Diversify Wealth Management, LLC Purchases in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
84.9K
+ 352.6%
$45.2 - $47.87 $3.84M - $4.06M
109K $2.52B
VO
Vanguard Mid Cap ETF

ETFs
1.77K
+ 6.13%
$237.84 - $263.83 $422K - $468K
30.7K $8.17B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
28.5K
New
$41.93 - $44.13 $1.19M - $1.26M
28.5K $1.26B
AVGO
Broadcom Inc.

Technology
2.78K
+ 11.38%
$136.27 - $1745.86 $379K - $4.85M
27.2K $4.72B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7.97K
+ 24.88%
$112.99 - $126.45 $900K - $1.01M
40K $4.85B
Axil Brands Inc
271K
New
N/A
271K $1.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.9K
New
$57.32 - $62.65 $1.08M - $1.18M
18.9K $1.18B
UBER
Uber Technologies, Inc

Technology
4.22K
+ 10.82%
$58.48 - $77.47 $247K - $327K
43.2K $3.45B
FREL
Fidelity Covington Tr Msci Rea

ETFs
29.6K
+ 24.95%
$25.07 - $29.94 $742K - $887K
148K $4.33B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22.3K
+ 43.75%
$49.82 - $52.8 $1.11M - $1.18M
73.1K $3.75B
DFAE
Dimensional ETF Tr

ETFs
8.82K
+ 2.67%
$24.46 - $27.82 $216K - $245K
339K $9.1B
WMT
Walmart Inc.

Consumer Defensive
414
+ 0.66%
$66.91 - $81.4 $27.7K - $33.7K
63.6K $5.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.5K
+ 15.99%
$44.65 - $47.21 $1.05M - $1.11M
171K $7.8B
LRCX
Lam Research Corp

Technology
13.2K
New
$731.56 - $1127.3 $9.65M - $14.9M
13.2K $961M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.98K
New
$173.36 - $189.8 $864K - $946K
4.98K $951M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.9K
+ 31.47%
$22.38 - $23.66 $983K - $1.04M
183K $4.19B
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 41.18%
$148.65 - $191.18 $789K - $1.01M
18.2K $2.96B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.7K
+ 16.97%
$23.04 - $24.06 $753K - $787K
225K $5.34B
AVDV
American Centy ETF Tr Avantis

ETFs
12.9K
New
$62.52 - $71.12 $805K - $916K
12.9K $867M
IHDG
Wisdomtree Tr

ETFs
11.3K
+ 8.36%
$42.42 - $46.78 $478K - $527K
146K $6.54B
ACN
Accenture PLC

Technology
715
+ 7.49%
$295.44 - $355.81 $211K - $254K
10.3K $3.8B
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.13K
+ 18.63%
$57.22 - $80.08 $236K - $331K
26.3K $2.12B
CSCO
Cisco Systems, Inc.

Technology
2.73K
+ 5.15%
$44.74 - $53.22 $122K - $145K
55.8K $3.14B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 79.06%
$54.98 - $59.51 $644K - $697K
26.5K $1.58B
LLY
Eli Lilly & CO

Healthcare
191
+ 4.25%
$772.14 - $960.02 $147K - $183K
4.68K $4.23B
VRNA
Verona Pharma PLC

Healthcare
21.3K
New
$15.46 - $30.16 $329K - $641K
21.3K $742M
MA
Mastercard Inc

Financial Services
350
+ 4.55%
$429.6 - $500.99 $150K - $175K
8.05K $4.13B
ICF
Ishares Tr

ETFs
10.9K
New
$56.77 - $67.33 $621K - $737K
10.9K $718M
XOM
Exxon Mobil Corp

Energy
5.29K
+ 35.31%
$109.72 - $119.0 $580K - $629K
20.3K $2.44B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.73K
+ 50.04%
$91.42 - $91.82 $706K - $709K
23.2K $2.12B
ISRG
Intuitive Surgical Inc

Healthcare
934
+ 30.49%
$416.14 - $494.01 $389K - $461K
4K $2.05B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.9K
+ 8.21%
$71.45 - $75.64 $850K - $900K
157K $11.5B
NVS
Novartis Ag

Healthcare
6.17K
New
$106.13 - $120.89 $655K - $746K
6.17K $704M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
117K
+ 271.35%
$6.82 - $12.49 $795K - $1.46M
159K $1.11B
LOW
Lowes Companies Inc

Consumer Cyclical
1.58K
+ 19.38%
$213.3 - $270.78 $337K - $428K
9.74K $2.63B
GGAL
Grupo Financiero Galicia Sa

Financial Services
1.2K
+ 4.52%
$26.61 - $47.1 $32K - $56.6K
27.8K $1.38B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.21K
+ 2.43%
$41.02 - $46.01 $172K - $193K
177K $7.91B
BX
Blackstone Inc.

Financial Services
1.37K
+ 11.59%
$120.77 - $159.66 $165K - $218K
13.2K $2.2B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
34.8K
New
$15.81 - $18.96 $550K - $660K
34.8K $640M
GLD
Spdr Gold Trust

ETFs
2.52K
New
$215.56 - $246.98 $543K - $622K
2.52K $632M
EPAM
Epam Systems, Inc.

Technology
3.25K
New
$185.58 - $185.58 $602K - $602K
3.25K $627M
V
Visa Inc.

Financial Services
862
+ 6.21%
$253.74 - $291.56 $219K - $251K
14.7K $4.18B
VTV
Vanguard Value ETF

ETFs
3.51K
New
$159.75 - $174.57 $561K - $613K
3.51K $616M
AVLV
American Centy ETF Tr Avantis
9.25K
New
$60.05 - $65.83 $556K - $609K
9.25K $614M
QQQ
Invesco Qqq Trust, Series 1

ETFs
700
+ 13.77%
$434.77 - $502.96 $304K - $352K
5.78K $2.82B
LMT
Lockheed Martin Corp

Industrials
832
+ 26.27%
$460.3 - $584.56 $383K - $486K
4K $2.28B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
25.2K
+ 29.48%
$20.69 - $21.17 $521K - $533K
111K $2.32B
ATO
Atmos Energy Corp

Utilities
2.18K
+ 14.27%
$114.08 - $138.75 $248K - $302K
17.4K $2.49B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.4K
+ 33.14%
$44.9 - $47.55 $557K - $590K
49.8K $2.29B
Activity Summary
Buys All Purchases 310 New Holdings 72 Increased Positions 238 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email