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
$59.5B
$515 Million 0.05% of portfolio
2,961
Q3 2024 Added 3.03%
$7.23B
$491 Million 0.05% of portfolio
1,508
Q3 2024 Added 19.78%
$4.19B
$555 Million 0.05% of portfolio
7,686
Q3 2024 Added 9.18%
$10.3B
$469 Million 0.05% of portfolio
7,607
Q3 2024 Added 11.74%
$18.9B
$483 Million 0.05% of portfolio
15,726
Q3 2024 Reduced 7.82%
$99.3B
$510 Million 0.05% of portfolio
1,405
Q3 2024 Added 1.15%
$13.4B
$535 Million 0.05% of portfolio
21,254
Q3 2024 Reduced 24.06%
$12.6B
$563 Million 0.05% of portfolio
3,051
Q3 2024 Added 13.17%
$6.42B
$473 Million 0.05% of portfolio
4,478
Q3 2024 Added 12.32%
$4.48B
$569 Million 0.05% of portfolio
15,148
Q3 2024 Reduced 82.92%
$24.1B
$483 Million 0.05% of portfolio
2,221
Q3 2024 Added 16.65%
$10.6B
$473 Million 0.05% of portfolio
1,434
Q3 2024 Added 16.4%
$12.8B
$548 Million 0.05% of portfolio
6,816
Q3 2024 Added 7.24%
$4.15B
$499 Million 0.05% of portfolio
8,504
Q3 2024 Added 18.61%
$3.12B
$501 Million 0.05% of portfolio
37,092
Q3 2024 Added 2.42%
$12.5B
$561 Million 0.05% of portfolio
6,554
Q3 2024 Added 15.0%
$12.4B
$500 Million 0.05% of portfolio
1,918
Q3 2024 Reduced 5.75%
$70.4B
$485 Million 0.05% of portfolio
3,789
Q3 2024 Reduced 13.91%
$206B
$562 Million 0.05% of portfolio
1,457
Q3 2024 Reduced 4.65%
$15.7B
$509 Million 0.05% of portfolio
4,930
Q3 2024 Added 4.8%
-
$494 Million 0.05% of portfolio
-
Q3 2024 Reduced 9.3%
$13.6B
$511 Million 0.05% of portfolio
3,108
Q3 2024 Added 49.14%
$6.37B
$480 Million 0.05% of portfolio
9,439
Q3 2024 Added 28.75%
$13B
$484 Million 0.05% of portfolio
6,624
Q3 2024 Added 19.59%
$113B
$533 Million 0.05% of portfolio
6,115
Q3 2024 Added 48.6%
$12.1B
$544 Million 0.05% of portfolio
2,109
Q3 2024 Reduced 5.55%
$12B
$400 Million 0.04% of portfolio
38,344
Q2 2024 New
$6.05B
$413 Million 0.04% of portfolio
10,164
Q3 2024 Added 14.15%
$34.2B
$391 Million 0.04% of portfolio
6,531
Q3 2024 Reduced 8.18%
$5.47B
$374 Million 0.04% of portfolio
4,442
Q3 2024 Reduced 8.51%
$76.4B
$367 Million 0.04% of portfolio
7,555
Q3 2024 Added 29.52%
$8.49B
$392 Million 0.04% of portfolio
2,124
Q3 2024 Reduced 10.42%
$18.2B
$429 Million 0.04% of portfolio
1,827
Q3 2024 Added 18.1%
$8.26B
$410 Million 0.04% of portfolio
6,099
Q3 2024 Added 15.62%
$597M
$462 Million 0.04% of portfolio
-
Q3 2024 Added 93.84%
$7.58B
$437 Million 0.04% of portfolio
10,339
Q3 2024 Added 14.6%
$7.65B
$447 Million 0.04% of portfolio
3,380
Q3 2024 New
$16.2B
$368 Million 0.04% of portfolio
1,772
Q3 2024 Added 0.45%
$11.5B
$454 Million 0.04% of portfolio
3,281
Q3 2024 Added 14.36%
$164B
$410 Million 0.04% of portfolio
18,219
Q3 2024 Reduced 17.15%
$7.21B
$373 Million 0.04% of portfolio
3,491
Q3 2024 Reduced 4.15%
$748M
$428 Million 0.04% of portfolio
13,398
Q3 2024 Reduced 9.2%
$2.1B
$373 Million 0.04% of portfolio
10,066
Q3 2024 Added 19.29%
$10.2B
$375 Million 0.04% of portfolio
9,929
Q3 2024 Added 21.98%
$2.49B
$279 Million 0.03% of portfolio
7,434
Q3 2024 Added 13.88%
$4.55B
$316 Million 0.03% of portfolio
4,959
Q3 2024 Added 14.42%
$23.8B
$313 Million 0.03% of portfolio
1,093
Q3 2024 Reduced 6.18%
$28.7B
$314 Million 0.03% of portfolio
4,655
Q3 2024 Added 0.47%
$118B
$296 Million 0.03% of portfolio
4,612
Q3 2024 Added 3.18%

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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