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
PAYC
Paycom Software, Inc.

Technology
1.02K
+ 49.14%
$140.16 - $173.86 $144K - $178K
3.11K $511M
MKC
Mccormick & CO Inc

Consumer Defensive
1.77K
+ 13.24%
$69.44 - $84.76 $123K - $150K
15.1K $1.2B
KO
Coca Cola CO

Consumer Defensive
2.69K
+ 10.98%
$62.69 - $73.01 $169K - $196K
27.2K $1.85B
UBS
Ubs Group Ag

Financial Services
1.68K
+ 5.71%
$27.97 - $31.42 $46.9K - $52.7K
31.1K $992M
GOOG
Alphabet Inc.

Communication Services
334
+ 1.11%
$149.54 - $192.66 $49.9K - $64.3K
30.3K $4.98B
GE
General Electric CO

Industrials
360
+ 8.32%
$156.66 - $189.66 $56.4K - $68.3K
4.69K $851M
BCS
Barclays PLC

Financial Services
4.82K
+ 8.61%
$10.59 - $12.45 $51.1K - $60K
60.8K $758M
ALLE
Allegion PLC

Industrials
62
+ 0.92%
$114.67 - $145.7 $7.11K - $9.03K
6.81K $1.03B
COOK
Traeger, Inc.

Consumer Cyclical
8.5K
+ 5.45%
$2.15 - $3.92 $18.3K - $33.3K
165K $499M
CYBR
Cyber Ark Software Ltd.

Technology
236
+ 11.84%
$241.52 - $291.61 $57K - $68.8K
2.23K $644M
ASX
Ase Technology Holding Co., Ltd.

Technology
6.21K
+ 10.02%
$8.6 - $12.5 $53.4K - $77.6K
68.2K $691M
ENB
Enbridge Inc

Energy
1.02K
+ 3.44%
$35.27 - $41.18 $35.8K - $41.8K
30.6K $1.26B
Qxo Inc
10.3K
New
N/A
10.3K $156M
TMO
Thermo Fisher Scientific Inc.

Healthcare
378
+ 11.92%
$531.86 - $624.21 $201K - $236K
3.55K $2.05B
VMI
Valmont Industries Inc

Industrials
249
+ 19.78%
$260.22 - $302.59 $64.8K - $75.3K
1.51K $491M
MRK
Merck & Co., Inc.

Healthcare
1.94K
+ 16.77%
$111.15 - $128.97 $215K - $250K
13.5K $1.43B
NVT
N Vent Electric PLC

Industrials
1.09K
+ 19.59%
$60.72 - $81.19 $65.9K - $88.1K
6.62K $484M
Tidal Tr Ii
2.14K
+ 18.4%
N/A
13.8K $422M
WRB
Berkley W R Corp

Financial Services
1.18K
+ 8.07%
$51.54 - $79.62 $61K - $94.2K
15.8K $937M
MORN
Morningstar, Inc.

Financial Services
143
+ 6.8%
$295.85 - $326.31 $42.3K - $46.7K
2.25K $767M
TTE
Total Energies Se

Energy
2.2K
+ 28.44%
$68.61 - $68.61 $151K - $151K
9.93K $642M
PODD
Insulet Corp

Healthcare
280
+ 18.1%
$180.69 - $239.01 $50.6K - $66.9K
1.83K $429M
TSCO
Tractor Supply CO

Consumer Cyclical
246
+ 14.22%
$251.95 - $290.93 $62K - $71.6K
1.98K $577M
MELI
Mercadolibre Inc

Consumer Cyclical
16
+ 4.19%
$1591.44 - $2140.1 $25.5K - $34.2K
398 $811M
ASML
Asml Holding Nv

Technology
411
+ 27.6%
$749.82 - $1098.95 $308K - $452K
1.9K $1.35B
USB
Us Bancorp \De\

Financial Services
1.72K
+ 29.52%
$39.04 - $47.23 $67.2K - $81.3K
7.56K $367M
DEO
Diageo PLC

Consumer Defensive
543
+ 14.19%
$120.02 - $140.77 $65.2K - $76.4K
4.37K $586M
OTIS
Otis Worldwide Corp

Industrials
717
+ 12.89%
$91.43 - $104.43 $65.6K - $74.9K
6.28K $646M
SAIA
Saia Inc

Industrials
185
+ 13.42%
$367.6 - $509.42 $68K - $94.2K
1.56K $646M
BMY
Bristol Myers Squibb CO

Healthcare
1.12K
+ 9.58%
$39.66 - $51.75 $44.5K - $58.1K
12.8K $681M
JKHY
Henry Jack & Associates Inc

Technology
355
+ 13.17%
$160.87 - $177.06 $57.1K - $62.9K
3.05K $563M
TPYP
Managed Portfolio Ser Tortoise

ETFs
723
+ 3.1%
$28.68 - $32.0 $20.7K - $23.1K
24K $786M
PTC
Ptc Inc.

Technology
347
+ 11.88%
$164.85 - $187.32 $57.2K - $65K
3.27K $600M
BSY
Bentley Systems Inc

Technology
428
+ 2.17%
$44.79 - $51.95 $19.2K - $22.2K
20.2K $993M
PCOR
Procore Technologies, Inc.

Technology
799
+ 11.74%
$51.74 - $71.71 $41.3K - $57.3K
7.61K $469M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.19K
+ 4.88%
$9.27 - $11.62 $38.8K - $48.6K
90K $918M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
8.51K
+ 10.34%
$9.55 - $11.13 $81.3K - $94.7K
90.9K $891M
BDX
Becton Dickinson & CO

Healthcare
381
+ 18.4%
$221.47 - $242.41 $84.4K - $92.4K
2.45K $590M
MKL
Markel Corp

Financial Services
50
+ 13.3%
$1494.55 - $1645.69 $74.7K - $82.3K
426 $668M
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.11K
+ 28.75%
$51.3 - $64.42 $108K - $136K
9.44K $480M
FCN
Fti Consulting, Inc

Industrials
132
+ 2.86%
$213.61 - $230.59 $28.2K - $30.4K
4.74K $1.09B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.57K
+ 40.52%
$23.61 - $24.64 $84.4K - $88K
12.4K $301M
Linde PLC
63
+ 3.56%
N/A
1.83K $875M
CDW
Cdw Corp

Technology
317
+ 16.65%
$206.67 - $239.84 $65.5K - $76K
2.22K $483M
SPG
Simon Property Group Inc

Real Estate
87
+ 3.03%
$146.09 - $170.11 $12.7K - $14.8K
2.96K $515M
SUM
Summit Materials, Inc.

Basic Materials
1.26K
+ 14.15%
$35.61 - $41.78 $44.9K - $52.6K
10.2K $413M
CPRT
Copart Inc

Consumer Cyclical
1.45K
+ 6.25%
$49.19 - $55.54 $71.2K - $80.4K
24.6K $1.26B
Aegon LTD
5.47K
+ 6.39%
N/A
91.1K $583M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
12.3K
New
$6.86 - $8.99 $84.2K - $110K
12.3K $81.9M
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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