Diversify Wealth Management, LLC New Holdings in Q4 2024

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
51.5K
New
N/A
51.5K $3.84B
Arista Networks Inc
31.6K
New
N/A
31.6K $3.62B
BXSL
Blackstone Secured Lending Fund

Financial Services
74.2K
New
$29.25 - $33.27 $2.17M - $2.47M
74.2K $2.34B
XLI
Industrial Sector Spdr

ETFs
14.1K
New
$131.76 - $143.99 $1.85M - $2.02M
14.1K $1.85B
MSTR
Microstrategy Inc

Technology
4.39K
New
$162.69 - $473.83 $714K - $2.08M
4.39K $1.44B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
22.8K
New
$52.1 - $57.26 $1.19M - $1.31M
22.8K $1.18B
Advisors Inner Circle Fd Ii
45.8K
New
N/A
45.8K $1.13B
XLV
Select Sector Spdr Fund Health

ETFs
7.41K
New
$136.28 - $154.74 $1.01M - $1.15M
7.41K $1.03B
Graniteshares ETF Tr
15K
New
N/A
15K $1.01B
SE
Sea LTD

Consumer Cyclical
9.19K
New
$93.56 - $117.41 $859K - $1.08M
9.19K $995M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.07K
New
$174.22 - $187.62 $884K - $952K
5.07K $879M
ERIC
Ericsson Lm Telephone CO

Technology
101K
New
$7.36 - $8.59 $741K - $865K
101K $818M
GS
Goldman Sachs Group Inc

Financial Services
1.42K
New
$486.1 - $608.57 $691K - $865K
1.42K $797M
INFY
Infosys LTD

Technology
34.7K
New
$20.71 - $23.42 $718K - $812K
34.7K $787M
PLTR
Palantir Technologies Inc.

Technology
11.6K
New
$36.46 - $82.38 $422K - $954K
11.6K $779M
CHKP
Check Point Software Technologies LTD

Technology
4K
New
$170.18 - $209.01 $681K - $836K
4K $728M
KT
Kt Corp

Communication Services
43.9K
New
$14.79 - $18.29 $650K - $803K
43.9K $684M
TIGR
Up Fintech Holding LTD

Financial Services
115K
New
$5.5 - $12.39 $632K - $1.42M
115K $662M
CL
Colgate Palmolive CO

Consumer Defensive
7.53K
New
$90.22 - $102.31 $679K - $770K
7.53K $650M
Tidal Tr Ii
15K
New
N/A
15K $646M
Advisors Inner Circle Fd Ii
26.4K
New
N/A
26.4K $645M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
73K
New
$7.83 - $8.16 $572K - $596K
73K $581M
TCOM
Trip.Com Group LTD

Consumer Cyclical
9.1K
New
$58.0 - $75.06 $528K - $683K
9.1K $575M
Advisors Inner Circle Fd Ii
22.7K
New
N/A
22.7K $554M
MU
Micron Technology Inc

Technology
5.41K
New
$84.16 - $113.41 $455K - $613K
5.41K $537M
WAL
Western Alliance Bancorporation

Financial Services
6.01K
New
$80.51 - $96.1 $484K - $577K
6.01K $471M
FUTU
Futu Holdings LTD

Financial Services
6.07K
New
$79.99 - $128.93 $485K - $782K
6.07K $457M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.54K
New
$278.19 - $315.36 $427K - $484K
1.54K $437M
CSGP
Costar Group, Inc.

Real Estate
6.26K
New
$69.7 - $81.97 $436K - $513K
6.26K $437M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
27.6K
New
$14.28 - $14.81 $394K - $409K
27.6K $397M
NOC
Northrop Grumman Corp

Industrials
860
New
$466.52 - $543.88 $401K - $468K
860 $395M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.64K
New
$46.07 - $48.17 $398K - $416K
8.64K $394M
IXUS
Ishares Tr

ETFs
5.86K
New
$65.95 - $72.56 $387K - $425K
5.86K $383M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.56K
New
$66.77 - $71.52 $371K - $398K
5.56K $380M
PSN
Parsons Corp

Industrials
4.07K
New
$92.25 - $113.31 $375K - $461K
4.07K $376M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.94K
New
$185.87 - $204.12 $361K - $396K
1.94K $366M
AFL
Aflac Inc

Financial Services
3.42K
New
$100.37 - $115.27 $343K - $394K
3.42K $345M
Profesionally Managed Portfo
11.4K
New
N/A
11.4K $343M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.15K
New
$105.45 - $117.99 $332K - $371K
3.15K $327M
SPMD
Spdr Portfolio

ETFs
5.92K
New
$54.13 - $59.56 $320K - $353K
5.92K $321M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
16.2K
New
$19.51 - $21.41 $315K - $346K
16.2K $319M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.57K
New
$66.67 - $74.08 $305K - $339K
4.57K $307M
ARCC
Ares Capital Corp

Financial Services
13.1K
New
$20.74 - $22.27 $271K - $291K
13.1K $288M
NET
Cloudflare, Inc.

Technology
2.55K
New
$78.11 - $117.56 $199K - $299K
2.55K $287M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.13K
New
$90.66 - $99.46 $284K - $312K
3.13K $284M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
23.8K
New
$12.1 - $13.76 $288K - $328K
23.8K $284M
Fidelity Wise Origin Bitcoin
3.37K
New
N/A
3.37K $279M
Blackrock Inc
271
New
N/A
271 $259M
IEMG
Ishares Inc

ETFs
5.04K
New
N/A
5.04K $258M
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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