DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 47K | $5.32M |
 | ORCL | 46K | $11.93M |
 | EW | 46K | $3.84M |
 | PKG | 46K | $9.01M |
 | DIS | 44K | $4.91M |
 | FTNT | 44K | $3.83M |
 | SHOP | 43K | $7.44M |
 | PECO | 43K | $1.44M |
 | AVGO | 42K | $15.39M |
 | AES | 42K | $572.36K |
 | ATO | 42K | $7.24M |
 | CVX | 42K | $6.42M |
 | ENB | 42K | $1.94M |
 | ABNB | 41K | $5.23M |
 | IOVA | 40K | $78.00K |
 | O | 40K | $2.32M |
 | RBRK | 38K | $2.90M |
 | ANET | 37K | $5.86M |
 | ZTS | 35K | $5.05M |
 | EMR | 35K | $4.89M |
Exxon Mobil Corporation
XOM
Shares Held
47K
Value
$5.32M
Oracle Corporation
ORCL
Shares Held
46K
Value
$11.93M
Edwards Lifesciences Corporation
EW
Shares Held
46K
Value
$3.84M
Packaging Corporation of America
PKG
Shares Held
46K
Value
$9.01M
The Walt Disney Company
DIS
Shares Held
44K
Value
$4.91M
Fortinet, Inc.
FTNT
Shares Held
44K
Value
$3.83M
Shopify Inc.
SHOP
Shares Held
43K
Value
$7.44M
Phillips Edison & Company, Inc.
PECO
Shares Held
43K
Value
$1.44M
Broadcom Inc.
AVGO
Shares Held
42K
Value
$15.39M
The AES Corporation
AES
Shares Held
42K
Value
$572.36K
Atmos Energy Corporation
ATO
Shares Held
42K
Value
$7.24M
Chevron Corporation
CVX
Shares Held
42K
Value
$6.42M
Enbridge Inc.
ENB
Shares Held
42K
Value
$1.94M
Airbnb, Inc.
ABNB
Shares Held
41K
Value
$5.23M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
40K
Value
$78.00K
Realty Income Corporation
O
Shares Held
40K
Value
$2.32M
Rubrik, Inc.
RBRK
Shares Held
38K
Value
$2.90M
Arista Networks, Inc.
ANET
Shares Held
37K
Value
$5.86M
Zoetis Inc.
ZTS
Shares Held
35K
Value
$5.05M
Emerson Electric Co.
EMR
Shares Held
35K
Value
$4.89M