tr Ii Yieldmax Mstr Op (MSTY) | 0.0 | $422k | +18% | 14k | 30.67 |
|
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $418k | +8% | 32k | 13.22 |
|
| Summit Matls Cl A (SUM) | 0.0 | $413k | +14% | 10k | 40.62 |
|
| KBR (KBR) | 0.0 | $410k | +15% | 6.1k | 67.25 |
|
| At&t (T) | 0.0 | $410k | -17% | 18k | 22.49 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $406k | NEW | 9.8k | 41.48 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $404k | NEW | 5.2k | 77.02 |
|
| Sofi Technologies (SOFI) | 0.0 | $400k | 38k | 10.42 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $399k | -15% | 4.0k | 100.79 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $393k | NEW | 5.0k | 78.53 |
|
| Firstservice Corp (FSV) | 0.0 | $392k | -10% | 2.1k | 184.50 |
|
| Centene Corporation (CNC) | 0.0 | $391k | -8% | 6.5k | 59.82 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $381k | -8% | 7.0k | 54.05 |
|
| LKQ Corporation (LKQ) | 0.0 | $375k | +21% | 9.9k | 37.78 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $374k | -18% | 6.7k | 55.46 |
|
| Timken Company (TKR) | 0.0 | $374k | -8% | 4.4k | 84.09 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $373k | -4% | 3.5k | 106.89 |
|
| Calix (CALX) | 0.0 | $373k | +19% | 10k | 37.05 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $370k | -3% | 4.7k | 78.83 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $368k | 1.8k | 207.70 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $367k | +29% | 7.6k | 48.53 |
|
| American Centy Etf Tr Avantis Moderat (AVMA) | 0.0 | $365k | NEW | 6.2k | 59.11 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $363k | NEW | 8.8k | 41.36 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.0 | $361k | NEW | 9.0k | 40.15 |
|
| Range Resources (RRC) | 0.0 | $357k | +18% | 12k | 30.95 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $356k | 10k | 34.76 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $356k | -7% | 3.5k | 101.93 |
|
| Stevanato Group S P A Ord Shs (STVN) | 0.0 | $355k | -6% | 20k | 18.11 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $354k | NEW | 6.1k | 58.50 |
|
| Teradata Corporation (TDC) | 0.0 | $343k | -7% | 11k | 31.60 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $336k | NEW | 2.9k | 114.66 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $333k | +17% | 1.7k | 193.75 |
|
| Nextera Energy (NEE) | 0.0 | $331k | NEW | 3.9k | 84.96 |
|
| Aon Shs Cl A (AON) | 0.0 | $330k | -15% | 920.00 | 358.29 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $328k | -26% | 11k | 30.03 |
|
| Synopsys (SNPS) | 0.0 | $328k | NEW | 664.00 | 493.41 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $327k | 4.2k | 76.95 |
|
|
| ConocoPhillips (COP) | 0.0 | $325k | +7% | 3.1k | 104.51 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $322k | +20% | 702.00 | 458.63 |
|
| Dimensional Etf Trust International (DFSI) | 0.0 | $322k | -8% | 9.4k | 34.35 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $320k | NEW | 16k | 19.61 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $316k | +14% | 5.0k | 63.62 |
|
| Choice Hotels International (CHH) | 0.0 | $315k | +15% | 2.4k | 131.90 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $314k | 4.7k | 67.43 |
|
|
| AtriCure (ATRC) | 0.0 | $314k | -9% | 11k | 28.85 |
|
| West Pharmaceutical Services (WST) | 0.0 | $313k | -6% | 1.1k | 286.44 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $311k | -11% | 4.1k | 76.45 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $311k | -7% | 5.1k | 61.47 |
|
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $310k | -8% | 7.6k | 40.80 |
|
| Option Care Health Com New (OPCH) | 0.0 | $310k | +15% | 10k | 30.05 |
|
| Ge Vernova (GEV) | 0.0 | $308k | NEW | 1.1k | 279.88 |
|
| Innovator Etfs Trust Buffer Step Up S (BSTP) | 0.0 | $308k | NEW | 9.4k | 32.82 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $305k | +20% | 6.0k | 50.99 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $301k | +40% | 12k | 24.30 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $298k | NEW | 3.2k | 91.90 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $298k | NEW | 5.4k | 55.25 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $296k | +3% | 4.6k | 64.17 |
|
| Brown & Brown (BRO) | 0.0 | $296k | -9% | 2.8k | 106.02 |
|
| Utz Brands Com Cl A (UTZ) | 0.0 | $293k | -8% | 18k | 16.75 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $292k | -83% | 7.0k | 41.89 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $288k | NEW | 4.5k | 63.54 |
|
| Starbucks Corporation (SBUX) | 0.0 | $287k | -21% | 2.9k | 97.65 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $286k | NEW | 5.7k | 49.79 |
|
| Invesco Currencyshares Japan Japanese Yen (FXY) | 0.0 | $284k | NEW | 4.7k | 60.52 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $283k | -16% | 7.4k | 38.33 |
|
| Simply Good Foods (SMPL) | 0.0 | $282k | +15% | 8.7k | 32.25 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $281k | -7% | 1.4k | 195.52 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $281k | -10% | 7.6k | 37.11 |
|
| Werner Enterprises (WERN) | 0.0 | $279k | +13% | 7.4k | 37.47 |
|
| First American Financial (FAF) | 0.0 | $276k | -8% | 4.3k | 63.80 |
|
| Cme (CME) | 0.0 | $274k | -2% | 1.2k | 227.14 |
|
| Pfizer (PFE) | 0.0 | $273k | -2% | 9.4k | 28.86 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $269k | NEW | 20k | 13.71 |
|
| Donaldson Company (DCI) | 0.0 | $264k | -5% | 3.6k | 73.91 |
|
| Repligen Corporation (RGEN) | 0.0 | $264k | +19% | 1.9k | 137.48 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $262k | +17% | 2.6k | 100.59 |
|
| Humana (HUM) | 0.0 | $261k | -28% | 1.0k | 258.67 |
|
| Entergy Corporation (ETR) | 0.0 | $259k | -8% | 1.9k | 136.95 |
|
| Ametek (AME) | 0.0 | $259k | -4% | 1.6k | 166.67 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $254k | NEW | 4.1k | 62.41 |
|
| L3harris Technologies (LHX) | 0.0 | $253k | 1.0k | 245.82 |
|
|
| Fox Factory Hldg (FOXF) | 0.0 | $250k | -2% | 6.8k | 37.02 |
|
| Portillos Com Cl A (PTLO) | 0.0 | $249k | 20k | 12.47 |
|
|
| Innovator Etfs Trust Power Buffer Set (PSTP) | 0.0 | $249k | NEW | 7.9k | 31.67 |
|
| Penumbra (PEN) | 0.0 | $246k | NEW | 1.2k | 203.71 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $240k | NEW | 3.3k | 72.50 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $236k | 2.7k | 88.87 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $234k | NEW | 1.4k | 165.31 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $233k | -6% | 1.2k | 201.77 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $233k | +3% | 50k | 4.69 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $233k | NEW | 1.8k | 132.66 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $232k | -12% | 262.00 | 883.64 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $227k | -5% | 1.1k | 198.09 |
|
| Lennox International (LII) | 0.0 | $226k | -4% | 371.00 | 609.98 |
|
| Servisfirst Bancshares (SFBS) | 0.0 | $225k | -8% | 2.7k | 84.18 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $224k | NEW | 3.5k | 63.53 |
|
| Aspen Technology (AZPN) | 0.0 | $224k | NEW | 964.00 | 231.97 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $221k | NEW | 5.8k | 37.88 |
|
| FactSet Research Systems (FDS) | 0.0 | $220k | NEW | 475.00 | 463.77 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $220k | NEW | 3.2k | 68.11 |
|
| American Electric Power Company (AEP) | 0.0 | $219k | -3% | 2.2k | 100.83 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $214k | -7% | 991.00 | 216.39 |
|
| Public Storage (PSA) | 0.0 | $210k | NEW | 619.00 | 339.77 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $209k | NEW | 4.1k | 50.65 |
|
| Shell Spon Ads (SHEL) | 0.0 | $207k | -13% | 3.1k | 66.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $206k | NEW | 941.00 | 219.34 |
|
| Illinois Tool Works (ITW) | 0.0 | $203k | NEW | 790.00 | 256.45 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $201k | -3% | 4.1k | 49.28 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $201k | -8% | 1.9k | 107.87 |
|
| Peakstone Realty Trust Common Shares (PKST) | 0.0 | $190k | -6% | 14k | 13.39 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $159k | -8% | 30k | 5.33 |
|
| Qxo Com New (QXO) | 0.0 | $156k | NEW | 10k | 15.05 |
|
| Domo Com Cl B (DOMO) | 0.0 | $155k | 21k | 7.55 |
|
|
| Nikola Corp Com New (NKLA) | 0.0 | $136k | 34k | 3.97 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $129k | +49% | 41k | 3.16 |
|
| Haleon Spon Ads (HLN) | 0.0 | $120k | -44% | 12k | 9.90 |
|
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $82k | NEW | 12k | 6.67 |
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $66k | 60k | 1.10 |
|
|
| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $62k | 10k | 6.22 |
|
|
| Opko Health (OPK) | 0.0 | $44k | 30k | 1.46 |
|
|
| Purple Innovatio (PRPL) | 0.0 | $31k | 33k | 0.94 |
|
|
| Bioxcel Therapeutics (BTAI) | 0.0 | $23k | 40k | 0.58 |
|
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $20k | -5% | 36k | 0.57 |
|
| Ocugen (OCGN) | 0.0 | $18k | 20k | 0.91 |
|
|
| Kulr Technology Group (KULR) | 0.0 | $3.1k | 11k | 0.29 |
|
Past Filings by Diversify Wealth Management
SEC 13F filings are viewable for Diversify Wealth Management going back to 2024
- Diversify Wealth Management 2024 Q3 filed Oct. 25, 2024
- Diversify Wealth Management 2024 Q2 filed Aug. 8, 2024