DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVY | 5K | $792.84K |
 | LECO | 5K | $1.05M |
 | PEN | 4K | $1.01M |
 | SCHW | 4K | $411.01K |
 | PAC | 4K | $939.21K |
 | COP | 4K | $372.47K |
 | UFPT | 4K | $819.19K |
 | DUK | 4K | $506.38K |
 | MORN | 4K | $871.47K |
 | GXO | 4K | $219.67K |
 | VMI | 4K | $1.61M |
 | RYAN | 4K | $201.35K |
 | ETN | 4K | $1.42M |
 | SOLV | 4K | $248.98K |
 | SAIA | 4K | $1.01M |
 | EPAM | 3K | $563.88K |
 | AFL | 3K | $364.73K |
 | SHEL | 3K | $252.48K |
 | TKR | 3K | $262.84K |
 | CRWV | 3K | $418.80K |
Avery Dennison Corporation
AVY
Shares Held
5K
Value
$792.84K
Lincoln Electric Holdings, Inc.
LECO
Shares Held
5K
Value
$1.05M
Penumbra, Inc.
PEN
Shares Held
4K
Value
$1.01M
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$411.01K
Grupo Aeroportuario del Pacífico, S.A.B. de C.V.
PAC
Shares Held
4K
Value
$939.21K
ConocoPhillips
COP
Shares Held
4K
Value
$372.47K
UFP Technologies, Inc.
UFPT
Shares Held
4K
Value
$819.19K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$506.38K
Morningstar, Inc.
MORN
Shares Held
4K
Value
$871.47K
GXO Logistics, Inc.
GXO
Shares Held
4K
Value
$219.67K
Valmont Industries, Inc.
VMI
Shares Held
4K
Value
$1.61M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
4K
Value
$201.35K
Eaton Corporation plc
ETN
Shares Held
4K
Value
$1.42M
Solventum Corporation
SOLV
Shares Held
4K
Value
$248.98K
Saia, Inc.
SAIA
Shares Held
4K
Value
$1.01M
EPAM Systems, Inc.
EPAM
Shares Held
3K
Value
$563.88K
Aflac Incorporated
AFL
Shares Held
3K
Value
$364.73K
Shell plc
SHEL
Shares Held
3K
Value
$252.48K
The Timken Company
TKR
Shares Held
3K
Value
$262.84K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
3K
Value
$418.80K