Diversify Wealth Management, LLC Incresed Positions in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
988
+ 44.3%
$274.1 - $333.15 $271K - $329K
3.22K $1.11B
DECK
Deckers Outdoor Corp

Consumer Cyclical
806
+ 16.08%
$152.04 - $211.12 $123K - $170K
5.82K $1.21B
VRNA
Verona Pharma PLC

Healthcare
4.51K
+ 21.23%
$28.71 - $47.02 $130K - $212K
25.8K $1.16B
OTIS
Otis Worldwide Corp

Industrials
5.48K
+ 87.31%
$92.57 - $106.01 $508K - $581K
11.8K $1.07B
UNH
Unitedhealth Group Inc

Healthcare
1.68K
+ 16.0%
$485.52 - $625.25 $815K - $1.05M
12.2K $6.33B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
22.5K
+ 25.04%
$9.95 - $12.23 $224K - $275K
112K $1.33B
MEDP
Medpace Holdings, Inc.

Healthcare
1.03K
+ 71.62%
$308.93 - $363.58 $317K - $373K
2.46K $864M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.21K
+ 48.93%
$83.95 - $99.75 $269K - $320K
9.76K $943M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.03K
+ 15.67%
N/A
51.9K $3.27B
Viking Holdings LTD
1.96K
+ 3.47%
N/A
58.4K $2.55B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6.74K
+ 16.86%
$114.08 - $125.68 $769K - $847K
46.7K $5.21B
SUM
Summit Materials, Inc.

Basic Materials
4.81K
+ 47.3%
$36.82 - $51.66 $177K - $248K
15K $779M
VB
Vanguard Small Cap ETF

ETFs
1.26K
+ 3.33%
$233.76 - $261.58 $294K - $329K
39K $9.28B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.05K
+ 3.89%
$176.42 - $186.91 $714K - $757K
108K $19.1B
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.03K
+ 63.83%
$42.57 - $61.09 $256K - $368K
15.5K $816M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.03K
+ 26.51%
$57.53 - $60.83 $405K - $428K
33.6K $1.91B
IHDG
Wisdomtree Tr

ETFs
9.5K
+ 6.51%
$43.38 - $46.0 $412K - $437K
155K $6.87B
SONY
Sony Group Corp

Technology
9.2K
+ 18.24%
$17.53 - $96.8 $161K - $890K
59.6K $1.21B
ERJ
Embraer S.A.

Industrials
6.23K
+ 19.06%
$32.46 - $40.0 $202K - $249K
38.9K $1.46B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.84K
+ 19.65%
$72.18 - $81.41 $277K - $313K
23.4K $1.76B
AMGN
Amgen Inc

Healthcare
2.16K
+ 46.52%
$258.78 - $328.31 $559K - $710K
6.81K $1.79B
PODD
Insulet Corp

Healthcare
935
+ 51.18%
$227.79 - $275.7 $213K - $258K
2.76K $751M
ENB
Enbridge Inc

Energy
5.66K
+ 18.49%
$40.4 - $43.92 $228K - $248K
36.2K $1.58B
CPRT
Copart Inc

Consumer Cyclical
3.74K
+ 15.22%
$51.36 - $63.8 $192K - $239K
28.3K $1.58B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.35K
+ 2.24%
$25.93 - $105.3 $86.9K - $353K
153K $4.24B
CW
Curtiss Wright Corp

Industrials
873
+ 43.2%
$335.08 - $389.49 $293K - $340K
2.89K $1.01B
LMT
Lockheed Martin Corp

Industrials
1.53K
+ 38.21%
$479.66 - $614.62 $733K - $939K
5.53K $2.59B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.83K
+ 26.83%
$87.56 - $119.8 $160K - $219K
8.65K $920M
STE
Steris PLC

Healthcare
1.77K
+ 41.97%
$204.34 - $235.7 $362K - $418K
5.99K $1.23B
VTI
Vanguard Total Stock Market Et

ETFs
953
+ 15.17%
$280.04 - $302.45 $267K - $288K
7.23K $2.08B
RELX
Relx PLC

Communication Services
6.56K
+ 18.07%
$44.45 - $48.63 $291K - $319K
42.8K $1.99B
SRLN
Ssga Active Trust

ETFs
6.51K
+ 93.28%
$41.48 - $42.08 $270K - $274K
13.5K $565M
BA
Boeing CO

Industrials
1.05K
+ 17.83%
$138.14 - $180.72 $145K - $190K
6.94K $1.19B
QFIN
360 Digi Tech, Inc.

Financial Services
5.55K
+ 19.56%
$29.37 - $39.79 $163K - $221K
33.9K $1.22B
MKL
Markel Corp

Financial Services
135
+ 31.69%
$1542.01 - $1785.11 $208K - $241K
561 $931M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
7.97K
+ 22.91%
$16.43 - $22.77 $131K - $181K
42.8K $895M
RGEN
Repligen Corp

Healthcare
1.42K
+ 74.15%
$123.41 - $160.92 $176K - $229K
3.34K $518M
WM
Waste Management Inc

Industrials
1.45K
+ 13.08%
$201.79 - $228.46 $293K - $332K
12.6K $2.6B
AXP
American Express CO

Financial Services
12
+ 0.11%
$267.35 - $305.57 $3.21K - $3.67K
11.1K $3.25B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.04K
+ 35.83%
$81.68 - $82.93 $249K - $252K
11.5K $944M
TPYP
Managed Portfolio Ser Tortoise

ETFs
5.57K
+ 23.18%
$31.7 - $36.82 $177K - $205K
29.6K $1.03B
PTC
Ptc Inc.

Technology
1.34K
+ 40.9%
$175.97 - $201.89 $235K - $270K
4.61K $840M
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
IWN
Ishares Russell2000 Val ETF

ETFs
1.45K
+ 102.61%
$162.69 - $181.35 $236K - $263K
2.87K $458M
AVLV
American Centy ETF Tr Avantis
3.16K
+ 34.2%
$65.51 - $71.22 $207K - $225K
12.4K $830M
RRC
Range Resources Corp

Energy
3.47K
+ 30.06%
$29.77 - $36.41 $103K - $126K
15K $572M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.71K
+ 35.3%
$67.53 - $85.82 $183K - $233K
10.4K $770M
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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