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
ANET
Arista Networks, Inc.

Technology
7
+ 0.11%
$311.42 - $388.21 $2.18K - $2.72K
6.66K $2.62B
VNQ
Vanguard Specialized Funds Van

ETFs
4.6K
+ 45.09%
$82.97 - $98.97 $382K - $455K
14.8K $1.43B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
970
+ 15.94%
$147.95 - $191.05 $144K - $185K
7.05K $1.42B
MSCI
Msci Inc.

Financial Services
662
+ 44.02%
$479.31 - $584.91 $317K - $387K
2.17K $1.29B
ABBV
Abb Vie Inc.

Healthcare
2.33K
+ 17.29%
$163.84 - $199.33 $381K - $464K
15.8K $2.97B
SYK
Stryker Corp

Healthcare
211
+ 2.45%
$315.94 - $371.96 $66.7K - $78.5K
8.83K $3.21B
VZ
Verizon Communications Inc

Communication Services
5.47K
+ 7.17%
$38.89 - $45.0 $213K - $246K
81.8K $3.51B
APD
Air Products & Chemicals, Inc.

Basic Materials
686
+ 14.03%
$247.34 - $300.11 $170K - $206K
5.57K $1.82B
VUG
Vanguard Growth ETF

ETFs
1.17K
New
$341.08 - $391.94 $397K - $457K
1.17K $452M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.78K
+ 29.82%
$41.95 - $43.42 $410K - $424K
42.6K $1.83B
ESS
Essex Property Trust, Inc.

Real Estate
866
+ 12.85%
$272.82 - $272.82 $236K - $236K
7.6K $2.28B
QFIN
360 Digi Tech, Inc.

Financial Services
1.28K
+ 4.74%
$18.93 - $29.81 $24.3K - $38.3K
28.4K $961M
CVX
Chevron Corp

Energy
2.24K
+ 12.5%
$137.88 - $161.97 $309K - $363K
20.2K $3.03B
BMA
Macro Bank Inc.

Financial Services
693
+ 4.34%
$46.54 - $74.83 $32.3K - $51.9K
16.7K $1.18B
MC
Moelis & CO

Financial Services
3.06K
+ 11.47%
$57.14 - $70.62 $175K - $216K
29.8K $2.03B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.08K
New
$175.46 - $203.3 $365K - $422K
2.08K $431M
MDT
Medtronic PLC

Healthcare
739
+ 2.45%
$76.84 - $91.03 $56.8K - $67.3K
30.9K $2.85B
TSLA
Tesla, Inc.

Consumer Cyclical
360
+ 1.52%
$191.76 - $263.26 $69K - $94.8K
24.1K $5.14B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.5K
+ 3.03%
$49.83 - $62.75 $74.6K - $94K
50.9K $3.01B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.13K
New
$127.29 - $141.5 $398K - $442K
3.13K $425M
SAP
Sap Se

Technology
127
+ 1.16%
$197.21 - $231.0 $25K - $29.3K
11.1K $2.6B
RTX
Raytheon Technologies Corp

Industrials
40
+ 0.12%
$99.55 - $123.34 $3.98K - $4.93K
34.2K $4.35B
MCD
Mcdonalds Corp

Consumer Cyclical
787
+ 13.28%
$245.82 - $304.51 $193K - $240K
6.72K $2B
UNP
Union Pacific Corp

Industrials
1.57K
+ 33.63%
$221.78 - $256.09 $349K - $403K
6.25K $1.51B
PJAN
Innovator U.S. Equity Power Bu

ETFs
9.79K
New
$39.31 - $41.32 $385K - $405K
9.79K $406M
YPF
Ypf Sociedad Anonima

Energy
2.61K
+ 4.77%
$18.06 - $24.26 $47.1K - $63.3K
57.3K $1.39B
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.24K
New
$71.19 - $76.59 $373K - $402K
5.24K $404M
ADP
Automatic Data Processing Inc

Industrials
869
+ 18.49%
$233.44 - $279.45 $203K - $243K
5.57K $1.62B
PAM
Pampa Energy Inc.

Utilities
573
+ 3.94%
$41.97 - $62.41 $24K - $35.8K
15.1K $1.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5K
New
$76.94 - $79.54 $385K - $398K
5K $393M
VTI
Vanguard Total Stock Market Et

ETFs
796
+ 14.51%
$255.18 - $283.2 $203K - $225K
6.28K $1.79B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11K
+ 7.03%
$26.01 - $27.41 $285K - $301K
167K $4.51B
EW
Edwards Lifesciences Corp

Healthcare
3.15K
+ 20.22%
$59.7 - $93.78 $188K - $295K
18.7K $1.32B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.25K
+ 13.24%
$62.4 - $62.4 $327K - $327K
44.9K $2.89B
American Centy ETF Tr
6.18K
New
N/A
6.18K $365M
AVIG
American Centy ETF Tr Avantis

ETFs
8.77K
New
$40.41 - $42.73 $354K - $375K
8.77K $363M
CMCSA
Comcast Corp

Communication Services
6.25K
+ 14.59%
$37.33 - $41.78 $233K - $261K
49.1K $2.04B
TCHP
T Rowe Price Exchange Traded F

Technology
8.99K
New
$35.14 - $40.43 $316K - $363K
8.99K $361M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
800
+ 27.16%
$460.0 - $505.78 $368K - $405K
3.75K $1.76B
VGSH
Vanguard

ETFs
6.06K
New
$57.74 - $59.13 $350K - $358K
6.06K $354M
JNJ
Johnson & Johnson

Healthcare
1.82K
+ 18.43%
$145.48 - $167.38 $265K - $305K
11.7K $1.94B
VGLT
Vanguard Long Term Treasury Et

ETFs
7.45K
+ 31.9%
$56.52 - $63.23 $421K - $471K
30.8K $1.79B
AMCR
Amcor PLC

Consumer Cyclical
21.6K
+ 15.78%
$9.5 - $11.44 $205K - $247K
158K $1.75B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.93K
New
$105.53 - $118.34 $309K - $347K
2.93K $336M
NEE
Nextera Energy Inc

Utilities
3.9K
New
$69.9 - $84.97 $272K - $331K
3.9K $331M
SNPS
Synopsys Inc

Technology
664
New
$463.97 - $621.3 $308K - $413K
664 $328M
PEP
Pepsico Inc

Consumer Defensive
1.99K
+ 9.93%
$161.9 - $179.3 $321K - $356K
22K $3.8B
PDI
Pimco Dynamic Income Fund

Financial Services
16.3K
New
$18.7 - $20.25 $305K - $330K
16.3K $320M
SPYI
Shp ETF Tr Neos S&P 500 High I
5.79K
+ 102.01%
N/A
11.5K $586M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email