Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $804 Billion
  • Q2 2024

Diversify Wealth Management, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $804 Billion distributed in 432 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $43.4B, Dimensional ETF Tr U S Core Eq with a value of $35.1B, Spdr S&P 500 ETF Trust with a value of $28.3B, Spdr Portfolio S&P 500 Value E with a value of $18.9B, and Spdr Portfolio with a value of $18.4B.

Examining the 13F form we can see an increase of $804B in the current position value.

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 $804 Billion
ETFs: $392 Billion
Technology: $104 Billion
Healthcare: $59.3 Billion
Financial Services: $51.6 Billion
Industrials: $46 Billion
Consumer Cyclical: $43.4 Billion
Consumer Defensive: $30.8 Billion
Communication Services: $20.7 Billion
Other: $39.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.4 Billion 5.4% of portfolio
1,212,165
Q2 2024 New
$0
$35.1 Billion 4.36% of portfolio
1,130,242
Q2 2024 New
$0
$28.3 Billion 3.52% of portfolio
54,705
Q2 2024 New
$0
$18.9 Billion 2.35% of portfolio
386,320
Q2 2024 New
$0
$18.4 Billion 2.29% of portfolio
251,188
Q2 2024 New
$0
$16.2 Billion 2.01% of portfolio
99,460
Q2 2024 New
$0
$16.2 Billion 2.01% of portfolio
563,562
Q2 2024 New
$0
$13.6 Billion 1.69% of portfolio
147,990
Q2 2024 New
$0
$12.4 Billion 1.54% of portfolio
289,281
Q2 2024 New
$0
$11.7 Billion 1.45% of portfolio
346,696
Q2 2024 New
$1.9T
$11.3 Billion 1.41% of portfolio
70,305
Q2 2024 New
$3.58T
$11.1 Billion 1.38% of portfolio
52,863
Q2 2024 New
$0
$10.8 Billion 1.34% of portfolio
145,033
Q2 2024 New
$2.32B
$10.3 Billion 1.29% of portfolio
253,566
Q2 2024 New
$3.21T
$9.94 Billion 1.24% of portfolio
25,149
Q2 2024 New
$297B
$8.52 Billion 1.06% of portfolio
84,783
Q2 2024 New
$0
$7.71 Billion 0.96% of portfolio
330,693
Q2 2024 New
$556B
$7.63 Billion 0.95% of portfolio
13,388
Q2 2024 New
$0
$7.24 Billion 0.9% of portfolio
173,159
Q2 2024 New
$0
$6.88 Billion 0.86% of portfolio
28,946
Q2 2024 New
$0
$6.84 Billion 0.85% of portfolio
31,860
Q2 2024 New
$0
$6.82 Billion 0.85% of portfolio
147,084
Q2 2024 New
$0
$6.53 Billion 0.81% of portfolio
12,678
Q2 2024 New
$405B
$6.53 Billion 0.81% of portfolio
8,149
Q2 2024 New
$6.61B
$6.45 Billion 0.8% of portfolio
94,922
Q2 2024 New
$250B
$6.32 Billion 0.79% of portfolio
12,409
Q2 2024 New
$0
$6.17 Billion 0.77% of portfolio
147,347
Q2 2024 New
$0
$5.71 Billion 0.71% of portfolio
134,694
Q2 2024 New
$178B
$5.31 Billion 0.66% of portfolio
6,797
Q2 2024 New
$0
$5.21 Billion 0.65% of portfolio
103,263
Q2 2024 New
$0
$4.84 Billion 0.6% of portfolio
102,106
Q2 2024 New
$964B
$4.81 Billion 0.6% of portfolio
29,957
Q2 2024 New
$389B
$4.74 Billion 0.59% of portfolio
13,531
Q2 2024 New
$727B
$4.72 Billion 0.59% of portfolio
23,718
Q2 2024 New
$255B
$4.74 Billion 0.59% of portfolio
19,833
Q2 2024 New
$0
$4.7 Billion 0.58% of portfolio
96,525
Q2 2024 New
$0
$4.47 Billion 0.56% of portfolio
192,669
Q2 2024 New
$582B
$4.52 Billion 0.56% of portfolio
10,923
Q2 2024 New
$104B
$4.51 Billion 0.56% of portfolio
15,332
Q2 2024 New
$0
$4.35 Billion 0.54% of portfolio
72,297
Q2 2024 New
$309B
$4.36 Billion 0.54% of portfolio
34,609
Q2 2024 New
$0
$4.38 Billion 0.54% of portfolio
88,354
Q2 2024 New
$219B
$4.27 Billion 0.53% of portfolio
63,202
Q2 2024 New
$0
$4.13 Billion 0.51% of portfolio
156,213
Q2 2024 New
$175B
$3.93 Billion 0.49% of portfolio
34,153
Q2 2024 New
$47B
$3.84 Billion 0.48% of portfolio
30,607
Q2 2024 New
$0
$3.62 Billion 0.45% of portfolio
32,020
Q2 2024 New
$4.08B
$3.51 Billion 0.44% of portfolio
212,596
Q2 2024 New
$194B
$3.52 Billion 0.44% of portfolio
15,562
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 432
  • Current Value $804 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 432 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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