Diversify Wealth Management, LLC Purchases in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
135K
+ 45.65%
$81.74 - $91.38 $11M - $12.3M
429K $37.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.6K
+ 203.82%
$521.84 - $558.82 $11.8M - $12.6M
33.7K $18B
NVDA
Nvidia Corp

Technology
77.7K
+ 54.24%
$117.0 - $148.88 $9.09M - $11.6M
221K $30B
SPY
Spdr S&P 500 ETF Trust

ETFs
16.8K
+ 29.47%
$567.81 - $607.81 $9.54M - $10.2M
73.8K $42.8B
AAPL
Apple Inc.

Technology
37K
+ 57.94%
$221.69 - $259.02 $8.21M - $9.59M
101K $23.9B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
190K
+ 41.77%
$51.09 - $55.27 $9.7M - $10.5M
644K $32.5B
META
Meta Platforms, Inc.

Communication Services
11.9K
+ 90.46%
$554.08 - $632.68 $6.59M - $7.52M
25K $15.4B
AMZN
Amazon Com Inc

Consumer Cyclical
22.9K
+ 30.2%
$180.88 - $232.93 $4.13M - $5.32M
98.5K $21.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12K
+ 206.93%
$481.22 - $538.17 $5.76M - $6.44M
17.8K $9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
174K
+ 43.57%
$34.13 - $37.35 $5.94M - $6.5M
574K $19.5B
TSLA
Tesla, Inc.

Consumer Cyclical
872
+ 3.62%
$213.65 - $479.86 $186K - $418K
25K $9.85B
CGCP
Capital Group Core Plus Income

ETFs
220K
+ 50.29%
$22.13 - $23.17 $4.87M - $5.1M
657K $14.5B
GOOG
Alphabet Inc.

Communication Services
16.9K
+ 55.68%
$163.08 - $198.16 $2.75M - $3.34M
47.2K $9.11B
Lam Research Corp
51.5K
New
N/A
51.5K $3.84B
Arista Networks Inc
31.6K
New
N/A
31.6K $3.62B
AVGO
Broadcom Inc.

Technology
8.8K
+ 32.33%
$159.67 - $250.0 $1.4M - $2.2M
36K $8.08B
CME
Cme Group Inc.

Financial Services
14K
+ 1159.47%
$221.17 - $246.02 $3.09M - $3.43M
15.2K $3.48B
CRM
Salesforce, Inc.

Technology
7.34K
+ 44.88%
$270.87 - $367.87 $1.99M - $2.7M
23.7K $7.53B
XLK
Technology Sector Spdr

ETFs
12.4K
+ 116.08%
$220.26 - $241.44 $2.72M - $2.99M
23K $5.27B
PANW
Palo Alto Networks Inc

Technology
32K
+ 217.37%
$181.96 - $405.9 $5.82M - $13M
46.7K $8.1B
GOOGL
Alphabet Inc.

Communication Services
11.7K
+ 64.2%
$161.86 - $196.66 $1.89M - $2.3M
29.9K $5.74B
V
Visa Inc.

Financial Services
6.7K
+ 45.47%
$273.87 - $320.91 $1.84M - $2.15M
21.4K $6.6B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
105K
+ 46.8%
$23.29 - $23.93 $2.46M - $2.52M
331K $7.75B
ISRG
Intuitive Surgical Inc

Healthcare
4.07K
+ 101.73%
$471.27 - $550.62 $1.92M - $2.24M
8.06K $4.41B
BXSL
Blackstone Secured Lending Fund

Financial Services
74.2K
New
$29.25 - $33.27 $2.17M - $2.47M
74.2K $2.34B
COST
Costco Wholesale Corp

Consumer Defensive
2.17K
+ 27.72%
$873.59 - $994.69 $1.9M - $2.16M
10K $9.38B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.03K
+ 160.89%
$396.64 - $516.74 $2.39M - $3.11M
9.77K $4B
JPM
Jpmorgan Chase & CO

Financial Services
8.04K
+ 49.72%
$205.18 - $250.29 $1.65M - $2.01M
24.2K $5.8B
MC
Moelis & CO

Financial Services
29.2K
+ 98.2%
$65.74 - $80.49 $1.92M - $2.35M
59K $4.21B
INTU
Intuit Inc

Technology
3K
+ 102.49%
$602.01 - $706.25 $1.81M - $2.12M
5.93K $3.7B
DIS
Walt Disney CO

Communication Services
14.5K
+ 60.49%
$92.39 - $117.6 $1.34M - $1.7M
38.4K $4.17B
PYPL
Pay Pal Holdings, Inc.

Financial Services
21.6K
+ 82.07%
$77.25 - $91.3 $1.67M - $1.97M
47.9K $3.99B
XLI
Industrial Sector Spdr

ETFs
14.1K
New
$131.76 - $143.99 $1.85M - $2.02M
14.1K $1.85B
HD
Home Depot, Inc.

Consumer Cyclical
4.76K
+ 38.4%
$385.02 - $431.37 $1.83M - $2.05M
17.2K $6.69B
CSCO
Cisco Systems, Inc.

Technology
27.2K
+ 48.68%
$52.45 - $60.02 $1.43M - $1.63M
83K $4.88B
CRWD
Crowd Strike Holdings, Inc.

Technology
3.78K
+ 46.97%
$275.15 - $388.2 $1.04M - $1.47M
11.8K $4.13B
SHOP
Shopify Inc.

Technology
1.52K
+ 2.4%
$78.14 - $119.49 $119K - $182K
65K $6.74B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
35.3K
+ 48.24%
$50.14 - $52.56 $1.77M - $1.85M
108K $5.39B
CVX
Chevron Corp

Energy
10.3K
+ 51.18%
$141.15 - $162.53 $1.46M - $1.68M
30.5K $4.67B
ADP
Automatic Data Processing Inc

Industrials
5.71K
+ 102.55%
$280.08 - $307.97 $1.6M - $1.76M
11.3K $3.24B
ATO
Atmos Energy Corp

Utilities
12.4K
+ 71.09%
$136.41 - $151.43 $1.69M - $1.88M
29.8K $4.09B
Rubrik Inc.
1.25K
+ 2.22%
N/A
57.5K $3.65B
ABBV
Abb Vie Inc.

Healthcare
9.84K
+ 62.3%
$164.99 - $203.87 $1.62M - $2.01M
25.6K $4.49B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
71K
+ 64.24%
$20.98 - $21.19 $1.49M - $1.5M
182K $3.83B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
72.1K
+ 39.32%
$22.39 - $23.45 $1.62M - $1.69M
256K $5.69B
BX
Blackstone Inc.

Financial Services
9.2K
+ 69.92%
$148.45 - $199.05 $1.36M - $1.83M
22.3K $3.68B
PULS
Pgim ETF Tr

ETFs
29.8K
+ 39.93%
$49.51 - $49.79 $1.48M - $1.49M
105K $5.19B
ACN
Accenture PLC

Technology
4.76K
+ 46.44%
$343.9 - $376.86 $1.64M - $1.8M
15K $5.25B
MSTR
Microstrategy Inc

Technology
4.39K
New
$162.69 - $473.83 $714K - $2.08M
4.39K $1.44B
Activity Summary
Buys All Purchases 374 New Holdings 76 Increased Positions 298 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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