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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.9 Billion 4.81% of portfolio
1,250,528
Q3 2024 Added 3.16%
$0
$33 Billion 3.17% of portfolio
57,012
Q3 2024 Added 4.22%
$0
$24.6 Billion 2.37% of portfolio
294,870
Q3 2024 Added 17.39%
$0
$24.2 Billion 2.33% of portfolio
454,556
Q3 2024 Added 17.66%
$368B
$20 Billion 1.93% of portfolio
143,263
Q3 2024 Added 68.98%
$0
$18.7 Billion 1.8% of portfolio
104,139
Q3 2024 Added 4.7%
$0
$17.7 Billion 1.7% of portfolio
580,922
Q3 2024 Added 3.08%
$0
$17.6 Billion 1.69% of portfolio
508,872
Q3 2024 Reduced 54.98%
$0
$15.6 Billion 1.5% of portfolio
153,013
Q3 2024 Added 3.39%
$3.65T
$14.8 Billion 1.42% of portfolio
63,923
Q3 2024 Added 20.92%
$0
$14.4 Billion 1.38% of portfolio
399,658
Q3 2024 Added 15.28%
$0
$14.2 Billion 1.37% of portfolio
574,464
Q3 2024 Added 2,458.52%
$2.12T
$14 Billion 1.35% of portfolio
75,666
Q3 2024 Added 7.63%
$3.15T
$14 Billion 1.35% of portfolio
33,031
Q3 2024 Added 31.34%
$0
$13.4 Billion 1.29% of portfolio
551,995
Q3 2024 Added 2,410.78%
$0
$12 Billion 1.16% of portfolio
285,937
Q3 2024 Reduced 1.16%
$22.6B
$10.5 Billion 1.01% of portfolio
46,034
Q3 2024 New
$0
$10.1 Billion 0.97% of portfolio
199,796
Q3 2024 Added 93.48%
$0
$9.88 Billion 0.95% of portfolio
437,487
Q3 2024 New
$0
$9.1 Billion 0.88% of portfolio
338,824
Q3 2024 Added 2.67%
$0
$8.93 Billion 0.86% of portfolio
37,731
Q3 2024 Added 18.43%
$0
$8.38 Billion 0.81% of portfolio
329,062
Q3 2024 Reduced 0.49%
-
$8.2 Billion 0.79% of portfolio
-
Q3 2024 Added 202.62%
$0
$8.17 Billion 0.79% of portfolio
30,720
Q3 2024 Added 6.13%
$0
$8.07 Billion 0.78% of portfolio
13,520
Q3 2024 Added 6.64%
$0
$8.05 Billion 0.78% of portfolio
170,876
Q3 2024 Added 15.97%
$8.35B
$8.1 Billion 0.78% of portfolio
92,417
Q3 2024 Reduced 2.64%
$0
$7.91 Billion 0.76% of portfolio
177,364
Q3 2024 Added 2.43%
$0
$7.8 Billion 0.75% of portfolio
170,598
Q3 2024 Added 15.99%
$0
$7.47 Billion 0.72% of portfolio
291,963
Q3 2024 Added 3,939.89%
$1.33T
$7.41 Billion 0.71% of portfolio
13,147
Q3 2024 Added 186.99%
$0
$7.14 Billion 0.69% of portfolio
75,065
Q3 2024 Added 989.0%
$418B
$7.05 Billion 0.68% of portfolio
7,835
Q3 2024 Reduced 3.85%
$0
$6.54 Billion 0.63% of portfolio
145,961
Q3 2024 Added 8.36%
$0
$6.47 Billion 0.62% of portfolio
228,854
Q3 2024 New
$510B
$6.36 Billion 0.61% of portfolio
36,731
Q3 2024 Added 31.45%
$576B
$5.92 Billion 0.57% of portfolio
10,488
Q3 2024 Reduced 21.66%
$0
$5.89 Billion 0.57% of portfolio
11,080
Q3 2024 Added 93.13%
$204B
$5.89 Billion 0.57% of portfolio
6,489
Q3 2024 Reduced 4.53%
$0
$5.34 Billion 0.51% of portfolio
225,362
Q3 2024 Added 16.97%
$230B
$5.3 Billion 0.51% of portfolio
63,616
Q3 2024 Added 0.66%
$117B
$5.27 Billion 0.51% of portfolio
14,722
Q3 2024 Reduced 3.98%
$1.01T
$5.14 Billion 0.5% of portfolio
24,078
Q3 2024 Added 1.52%
$0
$5.18 Billion 0.5% of portfolio
26,109
Q3 2024 Added 236.46%
$104B
$5.05 Billion 0.49% of portfolio
63,428
Q3 2024 Added 9.68%
$230B
$5.13 Billion 0.49% of portfolio
10,578
Q3 2024 Reduced 14.76%
$603B
$4.96 Billion 0.48% of portfolio
10,774
Q3 2024 Reduced 1.36%
$416B
$4.95 Billion 0.48% of portfolio
12,394
Q3 2024 Reduced 8.4%
$1.09T
$4.98 Billion 0.48% of portfolio
30,291
Q3 2024 Added 1.11%

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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