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
AZEK
Azek CO Inc.

Industrials
4.64K
+ 44.85%
$42.23 - $54.76 $196K - $254K
15K $671M
WHD
Cactus, Inc.

Energy
3.81K
+ 44.84%
$56.69 - $69.49 $216K - $265K
12.3K $732M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.55K
+ 18.54%
$12.27 - $15.41 $117K - $147K
61.1K $863M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.07K
New
$59.25 - $72.99 $241K - $297K
4.07K $229M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
578
New
$260.53 - $404.79 $151K - $234K
578 $229M
IWN
Ishares Russell2000 Val ETF

ETFs
1.45K
+ 102.61%
$162.69 - $181.35 $236K - $263K
2.87K $458M
IOO
Ishares Tr Global 100 ETF

ETFs
2.25K
New
$97.46 - $103.45 $219K - $232K
2.25K $224M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.6K
New
$110.69 - $154.48 $177K - $247K
1.6K $221M
COF
Capital One Financial Corp

Financial Services
1.25K
New
$145.19 - $192.01 $181K - $239K
1.25K $218M
MO
Altria Group, Inc.

Consumer Defensive
4.28K
New
$49.06 - $57.74 $210K - $247K
4.28K $218M
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.3K
New
$17.65 - $18.18 $218K - $224K
12.3K $217M
AVLV
American Centy ETF Tr Avantis
3.16K
+ 34.2%
$65.51 - $71.22 $207K - $225K
12.4K $830M
VBK
Vanguard Small Cap Growth ETF

ETFs
771
New
$264.18 - $304.19 $204K - $235K
771 $216M
RRC
Range Resources Corp

Energy
3.47K
+ 30.06%
$29.77 - $36.41 $103K - $126K
15K $572M
CMI
Cummins Inc

Industrials
606
New
$324.93 - $383.42 $197K - $232K
606 $215M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.71K
+ 35.3%
$67.53 - $85.82 $183K - $233K
10.4K $770M
TRV
Travelers Companies, Inc.

Financial Services
914
New
$225.97 - $266.66 $207K - $244K
914 $212M
SAIA
Saia Inc

Industrials
340
+ 21.74%
$411.44 - $569.08 $140K - $193K
1.9K $858M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
978
+ 21.84%
$101.51 - $140.63 $99.3K - $138K
5.46K $681M
VNQ
Vanguard Specialized Funds Van

ETFs
4.3K
+ 29.06%
$87.85 - $98.6 $378K - $424K
19.1K $1.63B
INTC
Intel Corp

Technology
10.7K
New
$19.07 - $26.23 $205K - $282K
10.7K $206M
UBS
Ubs Group Ag

Financial Services
5.99K
+ 19.3%
$29.78 - $33.08 $179K - $198K
37.1K $1.2B
SPSC
Sps Commerce Inc

Technology
1.35K
+ 37.83%
$165.0 - $198.81 $222K - $267K
4.9K $878M
TJX
Tjx Companies Inc

Consumer Cyclical
1.69K
New
$112.15 - $127.2 $189K - $214K
1.69K $202M
ZION
Zions Bancorporation, National Association

Financial Services
3.77K
New
$45.62 - $61.73 $172K - $233K
3.77K $201M
Annaly Capital Management In
11.1K
New
N/A
11.1K $201M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.29K
+ 25.79%
$183.23 - $199.79 $235K - $257K
6.27K $1.15B
AVDV
American Centy ETF Tr Avantis

ETFs
3.8K
+ 29.5%
$63.85 - $70.4 $242K - $267K
16.7K $1.06B
POOL
Pool Corp

Industrials
953
+ 19.89%
$339.32 - $390.03 $323K - $372K
5.74K $1.87B
CNC
Centene Corp

Healthcare
2.88K
+ 44.04%
$56.71 - $73.94 $163K - $213K
9.41K $582M
LKQ
Lkq Corp

Consumer Cyclical
5.5K
+ 55.42%
$36.0 - $39.99 $198K - $220K
15.4K $560M
TMO
Thermo Fisher Scientific Inc.

Healthcare
564
+ 15.89%
$501.29 - $612.85 $283K - $346K
4.11K $2.23B
QUBT
Quantum Computing Inc.

Technology
20K
New
$0.64 - $21.61 $12.8K - $432K
20K $180M
TSCO
Tractor Supply CO

Consumer Cyclical
11.8K
+ 597.52%
$52.59 - $303.74 $621K - $3.59M
13.8K $752M
ADBE
Adobe Inc.

Technology
2.49K
+ 23.57%
$437.39 - $552.96 $1.09M - $1.38M
13.1K $5.31B
MMM
3 M CO

Industrials
1.23K
+ 32.52%
$124.74 - $137.12 $154K - $169K
5.02K $659M
CVLT
Commvault Systems Inc

Technology
653
+ 19.32%
$132.26 - $177.6 $86.4K - $116K
4.03K $621M
AVEM
American Centy ETF Tr Avantis

ETFs
3.46K
+ 76.35%
$58.59 - $66.14 $203K - $229K
7.99K $460M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.76K
+ 28.42%
$99.11 - $112.25 $175K - $198K
7.96K $808M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.7K
+ 31.02%
$106.33 - $110.69 $181K - $188K
7.18K $763M
PEN
Penumbra Inc

Healthcare
438
+ 36.29%
$190.97 - $253.66 $83.6K - $111K
1.65K $412M
STRL
Sterling Construction CO Inc

Industrials
838
+ 18.7%
$142.94 - $199.03 $120K - $167K
5.32K $870M
WRB
Berkley W R Corp

Financial Services
3.6K
+ 22.71%
$56.48 - $64.94 $203K - $234K
19.4K $1.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.4K
+ 12.2%
$18.41 - $40.87 $375K - $832K
187K $3.45B
AVUV
American Centy ETF Tr Avantis

ETFs
2K
+ 2.66%
$94.37 - $106.41 $188K - $213K
77.1K $7.3B
VIRT
Virtu Financial, Inc.

Financial Services
1.75K
+ 4.0%
$30.43 - $37.95 $53.1K - $66.2K
45.4K $1.57B
IVV
Ishares Core S&P 500 ETF

ETFs
260
+ 10.39%
$570.51 - $610.59 $148K - $159K
2.76K $1.61B
SYK
Stryker Corp

Healthcare
373
+ 4.22%
$345.14 - $392.15 $129K - $146K
9.21K $3.37B
KBR
Kbr, Inc.

Industrials
3.57K
+ 58.47%
$55.19 - $72.02 $197K - $257K
9.67K $564M
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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