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
WPM
Wheaton Precious Metals Corp.

Basic Materials
22
+ 0.47%
$52.04 - $64.22 $1.14K - $1.41K
4.66K $314M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1K
+ 20.11%
$50.63 - $51.11 $50.7K - $51.2K
5.98K $305M
SPSC
Sps Commerce Inc

Technology
285
+ 8.72%
$185.76 - $215.42 $52.9K - $61.4K
3.56K $675M
VDC
Vanguard Consumer Staples ETF

ETFs
96
+ 3.59%
$201.77 - $221.32 $19.4K - $21.2K
2.77K $599M
RUN
Sunrun Inc.

Technology
44.6K
+ 21.0%
$10.91 - $21.5 $487K - $960K
257K $3.56B
MPC
Marathon Petroleum Corp

Energy
492
+ 14.92%
$158.61 - $180.75 $78K - $88.9K
3.79K $583M
CTLT
Catalent, Inc.

Healthcare
750
+ 9.18%
$56.16 - $60.96 $42.1K - $45.7K
8.92K $530M
OPCH
Option Care Health, Inc.

Healthcare
1.36K
+ 15.27%
$26.73 - $32.74 $36.5K - $44.7K
10.3K $309M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.6K
+ 5.32%
$11.38 - $14.48 $29.6K - $37.7K
51.5K $633M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
392
+ 17.7%
$100.3 - $100.74 $39.3K - $39.5K
2.61K $262M
WERN
Werner Enterprises Inc

Industrials
906
+ 13.88%
$34.21 - $40.44 $31K - $36.6K
7.43K $279M
SMPL
Simply Good Foods CO

Consumer Defensive
1.2K
+ 15.84%
$31.31 - $37.21 $37.4K - $44.5K
8.75K $282M
SHW
Sherwin Williams CO

Basic Materials
16
+ 1.15%
$294.65 - $384.0 $4.71K - $6.14K
1.41K $510M
NXPI
Nxp Semiconductors N.V.

Technology
155
+ 6.73%
$225.14 - $290.78 $34.9K - $45.1K
2.46K $581M
HDB
Hdfc Bank LTD

Financial Services
142
+ 3.18%
$58.04 - $66.97 $8.24K - $9.51K
4.61K $296M
ING
Ing Groep Nv

Financial Services
1.96K
+ 5.33%
$16.55 - $18.66 $32.4K - $36.5K
38.7K $647M
TRNO
Terreno Realty Corp

Real Estate
625
+ 14.42%
$59.43 - $71.02 $37.1K - $44.4K
4.96K $316M
ENTG
Entegris Inc

Technology
226
+ 4.8%
$98.09 - $146.48 $22.2K - $33.1K
4.93K $509M
UFPT
Ufp Technologies Inc

Healthcare
241
+ 11.65%
$283.66 - $358.42 $68.4K - $86.4K
2.31K $646M
UL
Unilever PLC

Consumer Defensive
431
+ 1.85%
$54.7 - $65.59 $23.6K - $28.3K
23.8K $1.44B
COP
Conocophillips

Energy
212
+ 7.33%
$102.3 - $116.61 $21.7K - $24.7K
3.11K $325M
AVY
Avery Dennison Corp

Industrials
8
+ 0.45%
$202.27 - $224.18 $1.62K - $1.79K
1.77K $368M
MEDP
Medpace Holdings, Inc.

Healthcare
202
+ 16.4%
$320.58 - $457.29 $64.8K - $92.4K
1.43K $473M
LOGI
Logitech International S.A.

Technology
460
+ 7.24%
$83.7 - $96.51 $38.5K - $44.4K
6.82K $548M
RGEN
Repligen Corp

Healthcare
307
+ 19.04%
$119.79 - $167.35 $36.8K - $51.4K
1.92K $264M
STE
Steris PLC

Healthcare
304
+ 7.76%
$213.51 - $247.14 $64.9K - $75.1K
4.22K $934M
BROS
Dutch Bros Inc.

Consumer Cyclical
171
+ 1.7%
$29.1 - $42.81 $4.98K - $7.32K
10.2K $356M
OXY
Occidental Petroleum Corp

Energy
884
+ 7.84%
$49.91 - $63.73 $44.1K - $56.3K
12.2K $624M
TNP
Tsakos Energy Navigation LTD

Energy
563
+ 2.22%
$23.58 - $29.73 $13.3K - $16.7K
26K $587M
TME
Tencent Music Entertainment Group

Communication Services
1.86K
+ 3.94%
$9.46 - $15.28 $17.6K - $28.5K
49.1K $570M
BVN
Buenaventura Mining CO Inc

Basic Materials
876
+ 2.42%
$11.72 - $17.32 $10.3K - $15.2K
37.1K $501M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.4K
+ 160.51%
$59.93 - $66.52 $1.88M - $2.09M
51K $1.14B
Avadel Pharmaceuticals PLC
2.43K
+ 8.33%
N/A
31.6K $418M
Nikola Corp
3
+ 0.01%
N/A
34.3K $136M
NVO
Novo Nordisk A S

Healthcare
1.18K
+ 3.42%
$119.07 - $145.42 $141K - $172K
35.8K $4.14B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
491
+ 12.32%
$109.03 - $210.9 $53.5K - $104K
4.48K $473M
JMIA
Jumia Technologies Ag

Consumer Cyclical
1.64K
+ 3.41%
$4.16 - $14.56 $6.83K - $23.9K
49.8K $233M
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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