DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ERIC | 16K | $163.97K |
 | PBH | 16K | $961.99K |
 | OTIS | 16K | $1.43M |
 | BRK-B | 16K | $7.52M |
 | FCX | 16K | $650.02K |
 | QXO | 16K | $272.23K |
 | NOK | 16K | $112.52K |
 | HD | 16K | $5.88M |
 | LUV | 15K | $469.94K |
 | FTI | 15K | $648.13K |
 | STVN | 15K | $374.11K |
 | ARI | 15K | $145.66K |
 | BTAI | 15K | $28.50K |
 | SAP | 15K | $3.85M |
 | ARCC | 15K | $296.79K |
 | B | 15K | $480.27K |
 | CMCSA | 14K | $389.57K |
 | WM | 14K | $2.74M |
 | INTC | 14K | $548.93K |
 | MRK | 14K | $1.13M |
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
16K
Value
$163.97K
Prestige Consumer Healthcare Inc.
PBH
Shares Held
16K
Value
$961.99K
Otis Worldwide Corporation
OTIS
Shares Held
16K
Value
$1.43M
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$7.52M
Freeport-McMoRan Inc.
FCX
Shares Held
16K
Value
$650.02K
QXO Inc
QXO
Shares Held
16K
Value
$272.23K
Nokia Oyj
NOK
Shares Held
16K
Value
$112.52K
The Home Depot, Inc.
HD
Shares Held
16K
Value
$5.88M
Southwest Airlines Co.
LUV
Shares Held
15K
Value
$469.94K
TechnipFMC plc
FTI
Shares Held
15K
Value
$648.13K
Stevanato Group S.p.A.
STVN
Shares Held
15K
Value
$374.11K
Apollo Commercial Real Estate Finance, Inc.
ARI
Shares Held
15K
Value
$145.66K
BioXcel Therapeutics, Inc.
BTAI
Shares Held
15K
Value
$28.50K
SAP SE
SAP
Shares Held
15K
Value
$3.85M
Ares Capital Corporation
ARCC
Shares Held
15K
Value
$296.79K
Barrick Mining Corporation
B
Shares Held
15K
Value
$480.27K
Comcast Corporation
CMCSA
Shares Held
14K
Value
$389.57K
Waste Management, Inc.
WM
Shares Held
14K
Value
$2.74M
Intel Corporation
INTC
Shares Held
14K
Value
$548.93K
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.13M