Diversify Wealth Management, LLC Incresed Positions in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
70K
+ 12.18%
$24.19 - $50.58 $1.69M - $3.54M
644K $15.5B
WMT
Walmart Inc.

Consumer Defensive
7.2K
+ 11.32%
$79.1 - $95.7 $569K - $689K
70.8K $6.59B
APD
Air Products & Chemicals, Inc.

Basic Materials
4.92K
+ 88.2%
$285.5 - $335.62 $1.4M - $1.65M
10.5K $3.07B
AMCR
Amcor PLC

Consumer Cyclical
161K
+ 101.46%
$9.34 - $11.37 $1.5M - $1.83M
319K $3B
PEP
Pepsico Inc

Consumer Defensive
13.4K
+ 61.09%
$151.29 - $176.1 $2.03M - $2.36M
35.4K $5.05B
BAC
Bank Of America Corp

Financial Services
22.5K
+ 41.03%
$39.22 - $47.77 $883K - $1.08M
77.4K $3.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.04K
+ 28.23%
$442.29 - $483.08 $1.35M - $1.47M
13.8K $6.12B
MA
Mastercard Inc

Financial Services
2.41K
+ 29.9%
$491.3 - $536.15 $1.18M - $1.29M
10.5K $5.28B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
25.5K
+ 51.27%
$45.17 - $47.23 $1.15M - $1.21M
75.4K $3.37B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.76K
+ 67.52%
$172.07 - $207.36 $820K - $988K
11.8K $2.46B
QCOM
Qualcomm Inc

Technology
7.38K
+ 54.06%
$150.4 - $178.04 $1.11M - $1.31M
21K $3.3B
VZ
Verizon Communications Inc

Communication Services
36.7K
+ 44.88%
$39.6 - $45.21 $1.45M - $1.66M
118K $4.48B
BMA
Macro Bank Inc.

Financial Services
2.27K
+ 13.6%
$65.0 - $106.83 $147K - $242K
18.9K $2.15B
PG
Procter & Gamble CO

Consumer Defensive
7.05K
+ 48.71%
$161.05 - $179.7 $1.13M - $1.27M
21.5K $3.41B
ORCL
Oracle Corp

Technology
10.5K
+ 28.59%
$165.41 - $192.43 $1.74M - $2.02M
47.2K $7.3B
GGAL
Grupo Financiero Galicia Sa

Financial Services
4.31K
+ 15.49%
$41.94 - $68.72 $181K - $296K
32.1K $2.32B
XOM
Exxon Mobil Corp

Energy
11.1K
+ 54.93%
$105.51 - $125.37 $1.17M - $1.39M
31.4K $3.34B
JNJ
Johnson & Johnson

Healthcare
7.98K
+ 68.17%
$143.34 - $165.86 $1.14M - $1.32M
19.7K $2.8B
MDT
Medtronic PLC

Healthcare
14.9K
+ 48.38%
$79.61 - $92.24 $1.19M - $1.38M
45.8K $3.69B
UNP
Union Pacific Corp

Industrials
4.2K
+ 67.22%
$223.15 - $249.32 $937K - $1.05M
10.5K $2.35B
PM
Philip Morris International Inc.

Consumer Defensive
9.78K
+ 45.51%
$118.38 - $133.06 $1.16M - $1.3M
31.3K $3.66B
KO
Coca Cola CO

Consumer Defensive
16.8K
+ 61.64%
$61.74 - $71.71 $1.03M - $1.2M
43.9K $2.68B
MKC
Mccormick & CO Inc

Consumer Defensive
13.1K
+ 86.87%
$73.97 - $84.09 $971K - $1.1M
28.2K $2.02B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
36.2K
+ 21.21%
$44.04 - $49.49 $1.6M - $1.79M
207K $8.87B
NOW
Service Now, Inc.

Technology
42
+ 0.65%
$867.18 - $1148.42 $36.4K - $48.2K
6.53K $6.69B
VEA
Vanguard Ftse Developed Market

ETFs
17K
+ 173.63%
$47.57 - $52.44 $809K - $892K
26.8K $1.27B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.6K
+ 23.36%
$370.24 - $418.94 $593K - $672K
8.47K $3.37B
FIX
Comfort Systems Usa Inc

Industrials
1.58K
+ 63.04%
$370.68 - $504.12 $585K - $796K
4.08K $1.8B
SNPS
Synopsys Inc

Technology
1.47K
+ 221.23%
$485.36 - $588.0 $713K - $864K
2.13K $1.05B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24K
+ 4.71%
$33.92 - $36.6 $813K - $878K
533K $18.3B
PAM
Pampa Energy Inc.

Utilities
2.97K
+ 19.66%
$59.98 - $91.79 $178K - $273K
18.1K $1.72B
VGLT
Vanguard Long Term Treasury Et

ETFs
14.9K
+ 48.38%
$55.1 - $61.74 $820K - $919K
45.7K $2.47B
WFC
Wells Fargo & Company

Financial Services
7.95K
+ 33.95%
$54.98 - $77.35 $437K - $615K
31.4K $2.19B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
15K
+ 14.98%
$40.97 - $42.66 $616K - $641K
115K $4.81B
VUG
Vanguard Growth ETF

ETFs
1.48K
+ 126.87%
$378.79 - $428.11 $560K - $633K
2.64K $1.08B
VTV
Vanguard Value ETF

ETFs
3.88K
+ 110.36%
$168.32 - $181.87 $652K - $705K
7.39K $1.24B
IWM
Ishares Russell 2000 ETF

ETFs
2.77K
+ 294.26%
$216.13 - $242.4 $598K - $671K
3.71K $804M
MRK
Merck & Co., Inc.

Healthcare
6.82K
+ 50.66%
$96.31 - $114.76 $657K - $783K
20.3K $2.01B
VO
Vanguard Mid Cap ETF

ETFs
2.51K
+ 8.17%
$261.5 - $284.63 $656K - $714K
33.2K $8.73B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.11K
+ 26.36%
$91.29 - $91.8 $557K - $561K
29.3K $2.68B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.84K
+ 56.02%
$129.13 - $198.21 $237K - $364K
5.12K $1.01B
AMD
Advanced Micro Devices Inc

Technology
10.3K
+ 58.94%
$118.88 - $172.8 $1.23M - $1.79M
27.9K $3.23B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.71K
+ 210.87%
$129.96 - $144.97 $482K - $537K
5.46K $757M
SAP
Sap Se

Technology
1.21K
+ 10.9%
$218.13 - $255.54 $264K - $309K
12.3K $3.09B
ASML
Asml Holding Nv

Technology
586
+ 30.84%
$658.43 - $872.27 $386K - $511K
2.49K $1.84B
AVIG
American Centy ETF Tr Avantis

ETFs
12.5K
+ 142.08%
$40.48 - $42.48 $505K - $529K
21.2K $853M
VGT
Vanguard Information Technolog

ETFs
416
+ 3.08%
$571.78 - $647.97 $238K - $270K
13.9K $8.55B
LLY
Eli Lilly & CO

Healthcare
1.19K
+ 25.48%
$727.2 - $932.06 $868K - $1.11M
5.88K $4.7B
NFLX
Netflix Inc

Communication Services
310
+ 13.16%
$687.65 - $936.56 $213K - $290K
2.67K $2.23B
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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