Diversify Wealth Management, LLC Incresed Positions in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 79.06%
$54.98 - $59.51 $644K - $697K
26.5K $1.58B
LLY
Eli Lilly & CO

Healthcare
191
+ 4.25%
$772.14 - $960.02 $147K - $183K
4.68K $4.23B
MA
Mastercard Inc

Financial Services
350
+ 4.55%
$429.6 - $500.99 $150K - $175K
8.05K $4.13B
XOM
Exxon Mobil Corp

Energy
5.29K
+ 35.31%
$109.72 - $119.0 $580K - $629K
20.3K $2.44B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.73K
+ 50.04%
$91.42 - $91.82 $706K - $709K
23.2K $2.12B
ISRG
Intuitive Surgical Inc

Healthcare
934
+ 30.49%
$416.14 - $494.01 $389K - $461K
4K $2.05B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.9K
+ 8.21%
$71.45 - $75.64 $850K - $900K
157K $11.5B
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
117K
+ 271.35%
$6.82 - $12.49 $795K - $1.46M
159K $1.11B
LOW
Lowes Companies Inc

Consumer Cyclical
1.58K
+ 19.38%
$213.3 - $270.78 $337K - $428K
9.74K $2.63B
GGAL
Grupo Financiero Galicia Sa

Financial Services
1.2K
+ 4.52%
$26.61 - $47.1 $32K - $56.6K
27.8K $1.38B
BX
Blackstone Inc.

Financial Services
1.37K
+ 11.59%
$120.77 - $159.66 $165K - $218K
13.2K $2.2B
V
Visa Inc.

Financial Services
862
+ 6.21%
$253.74 - $291.56 $219K - $251K
14.7K $4.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
700
+ 13.77%
$434.77 - $502.96 $304K - $352K
5.78K $2.82B
LMT
Lockheed Martin Corp

Industrials
832
+ 26.27%
$460.3 - $584.56 $383K - $486K
4K $2.28B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
25.2K
+ 29.48%
$20.69 - $21.17 $521K - $533K
111K $2.32B
ATO
Atmos Energy Corp

Utilities
2.18K
+ 14.27%
$114.08 - $138.75 $248K - $302K
17.4K $2.49B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.4K
+ 33.14%
$44.9 - $47.55 $557K - $590K
49.8K $2.29B
ANET
Arista Networks, Inc.

Technology
7
+ 0.11%
$311.42 - $388.21 $2.18K - $2.72K
6.66K $2.62B
VNQ
Vanguard Specialized Funds Van

ETFs
4.6K
+ 45.09%
$82.97 - $98.97 $382K - $455K
14.8K $1.43B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
970
+ 15.94%
$147.95 - $191.05 $144K - $185K
7.05K $1.42B
MSCI
Msci Inc.

Financial Services
662
+ 44.02%
$479.31 - $584.91 $317K - $387K
2.17K $1.29B
ABBV
Abb Vie Inc.

Healthcare
2.33K
+ 17.29%
$163.84 - $199.33 $381K - $464K
15.8K $2.97B
SYK
Stryker Corp

Healthcare
211
+ 2.45%
$315.94 - $371.96 $66.7K - $78.5K
8.83K $3.21B
VZ
Verizon Communications Inc

Communication Services
5.47K
+ 7.17%
$38.89 - $45.0 $213K - $246K
81.8K $3.51B
APD
Air Products & Chemicals, Inc.

Basic Materials
686
+ 14.03%
$247.34 - $300.11 $170K - $206K
5.57K $1.82B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.78K
+ 29.82%
$41.95 - $43.42 $410K - $424K
42.6K $1.83B
ESS
Essex Property Trust, Inc.

Real Estate
866
+ 12.85%
$272.82 - $272.82 $236K - $236K
7.6K $2.28B
QFIN
360 Digi Tech, Inc.

Financial Services
1.28K
+ 4.74%
$18.93 - $29.81 $24.3K - $38.3K
28.4K $961M
CVX
Chevron Corp

Energy
2.24K
+ 12.5%
$137.88 - $161.97 $309K - $363K
20.2K $3.03B
BMA
Macro Bank Inc.

Financial Services
693
+ 4.34%
$46.54 - $74.83 $32.3K - $51.9K
16.7K $1.18B
MC
Moelis & CO

Financial Services
3.06K
+ 11.47%
$57.14 - $70.62 $175K - $216K
29.8K $2.03B
MDT
Medtronic PLC

Healthcare
739
+ 2.45%
$76.84 - $91.03 $56.8K - $67.3K
30.9K $2.85B
TSLA
Tesla, Inc.

Consumer Cyclical
360
+ 1.52%
$191.76 - $263.26 $69K - $94.8K
24.1K $5.14B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.5K
+ 3.03%
$49.83 - $62.75 $74.6K - $94K
50.9K $3.01B
SAP
Sap Se

Technology
127
+ 1.16%
$197.21 - $231.0 $25K - $29.3K
11.1K $2.6B
RTX
Raytheon Technologies Corp

Industrials
40
+ 0.12%
$99.55 - $123.34 $3.98K - $4.93K
34.2K $4.35B
MCD
Mcdonalds Corp

Consumer Cyclical
787
+ 13.28%
$245.82 - $304.51 $193K - $240K
6.72K $2B
UNP
Union Pacific Corp

Industrials
1.57K
+ 33.63%
$221.78 - $256.09 $349K - $403K
6.25K $1.51B
YPF
Ypf Sociedad Anonima

Energy
2.61K
+ 4.77%
$18.06 - $24.26 $47.1K - $63.3K
57.3K $1.39B
ADP
Automatic Data Processing Inc

Industrials
869
+ 18.49%
$233.44 - $279.45 $203K - $243K
5.57K $1.62B
PAM
Pampa Energy Inc.

Utilities
573
+ 3.94%
$41.97 - $62.41 $24K - $35.8K
15.1K $1.01B
VTI
Vanguard Total Stock Market Et

ETFs
796
+ 14.51%
$255.18 - $283.2 $203K - $225K
6.28K $1.79B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11K
+ 7.03%
$26.01 - $27.41 $285K - $301K
167K $4.51B
EW
Edwards Lifesciences Corp

Healthcare
3.15K
+ 20.22%
$59.7 - $93.78 $188K - $295K
18.7K $1.32B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.25K
+ 13.24%
$62.4 - $62.4 $327K - $327K
44.9K $2.89B
CMCSA
Comcast Corp

Communication Services
6.25K
+ 14.59%
$37.33 - $41.78 $233K - $261K
49.1K $2.04B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
800
+ 27.16%
$460.0 - $505.78 $368K - $405K
3.75K $1.76B
JNJ
Johnson & Johnson

Healthcare
1.82K
+ 18.43%
$145.48 - $167.38 $265K - $305K
11.7K $1.94B
VGLT
Vanguard Long Term Treasury Et

ETFs
7.45K
+ 31.9%
$56.52 - $63.23 $421K - $471K
30.8K $1.79B
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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