DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EVR | 2K | $504.37K |
 | JLL | 2K | $487.90K |
 | MSCI | 2K | $876.78K |
 | APPF | 1K | $390.50K |
 | VRSK | 1K | $318.18K |
 | GS | 1K | $1.13M |
 | CASY | 1K | $723.57K |
 | FICO | 1K | $2.26M |
 | GEV | 1K | $785.30K |
 | CAT | 1K | $770.55K |
 | TMO | 1K | $738.57K |
 | HLI | 1K | $228.82K |
 | COF | 1K | $279.49K |
 | WSO | 1K | $454.37K |
 | LHX | 1K | $330.15K |
 | AME | 1K | $221.37K |
 | WSM | 1K | $211.84K |
 | ITW | 1K | $263.43K |
 | IDXX | 1K | $776.44K |
 | NOC | 863 | $496.74K |
Evercore Inc.
EVR
Shares Held
2K
Value
$504.37K
Jones Lang LaSalle Incorporated
JLL
Shares Held
2K
Value
$487.90K
MSCI Inc.
MSCI
Shares Held
2K
Value
$876.78K
AppFolio, Inc.
APPF
Shares Held
1K
Value
$390.50K
Verisk Analytics, Inc.
VRSK
Shares Held
1K
Value
$318.18K
The Goldman Sachs Group, Inc.
GS
Shares Held
1K
Value
$1.13M
Casey's General Stores, Inc.
CASY
Shares Held
1K
Value
$723.57K
Fair Isaac Corporation
FICO
Shares Held
1K
Value
$2.26M
GE Vernova Inc.
GEV
Shares Held
1K
Value
$785.30K
Caterpillar Inc.
CAT
Shares Held
1K
Value
$770.55K
Thermo Fisher Scientific Inc.
TMO
Shares Held
1K
Value
$738.57K
Houlihan Lokey, Inc.
HLI
Shares Held
1K
Value
$228.82K
Capital One Financial Corporation
COF
Shares Held
1K
Value
$279.49K
Watsco, Inc.
WSO
Shares Held
1K
Value
$454.37K
L3Harris Technologies, Inc.
LHX
Shares Held
1K
Value
$330.15K
AMETEK, Inc.
AME
Shares Held
1K
Value
$221.37K
Williams-Sonoma, Inc.
WSM
Shares Held
1K
Value
$211.84K
Illinois Tool Works Inc.
ITW
Shares Held
1K
Value
$263.43K
IDEXX Laboratories, Inc.
IDXX
Shares Held
1K
Value
$776.44K
Northrop Grumman Corporation
NOC
Shares Held
863
Value
$496.74K