Stock Taper

DIVERSIFY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hercules Capital, Inc.HTGC23.86K$376.71K
Abbott LaboratoriesABT23.68K$2.47M
LKQ CorporationLKQ23.63K$620.32K
EPR PropertiesEPR23.52K$1.49M
Terreno Realty CorporationTRNO23.06K$1.68M
Huntington Bancshares IncorporatedHBAN22.7K$389.47K
American Express CompanyAXP22.6K$7.58M
Utz Brands, Inc.UTZ22.53K$317.26K
Occidental Petroleum CorporationOXY22.46K$1.23M
Haleon plcHLN22.31K$221.78K
Berkshire Hathaway Inc.BRK-B22.3K$11.09M
Amgen Inc.AMGN22.3K$8.39M
PureCycle Technologies, Inc.PCT22.18K$132.62K
Vertex Pharmaceuticals IncorporatedVRTX22.17K$10.62M
Franklin BSP Realty Trust, Inc.FBRT22.01K$177.11K
W. R. Berkley CorporationWRB21.97K$1.66M
Harmony Gold Mining Company LimitedHMY21.89K$347.38K
Starbucks CorporationSBUX21.86K$2.27M
ONEOK, Inc.OKE21.83K$1.95M
W. P. Carey Inc.WPC21.68K$1.65M