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

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Quarterly reported holdings in by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $147k 21k 6.92
2026-03-31 $139k 21k 6.56

More positions owned by Diversify Wealth Management

Ishares Tr Russell 2000 Etf (IWM)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Motorola Solutions Com New (MSI)

View all positions for Diversify Wealth Management

Top funds holding

BlackRock
Royce & Associates
Vanguard Capital Management
Essex Investment Management
Citadel Advisors
Acadian Asset Management
Goldman Sachs Group
Geode Capital Management
Renaissance Technologies
Dimensional Fund Advisors
Jane Street
Qube Research & Technologies
Arrowstreet Capital, Limited Partnership
Bard Associates
Susquehanna International

View all funds holding