Diversify Wealth Management, LLC Purchases in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
552K
+ 2458.52%
$48.4 - $50.91 $26.7M - $28.1M
574K $14.2B
SCHO
Schwab Short Term Us Treasury

ETFs
530K
+ 2410.78%
$47.93 - $49.06 $25.4M - $26M
552K $13.4B
NVDA
Nvidia Corp

Technology
58.5K
+ 68.98%
$98.91 - $134.91 $5.78M - $7.89M
143K $20B
PKG
Packaging Corp Of America

Consumer Cyclical
46K
New
$176.32 - $215.7 $8.12M - $9.93M
46K $10.5B
CGCP
Capital Group Core Plus Income

ETFs
437K
New
$22.12 - $23.31 $9.68M - $10.2M
437K $9.88B
SCHA
Schwab Strategic Tr Us Small C

ETFs
285K
+ 3939.89%
$46.9 - $51.96 $13.4M - $14.8M
292K $7.47B
DFAU
Dimensional ETF Tr

ETFs
38.4K
+ 3.16%
$35.8 - $39.69 $1.37M - $1.52M
1.25M $49.9B
AVUV
American Centy ETF Tr Avantis

ETFs
68.2K
+ 989.0%
$88.24 - $99.7 $6.02M - $6.8M
75.1K $7.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
229K
New
$77.02 - $85.06 $17.6M - $19.5M
229K $6.47B
SPYG
Spdr Portfolio

ETFs
43.7K
+ 17.39%
$73.38 - $84.1 $3.21M - $3.67M
295K $24.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
68.2K
+ 17.66%
$48.51 - $52.86 $3.31M - $3.61M
455K $24.2B
META
Meta Platforms, Inc.

Communication Services
8.57K
+ 186.99%
$453.41 - $572.44 $3.88M - $4.9M
13.1K $7.41B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
96.5K
+ 93.48%
$50.25 - $50.74 $4.85M - $4.9M
200K $10.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.31K
+ 4.22%
$517.38 - $573.86 $1.19M - $1.32M
57K $33B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
137K
+ 1818.59%
$29.59 - $31.63 $4.05M - $4.33M
144K $4.59B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
154K
New
$75.47 - $83.18 $11.6M - $12.8M
154K $4.26B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
100K
New
$38.33 - $42.48 $3.85M - $4.26M
100K $4.18B
MSFT
Microsoft Corp

Technology
7.88K
+ 31.34%
$395.15 - $467.56 $3.11M - $3.69M
33K $14B
VIG
Vanguard Dividend Appreciation

ETFs
18.3K
+ 236.46%
$182.15 - $182.15 $3.34M - $3.34M
26.1K $5.18B
AAPL
Apple Inc.

Technology
11.1K
+ 20.92%
$207.23 - $234.82 $2.29M - $2.6M
63.9K $14.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
146K
+ 4448.77%
$92.63 - $105.69 $13.6M - $15.5M
150K $3.94B
PGR
Progressive Corp

Financial Services
13.1K
New
$209.46 - $259.24 $2.75M - $3.41M
13.1K $3.25B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.34K
+ 93.13%
$475.2 - $527.7 $2.54M - $2.82M
11.1K $5.89B
VBR
Vanguard Small Cap Value ETF

ETFs
14.1K
+ 1249.87%
$179.99 - $201.6 $2.54M - $2.84M
15.2K $3.04B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
154K
+ 1215.3%
$36.98 - $41.55 $5.7M - $6.41M
167K $3.29B
ORCL
Oracle Corp

Technology
8.79K
+ 31.45%
$125.9 - $170.35 $1.11M - $1.5M
36.7K $6.36B
AMD
Advanced Micro Devices Inc

Technology
17.5K
New
$128.67 - $183.96 $2.26M - $3.22M
17.5K $2.68B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
53K
+ 15.28%
$33.74 - $37.96 $1.79M - $2.01M
400K $14.4B
AMZN
Amazon Com Inc

Consumer Cyclical
5.36K
+ 7.63%
$161.02 - $200.0 $863K - $1.07M
75.7K $14B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
30.8K
New
$77.23 - $87.97 $2.38M - $2.71M
30.8K $2.63B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.86K
New
$332.02 - $382.76 $2.28M - $2.63M
6.86K $2.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.68K
+ 4.7%
$162.64 - $179.3 $761K - $839K
104K $18.7B
XLK
Technology Sector Spdr

ETFs
10.7K
New
$197.34 - $237.68 $2.1M - $2.53M
10.7K $2.43B
CRWD
Crowd Strike Holdings, Inc.

Technology
8.05K
New
$217.89 - $392.15 $1.75M - $3.16M
8.05K $2.41B
VEEV
Veeva Systems Inc

Healthcare
10.2K
New
$180.43 - $223.9 $1.83M - $2.28M
10.2K $2.21B
Viking Holdings LTD
56.5K
New
N/A
56.5K $2.17B
Rubrik Inc.
56.3K
New
N/A
56.3K $2.12B
FICO
Fair Isaac Corp

Technology
1.05K
New
$1496.51 - $1947.38 $1.57M - $2.05M
1.05K $2.1B
VB
Vanguard Small Cap ETF

ETFs
5.87K
+ 18.43%
$214.77 - $237.72 $1.26M - $1.4M
37.7K $8.93B
NRG
Nrg Energy, Inc.

Utilities
23.3K
New
$68.89 - $91.22 $1.6M - $2.12M
23.3K $2.04B
SHOP
Shopify Inc.

Technology
5.6K
+ 9.68%
$52.26 - $80.75 $293K - $452K
63.4K $5.05B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
5.02K
+ 3.39%
$92.01 - $101.97 $462K - $512K
153K $15.6B
FNDF
Schwab Fundamental Intl Large

ETFs
54.5K
New
$33.67 - $37.71 $1.84M - $2.06M
54.5K $1.95B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.5K
+ 15.97%
$41.9 - $48.26 $986K - $1.14M
171K $8.05B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.8K
+ 691.7%
$117.9 - $128.2 $1.63M - $1.77M
15.8K $2.05B
VGT
Vanguard Information Technolog

ETFs
842
+ 6.64%
$514.43 - $606.85 $433K - $511K
13.5K $8.07B
DFAI
Dimensional ETF Tr

ETFs
17.4K
+ 3.08%
$28.69 - $32.06 $498K - $557K
581K $17.7B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
19.6K
New
$65.15 - $72.97 $1.27M - $1.43M
19.6K $1.44B
IBM
International Business Machines Corp

Technology
3.66K
+ 32.88%
$175.1 - $223.38 $641K - $818K
14.8K $3.44B
Activity Summary
Buys All Purchases 310 New Holdings 72 Increased Positions 238 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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