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
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.63K
+ 37.36%
$24.19 - $24.63 $112K - $114K
17K $411M
TRNO
Terreno Realty Corp

Real Estate
2.38K
+ 48.03%
$58.62 - $66.94 $140K - $159K
7.34K $425M
CDW
Cdw Corp

Technology
1.01K
+ 45.52%
$171.49 - $225.64 $173K - $228K
3.23K $592M
TTE
Total Energies Se

Energy
3.28K
+ 33.06%
N/A
13.2K $749M
BMY
Bristol Myers Squibb CO

Healthcare
1.29K
+ 10.02%
$51.92 - $59.94 $66.8K - $77.1K
14.1K $788M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
992
+ 25.07%
$100.24 - $101.35 $99.4K - $101K
4.95K $498M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.3K
+ 0.9%
$31.36 - $32.75 $40.7K - $42.5K
146K $4.69B
JKHY
Henry Jack & Associates Inc

Technology
787
+ 25.79%
$171.12 - $186.18 $135K - $147K
3.84K $660M
HON
Honeywell International Inc

Industrials
557
+ 4.71%
$202.84 - $236.0 $113K - $131K
12.4K $2.7B
AMAT
Applied Materials Inc

Technology
804
+ 21.09%
$161.44 - $213.89 $130K - $172K
4.62K $793M
TYL
Tyler Technologies Inc

Technology
207
+ 19.96%
$576.64 - $635.69 $119K - $132K
1.24K $696M
SBUX
Starbucks Corp

Consumer Cyclical
1.14K
+ 38.75%
$87.44 - $102.5 $99.6K - $117K
4.08K $376M
WERN
Werner Enterprises Inc

Industrials
3.23K
+ 43.4%
$35.64 - $41.8 $115K - $135K
10.7K $367M
VMI
Valmont Industries Inc

Industrials
404
+ 26.79%
$287.0 - $352.14 $116K - $142K
1.91K $578M
UFPT
Ufp Technologies Inc

Healthcare
716
+ 31.0%
$238.73 - $346.29 $171K - $248K
3.03K $732M
SHW
Sherwin Williams CO

Basic Materials
399
+ 28.4%
$338.75 - $399.71 $135K - $159K
1.8K $596M
VEEV
Veeva Systems Inc

Healthcare
335
+ 3.3%
$201.81 - $250.45 $67.6K - $83.9K
10.5K $2.29B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.09K
+ 2.74%
$51.54 - $52.55 $108K - $110K
78.3K $4.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
621
+ 21.2%
$113.92 - $127.38 $70.7K - $79.1K
3.55K $401M
Aegon LTD
18.1K
+ 19.84%
N/A
109K $649M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
6.55K
+ 53.38%
$6.5 - $8.39 $42.6K - $55K
18.8K $142M
BSY
Bentley Systems Inc

Technology
2.73K
+ 13.51%
$46.59 - $51.09 $127K - $139K
22.9K $1.05B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.77K
+ 2.25%
$26.55 - $27.32 $100K - $103K
171K $4.56B
Linde PLC
416
+ 22.71%
N/A
2.25K $931M
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
UL
Unilever PLC

Consumer Defensive
3.02K
+ 12.71%
$56.7 - $64.64 $171K - $195K
26.8K $1.48B
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
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
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