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
$25.9B
$636 Million 0.06% of portfolio
6,200
Q3 2024 Added 11.19%
$0
$616 Million 0.06% of portfolio
3,512
Q3 2024 New
$17.6B
$583 Million 0.06% of portfolio
115,155
Q3 2024 Added 9.7%
$0
$640 Million 0.06% of portfolio
7,831
Q3 2024 Reduced 10.21%
$38.2B
$586 Million 0.06% of portfolio
6,612
Q3 2024 Reduced 4.69%
$9.08B
$674 Million 0.06% of portfolio
39,489
Q3 2024 Reduced 7.23%
-
$586 Million 0.06% of portfolio
-
Q3 2024 Added 102.01%
Aegon LTD
-
$583 Million 0.06% of portfolio
-
Q3 2024 Added 6.39%
$22.7B
$600 Million 0.06% of portfolio
3,269
Q3 2024 Added 11.88%
$41.7B
$646 Million 0.06% of portfolio
6,280
Q3 2024 Added 12.89%
$6.2B
$619 Million 0.06% of portfolio
6,821
Q3 2024 Added 14.04%
$17.8B
$634 Million 0.06% of portfolio
3,496
Q3 2024 Reduced 5.44%
$47.1B
$624 Million 0.06% of portfolio
12,153
Q3 2024 Added 7.84%
$61.4B
$581 Million 0.06% of portfolio
2,459
Q3 2024 Added 6.73%
$75.7B
$638 Million 0.06% of portfolio
18,999
Q3 2024 Reduced 4.32%
$19B
$640 Million 0.06% of portfolio
34,790
Q3 2024 New
$0
$574 Million 0.06% of portfolio
20,958
Q3 2024 Reduced 12.45%
$0
$626 Million 0.06% of portfolio
6,597
Q3 2024 Reduced 23.97%
$66.1B
$590 Million 0.06% of portfolio
2,452
Q3 2024 Added 18.4%
$1.1B
$675 Million 0.06% of portfolio
30,075
Q2 2024 New
$26B
$604 Million 0.06% of portfolio
1,037
Q3 2024 Added 8.36%
$6.67B
$675 Million 0.06% of portfolio
3,555
Q3 2024 Added 8.72%
$32.5B
$630 Million 0.06% of portfolio
30,289
Q3 2024 Reduced 7.08%
$95.9B
$633 Million 0.06% of portfolio
51,524
Q3 2024 Added 5.32%
$39.2B
$627 Million 0.06% of portfolio
8,406
Q3 2024 Added 11.99%
$715M
$587 Million 0.06% of portfolio
25,963
Q3 2024 Added 2.22%
$60.3B
$647 Million 0.06% of portfolio
38,651
Q3 2024 Added 5.33%
$173B
$642 Million 0.06% of portfolio
9,932
Q3 2024 Added 28.44%
$17.5B
$591 Million 0.06% of portfolio
2,104
Q3 2024 Reduced 7.88%
$38.9B
$662 Million 0.06% of portfolio
9,647
Q3 2024 Reduced 0.52%
$32B
$577 Million 0.06% of portfolio
1,976
Q3 2024 Added 14.22%
$10.6B
$627 Million 0.06% of portfolio
3,246
Q3 2024 New
$0
$599 Million 0.06% of portfolio
2,770
Q3 2024 Added 3.59%
$22.3B
$668 Million 0.06% of portfolio
426
Q3 2024 Added 13.3%
$76.7B
$583 Million 0.06% of portfolio
3,790
Q3 2024 Added 14.92%
$0
$614 Million 0.06% of portfolio
9,252
Q3 2024 New
American Healthcare Reit Inc
-
$594 Million 0.06% of portfolio
-
Q3 2024 Reduced 31.39%
$57.5B
$648 Million 0.06% of portfolio
8,364
Q3 2024 Reduced 7.3%
$0
$630 Million 0.06% of portfolio
3,567
Q3 2024 Reduced 9.51%
$87.2B
$598 Million 0.06% of portfolio
4,958
Q3 2024 Added 4.95%
$0
$606 Million 0.06% of portfolio
10,694
Q3 2024 Reduced 13.21%
$14.4B
$646 Million 0.06% of portfolio
1,564
Q3 2024 Added 13.42%
$0
$594 Million 0.06% of portfolio
5,481
Q3 2024 Reduced 22.0%
$85.6B
$632 Million 0.06% of portfolio
2,518
Q3 2024 New
$68.6B
$586 Million 0.06% of portfolio
4,370
Q3 2024 Added 14.19%
$7.98B
$469 Million 0.05% of portfolio
6,748
Q3 2024 Reduced 9.19%
$19.3B
$570 Million 0.05% of portfolio
49,146
Q3 2024 Added 3.94%
$371M
$499 Million 0.05% of portfolio
164,547
Q3 2024 Added 5.45%
$58.6B
$515 Million 0.05% of portfolio
2,961
Q3 2024 Added 3.03%

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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