Divergent Wealth Advisors Portfolio Holdings

Divergent Wealth Advisors

  • $546 Million
  • Q3 2024

Divergent Wealth Advisors has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $546 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $214M, Ishares Tr with a value of $128M, Ishares Core U.S. Aggregate Bo with a value of $42.8M, Fidelity Nasdaq Composite Inde with a value of $32.3M, and Ishares Core Msci Intl Develop with a value of $30M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $517M to 546M.

Below you can find more details about Divergent Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $546 Million
ETFs: $545 Million
Technology: $351,000
Industrials: $267,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$351,000 0.06% of portfolio
1,508
Q3 2024 Added 0.07%
$145B
$267,000 0.05% of portfolio
1,088
Q3 2024 Reduced 10.31%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $546 Million
  • Prior Value $517 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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