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
KT
Kt Corp

Communication Services
43.9K
New
$14.79 - $18.29 $650K - $803K
43.9K $684M
WFC
Wells Fargo & Company

Financial Services
7.95K
+ 33.95%
$54.98 - $77.35 $437K - $615K
31.4K $2.19B
TIGR
Up Fintech Holding LTD

Financial Services
115K
New
$5.5 - $12.39 $632K - $1.42M
115K $662M
CL
Colgate Palmolive CO

Consumer Defensive
7.53K
New
$90.22 - $102.31 $679K - $770K
7.53K $650M
Tidal Tr Ii
15K
New
N/A
15K $646M
Advisors Inner Circle Fd Ii
26.4K
New
N/A
26.4K $645M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
15K
+ 14.98%
$40.97 - $42.66 $616K - $641K
115K $4.81B
VUG
Vanguard Growth ETF

ETFs
1.48K
+ 126.87%
$378.79 - $428.11 $560K - $633K
2.64K $1.08B
VTV
Vanguard Value ETF

ETFs
3.88K
+ 110.36%
$168.32 - $181.87 $652K - $705K
7.39K $1.24B
IWM
Ishares Russell 2000 ETF

ETFs
2.77K
+ 294.26%
$216.13 - $242.4 $598K - $671K
3.71K $804M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
73K
New
$7.83 - $8.16 $572K - $596K
73K $581M
TCOM
Trip.Com Group LTD

Consumer Cyclical
9.1K
New
$58.0 - $75.06 $528K - $683K
9.1K $575M
VO
Vanguard Mid Cap ETF

ETFs
2.51K
+ 8.17%
$261.5 - $284.63 $656K - $714K
33.2K $8.73B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.11K
+ 26.36%
$91.29 - $91.8 $557K - $561K
29.3K $2.68B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.84K
+ 56.02%
$129.13 - $198.21 $237K - $364K
5.12K $1.01B
Advisors Inner Circle Fd Ii
22.7K
New
N/A
22.7K $554M
AMD
Advanced Micro Devices Inc

Technology
10.3K
+ 58.94%
$118.88 - $172.8 $1.23M - $1.79M
27.9K $3.23B
MU
Micron Technology Inc

Technology
5.41K
New
$84.16 - $113.41 $455K - $613K
5.41K $537M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.71K
+ 210.87%
$129.96 - $144.97 $482K - $537K
5.46K $757M
SAP
Sap Se

Technology
1.21K
+ 10.9%
$218.13 - $255.54 $264K - $309K
12.3K $3.09B
ASML
Asml Holding Nv

Technology
586
+ 30.84%
$658.43 - $872.27 $386K - $511K
2.49K $1.84B
AVIG
American Centy ETF Tr Avantis

ETFs
12.5K
+ 142.08%
$40.48 - $42.48 $505K - $529K
21.2K $853M
VGT
Vanguard Information Technolog

ETFs
416
+ 3.08%
$571.78 - $647.97 $238K - $270K
13.9K $8.55B
WAL
Western Alliance Bancorporation

Financial Services
6.01K
New
$80.51 - $96.1 $484K - $577K
6.01K $471M
LLY
Eli Lilly & CO

Healthcare
1.19K
+ 25.48%
$727.2 - $932.06 $868K - $1.11M
5.88K $4.7B
NFLX
Netflix Inc

Communication Services
310
+ 13.16%
$687.65 - $936.56 $213K - $290K
2.67K $2.23B
CYBR
Cyber Ark Software Ltd.

Technology
988
+ 44.3%
$274.1 - $333.15 $271K - $329K
3.22K $1.11B
FUTU
Futu Holdings LTD

Financial Services
6.07K
New
$79.99 - $128.93 $485K - $782K
6.07K $457M
DECK
Deckers Outdoor Corp

Consumer Cyclical
806
+ 16.08%
$152.04 - $211.12 $123K - $170K
5.82K $1.21B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.54K
New
$278.19 - $315.36 $427K - $484K
1.54K $437M
CSGP
Costar Group, Inc.

Real Estate
6.26K
New
$69.7 - $81.97 $436K - $513K
6.26K $437M
VRNA
Verona Pharma PLC

Healthcare
4.51K
+ 21.23%
$28.71 - $47.02 $130K - $212K
25.8K $1.16B
OTIS
Otis Worldwide Corp

Industrials
5.48K
+ 87.31%
$92.57 - $106.01 $508K - $581K
11.8K $1.07B
UNH
Unitedhealth Group Inc

Healthcare
1.68K
+ 16.0%
$485.52 - $625.25 $815K - $1.05M
12.2K $6.33B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
22.5K
+ 25.04%
$9.95 - $12.23 $224K - $275K
112K $1.33B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
27.6K
New
$14.28 - $14.81 $394K - $409K
27.6K $397M
NOC
Northrop Grumman Corp

Industrials
860
New
$466.52 - $543.88 $401K - $468K
860 $395M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.64K
New
$46.07 - $48.17 $398K - $416K
8.64K $394M
MEDP
Medpace Holdings, Inc.

Healthcare
1.03K
+ 71.62%
$308.93 - $363.58 $317K - $373K
2.46K $864M
IXUS
Ishares Tr

ETFs
5.86K
New
$65.95 - $72.56 $387K - $425K
5.86K $383M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.21K
+ 48.93%
$83.95 - $99.75 $269K - $320K
9.76K $943M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.56K
New
$66.77 - $71.52 $371K - $398K
5.56K $380M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.03K
+ 15.67%
N/A
51.9K $3.27B
Viking Holdings LTD
1.96K
+ 3.47%
N/A
58.4K $2.55B
PSN
Parsons Corp

Industrials
4.07K
New
$92.25 - $113.31 $375K - $461K
4.07K $376M
NRG
Nrg Energy, Inc.

Utilities
999
+ 4.29%
$85.3 - $101.61 $85.2K - $102K
24.3K $2.41B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6.74K
+ 16.86%
$114.08 - $125.68 $769K - $847K
46.7K $5.21B
SUM
Summit Materials, Inc.

Basic Materials
4.81K
+ 47.3%
$36.82 - $51.66 $177K - $248K
15K $779M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.94K
New
$185.87 - $204.12 $361K - $396K
1.94K $366M
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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