Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

Diversify Wealth Management, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 Trillion distributed in 469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $49.9B, Spdr S&P 500 ETF Trust with a value of $33B, Spdr Portfolio with a value of $24.6B, Spdr Portfolio S&P 500 Value E with a value of $24.2B, and Nvidia Corp with a value of $20B.

Examining the 13F form we can see an increase of $234B in the current position value, from $804B to 1.04T.

Diversify Wealth Management, LLC is based out at Sandy, UT

Below you can find more details about Diversify Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Trillion
ETFs: $537 Billion
Technology: $141 Billion
Healthcare: $66.3 Billion
Financial Services: $61.6 Billion
Consumer Cyclical: $55.3 Billion
Industrials: $40.3 Billion
Consumer Defensive: $34.5 Billion
Communication Services: $28.5 Billion
Other: $43.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.94B
$1.38 Billion 0.13% of portfolio
27,819
Q3 2024 Added 4.52%
$266B
$1.35 Billion 0.13% of portfolio
1,900
Q3 2024 Added 27.6%
$19.4B
$1.2 Billion 0.12% of portfolio
15,117
Q3 2024 Added 13.24%
$0
$1.26 Billion 0.12% of portfolio
28,488
Q3 2024 New
$95.6B
$1.28 Billion 0.12% of portfolio
16,046
Q3 2024 Added 5.45%
$85.7B
$1.26 Billion 0.12% of portfolio
30,583
Q3 2024 Added 3.44%
$13.4B
$1.26 Billion 0.12% of portfolio
24,584
Q3 2024 Added 6.25%
$47.5B
$1.29 Billion 0.12% of portfolio
2,166
Q3 2024 Added 44.02%
$146B
$1.19 Billion 0.11% of portfolio
3,441
Q3 2024 Added 0.79%
$833M
$1.11 Billion 0.11% of portfolio
159,499
Q3 2024 Added 271.35%
$5.07B
$1.18 Billion 0.11% of portfolio
16,657
Q3 2024 Added 4.34%
$6.87B
$1.14 Billion 0.11% of portfolio
32,664
Q3 2024 Added 5.2%
$13.4B
$993 Million 0.1% of portfolio
20,192
Q3 2024 Added 2.17%
$7.03B
$1.09 Billion 0.1% of portfolio
4,743
Q3 2024 Added 2.86%
$103B
$992 Million 0.1% of portfolio
31,060
Q3 2024 Added 5.71%
$12.6B
$1.03 Billion 0.1% of portfolio
6,809
Q3 2024 Added 0.92%
$16.5B
$1.03 Billion 0.1% of portfolio
2,503
Q3 2024 Reduced 16.46%
$3.91B
$1.01 Billion 0.1% of portfolio
15,110
Q3 2024 Added 3.94%
$51.6B
$1.03 Billion 0.1% of portfolio
4,257
Q3 2024 Reduced 8.04%
$10.7B
$961 Million 0.09% of portfolio
13,194
Q3 2024 New
$16.1B
$937 Million 0.09% of portfolio
15,842
Q3 2024 Added 8.07%
$914M
$943 Million 0.09% of portfolio
15,730
Q3 2024 Reduced 7.75%
$90.4B
$925 Million 0.09% of portfolio
5,889
Q3 2024 Added 28.36%
$4.84B
$961 Million 0.09% of portfolio
28,389
Q3 2024 Added 4.74%
$21.9B
$934 Million 0.09% of portfolio
4,222
Q3 2024 Added 7.76%
$3.86B
$932 Million 0.09% of portfolio
6,582
Q3 2024 Reduced 10.95%
$142B
$918 Million 0.09% of portfolio
89,961
Q3 2024 Added 4.88%
$72.9B
$896 Million 0.09% of portfolio
15,773
Q3 2024 Reduced 4.91%
$24.7B
$883 Million 0.09% of portfolio
50,399
Q3 2024 Added 511.42%
$23.9B
$915 Million 0.09% of portfolio
-
Q3 2024 Added 5.67%
$15.2B
$886 Million 0.09% of portfolio
37,347
Q3 2024 Reduced 1.11%
$58.9B
$891 Million 0.09% of portfolio
90,869
Q3 2024 Added 10.34%
$94.2B
$811 Million 0.08% of portfolio
398
Q3 2024 Added 4.19%
-
$847 Million 0.08% of portfolio
-
Q3 2024 Reduced 0.53%
$68.6B
$803 Million 0.08% of portfolio
15,364
Q3 2024 Reduced 29.27%
$94B
$839 Million 0.08% of portfolio
3,706
Q3 2024 Reduced 8.06%
$133B
$837 Million 0.08% of portfolio
13,262
Q3 2024 Reduced 2.16%
$40.9B
$878 Million 0.08% of portfolio
42,669
Q3 2024 Reduced 15.94%
$202B
$851 Million 0.08% of portfolio
4,685
Q3 2024 Added 8.32%
$43.3B
$882 Million 0.08% of portfolio
1,693
Q3 2024 Reduced 5.94%
$23.8B
$850 Million 0.08% of portfolio
19,211
Q3 2024 Reduced 14.32%
-
$694 Million 0.07% of portfolio
-
Q3 2024 Reduced 9.09%
$5.87B
$704 Million 0.07% of portfolio
4,482
Q3 2024 Added 9.02%
$14.8B
$767 Million 0.07% of portfolio
2,245
Q3 2024 Added 6.8%
$115B
$681 Million 0.07% of portfolio
12,837
Q3 2024 Added 9.58%
$219B
$697 Million 0.07% of portfolio
5,891
Q3 2024 Added 11.47%
$16.4B
$676 Million 0.07% of portfolio
3,618
Q3 2024 Reduced 8.82%
$14.8B
$708 Million 0.07% of portfolio
2,021
Q3 2024 Added 14.83%
$97.6B
$746 Million 0.07% of portfolio
2,348
Q3 2024 Reduced 6.97%

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $1.04 Trillion
  • Prior Value $804 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 72 stocks
  • Additional Purchases 238 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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