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
ETN
Eaton Corp PLC

Industrials
47
+ 1.37%
$326.96 - $377.52 $15.4K - $17.7K
3.49K $1.19B
AVTR
Avantor, Inc.

Basic Materials
3.72K
+ 9.97%
$19.72 - $25.54 $73.4K - $95.1K
41.1K $890M
AEP
American Electric Power CO Inc

Utilities
192
+ 8.84%
$90.91 - $102.21 $17.5K - $19.6K
2.36K $221M
OXY
Occidental Petroleum Corp

Energy
19
+ 0.16%
$45.36 - $55.91 $862 - $1.06K
12.2K $624M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16
+ 0.27%
$50.73 - $51.08 $812 - $817
6K $306M
DFSB
Dimensional ETF Tr Dimensional
573
+ 3.53%
N/A
16.8K $847M
MELI
Mercadolibre Inc

Consumer Cyclical
62
+ 15.58%
$1666.0 - $2117.3 $103K - $131K
460 $809M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.22K
+ 4.36%
$55.73 - $66.16 $124K - $147K
53.2K $3B
HDB
Hdfc Bank LTD

Financial Services
358
+ 7.76%
$59.45 - $68.01 $21.3K - $24.3K
4.97K $291M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.1%
$417.69 - $450.94 $418 - $451
999 $419M
FCN
Fti Consulting, Inc

Industrials
860
+ 18.13%
$190.39 - $231.2 $164K - $199K
5.6K $1.08B
BDX
Becton Dickinson & CO

Healthcare
35
+ 1.43%
$220.02 - $243.75 $7.7K - $8.53K
2.49K $581M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
124
+ 0.29%
$42.33 - $43.3 $5.25K - $5.37K
42.7K $1.82B
Solventum Corp
132
+ 4.0%
N/A
3.44K $230M
BRO
Brown & Brown, Inc.

Financial Services
10
+ 0.36%
$100.93 - $113.42 $1.01K - $1.13K
2.8K $285M
VCIT
Vanguard Intermediate Term Cor

ETFs
84
+ 1.07%
$80.13 - $83.77 $6.73K - $7.04K
7.92K $628M
AEM
Agnico Eagle Mines LTD

Basic Materials
141
+ 2.13%
$75.99 - $88.85 $10.7K - $12.5K
6.75K $569M
IBM
International Business Machines Corp

Technology
787
+ 5.32%
$204.9 - $238.04 $161K - $187K
15.6K $3.42B
GE
General Electric CO

Industrials
161
+ 3.44%
$159.95 - $194.23 $25.8K - $31.3K
4.85K $832M
LHX
L3 Harris Technologies, Inc.

Industrials
92
+ 8.94%
$208.94 - $264.22 $19.2K - $24.3K
1.12K $233M
DHR
Danaher Corp

Healthcare
592
+ 7.8%
$226.16 - $274.52 $134K - $163K
8.19K $1.92B
CSX
Csx Corp

Industrials
424
+ 2.23%
$31.58 - $36.88 $13.4K - $15.6K
19.4K $617M
PKG
Packaging Corp Of America

Consumer Cyclical
24
+ 0.05%
$211.98 - $248.85 $5.09K - $5.97K
46.1K $10.5B
LYB
Lyondell Basell Industries N.V.

Basic Materials
278
+ 10.47%
$72.97 - $96.75 $20.3K - $26.9K
2.93K $213M
AES
Aes Corp

Utilities
14.6K
+ 36.88%
$12.44 - $20.24 $181K - $295K
54.1K $650M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
248
+ 1.57%
$126.68 - $134.74 $31.4K - $33.4K
16.1K $2.03B
AZN
Astrazeneca PLC

Healthcare
153
+ 3.6%
$63.2 - $79.58 $9.67K - $12.2K
4.4K $295M
DFAX
Dimensional ETF Tr
224
+ 0.75%
$24.76 - $27.04 $5.55K - $6.06K
30.3K $743M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
680
+ 10.05%
$29.05 - $41.22 $19.8K - $28K
7.44K $207M
ALLE
Allegion PLC

Industrials
934
+ 13.72%
$130.63 - $153.36 $122K - $143K
7.74K $977M
FCX
Freeport Mcmoran Inc

Basic Materials
1.96K
+ 13.52%
$38.08 - $50.82 $74.5K - $99.5K
16.4K $641M
VBR
Vanguard Small Cap Value ETF

ETFs
88
+ 0.58%
$197.36 - $217.3 $17.4K - $19.1K
15.3K $2.99B
RTX
Raytheon Technologies Corp

Industrials
3.12K
+ 9.13%
$114.45 - $127.21 $357K - $397K
37.3K $4.3B
DUK
Duke Energy Corp

Utilities
106
+ 2.14%
$105.76 - $120.76 $11.2K - $12.8K
5.06K $536M
HMY
Harmony Gold Mining CO LTD

Basic Materials
16.1K
+ 18.54%
$8.14 - $12.23 $131K - $197K
103K $939M
FICO
Fair Isaac Corp

Technology
12
+ 1.14%
$1911.01 - $2382.4 $22.9K - $28.6K
1.06K $2.04B
Axil Brands Inc
1.17K
+ 0.43%
N/A
273K $1.13B
PGR
Progressive Corp

Financial Services
364
+ 2.77%
$239.6 - $268.88 $87.2K - $97.9K
13.5K $3.18B
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.85K
+ 5.77%
$25.66 - $34.91 $73.1K - $99.5K
52.2K $1.4B
CVS
Cvs Health Corp

Healthcare
408
+ 2.59%
$43.78 - $67.46 $17.9K - $27.5K
16.2K $777M
VIG
Vanguard Dividend Appreciation

ETFs
74
+ 0.28%
N/A
26.2K $5.05B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.78K
+ 1.04%
$44.87 - $46.86 $79.6K - $83.2K
172K $7.67B
LOW
Lowes Companies Inc

Consumer Cyclical
295
+ 3.03%
$244.52 - $284.07 $72.1K - $83.8K
10K $2.49B
GD
General Dynamics Corp

Industrials
817
+ 9.85%
$260.28 - $314.03 $213K - $257K
9.11K $2.36B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.7K
+ 2.05%
$26.93 - $84.95 $126K - $399K
234K $6.31B
DFAI
Dimensional ETF Tr

ETFs
14.4K
+ 2.48%
$29.0 - $31.6 $418K - $455K
595K $17.2B
DFAE
Dimensional ETF Tr

ETFs
6.42K
+ 1.9%
$25.36 - $28.15 $163K - $181K
345K $8.57B
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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