Divergent Wealth Advisors Portfolio Holdings

Divergent Wealth Advisors

  • $517 Million
  • Q2 2024

Divergent Wealth Advisors has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $517 Million distributed in 32 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 $205M, Ishares Tr with a value of $121M, Ishares Core U.S. Aggregate Bo with a value of $40M, Fidelity Nasdaq Composite Inde with a value of $31.6M, and Ishares Core Msci Intl Develop with a value of $26.6M.

Examining the 13F form we can see an increase of $17M in the current position value, from $500M to 517M.

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

Portfolio value $517 Million
ETFs: $516 Million
Technology: $317,000
Industrials: $274,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$274,000 0.05% of portfolio
1,213
Q2 2024 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $517 Million
  • Prior Value $500 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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