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
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
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
RRC
Range Resources Corp

Energy
1.81K
+ 18.61%
$27.91 - $34.84 $50.5K - $63K
11.5K $357M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
646
+ 9.18%
$65.26 - $75.5 $42.2K - $48.8K
7.69K $555M
CHD
Church & Dwight CO Inc

Consumer Defensive
624
+ 11.19%
$98.01 - $106.59 $61.2K - $66.5K
6.2K $636M
WHD
Cactus, Inc.

Energy
1.33K
+ 18.61%
$51.05 - $63.46 $68.1K - $84.7K
8.5K $499M
KBR
Kbr, Inc.

Industrials
824
+ 15.62%
$60.85 - $69.36 $50.1K - $57.2K
6.1K $410M
POOL
Pool Corp

Industrials
211
+ 4.61%
$296.17 - $376.8 $62.5K - $79.5K
4.79K $1.68B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
855
+ 15.0%
$76.83 - $91.38 $65.7K - $78.1K
6.55K $561M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.21K
+ 525.59%
$150.73 - $974.56 $635K - $4.1M
5.01K $756M
DUK
Duke Energy Corp

Utilities
234
+ 4.95%
$99.35 - $117.71 $23.2K - $27.5K
4.96K $598M
WSM
Williams Sonoma Inc

Consumer Cyclical
412
+ 14.36%
$128.47 - $280.94 $52.9K - $116K
3.28K $454M
CALX
Calix, Inc

Technology
1.63K
+ 19.29%
$33.63 - $41.13 $54.7K - $67K
10.1K $373M
SYY
Sysco Corp

Consumer Defensive
900
+ 11.99%
$69.16 - $78.98 $62.2K - $71.1K
8.41K $627M
AZEK
Azek CO Inc.

Industrials
1.32K
+ 14.6%
$36.81 - $46.9 $48.5K - $61.8K
10.3K $437M
KNSL
Kinsale Capital Group, Inc.

Financial Services
117
+ 20.0%
$370.41 - $491.09 $43.3K - $57.5K
702 $322M
NMR
Nomura Holdings Inc

Financial Services
10.2K
+ 9.7%
$4.92 - $6.31 $50.1K - $64.2K
115K $583M
TYL
Tyler Technologies Inc

Technology
80
+ 8.36%
$499.52 - $595.46 $40K - $47.6K
1.04K $604M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
840
+ 14.04%
$86.23 - $103.97 $72.4K - $87.3K
6.82K $619M
VEA
Vanguard Ftse Developed Market

ETFs
579
+ 6.28%
$47.6 - $53.31 $27.6K - $30.9K
9.8K $495M
CHH
Choice Hotels International Inc

Consumer Cyclical
312
+ 15.04%
$117.06 - $133.72 $36.5K - $41.7K
2.39K $315M
LKQ
Lkq Corp

Consumer Cyclical
1.79K
+ 21.98%
$38.47 - $46.03 $68.8K - $82.3K
9.93K $375M
LECO
Lincoln Electric Holdings Inc

Industrials
260
+ 17.83%
$173.3 - $211.48 $45.1K - $55K
1.72K $333M
LYG
Lloyds Banking Group PLC

Financial Services
13.5K
+ 49.31%
$2.73 - $3.17 $36.9K - $42.9K
40.9K $129M
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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