Diversify Wealth Management, LLC New Holdings in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
46K
New
$176.32 - $215.7 $8.12M - $9.93M
46K $10.5B
CGCP
Capital Group Core Plus Income

ETFs
437K
New
$22.12 - $23.31 $9.68M - $10.2M
437K $9.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
229K
New
$77.02 - $85.06 $17.6M - $19.5M
229K $6.47B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
154K
New
$75.47 - $83.18 $11.6M - $12.8M
154K $4.26B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
100K
New
$38.33 - $42.48 $3.85M - $4.26M
100K $4.18B
PGR
Progressive Corp

Financial Services
13.1K
New
$209.46 - $259.24 $2.75M - $3.41M
13.1K $3.25B
AMD
Advanced Micro Devices Inc

Technology
17.5K
New
$128.67 - $183.96 $2.26M - $3.22M
17.5K $2.68B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
30.8K
New
$77.23 - $87.97 $2.38M - $2.71M
30.8K $2.63B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.86K
New
$332.02 - $382.76 $2.28M - $2.63M
6.86K $2.6B
XLK
Technology Sector Spdr

ETFs
10.7K
New
$197.34 - $237.68 $2.1M - $2.53M
10.7K $2.43B
VEEV
Veeva Systems Inc

Healthcare
10.2K
New
$180.43 - $223.9 $1.83M - $2.28M
10.2K $2.21B
Viking Holdings LTD
56.5K
New
N/A
56.5K $2.17B
Rubrik Inc.
56.3K
New
N/A
56.3K $2.12B
FICO
Fair Isaac Corp

Technology
1.05K
New
$1496.51 - $1947.38 $1.57M - $2.05M
1.05K $2.1B
NRG
Nrg Energy, Inc.

Utilities
23.3K
New
$68.89 - $91.22 $1.6M - $2.12M
23.3K $2.04B
FNDF
Schwab Fundamental Intl Large

ETFs
54.5K
New
$33.67 - $37.71 $1.84M - $2.06M
54.5K $1.95B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
19.6K
New
$65.15 - $72.97 $1.27M - $1.43M
19.6K $1.44B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
28.5K
New
$41.93 - $44.13 $1.19M - $1.26M
28.5K $1.26B
Axil Brands Inc
271K
New
N/A
271K $1.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.9K
New
$57.32 - $62.65 $1.08M - $1.18M
18.9K $1.18B
LRCX
Lam Research Corp

Technology
13.2K
New
$731.56 - $1127.3 $9.65M - $14.9M
13.2K $961M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.98K
New
$173.36 - $189.8 $864K - $946K
4.98K $951M
AVDV
American Centy ETF Tr Avantis

ETFs
12.9K
New
$62.52 - $71.12 $805K - $916K
12.9K $867M
VRNA
Verona Pharma PLC

Healthcare
21.3K
New
$15.46 - $30.16 $329K - $641K
21.3K $742M
ICF
Ishares Tr

ETFs
10.9K
New
$56.77 - $67.33 $621K - $737K
10.9K $718M
NVS
Novartis Ag

Healthcare
6.17K
New
$106.13 - $120.89 $655K - $746K
6.17K $704M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
34.8K
New
$15.81 - $18.96 $550K - $660K
34.8K $640M
GLD
Spdr Gold Trust

ETFs
2.52K
New
$215.56 - $246.98 $543K - $622K
2.52K $632M
EPAM
Epam Systems, Inc.

Technology
3.25K
New
$185.58 - $185.58 $602K - $602K
3.25K $627M
VTV
Vanguard Value ETF

ETFs
3.51K
New
$159.75 - $174.57 $561K - $613K
3.51K $616M
AVLV
American Centy ETF Tr Avantis
9.25K
New
$60.05 - $65.83 $556K - $609K
9.25K $614M
VUG
Vanguard Growth ETF

ETFs
1.17K
New
$341.08 - $391.94 $397K - $457K
1.17K $452M
CVLT
Commvault Systems Inc

Technology
3.38K
New
$119.99 - $155.51 $406K - $526K
3.38K $447M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.08K
New
$175.46 - $203.3 $365K - $422K
2.08K $431M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.13K
New
$127.29 - $141.5 $398K - $442K
3.13K $425M
PJAN
Innovator U.S. Equity Power Bu

ETFs
9.79K
New
$39.31 - $41.32 $385K - $405K
9.79K $406M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.24K
New
$71.19 - $76.59 $373K - $402K
5.24K $404M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5K
New
$76.94 - $79.54 $385K - $398K
5K $393M
American Centy ETF Tr
6.18K
New
N/A
6.18K $365M
AVIG
American Centy ETF Tr Avantis

ETFs
8.77K
New
$40.41 - $42.73 $354K - $375K
8.77K $363M
TCHP
T Rowe Price Exchange Traded F

Technology
8.99K
New
$35.14 - $40.43 $316K - $363K
8.99K $361M
VGSH
Vanguard

ETFs
6.06K
New
$57.74 - $59.13 $350K - $358K
6.06K $354M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.93K
New
$105.53 - $118.34 $309K - $347K
2.93K $336M
NEE
Nextera Energy Inc

Utilities
3.9K
New
$69.9 - $84.97 $272K - $331K
3.9K $331M
SNPS
Synopsys Inc

Technology
664
New
$463.97 - $621.3 $308K - $413K
664 $328M
PDI
Pimco Dynamic Income Fund

Financial Services
16.3K
New
$18.7 - $20.25 $305K - $330K
16.3K $320M
Ge Vernova Inc
1.1K
New
N/A
1.1K $308M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
9.37K
New
$30.24 - $32.72 $283K - $307K
9.37K $307M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.25K
New
$83.76 - $91.82 $272K - $298K
3.25K $298M
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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