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Diversify Wealth Management

Latest statistics and disclosures from Diversify Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002030780

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Positions held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Diversify Wealth Management

Diversify Wealth Management holds 432 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.4	$43M	1.2M	35.80	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.4	$35M	1.1M	31.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.5	$28M	55k	517.38	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.3	$19M	386k	48.82	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.3	$18M	251k	73.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.0	$16M	100k	162.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$16M	564k	28.69	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	1.7	$14M	148k	92.01	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.5	$12M	289k	42.78	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$12M	347k	33.74	View chart
Amazon (AMZN)	1.4	$11M	70k	161.02	View chart
Apple (AAPL)	1.4	$11M	53k	209.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$11M	145k	74.34	View chart
Prog Holdings Com Npv (PRG)	1.3	$10M	254k	40.81	View chart
Microsoft Corporation (MSFT)	1.2	$9.9M	25k	395.15	View chart
NVIDIA Corporation (NVDA)	1.1	$8.5M	85k	100.45	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$8.1M	330k	24.46	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.0	$7.7M	331k	23.31	View chart
UnitedHealth (UNH)	0.9	$7.6M	13k	569.94	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.9	$7.2M	173k	41.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$6.9M	29k	237.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$6.8M	32k	214.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$6.8M	147k	46.40	View chart
Costco Wholesale Corporation (COST)	0.8	$6.5M	8.1k	801.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$6.5M	13k	515.37	View chart
Healthequity (HQY)	0.8	$6.5M	95k	67.98	View chart
Adobe Systems Incorporated (ADBE)	0.8	$6.3M	12k	509.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$6.2M	147k	41.90	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.7	$5.7M	135k	42.42	View chart
Servicenow (NOW)	0.7	$5.3M	6.8k	781.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$5.2M	103k	50.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$4.8M	102k	47.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$4.8M	30k	160.64	View chart
salesforce (CRM)	0.6	$4.7M	20k	239.01	View chart
Home Depot (HD)	0.6	$4.7M	14k	350.00	View chart
Tesla Motors (TSLA)	0.6	$4.7M	24k	198.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$4.7M	97k	48.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$4.5M	11k	413.72	View chart
Palo Alto Networks (PANW)	0.6	$4.5M	15k	294.18	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.6	$4.5M	193k	23.18	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$4.4M	88k	49.52	View chart
Novo-nordisk A S Adr (NVO)	0.5	$4.4M	35k	126.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$4.3M	72k	60.14	View chart
Wal-Mart Stores (WMT)	0.5	$4.3M	63k	67.59	View chart
Ishares Tr Faln Angls Usd (FALN)	0.5	$4.1M	156k	26.43	View chart
Raytheon Technologies Corp (RTX)	0.5	$3.9M	34k	115.17	View chart
Airbnb Com Cl A (ABNB)	0.5	$3.8M	31k	125.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$3.6M	32k	112.99	View chart
Oracle Corporation (ORCL)	0.4	$3.6M	28k	127.86	View chart
Visa Com Cl A (V)	0.4	$3.6M	14k	256.44	View chart
American Express Company (AXP)	0.4	$3.5M	16k	225.92	View chart
Sunrun (RUN)	0.4	$3.5M	213k	16.53	View chart
Eli Lilly & Co. (LLY)	0.4	$3.5M	4.5k	775.27	View chart
Pepsi (PEP)	0.4	$3.5M	20k	174.04	View chart
Broadcom (AVGO)	0.4	$3.5M	24k	142.08	View chart
Extra Space Storage (EXR)	0.4	$3.5M	22k	158.74	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.4M	7.7k	442.00	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.3M	17k	194.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$3.3M	140k	23.36	View chart
Danaher Corporation (DHR)	0.4	$3.2M	12k	269.32	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.4	$3.2M	119k	26.77	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.4	$3.1M	33k	94.19	View chart
Sila Realty Trust Common Stock	0.4	$3.1M	135k	22.81	View chart
Verizon Communications (VZ)	0.4	$3.0M	76k	39.80	View chart
Shopify Cl A (SHOP)	0.4	$3.0M	58k	52.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$3.0M	9.5k	313.74	View chart
Waste Management (WM)	0.4	$3.0M	15k	201.54	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$2.9M	87k	33.91	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$2.9M	56k	51.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.7M	5.7k	475.19	View chart
Ncino (NCNO)	0.3	$2.7M	89k	30.73	View chart
Stryker Corporation (SYK)	0.3	$2.7M	8.6k	315.94	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$2.7M	54k	50.22	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$2.6M	51k	51.51	View chart
Chevron Corporation (CVX)	0.3	$2.6M	18k	144.66	View chart
Chipotle Mexican Grill (CMG)	0.3	$2.6M	49k	52.18	View chart
Philip Morris International (PM)	0.3	$2.5M	22k	113.56	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$2.5M	40k	63.69	View chart
Zscaler Incorporated (ZS)	0.3	$2.5M	15k	165.23	View chart
Abbvie (ABBV)	0.3	$2.5M	14k	184.36	View chart
Zoetis Cl A (ZTS)	0.3	$2.5M	14k	174.83	View chart
Medtronic SHS (MDT)	0.3	$2.4M	30k	80.33	View chart
General Dynamics Corporation (GD)	0.3	$2.4M	8.4k	285.90	View chart
Cisco Systems (CSCO)	0.3	$2.4M	53k	44.74	View chart
Honeywell International (HON)	0.3	$2.3M	12k	199.71	View chart
Fs Kkr Capital Corp (FSK)	0.3	$2.3M	124k	18.74	View chart
Uber Technologies (UBER)	0.3	$2.3M	39k	58.48	View chart
Cion Invt Corp (CION)	0.3	$2.2M	194k	11.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.2M	5.1k	435.34	View chart
Procter & Gamble Company (PG)	0.3	$2.2M	13k	168.05	View chart
Sap Se Spon Adr (SAP)	0.3	$2.2M	11k	199.02	View chart
Meta Platforms Cl A (META)	0.3	$2.2M	4.6k	475.74	View chart
Arista Networks (ANET)	0.3	$2.1M	6.6k	314.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.1M	13k	159.24	View chart
International Business Machines (IBM)	0.3	$2.0M	11k	183.30	View chart
Bank of America Corporation (BAC)	0.3	$2.0M	55k	36.65	View chart
Walt Disney Company (DIS)	0.2	$2.0M	23k	87.78	View chart
Qualcomm (QCOM)	0.2	$2.0M	12k	157.94	View chart
Abbott Laboratories (ABT)	0.2	$2.0M	18k	108.63	View chart
Atmos Energy Corporation (ATO)	0.2	$1.9M	15k	127.26	View chart
Lowe's Companies (LOW)	0.2	$1.9M	8.2k	237.02	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.9M	3.2k	598.08	View chart
Lululemon Athletica (LULU)	0.2	$1.9M	8.0k	233.40	View chart
Essex Property Trust (ESS)	0.2	$1.8M	6.7k	272.61	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$1.8M	85k	20.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.8M	37k	46.84	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.7M	3.2k	545.33	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.7M	15k	114.77	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$1.7M	42k	40.93	View chart
United Parcel Service CL B (UPS)	0.2	$1.7M	13k	126.02	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.7M	43k	39.18	View chart
Coca-Cola Company (KO)	0.2	$1.7M	25k	68.10	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.6M	27k	62.29	View chart
Pool Corporation (POOL)	0.2	$1.6M	4.6k	349.80	View chart
Johnson & Johnson (JNJ)	0.2	$1.6M	9.9k	161.26	View chart
Moelis & Co Cl A (MC)	0.2	$1.6M	27k	59.72	View chart
McDonald's Corporation (MCD)	0.2	$1.6M	5.9k	268.46	View chart
Marriott Intl Cl A (MAR)	0.2	$1.6M	7.5k	211.35	View chart
Dell Technologies CL C (DELL)	0.2	$1.5M	16k	98.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.5M	12k	129.51	View chart
Relx Sponsored Adr (RELX)	0.2	$1.5M	34k	44.16	View chart
Netflix (NFLX)	0.2	$1.5M	2.5k	598.60	View chart
Intuit (INTU)	0.2	$1.5M	2.5k	603.04	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$1.4M	23k	61.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.4M	2.7k	520.18	View chart
Unilever Spon Adr New (UL)	0.2	$1.4M	23k	60.72	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.4M	15k	91.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.4M	7.8k	181.77	View chart
Amcor Ord (AMCR)	0.2	$1.4M	137k	10.29	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.4M	2.9k	476.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M	5.5k	255.16	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.4M	33k	42.01	View chart
Air Products & Chemicals (APD)	0.2	$1.4M	4.9k	278.46	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.3M	3.1k	438.00	View chart
Paypal Holdings (PYPL)	0.2	$1.3M	22k	60.46	View chart
Merck & Co (MRK)	0.2	$1.3M	12k	112.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.3M	41k	31.18	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M	24k	52.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.2M	12k	98.80	View chart
Virtu Finl Cl A (VIRT)	0.2	$1.2M	44k	27.85	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.2M	15k	82.65	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$1.2M	1.5k	815.80	View chart
Automatic Data Processing (ADP)	0.2	$1.2M	4.7k	258.14	View chart
Celsius Hldgs Com New (CELH)	0.1	$1.2M	29k	41.35	View chart
Amgen (AMGN)	0.1	$1.2M	3.7k	325.21	View chart
Drilling Tools Intl Corp (DTI)	0.1	$1.2M	261k	4.57	View chart
Cooper Cos (COO)	0.1	$1.2M	13k	91.41	View chart
Copart (CPRT)	0.1	$1.2M	23k	50.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.2M	20k	59.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.1M	24k	47.06	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.1M	23k	50.36	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$1.1M	47k	23.74	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$1.1M	2.8k	399.73	View chart
Enbridge (ENB)	0.1	$1.1M	30k	37.30	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	4.7k	234.88	View chart
Nike CL B (NKE)	0.1	$1.1M	15k	71.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.1M	22k	48.69	View chart
Dex (DXCM)	0.1	$1.1M	15k	72.43	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$1.0M	13k	76.29	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.0M	12k	86.00	View chart
FTI Consulting (FCN)	0.1	$992k	4.6k	215.18	View chart
Ypf Sociedad Anonima Spon Adr Cl D (YPF)	0.1	$988k	55k	18.06	View chart
Workday Cl A (WDAY)	0.1	$962k	4.6k	207.75	View chart
CVS Caremark Corporation (CVS)	0.1	$959k	17k	57.81	View chart
Edwards Lifesciences (EW)	0.1	$946k	16k	60.70	View chart
Avantor (AVTR)	0.1	$942k	38k	24.95	View chart
FirstEnergy (FE)	0.1	$939k	22k	41.88	View chart
Steris Shs Usd (STE)	0.1	$934k	3.9k	238.46	View chart
Eaton Corp SHS (ETN)	0.1	$930k	3.4k	272.52	View chart
American Tower Reit (AMT)	0.1	$912k	4.0k	226.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$905k	10k	88.66	View chart
PG&E Corporation (PCG)	0.1	$904k	51k	17.81	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$902k	19k	47.72	View chart
Comfort Systems USA (FIX)	0.1	$902k	3.0k	300.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$900k	6.1k	147.96	View chart
Williams Companies (WMB)	0.1	$896k	22k	41.24	View chart
Bentley Sys Com Cl B (BSY)	0.1	$885k	20k	44.79	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$881k	40k	22.31	View chart
Pjt Partners Com Cl A (PJT)	0.1	$877k	7.4k	118.69	View chart
Allegion Ord Shs (ALLE)	0.1	$862k	6.7k	127.76	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$855k	16k	52.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$848k	8.7k	97.78	View chart
Embraer Sponsored Ads (ERJ)	0.1	$842k	31k	27.10	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$840k	23k	36.02	View chart
Gartner (IT)	0.1	$823k	1.8k	457.47	View chart
Cigna Corp (CI)	0.1	$822k	2.5k	325.73	View chart
Ubs Group SHS (UBS)	0.1	$822k	29k	27.97	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$820k	20k	40.84	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.1	$815k	86k	9.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$815k	15k	54.98	View chart
Coastal Finl Corp Wa Com New (CCB)	0.1	$809k	17k	47.46	View chart
W.R. Berkley Corporation (WRB)	0.1	$802k	15k	54.73	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$789k	82k	9.58	View chart
Casey's General Stores (CASY)	0.1	$787k	2.1k	371.93	View chart
Linde SHS (LIN)	0.1	$784k	1.8k	443.38	View chart
Msci (MSCI)	0.1	$778k	1.5k	517.42	View chart
New Oriental Ed & Technology Spon Adr (EDU)	0.1	$775k	12k	65.27	View chart
Boeing Company (BA)	0.1	$766k	4.6k	167.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$766k	7.0k	108.98	View chart
Watsco, Incorporated (WSO)	0.1	$765k	1.7k	461.17	View chart
Citigroup Com New (C)	0.1	$762k	14k	56.21	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$749k	31k	24.29	View chart
Banco Macro Sa Spon Adr B (BMA)	0.1	$743k	16k	46.54	View chart
Fiverr Intl Ord Shs (FVRR)	0.1	$738k	30k	24.54	View chart
CRH Ord (CRH)	0.1	$731k	9.5k	76.65	View chart
RBC Bearings Incorporated (RBC)	0.1	$728k	2.7k	274.27	View chart
Technipfmc (FTI)	0.1	$717k	28k	25.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$716k	8.7k	82.14	View chart
Icon SHS (ICLR)	0.1	$709k	2.3k	310.49	View chart
Grupo Financiero Galicia Sponsored Adr (GGAL)	0.1	$708k	27k	26.61	View chart
Elf Beauty (ELF)	0.1	$700k	4.0k	175.65	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$698k	24k	29.17	View chart
AES Corporation (AES)	0.1	$693k	43k	16.29	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$686k	20k	33.58	View chart
Ge Aerospace Com New (GE)	0.1	$685k	4.3k	158.38	View chart
Harmony Gold Mining Sponsored Adr (HMY)	0.1	$684k	76k	8.96	View chart
Deckers Outdoor Corporation (DECK)	0.1	$681k	801.00	850.48	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$679k	8.2k	82.38	View chart
MercadoLibre (MELI)	0.1	$678k	382.00	1776.00	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$675k	23k	28.97	View chart
General Mills (GIS)	0.1	$662k	9.7k	68.28	View chart
CSX Corporation (CSX)	0.1	$655k	20k	33.00	View chart
Occidental Petroleum Corporation (OXY)	0.1	$633k	11k	56.18	View chart
Morningstar (MORN)	0.1	$633k	2.1k	301.17	View chart
American Intl Group Com New (AIG)	0.1	$633k	9.0k	70.16	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$632k	12k	51.29	View chart
Corning Incorporated (GLW)	0.1	$630k	17k	37.76	View chart
SPS Commerce (SPSC)	0.1	$625k	3.3k	191.23	View chart
UFP Technologies (UFPT)	0.1	$620k	2.1k	299.73	View chart
Vanguard World Utilities Etf (VPU)	0.1	$618k	3.9k	156.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$613k	6.9k	88.88	View chart
Ing Groep Sponsored Adr (ING)	0.1	$612k	37k	16.68	View chart
Pampa Energia S A Spons Adr Lvl I (PAM)	0.1	$610k	15k	41.97	View chart
Owens Corning (OC)	0.1	$608k	3.7k	164.34	View chart
Tsakos Energy Navigation SHS (TNP)	0.1	$599k	25k	23.59	View chart
Freeport-mcmoran CL B (FCX)	0.1	$598k	15k	40.87	View chart
Tencent Music Entmt Group Spon Ads (TME)	0.1	$596k	47k	12.60	View chart
Vanguard World Health Car Etf (VHT)	0.1	$593k	2.2k	268.95	View chart
Barclays Adr (BCS)	0.1	$593k	56k	10.59	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.1	$591k	49k	12.07	View chart
MetLife (MET)	0.1	$572k	8.4k	67.96	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$570k	22k	26.53	View chart
Markel Corporation (MKL)	0.1	$568k	376.00	1511.76	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.1	$560k	6.0k	93.70	View chart
SYSCO Corporation (SYY)	0.1	$560k	7.5k	74.62	View chart
Barrick Gold Corp (GOLD)	0.1	$560k	33k	17.18	View chart
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF)	0.1	$560k	6.6k	85.26	View chart
Bristol Myers Squibb (BMY)	0.1	$558k	12k	47.59	View chart
Church & Dwight (CHD)	0.1	$557k	5.6k	99.92	View chart
Guidewire Software (GWRE)	0.1	$556k	4.0k	140.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$551k	2.7k	206.00	View chart
Centene Corporation (CNC)	0.1	$551k	7.1k	77.42	View chart
3M Company (MMM)	0.1	$548k	4.4k	124.61	View chart
Tyler Technologies (TYL)	0.1	$545k	957.00	569.01	View chart
Nxp Semiconductors N V (NXPI)	0.1	$542k	2.3k	235.41	View chart
Logitech Intl S A SHS (LOGI)	0.1	$540k	6.4k	84.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$536k	6.0k	89.69	View chart
Marathon Petroleum Corp (MPC)	0.1	$535k	3.3k	162.06	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$533k	62k	8.60	View chart
Compania De Minas Buenaventu Sponsored Adr (BVN)	0.1	$532k	36k	14.70	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$531k	14k	39.38	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$528k	34k	15.67	View chart
Duke Energy Corp Com New (DUK)	0.1	$524k	4.7k	111.02	View chart
Nomura Hldgs Sponsored Adr (NMR)	0.1	$523k	105k	4.98	View chart
Saia (SAIA)	0.1	$521k	1.4k	377.94	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$521k	6.7k	77.22	View chart
Otis Worldwide Corp (OTIS)	0.1	$520k	5.6k	93.42	View chart
Qifu Technology American Dep (QFIN)	0.1	$517k	27k	19.08	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.1	$510k	48k	10.59	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$509k	33k	15.43	View chart
Agnico (AEM)	0.1	$508k	6.9k	73.17	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$507k	7.7k	65.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$504k	4.6k	110.32	View chart
Aegon Amer Reg 1 Cert (AEG)	0.1	$501k	86k	5.85	View chart
Humana (HUM)	0.1	$501k	1.4k	356.31	View chart
Evercore Class A (EVR)	0.1	$496k	2.2k	222.10	View chart
Ptc (PTC)	0.1	$491k	2.9k	168.18	View chart
Becton, Dickinson and (BDX)	0.1	$488k	2.1k	235.80	View chart
Security Natl Finl Corp Cl A New (SNFCA)	0.1	$488k	64k	7.66	View chart
Morgan Stanley Com New (MS)	0.1	$487k	5.3k	92.06	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$486k	5.7k	85.21	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.1	$485k	7.4k	65.28	View chart
Caterpillar (CAT)	0.1	$484k	1.5k	316.81	View chart
Catalent (CTLT)	0.1	$483k	8.2k	59.15	View chart
Cyberark Software SHS (CYBR)	0.1	$483k	2.0k	242.33	View chart
Etfis Ser Tr I Infracp Reit Pfd (PFFR)	0.1	$483k	27k	18.18	View chart
Entegris (ENTG)	0.1	$479k	4.7k	101.89	View chart
Prestige Brands Holdings (PBH)	0.1	$476k	7.0k	67.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$473k	2.0k	236.95	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$472k	2.0k	231.99	View chart
Avadel Pharmaceuticals Com Shs (AVDL)	0.1	$471k	29k	16.13	View chart
Sherwin-Williams Company (SHW)	0.1	$471k	1.4k	339.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$470k	4.7k	100.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$469k	13k	36.98	View chart
Curtiss-Wright (CW)	0.1	$467k	1.8k	265.21	View chart
Medpace Hldgs (MEDP)	0.1	$465k	1.2k	377.00	View chart
Applied Materials (AMAT)	0.1	$460k	2.5k	181.86	View chart
Diageo Spon Adr New (DEO)	0.1	$459k	3.8k	120.01	View chart
Targa Res Corp (TRGP)	0.1	$457k	3.6k	127.86	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$451k	8.2k	54.86	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$447k	15k	29.97	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$447k	4.5k	100.20	View chart
Tractor Supply Company (TSCO)	0.1	$443k	1.7k	256.20	View chart
Jack Henry & Associates (JKHY)	0.1	$442k	2.7k	163.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$439k	9.2k	47.60	View chart
Simon Property (SPG)	0.1	$425k	2.9k	148.03	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$422k	5.0k	84.81	View chart
Sterling Construction Company (STRL)	0.1	$422k	4.1k	102.56	View chart
Cactus Cl A (WHD)	0.1	$421k	7.2k	58.73	View chart
At&t (T)	0.1	$416k	22k	18.91	View chart
Herbalife Com Shs (HLF)	0.1	$411k	43k	9.57	View chart
Southwest Airlines (LUV)	0.1	$404k	17k	23.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$404k	2.7k	152.09	View chart
Firstservice Corp (FSV)	0.0	$399k	2.4k	168.27	View chart
Stevanato Group S P A Ord Shs (STVN)	0.0	$396k	21k	18.87	View chart
Cdw (CDW)	0.0	$394k	1.9k	206.68	View chart
Timken Company (TKR)	0.0	$393k	4.9k	80.94	View chart
Williams-Sonoma (WSM)	0.0	$386k	2.9k	134.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$385k	995.00	386.66	View chart
Halozyme Therapeutics (HALO)	0.0	$382k	7.3k	52.11	View chart
Zeo Energy Corp Cl A (ZEO)	0.0	$380k	100k	3.80	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$376k	10k	37.65	View chart
Canadian Pacific Kansas City (CP)	0.0	$375k	4.9k	77.06	View chart
Azek Cl A (AZEK)	0.0	$370k	9.0k	41.02	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$369k	9.0k	41.13	View chart
Dutch Bros Cl A (BROS)	0.0	$364k	10k	36.13	View chart
Procore Technologies (PCOR)	0.0	$362k	6.8k	53.20	View chart
Aon Shs Cl A (AON)	0.0	$359k	1.1k	328.49	View chart
Avery Dennison Corporation (AVY)	0.0	$357k	1.8k	202.25	View chart
West Pharmaceutical Services (WST)	0.0	$351k	1.2k	301.60	View chart
Valmont Industries (VMI)	0.0	$351k	1.3k	278.75	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$349k	4.0k	87.18	View chart
Oneok (OKE)	0.0	$347k	4.4k	78.62	View chart
Nvent Electric SHS (NVT)	0.0	$347k	5.5k	62.58	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$344k	4.3k	79.33	View chart
Teradata Corporation (TDC)	0.0	$342k	12k	29.15	View chart
Fmc Corp Com New (FMC)	0.0	$341k	5.5k	61.66	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.0	$340k	8.3k	41.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$339k	7.2k	46.90	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$338k	7.7k	43.77	View chart
Traeger Common Stock (COOK)	0.0	$336k	156k	2.15	View chart
KBR (KBR)	0.0	$332k	5.3k	62.99	View chart
Paycom Software (PAYC)	0.0	$330k	2.1k	158.09	View chart
Summit Matls Cl A (SUM)	0.0	$328k	8.9k	36.83	View chart
Dimensional Etf Trust International (DFSI)	0.0	$326k	10k	31.94	View chart
Castle Biosciences (CSTL)	0.0	$322k	15k	21.85	View chart
LKQ Corporation (LKQ)	0.0	$320k	8.1k	39.27	View chart
Appfolio Com Cl A (APPF)	0.0	$319k	1.6k	204.33	View chart
Pinnacle Financial Partners (PNFP)	0.0	$319k	3.8k	84.44	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$317k	4.6k	68.79	View chart
Aaon Com Par $0.004 (AAON)	0.0	$311k	3.6k	85.47	View chart
Utz Brands Com Cl A (UTZ)	0.0	$309k	19k	16.21	View chart
Gilead Sciences (GILD)	0.0	$308k	4.1k	74.84	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$307k	8.5k	36.30	View chart
Enterprise Products Partners (EPD)	0.0	$305k	11k	27.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$305k	3.3k	92.64	View chart
Calix (CALX)	0.0	$305k	8.4k	36.13	View chart
ConocoPhillips (COP)	0.0	$303k	2.9k	104.56	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$303k	8.8k	34.20	View chart
Brown & Brown (BRO)	0.0	$302k	3.1k	98.38	View chart
Insulet Corporation (PODD)	0.0	$295k	1.5k	190.58	View chart
Pfizer (PFE)	0.0	$287k	9.7k	29.74	View chart
Fox Factory Hldg (FOXF)	0.0	$287k	6.9k	41.30	View chart
Tidal Tr Ii Yieldmax Mstr Op (MSTY)	0.0	$286k	12k	24.65	View chart
First American Financial (FAF)	0.0	$284k	4.7k	60.20	View chart
Enlink Midstream Com Unit Rep Ltd (ENLC)	0.0	$283k	23k	12.57	View chart
Terreno Realty Corporation (TRNO)	0.0	$281k	4.3k	64.89	View chart
Lincoln Electric Holdings (LECO)	0.0	$278k	1.5k	190.80	View chart
Starbucks Corporation (SBUX)	0.0	$277k	3.7k	73.86	View chart
Range Resources (RRC)	0.0	$276k	9.7k	28.34	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$269k	5.7k	47.41	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$269k	5.4k	49.35	View chart
Donaldson Company (DCI)	0.0	$267k	3.8k	70.59	View chart
Option Care Health Com New (OPCH)	0.0	$265k	8.9k	29.69	View chart
Blackline (BL)	0.0	$265k	6.1k	43.75	View chart
Nikola Corp Com New	0.0	$263k	34k	7.67	View chart
Repligen Corporation (RGEN)	0.0	$262k	1.6k	162.20	View chart
Kinsale Cap Group (KNSL)	0.0	$261k	585.00	446.87	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$260k	4.6k	56.11	View chart
Hdfc Bank Sponsored Ads (HDB)	0.0	$259k	4.5k	58.04	View chart
Choice Hotels International (CHH)	0.0	$259k	2.1k	124.97	View chart
AtriCure (ATRC)	0.0	$256k	12k	21.43	View chart
Shell Spon Ads (SHEL)	0.0	$253k	3.6k	69.99	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$252k	5.0k	50.63	View chart
Ametek (AME)	0.0	$252k	1.6k	154.69	View chart
Sofi Technologies (SOFI)	0.0	$251k	38k	6.54	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$246k	2.7k	92.56	View chart
Simply Good Foods (SMPL)	0.0	$243k	7.5k	32.22	View chart
Cme (CME)	0.0	$243k	1.2k	197.22	View chart
Werner Enterprises (WERN)	0.0	$240k	6.5k	36.69	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.0	$238k	4.8k	49.72	View chart
Us Bancorp Del Com New (USB)	0.0	$238k	5.8k	40.80	View chart
Entergy Corporation (ETR)	0.0	$237k	2.1k	115.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$236k	2.0k	117.90	View chart
L3harris Technologies (LHX)	0.0	$235k	1.0k	227.10	View chart
Monolithic Power Systems (MPWR)	0.0	$232k	301.00	770.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$231k	2.7k	84.78	View chart
Texas Instruments Incorporated (TXN)	0.0	$225k	1.2k	181.26	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.0	$223k	7.5k	29.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$222k	2.2k	100.36	View chart
American Electric Power Company (AEP)	0.0	$221k	2.3k	98.06	View chart
Global X Fds Rate Preferred (PFFV)	0.0	$218k	9.4k	23.20	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$216k	2.7k	81.15	View chart
Heico Corp Cl A (HEI.A)	0.0	$216k	1.2k	177.85	View chart
Servisfirst Bancshares (SFBS)	0.0	$215k	2.9k	73.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$211k	4.2k	50.89	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$208k	8.8k	23.61	View chart
Haleon Spon Ads (HLN)	0.0	$208k	22k	9.51	View chart
Lennox International (LII)	0.0	$207k	387.00	535.27	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$206k	2.8k	72.67	View chart
Equifax (EFX)	0.0	$206k	740.00	278.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$206k	1.1k	182.78	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$204k	4.2k	48.27	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$204k	2.1k	95.00	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.0	$200k	1.1k	187.29	View chart
Profesionally Managed Portfo Congress Smid Gr (CSMD)	0.0	$200k	7.2k	27.89	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$200k	2.0k	98.73	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$195k	11k	17.93	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$181k	15k	11.96	View chart
Portillos Com Cl A (PTLO)	0.0	$178k	20k	8.88	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$174k	15k	11.61	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$167k	33k	5.12	View chart
Domo Com Cl B (DOMO)	0.0	$156k	21k	7.61	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$75k	27k	2.73	View chart
Mind Medicine Mindmed Com New (MNMD)	0.0	$75k	10k	7.47	View chart
Microvision Inc Del Com New (MVIS)	0.0	$57k	60k	0.94	View chart
Opko Health (OPK)	0.0	$39k	30k	1.31	View chart
Purple Innovatio (PRPL)	0.0	$39k	33k	1.18	View chart
Bioxcel Therapeutics (BTAI)	0.0	$37k	40k	0.92	View chart
Qurate Retail Com Ser A (QRTEA)	0.0	$25k	38k	0.65	View chart
Ocugen (OCGN)	0.0	$24k	20k	1.22	View chart
Kulr Technology Group (KULR)	0.0	$2.5k	11k	0.23	View chart

Past Filings by Diversify Wealth Management

SEC 13F filings are viewable for Diversify Wealth Management going back to 2024

Diversify Wealth Management 2024 Q2 filed Aug. 8, 2024

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