Diversify Wealth Management, LLC Incresed Positions 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
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
SPYG
Spdr Portfolio

ETFs
43.7K
+ 17.39%
$73.38 - $84.1 $3.21M - $3.67M
295K $24.6B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
109K
+ 202.62%
N/A
163K $8.2B
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
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
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
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.68K
+ 4.7%
$162.64 - $179.3 $761K - $839K
104K $18.7B
VB
Vanguard Small Cap ETF

ETFs
5.87K
+ 18.43%
$214.77 - $237.72 $1.26M - $1.4M
37.7K $8.93B
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
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
IBM
International Business Machines Corp

Technology
3.66K
+ 32.88%
$175.1 - $223.38 $641K - $818K
14.8K $3.44B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
84.9K
+ 352.6%
$45.2 - $47.87 $3.84M - $4.06M
109K $2.52B
VO
Vanguard Mid Cap ETF

ETFs
1.77K
+ 6.13%
$237.84 - $263.83 $422K - $468K
30.7K $8.17B
AVGO
Broadcom Inc.

Technology
2.78K
+ 11.38%
$136.27 - $1745.86 $379K - $4.85M
27.2K $4.72B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7.97K
+ 24.88%
$112.99 - $126.45 $900K - $1.01M
40K $4.85B
UBER
Uber Technologies, Inc

Technology
4.22K
+ 10.82%
$58.48 - $77.47 $247K - $327K
43.2K $3.45B
FREL
Fidelity Covington Tr Msci Rea

ETFs
29.6K
+ 24.95%
$25.07 - $29.94 $742K - $887K
148K $4.33B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22.3K
+ 43.75%
$49.82 - $52.8 $1.11M - $1.18M
73.1K $3.75B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.9K
+ 35.43%
$51.02 - $52.74 $1.02M - $1.05M
76.2K $3.97B
DFAE
Dimensional ETF Tr

ETFs
8.82K
+ 2.67%
$24.46 - $27.82 $216K - $245K
339K $9.1B
WMT
Walmart Inc.

Consumer Defensive
414
+ 0.66%
$66.91 - $81.4 $27.7K - $33.7K
63.6K $5.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.5K
+ 15.99%
$44.65 - $47.21 $1.05M - $1.11M
171K $7.8B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
43.9K
+ 31.47%
$22.38 - $23.66 $983K - $1.04M
183K $4.19B
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 41.18%
$148.65 - $191.18 $789K - $1.01M
18.2K $2.96B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.7K
+ 16.97%
$23.04 - $24.06 $753K - $787K
225K $5.34B
IHDG
Wisdomtree Tr

ETFs
11.3K
+ 8.36%
$42.42 - $46.78 $478K - $527K
146K $6.54B
ACN
Accenture PLC

Technology
715
+ 7.49%
$295.44 - $355.81 $211K - $254K
10.3K $3.8B
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.13K
+ 18.63%
$57.22 - $80.08 $236K - $331K
26.3K $2.12B
CSCO
Cisco Systems, Inc.

Technology
2.73K
+ 5.15%
$44.74 - $53.22 $122K - $145K
55.8K $3.14B
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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