Diversify Wealth Management, LLC Reduced Holdings in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-44.9K
- 27.55%
N/A
118K $5.93B
NVO
Novo Nordisk A S

Healthcare
-11.1K
- 31.01%
$85.0 - $120.04 $943K - $1.33M
24.7K $2.13B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
-17.9K
- 11.72%
$100.55 - $110.43 $1.8M - $1.98M
135K $13.7B
SCHO
Schwab Short Term Us Treasury

ETFs
-73.6K
- 13.33%
$24.06 - $48.88 $1.77M - $3.6M
478K $11.5B
DFAU
Dimensional ETF Tr

ETFs
-46.2K
- 3.7%
$39.27 - $42.38 $1.82M - $1.96M
1.2M $48.4B
UPS
United Parcel Service Inc

Industrials
-10.1K
- 66.64%
$122.65 - $138.35 $1.24M - $1.4M
5.05K $623M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-26.4K
- 14.86%
$44.33 - $49.55 $1.17M - $1.31M
151K $6.66B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.77K
- 1.45%
$22.72 - $25.76 $108K - $123K
324K $7.25B
RUN
Sunrun Inc.

Technology
-14.9K
- 5.77%
$9.13 - $17.5 $136K - $260K
242K $2.43B
NKE
Nike, Inc.

Consumer Cyclical
-12.7K
- 78.93%
$73.36 - $89.13 $929K - $1.13M
3.38K $241M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-14.2K
- 9.58%
$26.61 - $29.85 $378K - $424K
134K $3.48B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.29K
- 61.38%
$87.1 - $98.49 $635K - $718K
4.59K $392M
UBER
Uber Technologies, Inc

Technology
-1.29K
- 2.98%
$59.93 - $86.34 $77.2K - $111K
41.9K $2.77B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.12K
- 3.26%
$71.75 - $75.11 $367K - $385K
152K $10.8B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-6.52K
- 23.34%
$94.77 - $97.36 $618K - $634K
21.4K $2.04B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-5.94K
- 2.08%
$41.17 - $43.34 $245K - $258K
280K $11.4B
EXR
Extra Space Storage Inc.

Real Estate
-426
- 1.97%
$142.35 - $178.32 $60.6K - $76K
21.2K $3.12B
NMR
Nomura Holdings Inc

Financial Services
-103K
- 89.62%
$5.05 - $6.25 $521K - $645K
12K $66.5M
Sila Realty Trust Inc
-8.03K
- 6.72%
N/A
111K $2.58B
GLDM
World Gold Trust

ETFs
-8.52K
- 53.97%
$50.76 - $55.23 $432K - $470K
7.26K $390M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.45K
- 27.44%
$38.37 - $42.82 $286K - $319K
19.7K $735M
PECO
Phillips Edison & Company, Inc.

Real Estate
-6.68K
- 7.86%
$35.96 - $39.8 $240K - $266K
78.2K $2.78B
CION
Cion Investment Corp

Financial Services
-15.1K
- 8.23%
$11.25 - $12.08 $170K - $183K
169K $1.84B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.02K
- 6.71%
$48.33 - $49.08 $291K - $295K
83.7K $4.05B
COOK
Traeger, Inc.

Consumer Cyclical
-78.3K
- 47.58%
$2.34 - $3.58 $183K - $280K
86.2K $196M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.96K
- 17.59%
$31.23 - $33.51 $217K - $233K
32.6K $1.01B
ICLR
Icon PLC

Healthcare
-640
- 30.42%
$187.22 - $297.57 $120K - $190K
1.46K $319M
FE
Firstenergy Corp

Utilities
-4.02K
- 20.92%
$39.14 - $44.52 $157K - $179K
15.2K $588M
IT
Gartner Inc

Technology
-337
- 19.91%
$481.22 - $551.8 $162K - $186K
1.36K $663M
AMT
American Tower Corp

Real Estate
-126
- 3.4%
$179.4 - $232.01 $22.6K - $29.2K
3.58K $621M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.76K
- 35.12%
$55.86 - $60.21 $210K - $226K
6.94K $393M
PCG
Pg&E Corp

Utilities
-3.67K
- 8.61%
$19.2 - $21.63 $70.5K - $79.5K
39K $670M
ABT
Abbott Laboratories

Healthcare
-1.11K
- 6.27%
$111.93 - $119.39 $124K - $133K
16.6K $1.86B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.87K
- 18.72%
$89.9 - $100.66 $168K - $188K
8.11K $725M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.93K
- 4.52%
$22.63 - $47.53 $112K - $234K
104K $2.34B
GOLD
Barrick Gold Corp

Basic Materials
-1.05K
- 3.45%
$15.23 - $21.19 $15.9K - $22.2K
29.2K $460M
ICF
Ishares Tr

ETFs
-1.39K
- 12.68%
$58.8 - $66.61 $81.6K - $92.5K
9.56K $554M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.31K
- 2.53%
$46.75 - $47.8 $108K - $111K
89K $4.16B
TDY
Teledyne Technologies Inc

Technology
-240
- 8.15%
$436.59 - $489.24 $105K - $117K
2.71K $1.23B
VPU
Vanguard Utilities ETF

ETFs
-553
- 15.5%
$160.52 - $179.11 $88.8K - $99K
3.01K $491M
SOFI
So Fi Technologies, Inc.

Financial Services
-19.7K
- 51.37%
$7.63 - $16.88 $150K - $333K
18.6K $264M
INDA
Ishares Msci India Index Fund

ETFs
-2.06K
- 30.56%
$52.64 - $58.16 $108K - $120K
4.68K $240M
WMB
Williams Companies, Inc.

Energy
-3.28K
- 21.37%
$46.37 - $59.74 $152K - $196K
12.1K $671M
IEF
Ishares Barclays

ETFs
-1.06K
- 15.99%
$92.08 - $98.18 $97.1K - $104K
5.54K $506M
VGIT
Vanguard Intermediate Term Tre

ETFs
-210
- 0.3%
$57.78 - $60.4 $12.1K - $12.7K
70.6K $4.06B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.11K
- 16.51%
$63.15 - $75.4 $70.3K - $84K
5.63K $352M
CI
Cigna Corp

Healthcare
-71
- 3.02%
$265.59 - $358.58 $18.9K - $25.5K
2.28K $635M
NCNO
N Cino, Inc.

Technology
-1.03K
- 6.79%
$30.14 - $42.64 $31K - $43.9K
14.1K $459M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.6K
- 12.42%
$26.05 - $29.17 $67.8K - $75.9K
18.4K $470M
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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