Diversify Wealth Management »

shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of (CXDO) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in

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Quarterly reported holdings in by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $139k 21k 6.56

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify Wealth Management

Top funds holding

BlackRock
Vanguard Group
Vanguard Capital Management
Essex Investment Management
Royce & Associates
Bard Associates
Acadian Asset Management
Geode Capital Management
Creative Planning
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Sei Investments
Legato Capital Management
Susquehanna International
Renaissance Technologies

View all funds holding