Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

Diversify Wealth Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.28 Trillion distributed in 514 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $48.4B, Spdr S&P 500 ETF Trust with a value of $42.8B, Spdr Portfolio with a value of $37.6B, Spdr Portfolio S&P 500 Value E with a value of $32.5B, and Nvidia Corp with a value of $30B.

Examining the 13F form we can see an increase of $244B in the current position value, from $1.04T to 1.28T.

Diversify Wealth Management, LLC is based out at Sandy, UT

Below you can find more details about Diversify Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Trillion
ETFs: $616 Billion
Technology: $190 Billion
Financial Services: $90.6 Billion
Healthcare: $79.7 Billion
Consumer Cyclical: $75.2 Billion
Communication Services: $47.6 Billion
Industrials: $46.4 Billion
Consumer Defensive: $45.5 Billion
Other: $50.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.4 Billion 3.77% of portfolio
1,204,295
Q4 2024 Reduced 3.7%
$0
$42.8 Billion 3.34% of portfolio
73,811
Q4 2024 Added 29.47%
$0
$37.6 Billion 2.93% of portfolio
429,490
Q4 2024 Added 45.65%
$0
$32.5 Billion 2.53% of portfolio
644,421
Q4 2024 Added 41.77%
$367B
$30 Billion 2.34% of portfolio
220,962
Q4 2024 Added 54.24%
$3.59T
$23.9 Billion 1.86% of portfolio
100,959
Q4 2024 Added 57.94%
$2.4T
$21.6 Billion 1.68% of portfolio
98,519
Q4 2024 Added 30.2%
$0
$19.5 Billion 1.52% of portfolio
573,771
Q4 2024 Added 43.57%
$0
$19.1 Billion 1.49% of portfolio
108,188
Q4 2024 Added 3.89%
$3.33T
$18.8 Billion 1.46% of portfolio
44,834
Q4 2024 Added 35.73%
$0
$18.3 Billion 1.43% of portfolio
532,854
Q4 2024 Added 4.71%
$0
$18 Billion 1.4% of portfolio
33,663
Q4 2024 Added 203.82%
$0
$17.2 Billion 1.34% of portfolio
595,335
Q4 2024 Added 2.48%
$0
$15.5 Billion 1.21% of portfolio
644,446
Q4 2024 Added 12.18%
$1.43T
$15.4 Billion 1.2% of portfolio
25,040
Q4 2024 Added 90.46%
$0
$14.5 Billion 1.13% of portfolio
657,490
Q4 2024 Added 50.29%
$0
$11.5 Billion 0.9% of portfolio
478,389
Q4 2024 Reduced 13.33%
$0
$11.4 Billion 0.89% of portfolio
279,994
Q4 2024 Reduced 2.08%
$0
$10.8 Billion 0.84% of portfolio
151,813
Q4 2024 Reduced 3.26%
$22.5B
$10.5 Billion 0.82% of portfolio
46,058
Q4 2024 Added 0.05%
$1.3T
$9.85 Billion 0.77% of portfolio
24,950
Q4 2024 Added 3.62%
$417B
$9.38 Billion 0.73% of portfolio
10,007
Q4 2024 Added 27.72%
$8.94B
$9.26 Billion 0.72% of portfolio
92,322
Q4 2024 Reduced 0.1%
$0
$9.28 Billion 0.72% of portfolio
38,988
Q4 2024 Added 3.33%
$1.21T
$9.11 Billion 0.71% of portfolio
47,158
Q4 2024 Added 55.68%
$0
$9.07 Billion 0.71% of portfolio
179,960
Q4 2024 Reduced 9.93%
$0
$9 Billion 0.7% of portfolio
17,750
Q4 2024 Added 206.93%
$0
$8.87 Billion 0.69% of portfolio
207,111
Q4 2024 Added 21.21%
$0
$8.73 Billion 0.68% of portfolio
33,230
Q4 2024 Added 8.17%
$0
$8.57 Billion 0.67% of portfolio
345,245
Q4 2024 Added 1.9%
$0
$8.55 Billion 0.67% of portfolio
13,936
Q4 2024 Added 3.08%
$97.3B
$8.08 Billion 0.63% of portfolio
36,000
Q4 2024 Added 32.33%
$56B
$8.1 Billion 0.63% of portfolio
46,723
Q4 2024 Added 217.37%
$0
$7.67 Billion 0.6% of portfolio
172,373
Q4 2024 Added 1.04%
$0
$7.75 Billion 0.6% of portfolio
330,826
Q4 2024 Added 46.8%
$335B
$7.53 Billion 0.59% of portfolio
23,680
Q4 2024 Added 44.88%
$0
$7.5 Billion 0.58% of portfolio
294,719
Q4 2024 Added 0.94%
$503B
$7.3 Billion 0.57% of portfolio
47,231
Q4 2024 Added 28.59%
$0
$7.3 Billion 0.57% of portfolio
77,062
Q4 2024 Added 2.66%
$0
$7.25 Billion 0.56% of portfolio
324,288
Q4 2024 Reduced 1.45%
$0
$6.87 Billion 0.54% of portfolio
155,462
Q4 2024 Added 6.51%
$127B
$6.74 Billion 0.53% of portfolio
64,952
Q4 2024 Added 2.4%
$229B
$6.69 Billion 0.52% of portfolio
6,531
Q4 2024 Added 0.65%
$0
$6.66 Billion 0.52% of portfolio
151,012
Q4 2024 Reduced 14.86%
$424B
$6.69 Billion 0.52% of portfolio
17,153
Q4 2024 Added 38.4%
$255B
$6.59 Billion 0.51% of portfolio
70,815
Q4 2024 Added 11.32%
$537B
$6.6 Billion 0.51% of portfolio
21,449
Q4 2024 Added 45.47%
$0
$6.31 Billion 0.49% of portfolio
233,549
Q4 2024 Added 2.05%
$496B
$6.33 Billion 0.49% of portfolio
12,166
Q4 2024 Added 16.0%

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $1.28 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 76 stocks
  • Additional Purchases 298 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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