DIVERSIFY WEALTH MANAGEMENT, LLC

Position in WSO — Watsco Inc

CIK 2030780 SANDY, UT

Position in WSO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$646,091

+$235,349 QoQ

Shares Held

1,776

+45.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,604,752 across 6 Industrial Distribution names. WSO ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POOL	Pool Corp	7,975	$1,613,581
2	DXPE	Dxp Enterprises Inc	8,774	$1,225,991
3	WSO	Watsco Inc This page	1,776	$646,091
4	QXO	QXO, Inc.	25,909	$503,152
5	GWW	W.W. Grainger, Inc.	284	$309,790
6	FAST	Fastenal Co	6,598	$306,147

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$646,091	1,776	+45.7%	Shares	Sole	2026-05-01
2025-12-31	$410,742	1,219	-3.0%	Shares	Sole	2026-02-03
2025-09-30	$508,205	1,257	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$570,131	1,291	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$690,271	1,358	-8.3%	Shares	Sole	2025-05-01
2024-12-31	$701,831	1,481	-3.8%	Shares	Sole	2025-01-16
2024-09-30	$757,003	1,539	-7.2%	Shares	Sole	2024-10-25
2024-06-30	$768,051	1,658	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.