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
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
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
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
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
TXN
Texas Instruments Inc

Technology
878
+ 75.89%
N/A
2.04K $387M
FSK
Fs Kkr Capital Corp

Financial Services
3.15K
+ 2.66%
$19.71 - $22.22 $62.1K - $70.1K
122K $2.59B
SMPL
Simply Good Foods CO

Consumer Defensive
3.91K
+ 44.72%
$32.46 - $40.01 $127K - $156K
12.7K $435M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
32.6K
+ 20.42%
$6.33 - $8.67 $206K - $282K
192K $1.27B
NVT
N Vent Electric PLC

Industrials
2.6K
+ 39.19%
$67.69 - $79.19 $176K - $206K
9.22K $635M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
12.2K
+ 13.4%
$9.25 - $10.62 $113K - $129K
103K $1.04B
CHH
Choice Hotels International Inc

Consumer Cyclical
914
+ 38.31%
$128.7 - $152.73 $118K - $140K
3.3K $465M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.47K
+ 13.1%
$61.68 - $67.87 $152K - $168K
21.3K $1.32B
Cooper Cos Inc
3.88K
+ 27.9%
N/A
17.8K $1.61B
CAT
Caterpillar Inc

Industrials
535
+ 36.72%
$360.37 - $416.88 $193K - $223K
1.99K $699M
Brookfield Asset Managmt LTD
2.22K
+ 14.84%
N/A
17.2K $895M
ENTG
Entegris Inc

Technology
1.59K
+ 32.17%
$97.67 - $112.92 $155K - $179K
6.52K $645M
C
Citigroup Inc

Financial Services
291
+ 2.19%
$61.31 - $72.5 $17.8K - $21.1K
13.6K $968M
COP
Conocophillips

Energy
1.33K
+ 42.85%
$95.12 - $114.72 $127K - $153K
4.44K $452M
BCS
Barclays PLC

Financial Services
8.88K
+ 14.6%
$11.65 - $13.67 $103K - $121K
69.7K $884M
FNDF
Schwab Fundamental Intl Large

ETFs
8.34K
+ 15.29%
$32.92 - $37.15 $275K - $310K
62.9K $2.07B
MORN
Morningstar, Inc.

Financial Services
576
+ 25.66%
$312.56 - $358.78 $180K - $207K
2.82K $891M
VGSH
Vanguard

ETFs
2.14K
+ 35.24%
$58.02 - $58.88 $124K - $126K
8.19K $476M
CRH.L
Crh PLC

Basic Materials
1.2K
+ 11.87%
N/A
11.3K $1.03B
LECO
Lincoln Electric Holdings Inc

Industrials
772
+ 44.94%
$187.47 - $219.94 $145K - $170K
2.49K $449M
KNSL
Kinsale Capital Group, Inc.

Financial Services
346
+ 49.29%
$424.05 - $524.22 $147K - $181K
1.05K $436M
Ge Vernova Inc
49
+ 4.45%
N/A
1.15K $422M
AVY
Avery Dennison Corp

Industrials
823
+ 46.44%
$186.26 - $220.48 $153K - $181K
2.6K $480M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email