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
AMCR
Amcor PLC

Consumer Cyclical
21.6K
+ 15.78%
$9.5 - $11.44 $205K - $247K
158K $1.75B
PEP
Pepsico Inc

Consumer Defensive
1.99K
+ 9.93%
$161.9 - $179.3 $321K - $356K
22K $3.8B
SPYI
Shp ETF Tr Neos S&P 500 High I
5.79K
+ 102.01%
N/A
11.5K $586M
HMY
Harmony Gold Mining CO LTD

Basic Materials
10.6K
+ 13.89%
$8.48 - $11.22 $90K - $119K
87K $1B
QCOM
Qualcomm Inc

Technology
1.22K
+ 9.78%
$156.12 - $209.64 $190K - $255K
13.7K $2.28B
CELH
Celsius Holdings, Inc.

Consumer Defensive
20.5K
+ 70.9%
$31.02 - $58.9 $635K - $1.21M
49.4K $1.5B
DIS
Walt Disney CO

Communication Services
1.2K
+ 5.29%
$85.6 - $98.61 $103K - $118K
23.9K $2.3B
UPS
United Parcel Service Inc

Industrials
1.74K
+ 13.01%
$123.32 - $147.38 $215K - $257K
15.1K $1.99B
ERJ
Embraer S.A.

Industrials
1.61K
+ 5.2%
$25.9 - $36.95 $41.8K - $59.6K
32.7K $1.14B
ZTS
Zoetis Inc.

Healthcare
485
+ 3.44%
$172.58 - $196.48 $83.7K - $95.3K
14.6K $2.76B
HON
Honeywell International Inc

Industrials
187
+ 1.61%
$196.73 - $220.21 $36.8K - $41.2K
11.8K $2.6B
Cooper Cos Inc
941
+ 7.26%
N/A
13.9K $1.46B
TDY
Teledyne Technologies Inc

Technology
180
+ 6.51%
$381.47 - $437.71 $68.7K - $78.8K
2.95K $1.38B
INTU
Intuit Inc

Technology
463
+ 18.78%
$602.97 - $670.49 $279K - $310K
2.93K $1.76B
AMGN
Amgen Inc

Healthcare
973
+ 26.48%
$309.38 - $337.38 $301K - $328K
4.65K $1.46B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.82K
+ 16.37%
$36.02 - $41.68 $138K - $159K
27.1K $1.1B
ETN
Eaton Corp PLC

Industrials
27
+ 0.79%
$272.52 - $333.02 $7.36K - $8.99K
3.44K $1.19B
PG
Procter & Gamble CO

Consumer Defensive
1.36K
+ 10.37%
$160.76 - $177.82 $218K - $242K
14.5K $2.45B
CW
Curtiss Wright Corp

Industrials
261
+ 14.83%
$265.18 - $332.22 $69.2K - $86.7K
2.02K $708M
AMAT
Applied Materials Inc

Technology
1.28K
+ 50.65%
$174.88 - $254.97 $224K - $327K
3.81K $697M
Brookfield Asset Managmt LTD
1.5K
+ 11.11%
N/A
15K $758M
GILD
Gilead Sciences, Inc.

Healthcare
2K
+ 48.6%
$66.59 - $83.99 $133K - $168K
6.12K $533M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.5K
+ 93.84%
N/A
9.29K $462M
MS
Morgan Stanley

Financial Services
606
+ 11.47%
$92.07 - $106.96 $55.8K - $64.8K
5.89K $697M
SONY
Sony Group Corp

Technology
42.2K
+ 511.42%
$81.61 - $98.65 $3.44M - $4.16M
50.4K $883M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.74K
+ 63.98%
$84.77 - $97.13 $148K - $169K
4.46K $430M
NKE
Nike, Inc.

Consumer Cyclical
829
+ 5.45%
$71.09 - $89.44 $58.9K - $74.1K
16K $1.28B
RELX
Relx PLC

Communication Services
2.19K
+ 6.43%
$44.1 - $48.86 $96.7K - $107K
36.3K $1.7B
CRH.L
Crh PLC

Basic Materials
540
+ 5.67%
N/A
10.1K $915M
PAYC
Paycom Software, Inc.

Technology
1.02K
+ 49.14%
$140.16 - $173.86 $144K - $178K
3.11K $511M
MKC
Mccormick & CO Inc

Consumer Defensive
1.77K
+ 13.24%
$69.44 - $84.76 $123K - $150K
15.1K $1.2B
KO
Coca Cola CO

Consumer Defensive
2.69K
+ 10.98%
$62.69 - $73.01 $169K - $196K
27.2K $1.85B
UBS
Ubs Group Ag

Financial Services
1.68K
+ 5.71%
$27.97 - $31.42 $46.9K - $52.7K
31.1K $992M
GOOG
Alphabet Inc.

Communication Services
334
+ 1.11%
$149.54 - $192.66 $49.9K - $64.3K
30.3K $4.98B
GE
General Electric CO

Industrials
360
+ 8.32%
$156.66 - $189.66 $56.4K - $68.3K
4.69K $851M
BCS
Barclays PLC

Financial Services
4.82K
+ 8.61%
$10.59 - $12.45 $51.1K - $60K
60.8K $758M
ALLE
Allegion PLC

Industrials
62
+ 0.92%
$114.67 - $145.7 $7.11K - $9.03K
6.81K $1.03B
COOK
Traeger, Inc.

Consumer Cyclical
8.5K
+ 5.45%
$2.15 - $3.92 $18.3K - $33.3K
165K $499M
CYBR
Cyber Ark Software Ltd.

Technology
236
+ 11.84%
$241.52 - $291.61 $57K - $68.8K
2.23K $644M
BA
Boeing CO

Industrials
1.3K
+ 28.36%
$152.04 - $190.6 $198K - $248K
5.89K $925M
ASX
Ase Technology Holding Co., Ltd.

Technology
6.21K
+ 10.02%
$8.6 - $12.5 $53.4K - $77.6K
68.2K $691M
ENB
Enbridge Inc

Energy
1.02K
+ 3.44%
$35.27 - $41.18 $35.8K - $41.8K
30.6K $1.26B
TMO
Thermo Fisher Scientific Inc.

Healthcare
378
+ 11.92%
$531.86 - $624.21 $201K - $236K
3.55K $2.05B
VMI
Valmont Industries Inc

Industrials
249
+ 19.78%
$260.22 - $302.59 $64.8K - $75.3K
1.51K $491M
MRK
Merck & Co., Inc.

Healthcare
1.94K
+ 16.77%
$111.15 - $128.97 $215K - $250K
13.5K $1.43B
NVT
N Vent Electric PLC

Industrials
1.09K
+ 19.59%
$60.72 - $81.19 $65.9K - $88.1K
6.62K $484M
Tidal Tr Ii
2.14K
+ 18.4%
N/A
13.8K $422M
WRB
Berkley W R Corp

Financial Services
1.18K
+ 8.07%
$51.54 - $79.62 $61K - $94.2K
15.8K $937M
MORN
Morningstar, Inc.

Financial Services
143
+ 6.8%
$295.85 - $326.31 $42.3K - $46.7K
2.25K $767M
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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