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
$124B
$2.62 Billion 0.25% of portfolio
6,655
Q3 2024 Added 0.11%
$154B
$2.6 Billion 0.25% of portfolio
11,817
Q3 2024 Added 1.61%
$271B
$2.6 Billion 0.25% of portfolio
11,095
Q3 2024 Added 1.16%
$170B
$2.63 Billion 0.25% of portfolio
9,738
Q3 2024 Added 19.38%
$0
$2.63 Billion 0.25% of portfolio
30,798
Q3 2024 New
$21B
$2.49 Billion 0.24% of portfolio
17,425
Q3 2024 Added 14.27%
$0
$2.52 Billion 0.24% of portfolio
108,945
Q3 2024 Added 352.6%
$425B
$2.45 Billion 0.24% of portfolio
14,464
Q3 2024 Added 10.37%
$77.5B
$2.53 Billion 0.24% of portfolio
8,297
Q3 2024 Reduced 1.76%
$74.7B
$2.41 Billion 0.23% of portfolio
8,050
Q3 2024 New
$0
$2.43 Billion 0.23% of portfolio
10,657
Q3 2024 New
$490B
$2.44 Billion 0.23% of portfolio
20,253
Q3 2024 Added 35.31%
$93.8B
$2.35 Billion 0.23% of portfolio
11,112
Q3 2024 Reduced 24.87%
$0
$2.43 Billion 0.23% of portfolio
118,557
Q3 2024 Reduced 4.19%
$17.7B
$2.28 Billion 0.22% of portfolio
7,604
Q3 2024 Added 12.85%
$176B
$2.28 Billion 0.22% of portfolio
13,658
Q3 2024 Added 9.78%
$383B
$2.32 Billion 0.22% of portfolio
54,868
Q3 2024 Reduced 0.83%
$0
$2.29 Billion 0.22% of portfolio
49,822
Q3 2024 Added 33.14%
$214B
$2.3 Billion 0.22% of portfolio
23,906
Q3 2024 Added 5.29%
$138B
$2.28 Billion 0.22% of portfolio
3,999
Q3 2024 Added 26.27%
$31.9B
$2.21 Billion 0.21% of portfolio
10,161
Q3 2024 New
$670M
$2.2 Billion 0.21% of portfolio
184,101
Q3 2024 Reduced 4.99%
$134B
$2.2 Billion 0.21% of portfolio
13,150
Q3 2024 Added 11.59%
Viking Holdings LTD
-
$2.17 Billion 0.21% of portfolio
-
Q3 2024 New
$60.2B
$2.1 Billion 0.2% of portfolio
1,051
Q3 2024 New
$190B
$2.05 Billion 0.2% of portfolio
3,997
Q3 2024 Added 30.49%
$204B
$2.05 Billion 0.2% of portfolio
3,549
Q3 2024 Added 11.92%
$0
$2.12 Billion 0.2% of portfolio
23,165
Q3 2024 Added 50.04%
$208B
$2.07 Billion 0.2% of portfolio
17,715
Q3 2024 Reduced 1.89%
$100B
$2.12 Billion 0.2% of portfolio
26,289
Q3 2024 Added 18.63%
Rubrik Inc.
-
$2.12 Billion 0.2% of portfolio
-
Q3 2024 New
$187B
$2.04 Billion 0.2% of portfolio
49,117
Q3 2024 Added 14.59%
$0
$2.05 Billion 0.2% of portfolio
15,834
Q3 2024 Added 691.7%
$4.69B
$2.03 Billion 0.2% of portfolio
29,756
Q3 2024 Added 11.47%
$23.8B
$2.04 Billion 0.2% of portfolio
23,288
Q3 2024 New
$99B
$1.99 Billion 0.19% of portfolio
15,142
Q3 2024 Added 13.01%
$217B
$2 Billion 0.19% of portfolio
6,715
Q3 2024 Added 13.28%
$406B
$1.94 Billion 0.19% of portfolio
11,709
Q3 2024 Added 18.43%
$0
$1.95 Billion 0.19% of portfolio
54,545
Q3 2024 New
$174B
$1.94 Billion 0.19% of portfolio
7,594
Q3 2024 Reduced 36.12%
$0
$1.83 Billion 0.18% of portfolio
42,555
Q3 2024 Added 29.82%
$73.9B
$1.82 Billion 0.18% of portfolio
5,574
Q3 2024 Added 14.03%
$279B
$1.85 Billion 0.18% of portfolio
27,188
Q3 2024 Added 10.98%
$0
$1.79 Billion 0.17% of portfolio
6,281
Q3 2024 Added 14.51%
$15.5B
$1.75 Billion 0.17% of portfolio
158,270
Q3 2024 Added 15.78%
$390B
$1.76 Billion 0.17% of portfolio
2,355
Q3 2024 Reduced 6.06%
$119B
$1.76 Billion 0.17% of portfolio
3,746
Q3 2024 Added 27.16%
$179B
$1.76 Billion 0.17% of portfolio
2,928
Q3 2024 Added 18.78%
$0
$1.79 Billion 0.17% of portfolio
30,781
Q3 2024 Added 31.9%

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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