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
HMY
Harmony Gold Mining CO LTD

Basic Materials
10.6K
+ 13.89%
$8.48 - $11.22 $90K - $119K
87K $1B
QCOM
Qualcomm Inc

Technology
1.22K
+ 9.78%
$156.12 - $209.64 $190K - $255K
13.7K $2.28B
CELH
Celsius Holdings, Inc.

Consumer Defensive
20.5K
+ 70.9%
$31.02 - $58.9 $635K - $1.21M
49.4K $1.5B
Ge Vernova Inc
1.1K
New
N/A
1.1K $308M
DIS
Walt Disney CO

Communication Services
1.2K
+ 5.29%
$85.6 - $98.61 $103K - $118K
23.9K $2.3B
BSTP
Innovator Etfs Tr Buffer Step

ETFs
9.37K
New
$30.24 - $32.72 $283K - $307K
9.37K $307M
UPS
United Parcel Service Inc

Industrials
1.74K
+ 13.01%
$123.32 - $147.38 $215K - $257K
15.1K $1.99B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.25K
New
$83.76 - $91.82 $272K - $298K
3.25K $298M
EFV
Msci Eafe Value ETF

ETFs
5.38K
New
$51.72 - $57.96 $278K - $312K
5.38K $297M
ERJ
Embraer S.A.

Industrials
1.61K
+ 5.2%
$25.9 - $36.95 $41.8K - $59.6K
32.7K $1.14B
AVEM
American Centy ETF Tr Avantis

ETFs
4.53K
New
$57.2 - $65.59 $259K - $297K
4.53K $288M
VUSB
Vanguard Bd Index Fds
5.73K
New
N/A
5.73K $285M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.69K
New
$57.2 - $65.72 $268K - $308K
4.69K $284M
STRL
Sterling Construction CO Inc

Industrials
371
+ 9.02%
$102.56 - $148.9 $38K - $55.2K
4.48K $704M
HON
Honeywell International Inc

Industrials
187
+ 1.61%
$196.73 - $220.21 $36.8K - $41.2K
11.8K $2.6B
Cooper Cos Inc
941
+ 7.26%
N/A
13.9K $1.46B
TDY
Teledyne Technologies Inc

Technology
180
+ 6.51%
$381.47 - $437.71 $68.7K - $78.8K
2.95K $1.38B
INTU
Intuit Inc

Technology
463
+ 18.78%
$602.97 - $670.49 $279K - $310K
2.93K $1.76B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.6K
New
$12.67 - $14.36 $249K - $282K
19.6K $269M
AMGN
Amgen Inc

Healthcare
973
+ 26.48%
$309.38 - $337.38 $301K - $328K
4.65K $1.46B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.82K
+ 16.37%
$36.02 - $41.68 $138K - $159K
27.1K $1.1B
ETN
Eaton Corp PLC

Industrials
27
+ 0.79%
$272.52 - $333.02 $7.36K - $8.99K
3.44K $1.19B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.07K
New
$58.03 - $65.37 $236K - $266K
4.07K $254M
PG
Procter & Gamble CO

Consumer Defensive
1.36K
+ 10.37%
$160.76 - $177.82 $218K - $242K
14.5K $2.45B
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
7.87K
New
$29.62 - $31.54 $233K - $248K
7.87K $249M
PEN
Penumbra Inc

Healthcare
1.21K
New
$163.64 - $210.12 $198K - $254K
1.21K $246M
CW
Curtiss Wright Corp

Industrials
261
+ 14.83%
$265.18 - $332.22 $69.2K - $86.7K
2.02K $708M
Solventum Corp
3.3K
New
N/A
3.3K $239M
AMAT
Applied Materials Inc

Technology
1.28K
+ 50.65%
$174.88 - $254.97 $224K - $327K
3.81K $697M
IWN
Ishares Russell2000 Val ETF

ETFs
1.42K
New
$150.05 - $171.34 $212K - $242K
1.42K $234M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.76K
New
$116.79 - $133.54 $205K - $235K
1.76K $233M
Brookfield Asset Managmt LTD
1.5K
+ 11.11%
N/A
15K $758M
GILD
Gilead Sciences, Inc.

Healthcare
2K
+ 48.6%
$66.59 - $83.99 $133K - $168K
6.12K $533M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.52K
New
$60.13 - $68.17 $212K - $240K
3.52K $224M
AZPN
Aspen Technology, Inc.

Technology
964
New
$172.9 - $239.26 $167K - $231K
964 $224M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.5K
+ 93.84%
N/A
9.29K $462M
AOK
Ishares Tr Core Conservative A

ETFs
5.84K
New
$36.8 - $38.71 $215K - $226K
5.84K $221M
FDS
Factset Research Systems Inc

Financial Services
475
New
$397.04 - $469.48 $189K - $223K
475 $220M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.23K
New
$65.06 - $71.72 $210K - $232K
3.23K $220M
PSA
Public Storage

Real Estate
619
New
$283.13 - $365.01 $175K - $226K
619 $210M
MS
Morgan Stanley

Financial Services
606
+ 11.47%
$92.07 - $106.96 $55.8K - $64.8K
5.89K $697M
Dimensional ETF Trust
4.12K
New
N/A
4.12K $209M
IWM
Ishares Russell 2000 ETF

ETFs
941
New
$200.87 - $224.6 $189K - $211K
941 $206M
SONY
Sony Group Corp

Technology
42.2K
+ 511.42%
$81.61 - $98.65 $3.44M - $4.16M
50.4K $883M
ITW
Illinois Tool Works Inc

Industrials
790
New
$233.14 - $263.97 $184K - $209K
790 $203M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.74K
+ 63.98%
$84.77 - $97.13 $148K - $169K
4.46K $430M
NKE
Nike, Inc.

Consumer Cyclical
829
+ 5.45%
$71.09 - $89.44 $58.9K - $74.1K
16K $1.28B
RELX
Relx PLC

Communication Services
2.19K
+ 6.43%
$44.1 - $48.86 $96.7K - $107K
36.3K $1.7B
CRH.L
Crh PLC

Basic Materials
540
+ 5.67%
N/A
10.1K $915M
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
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