Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

Diversify Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.35 Trillion distributed in 510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $46.2B, Spdr Portfolio with a value of $44.1B, Spdr S&P 500 ETF Trust with a value of $41B, Spdr Portfolio S&P 500 Value E with a value of $39.9B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $26B.

Examining the 13F form we can see an increase of $63.4B in the current position value, from $1.28T to 1.35T.

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 $1.35 Trillion
ETFs: $643 Billion
Technology: $192 Billion
Financial Services: $106 Billion
Healthcare: $85 Billion
Consumer Cyclical: $66.2 Billion
Industrials: $55.4 Billion
Consumer Defensive: $52.4 Billion
Communication Services: $45.4 Billion
Other: $57.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.4B
$371 Million 0.03% of portfolio
3,414
Q1 2025 Reduced 0.09%
$1.85B
$409 Million 0.03% of portfolio
14,778
Q1 2025 Added 38.63%
$40.1B
$380 Million 0.03% of portfolio
4,640
Q1 2025 Reduced 0.3%
$31.2B
$428 Million 0.03% of portfolio
1,017
Q1 2025 Reduced 25.0%
$6.69B
$358 Million 0.03% of portfolio
17,032
Q1 2025 Reduced 3.87%
$11.5B
$381 Million 0.03% of portfolio
1,914
Q1 2025 Reduced 6.31%
$54.8B
$413 Million 0.03% of portfolio
3,382
Q1 2025 Added 32.78%
$50.1B
$463 Million 0.03% of portfolio
2,244
Q1 2025 Reduced 9.77%
$38.2B
$364 Million 0.03% of portfolio
19,241
Q1 2025 Reduced 34.2%
$120B
$436 Million 0.03% of portfolio
4,740
Q1 2025 Added 6.83%
$1.48B
$359 Million 0.03% of portfolio
10,355
Q1 2025 Reduced 2.29%
$70.1B
$414 Million 0.03% of portfolio
14,746
Q1 2025 Reduced 24.08%
$47.7B
$452 Million 0.03% of portfolio
1,545
Q1 2025 New
$18.5B
$420 Million 0.03% of portfolio
3,035
Q1 2025 New
$4.97B
$352 Million 0.03% of portfolio
1,727
Q1 2025 Added 25.97%
$10.6B
$438 Million 0.03% of portfolio
2,739
Q1 2025 Reduced 11.47%
$133B
$401 Million 0.03% of portfolio
5,217
Q1 2025 Reduced 3.5%
-
$463 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.3%
$7.4B
$339 Million 0.03% of portfolio
5,268
Q1 2025 Reduced 6.5%
$13.8B
$435 Million 0.03% of portfolio
3,009
Q1 2025 Reduced 9.64%
$168B
$383 Million 0.03% of portfolio
4,714
Q1 2025 New
$10B
$444 Million 0.03% of portfolio
6,946
Q1 2025 Reduced 6.85%
$12.2B
$420 Million 0.03% of portfolio
1,840
Q1 2025 Added 0.38%
$20.5B
$371 Million 0.03% of portfolio
13,608
Q1 2025 Reduced 15.66%
$145B
$358 Million 0.03% of portfolio
5,317
Q1 2025 Added 0.09%
$78.2B
$363 Million 0.03% of portfolio
752
Q1 2025 Reduced 12.56%
$89.4B
$447 Million 0.03% of portfolio
3,234
Q1 2025 Reduced 10.39%
$9.06B
$309 Million 0.02% of portfolio
3,056
Q1 2025 Reduced 8.56%
-
$244 Million 0.02% of portfolio
-
Q1 2025 Reduced 14.2%
$512M
$260 Million 0.02% of portfolio
13,102
Q1 2025 Added 5.79%
$30.5B
$276 Million 0.02% of portfolio
2,555
Q1 2025 Reduced 8.65%
$219B
$255 Million 0.02% of portfolio
3,557
Q1 2025 Reduced 19.2%
$5.81B
$208 Million 0.02% of portfolio
149
Q1 2025 New
$53.8B
$253 Million 0.02% of portfolio
2,336
Q1 2025 Reduced 1.18%
$0
$292 Million 0.02% of portfolio
14,755
Q1 2025 Reduced 8.65%
$103B
$278 Million 0.02% of portfolio
4,728
Q1 2025 Added 10.47%
$0
$220 Million 0.02% of portfolio
27,201
Q1 2025 Added 0.0%
$4.08B
$242 Million 0.02% of portfolio
2,716
Q1 2025 Reduced 11.53%
$41.8B
$232 Million 0.02% of portfolio
1,382
Q1 2025 Reduced 3.15%
$0
$312 Million 0.02% of portfolio
15,117
Q1 2025 Added 15.52%
$143B
$273 Million 0.02% of portfolio
11,460
Q1 2025 Added 6.6%
$49.6B
$252 Million 0.02% of portfolio
1,138
Q1 2025 Added 1.52%
$90.9B
$215 Million 0.02% of portfolio
357
Q1 2025 New
$3.24B
$309 Million 0.02% of portfolio
13,197
Q1 2025 Reduced 6.53%
$21.2B
$205 Million 0.02% of portfolio
3,481
Q1 2025 Added 18.68%
$91.6B
$313 Million 0.02% of portfolio
4,764
Q1 2025 Added 16.99%
$2.34B
$221 Million 0.02% of portfolio
10,183
Q1 2025 Reduced 2.53%
$8.68B
$210 Million 0.02% of portfolio
3,199
Q1 2025 Reduced 7.3%
$28.9B
$233 Million 0.02% of portfolio
2,645
Q1 2025 Added 9.52%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $1.35 Trillion
  • Prior Value $1.28 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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