Diversify Wealth Management, LLC Purchases in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
878
+ 75.89%
N/A
2.04K $387M
FSK
Fs Kkr Capital Corp

Financial Services
3.15K
+ 2.66%
$19.71 - $22.22 $62.1K - $70.1K
122K $2.59B
SMPL
Simply Good Foods CO

Consumer Defensive
3.91K
+ 44.72%
$32.46 - $40.01 $127K - $156K
12.7K $435M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
32.6K
+ 20.42%
$6.33 - $8.67 $206K - $282K
192K $1.27B
NVT
N Vent Electric PLC

Industrials
2.6K
+ 39.19%
$67.69 - $79.19 $176K - $206K
9.22K $635M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
12.2K
+ 13.4%
$9.25 - $10.62 $113K - $129K
103K $1.04B
CHH
Choice Hotels International Inc

Consumer Cyclical
914
+ 38.31%
$128.7 - $152.73 $118K - $140K
3.3K $465M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.47K
+ 13.1%
$61.68 - $67.87 $152K - $168K
21.3K $1.32B
Cooper Cos Inc
3.88K
+ 27.9%
N/A
17.8K $1.61B
CAT
Caterpillar Inc

Industrials
535
+ 36.72%
$360.37 - $416.88 $193K - $223K
1.99K $699M
ENTG
Entegris Inc

Technology
1.59K
+ 32.17%
$97.67 - $112.92 $155K - $179K
6.52K $645M
C
Citigroup Inc

Financial Services
291
+ 2.19%
$61.31 - $72.5 $17.8K - $21.1K
13.6K $968M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
15K
New
$8.61 - $9.3 $129K - $140K
15K $129M
COP
Conocophillips

Energy
1.33K
+ 42.85%
$95.12 - $114.72 $127K - $153K
4.44K $452M
BCS
Barclays PLC

Financial Services
8.88K
+ 14.6%
$11.65 - $13.67 $103K - $121K
69.7K $884M
FNDF
Schwab Fundamental Intl Large

ETFs
8.34K
+ 15.29%
$32.92 - $37.15 $275K - $310K
62.9K $2.07B
MORN
Morningstar, Inc.

Financial Services
576
+ 25.66%
$312.56 - $358.78 $180K - $207K
2.82K $891M
VGSH
Vanguard

ETFs
2.14K
+ 35.24%
$58.02 - $58.88 $124K - $126K
8.19K $476M
CRH.L
Crh PLC

Basic Materials
1.2K
+ 11.87%
N/A
11.3K $1.03B
LECO
Lincoln Electric Holdings Inc

Industrials
772
+ 44.94%
$187.47 - $219.94 $145K - $170K
2.49K $449M
KNSL
Kinsale Capital Group, Inc.

Financial Services
346
+ 49.29%
$424.05 - $524.22 $147K - $181K
1.05K $436M
Ge Vernova Inc
49
+ 4.45%
N/A
1.15K $422M
AVY
Avery Dennison Corp

Industrials
823
+ 46.44%
$186.26 - $220.48 $153K - $181K
2.6K $480M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.63K
+ 37.36%
$24.19 - $24.63 $112K - $114K
17K $411M
TRNO
Terreno Realty Corp

Real Estate
2.38K
+ 48.03%
$58.62 - $66.94 $140K - $159K
7.34K $425M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10K
New
$10.7 - $11.74 $107K - $117K
10K $109M
CDW
Cdw Corp

Technology
1.01K
+ 45.52%
$171.49 - $225.64 $173K - $228K
3.23K $592M
TTE
Total Energies Se

Energy
3.28K
+ 33.06%
N/A
13.2K $749M
BMY
Bristol Myers Squibb CO

Healthcare
1.29K
+ 10.02%
$51.92 - $59.94 $66.8K - $77.1K
14.1K $788M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
992
+ 25.07%
$100.24 - $101.35 $99.4K - $101K
4.95K $498M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.3K
+ 0.9%
$31.36 - $32.75 $40.7K - $42.5K
146K $4.69B
JKHY
Henry Jack & Associates Inc

Technology
787
+ 25.79%
$171.12 - $186.18 $135K - $147K
3.84K $660M
HON
Honeywell International Inc

Industrials
557
+ 4.71%
$202.84 - $236.0 $113K - $131K
12.4K $2.7B
AMAT
Applied Materials Inc

Technology
804
+ 21.09%
$161.44 - $213.89 $130K - $172K
4.62K $793M
DEO
Diageo PLC

Consumer Defensive
1.4K
+ 32.04%
$118.0 - $139.88 $165K - $196K
5.77K $682M
TYL
Tyler Technologies Inc

Technology
207
+ 19.96%
$576.64 - $635.69 $119K - $132K
1.24K $696M
SBUX
Starbucks Corp

Consumer Cyclical
1.14K
+ 38.75%
$87.44 - $102.5 $99.6K - $117K
4.08K $376M
WERN
Werner Enterprises Inc

Industrials
3.23K
+ 43.4%
$35.64 - $41.8 $115K - $135K
10.7K $367M
VMI
Valmont Industries Inc

Industrials
404
+ 26.79%
$287.0 - $352.14 $116K - $142K
1.91K $578M
UFPT
Ufp Technologies Inc

Healthcare
716
+ 31.0%
$238.73 - $346.29 $171K - $248K
3.03K $732M
SHW
Sherwin Williams CO

Basic Materials
399
+ 28.4%
$338.75 - $399.71 $135K - $159K
1.8K $596M
VEEV
Veeva Systems Inc

Healthcare
335
+ 3.3%
$201.81 - $250.45 $67.6K - $83.9K
10.5K $2.29B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.09K
+ 2.74%
$51.54 - $52.55 $108K - $110K
78.3K $4.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
621
+ 21.2%
$113.92 - $127.38 $70.7K - $79.1K
3.55K $401M
Aegon LTD
18.1K
+ 19.84%
N/A
109K $649M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
6.55K
+ 53.38%
$6.5 - $8.39 $42.6K - $55K
18.8K $142M
BSY
Bentley Systems Inc

Technology
2.73K
+ 13.51%
$46.59 - $51.09 $127K - $139K
22.9K $1.05B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.77K
+ 2.25%
$26.55 - $27.32 $100K - $103K
171K $4.56B
Linde PLC
416
+ 22.71%
N/A
2.25K $931M
Activity Summary
Buys All Purchases 374 New Holdings 76 Increased Positions 298 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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