Diversify Wealth Management, LLC Sells in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-3.85K
- 11.1%
$21.43 - $22.55 $82.5K - $86.8K
30.8K $656M
GXO
Gxo Logistics, Inc.

Industrials
-141
- 2.79%
$41.93 - $63.02 $5.91K - $8.89K
4.92K $211M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.73K
- 9.29%
$22.01 - $66.82 $104K - $316K
46.2K $1.04B
GWRE
Guidewire Software, Inc.

Technology
-232
- 6.41%
$168.58 - $207.12 $39.1K - $48.1K
3.39K $579M
Nikola Corp
-243
- 0.71%
N/A
34K $40.2M
MSCI
Msci Inc.

Financial Services
-68
- 3.14%
$569.09 - $635.99 $38.7K - $43.2K
2.1K $1.21B
AIG
American International Group, Inc.

Financial Services
-355
- 4.24%
$70.0 - $79.22 $24.9K - $28.1K
8.01K $565M
OC
Owens Corning

Industrials
-166
- 4.75%
$169.41 - $210.81 $28.1K - $35K
3.33K $558M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-724
- 2.35%
$84.34 - $95.14 $61.1K - $68.9K
30.1K $2.56B
MPC
Marathon Petroleum Corp

Energy
-181
- 4.78%
$131.65 - $174.84 $23.8K - $31.6K
3.61K $513M
VDC
Vanguard Consumer Staples ETF

ETFs
-198
- 7.15%
$210.96 - $223.62 $41.8K - $44.3K
2.57K $532M
TKR
Timken CO

Industrials
-231
- 5.2%
$70.76 - $87.24 $16.3K - $20.2K
4.21K $306M
Global X Fds
-1.55K
- 21.02%
N/A
5.84K $218M
JLL
Jones Lang Lasalle Inc

Real Estate
-85
- 4.43%
$246.93 - $283.67 $21K - $24.1K
1.83K $437M
MET
Metlife Inc

Financial Services
-386
- 4.76%
$78.15 - $88.25 $30.2K - $34.1K
7.72K $619M
Peakstone Realty Trust
-2.02K
- 14.26%
N/A
12.1K $128M
Canadian Pacific Kansas City
-561
- 11.96%
N/A
4.13K $308M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-715
- 14.3%
$77.86 - $79.27 $55.7K - $56.7K
4.28K $333M
EMB
Ishares Tr

ETFs
-547
- 11.02%
$88.94 - $93.46 $48.7K - $51.1K
4.42K $392M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-388
- 12.41%
$134.53 - $150.65 $52.2K - $58.5K
2.74K $367M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
-1.61K
- 7.0%
$18.5 - $20.08 $29.7K - $32.3K
21.3K $396M
BRSP
Bright Spire Capital, Inc.

Real Estate
-11.1K
- 37.2%
$5.25 - $6.43 $58.1K - $71.1K
18.7K $103M
CSTL
Castle Biosciences Inc

Healthcare
-1.01K
- 7.56%
$26.52 - $34.67 $26.9K - $35.1K
12.4K $375M
CASY
Caseys General Stores Inc

Consumer Cyclical
-102
- 5.2%
$366.65 - $427.88 $37.4K - $43.6K
1.86K $717M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1
- 0.02%
$56.08 - $68.53 $56.1 - $68.5
4.65K $266M
Atlanta Braves Hldgs Inc
-253
- 3.33%
N/A
7.36K $266M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-614
- 11.71%
$76.21 - $82.24 $46.8K - $50.5K
4.63K $360M
Brookfield Corp
-833
- 11.82%
N/A
6.22K $341M
FAF
First American Financial Corp

Financial Services
-220
- 5.09%
$61.55 - $70.63 $13.5K - $15.5K
4.1K $237M
FSV
First Service Corp

Real Estate
-86
- 4.05%
$176.17 - $197.05 $15.2K - $16.9K
2.04K $356M
DCI
Donaldson CO Inc

Industrials
-122
- 3.41%
$67.28 - $78.27 $8.21K - $9.55K
3.45K $230M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-824
- 0.54%
$27.54 - $83.04 $22.7K - $68.4K
153K $4.23B
LYG
Lloyds Banking Group PLC

Financial Services
-3.61K
- 8.81%
$2.67 - $3.23 $9.64K - $11.7K
37.3K $96.3M
WSO
Watsco Inc

Industrials
-58
- 3.77%
$466.57 - $568.78 $27.1K - $33K
1.48K $687M
GLW
Corning Inc

Technology
-660
- 4.26%
$44.11 - $49.76 $29.1K - $32.8K
14.8K $698M
TDC
Teradata Corp

Technology
-415
- 3.82%
$28.47 - $33.38 $11.8K - $13.9K
10.4K $317M
EFV
Msci Eafe Value ETF

ETFs
-106
- 1.97%
$51.78 - $57.15 $5.49K - $6.06K
5.28K $274M
SFBS
Servis First Bancshares, Inc.

Financial Services
-188
- 7.04%
$77.34 - $99.0 $14.5K - $18.6K
2.48K $202M
ROLL
Rbc Bearings Inc

Industrials
-138
- 5.63%
N/A
2.32K $681M
HYG
Ishares Tr

ETFs
-231
- 4.11%
$78.09 - $80.04 $18K - $18.5K
5.4K $424M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-90
- 2.56%
$60.13 - $67.31 $5.41K - $6.06K
3.43K $204M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-49
- 1.26%
$106.56 - $113.11 $5.22K - $5.54K
3.83K $403M
USB
Us Bancorp \De\

Financial Services
-189
- 2.5%
$43.98 - $53.66 $8.31K - $10.1K
7.37K $349M
FDS
Factset Research Systems Inc

Financial Services
-25
- 5.26%
$449.69 - $495.72 $11.2K - $12.4K
450 $204M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-518
- 5.29%
$41.16 - $42.25 $21.3K - $21.9K
9.28K $390M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-70
- 3.37%
$201.32 - $217.44 $14.1K - $15.2K
2.01K $415M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-43
- 4.34%
$208.82 - $235.85 $8.98K - $10.1K
948 $201M
AME
Ametek Inc

Industrials
-125
- 8.05%
$165.89 - $197.38 $20.7K - $24.7K
1.43K $251M
EVR
Evercore Inc.

Financial Services
-66
- 3.13%
$247.66 - $315.67 $16.3K - $20.8K
2.04K $537M
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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