DIVERSIFY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 13K | $2.00M |
 | CRH | 13K | $1.59M |
 | BRSP | 13K | $67.77K |
 | SE | 13K | $2.06M |
 | SOFI | 13K | $399.42K |
 | AMGN | 13K | $3.84M |
 | ADBE | 13K | $4.36M |
 | TRNO | 13K | $743.96K |
 | CSX | 13K | $458.09K |
 | CVS | 13K | $1.00M |
 | OXY | 13K | $519.77K |
 | CRWD | 13K | $6.93M |
 | UNH | 12K | $4.16M |
 | COST | 12K | $11.45M |
 | AXP | 12K | $4.46M |
 | VRTX | 12K | $5.20M |
 | DHR | 12K | $2.60M |
 | BMY | 12K | $553.80K |
 | OLLI | 12K | $1.49M |
 | VEEV | 12K | $3.49M |
The Procter & Gamble Company
PG
Shares Held
13K
Value
$2.00M
CRH plc
CRH
Shares Held
13K
Value
$1.59M
BrightSpire Capital, Inc.
BRSP
Shares Held
13K
Value
$67.77K
Sea Limited
SE
Shares Held
13K
Value
$2.06M
SoFi Technologies, Inc.
SOFI
Shares Held
13K
Value
$399.42K
Amgen Inc.
AMGN
Shares Held
13K
Value
$3.84M
Adobe Inc.
ADBE
Shares Held
13K
Value
$4.36M
Terreno Realty Corporation
TRNO
Shares Held
13K
Value
$743.96K
CSX Corporation
CSX
Shares Held
13K
Value
$458.09K
CVS Health Corporation
CVS
Shares Held
13K
Value
$1.00M
Occidental Petroleum Corporation
OXY
Shares Held
13K
Value
$519.77K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
13K
Value
$6.93M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.16M
Costco Wholesale Corporation
COST
Shares Held
12K
Value
$11.45M
American Express Company
AXP
Shares Held
12K
Value
$4.46M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
12K
Value
$5.20M
Danaher Corporation
DHR
Shares Held
12K
Value
$2.60M
Bristol-Myers Squibb Company
BMY
Shares Held
12K
Value
$553.80K
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
12K
Value
$1.49M
Veeva Systems Inc.
VEEV
Shares Held
12K
Value
$3.49M