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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$404 Million 0.04% of portfolio
5,243
Q3 2024 New
$0
$423 Million 0.04% of portfolio
3,874
Q3 2024 Reduced 15.16%
$0
$374 Million 0.04% of portfolio
6,737
Q3 2024 Reduced 18.0%
$0
$424 Million 0.04% of portfolio
998
Q3 2024 Added 0.3%
$0
$445 Million 0.04% of portfolio
5,627
Q3 2024 Reduced 16.58%
$0
$393 Million 0.04% of portfolio
4,999
Q3 2024 New
$0
$425 Million 0.04% of portfolio
3,126
Q3 2024 New
$0
$363 Million 0.03% of portfolio
8,772
Q3 2024 New
$0
$288 Million 0.03% of portfolio
4,529
Q3 2024 New
$0
$354 Million 0.03% of portfolio
6,059
Q3 2024 New
$0
$262 Million 0.03% of portfolio
2,607
Q3 2024 Added 17.7%
$0
$281 Million 0.03% of portfolio
7,577
Q3 2024 Reduced 10.43%
$0
$328 Million 0.03% of portfolio
10,924
Q3 2024 Reduced 26.77%
$0
$336 Million 0.03% of portfolio
2,929
Q3 2024 New
$0
$297 Million 0.03% of portfolio
5,384
Q3 2024 New
$0
$305 Million 0.03% of portfolio
5,984
Q3 2024 Added 20.11%
$0
$298 Million 0.03% of portfolio
3,247
Q3 2024 New
$0
$292 Million 0.03% of portfolio
6,975
Q3 2024 Reduced 83.26%
$0
$361 Million 0.03% of portfolio
8,985
Q3 2024 New
$0
$307 Million 0.03% of portfolio
9,369
Q3 2024 New
$0
$269 Million 0.03% of portfolio
19,634
Q3 2024 New
$125M
$284 Million 0.03% of portfolio
4,689
Q3 2024 New
$0
$301 Million 0.03% of portfolio
12,391
Q3 2024 Added 40.52%
$0
$254 Million 0.02% of portfolio
4,074
Q3 2024 New
$0
$201 Million 0.02% of portfolio
4,081
Q3 2024 Reduced 3.55%
$0
$206 Million 0.02% of portfolio
941
Q3 2024 New
$0
$221 Million 0.02% of portfolio
5,839
Q3 2024 New
$0
$233 Million 0.02% of portfolio
1,757
Q3 2024 New
$0
$224 Million 0.02% of portfolio
3,522
Q3 2024 New
$0
$249 Million 0.02% of portfolio
7,866
Q3 2024 New
$0
$220 Million 0.02% of portfolio
3,233
Q3 2024 New
$0
$234 Million 0.02% of portfolio
1,415
Q3 2024 New

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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