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
GLD
Spdr Gold Trust

ETFs
252
+ 10.01%
$236.59 - $257.5 $59.6K - $64.9K
2.77K $688M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
777
+ 23.93%
$88.59 - $94.57 $68.8K - $73.5K
4.02K $353M
PDI
Pimco Dynamic Income Fund

Financial Services
3.51K
+ 21.53%
$18.33 - $20.85 $64.3K - $73.2K
19.8K $373M
MS
Morgan Stanley

Financial Services
183
+ 3.11%
$104.42 - $134.99 $19.1K - $24.7K
6.07K $750M
ING
Ing Groep Nv

Financial Services
6.24K
+ 16.14%
$15.1 - $17.73 $94.2K - $111K
44.9K $698M
LUV
Southwest Airlines CO

Industrials
409
+ 2.6%
$28.99 - $34.84 $11.9K - $14.2K
16.1K $534M
T
At&T Inc.

Communication Services
2.94K
+ 16.12%
$21.22 - $23.88 $62.3K - $70.1K
21.2K $459M
ITW
Illinois Tool Works Inc

Industrials
209
+ 26.46%
$253.56 - $278.5 $53K - $58.2K
999 $245M
SYY
Sysco Corp

Consumer Defensive
611
+ 7.27%
$73.63 - $81.77 $45K - $50K
9.02K $664M
AON
Aon PLC

Financial Services
125
+ 13.59%
$344.14 - $393.31 $43K - $49.2K
1.05K $365M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
326
+ 12.5%
$100.16 - $100.7 $32.7K - $32.8K
2.93K $295M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.76K
+ 0.94%
$25.33 - $51.16 $69.8K - $141K
295K $7.5B
NEE
Nextera Energy Inc

Utilities
1.42K
+ 36.38%
$69.77 - $85.43 $98.9K - $121K
5.31K $358M
SPSB
Spdr Portfolio Short Term Corp

ETFs
921
+ 8.43%
$29.77 - $30.19 $27.4K - $27.8K
11.8K $353M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
725
+ 17.8%
$58.88 - $64.8 $42.7K - $47K
4.8K $279M
SPYI
Shp ETF Tr Neos S&P 500 High I
588
+ 5.13%
N/A
12K $609M
NINE
Nine Energy Service, Inc.

Energy
17.5K
New
$0.82 - $1.75 $14.4K - $30.6K
17.5K $22.2M
VV
Vanguard Large Cap ETF

ETFs
65
+ 3.27%
$260.27 - $280.65 $16.9K - $18.2K
2.05K $549M
ETR
Entergy Corp

Utilities
1.76K
+ 93.17%
$73.19 - $156.4 $129K - $275K
3.65K $278M
American Centy ETF Tr
456
+ 7.38%
N/A
6.63K $382M
GIS
General Mills Inc

Consumer Defensive
1.96K
+ 20.28%
$62.78 - $74.62 $123K - $146K
11.6K $679M
OPCH
Option Care Health, Inc.

Healthcare
3.26K
+ 31.66%
$21.74 - $31.64 $70.9K - $103K
13.6K $325M
PFE
Pfizer Inc

Healthcare
1.31K
+ 13.85%
$24.8 - $30.19 $32.4K - $39.5K
10.8K $287M
NVS
Novartis Ag

Healthcare
1.07K
+ 17.38%
$96.78 - $117.18 $104K - $126K
7.24K $717M
SPG
Simon Property Group Inc

Real Estate
74
+ 2.5%
$167.23 - $183.84 $12.4K - $13.6K
3.04K $519M
ETN
Eaton Corp PLC

Industrials
47
+ 1.37%
$326.96 - $377.52 $15.4K - $17.7K
3.49K $1.19B
AVTR
Avantor, Inc.

Basic Materials
3.72K
+ 9.97%
$19.72 - $25.54 $73.4K - $95.1K
41.1K $890M
AEP
American Electric Power CO Inc

Utilities
192
+ 8.84%
$90.91 - $102.21 $17.5K - $19.6K
2.36K $221M
OXY
Occidental Petroleum Corp

Energy
19
+ 0.16%
$45.36 - $55.91 $862 - $1.06K
12.2K $624M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16
+ 0.27%
$50.73 - $51.08 $812 - $817
6K $306M
DFSB
Dimensional ETF Tr Dimensional
573
+ 3.53%
N/A
16.8K $847M
MELI
Mercadolibre Inc

Consumer Cyclical
62
+ 15.58%
$1666.0 - $2117.3 $103K - $131K
460 $809M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.22K
+ 4.36%
$55.73 - $66.16 $124K - $147K
53.2K $3B
HDB
Hdfc Bank LTD

Financial Services
358
+ 7.76%
$59.45 - $68.01 $21.3K - $24.3K
4.97K $291M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.1%
$417.69 - $450.94 $418 - $451
999 $419M
VHT
Vanguard Health Care ETF

ETFs
112
+ 5.54%
$250.81 - $283.3 $28.1K - $31.7K
2.13K $549M
FCN
Fti Consulting, Inc

Industrials
860
+ 18.13%
$190.39 - $231.2 $164K - $199K
5.6K $1.08B
BDX
Becton Dickinson & CO

Healthcare
35
+ 1.43%
$220.02 - $243.75 $7.7K - $8.53K
2.49K $581M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
124
+ 0.29%
$42.33 - $43.3 $5.25K - $5.37K
42.7K $1.82B
Solventum Corp
132
+ 4.0%
N/A
3.44K $230M
BRO
Brown & Brown, Inc.

Financial Services
10
+ 0.36%
$100.93 - $113.42 $1.01K - $1.13K
2.8K $285M
VCIT
Vanguard Intermediate Term Cor

ETFs
84
+ 1.07%
$80.13 - $83.77 $6.73K - $7.04K
7.92K $628M
AEM
Agnico Eagle Mines LTD

Basic Materials
141
+ 2.13%
$75.99 - $88.85 $10.7K - $12.5K
6.75K $569M
IBM
International Business Machines Corp

Technology
787
+ 5.32%
$204.9 - $238.04 $161K - $187K
15.6K $3.42B
GE
General Electric CO

Industrials
161
+ 3.44%
$159.95 - $194.23 $25.8K - $31.3K
4.85K $832M
LHX
L3 Harris Technologies, Inc.

Industrials
92
+ 8.94%
$208.94 - $264.22 $19.2K - $24.3K
1.12K $233M
DHR
Danaher Corp

Healthcare
592
+ 7.8%
$226.16 - $274.52 $134K - $163K
8.19K $1.92B
CSX
Csx Corp

Industrials
424
+ 2.23%
$31.58 - $36.88 $13.4K - $15.6K
19.4K $617M
PKG
Packaging Corp Of America

Consumer Cyclical
24
+ 0.05%
$211.98 - $248.85 $5.09K - $5.97K
46.1K $10.5B
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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