Diversify Wealth Management, LLC Reduced Holdings in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.46K
- 3.57%
$31.18 - $33.5 $45.6K - $49K
39.6K $1.3B
OC
Owens Corning

Industrials
-201
- 5.44%
$154.02 - $186.38 $31K - $37.5K
3.5K $634M
JLL
Jones Lang Lasalle Inc

Real Estate
-117
- 5.75%
$198.7 - $272.0 $23.2K - $31.8K
1.92K $500M
CME
Cme Group Inc.

Financial Services
-27
- 2.19%
$193.43 - $220.62 $5.22K - $5.96K
1.2K $273M
DFAX
Dimensional ETF Tr
-779
- 2.53%
$24.29 - $27.25 $18.9K - $21.2K
30.1K $782M
IVV
Ishares Core S&P 500 ETF

ETFs
-228
- 8.35%
$520.18 - $576.82 $119K - $132K
2.5K $1.45B
PNFP
Pinnacle Financial Partners Inc

Financial Services
-283
- 7.5%
$76.97 - $100.56 $21.8K - $28.5K
3.49K $356M
GXO
Gxo Logistics, Inc.

Industrials
-386
- 7.09%
$46.45 - $55.98 $17.9K - $21.6K
5.06K $311M
Brookfield Corp
-669
- 8.67%
N/A
7.05K $381M
EVR
Evercore Inc.

Financial Services
-124
- 5.55%
$211.0 - $258.67 $26.2K - $32.1K
2.11K $544M
PJT
Pjt Partners Inc.

Financial Services
-809
- 10.95%
$108.91 - $136.42 $88.1K - $110K
6.58K $932M
ATRC
Atri Cure, Inc.

Healthcare
-1.09K
- 9.11%
$20.34 - $29.5 $22.2K - $32.1K
10.9K $313M
IT
Gartner Inc

Technology
-107
- 5.94%
$441.32 - $516.47 $47.2K - $55.3K
1.69K $882M
AAON
Aaon, Inc.

Industrials
-151
- 4.15%
$83.58 - $107.82 $12.6K - $16.3K
3.49K $373M
American Healthcare Reit Inc
-10.6K
- 31.39%
N/A
23.1K $594M
WDAY
Workday, Inc.

Technology
-372
- 8.04%
$207.75 - $264.68 $77.3K - $98.5K
4.26K $1.03B
GOLD
Barrick Gold Corp

Basic Materials
-2.31K
- 7.08%
$16.56 - $21.01 $38.2K - $48.5K
30.3K $630M
C
Citigroup Inc

Financial Services
-293
- 2.16%
$56.11 - $67.61 $16.4K - $19.8K
13.3K $837M
CAT
Caterpillar Inc

Industrials
-71
- 4.65%
$316.8 - $391.12 $22.5K - $27.8K
1.46K $562M
AEM
Agnico Eagle Mines LTD

Basic Materials
-325
- 4.69%
$65.04 - $84.24 $21.1K - $27.4K
6.61K $586M
LUV
Southwest Airlines CO

Industrials
-1.33K
- 7.82%
$23.7 - $29.93 $31.6K - $39.9K
15.7K $483M
GLW
Corning Inc

Technology
-1.21K
- 7.24%
$37.76 - $46.2 $45.6K - $55.8K
15.5K $726M
FCX
Freeport Mcmoran Inc

Basic Materials
-144
- 0.98%
$39.52 - $51.92 $5.69K - $7.48K
14.5K $694M
CSTL
Castle Biosciences Inc

Healthcare
-1.36K
- 9.2%
$17.4 - $31.47 $23.6K - $42.7K
13.4K $428M
MET
Metlife Inc

Financial Services
-312
- 3.71%
$67.96 - $82.48 $21.2K - $25.7K
8.1K $682M
GD
General Dynamics Corp

Industrials
-149
- 1.76%
$279.51 - $308.09 $41.6K - $45.9K
8.3K $2.53B
ABT
Abbott Laboratories

Healthcare
-341
- 1.89%
$100.07 - $118.13 $34.1K - $40.3K
17.7K $2.07B
FSK
Fs Kkr Capital Corp

Financial Services
-5.18K
- 4.19%
$18.74 - $20.43 $97.1K - $106K
119K $2.43B
GWRE
Guidewire Software, Inc.

Technology
-350
- 8.82%
$137.04 - $182.94 $48K - $64K
3.62K $676M
FIX
Comfort Systems Usa Inc

Industrials
-493
- 16.46%
$292.14 - $396.82 $144K - $196K
2.5K $1.03B
CCB
Coastal Financial Corp

Financial Services
-1.32K
- 7.75%
$43.73 - $53.83 $57.8K - $71.2K
15.7K $943M
VIRT
Virtu Financial, Inc.

Financial Services
-158
- 0.36%
$21.68 - $32.43 $3.43K - $5.12K
43.7K $1.41B
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.93K
- 2.22%
$32.1 - $38.93 $61.8K - $74.9K
84.9K $3.14B
EXR
Extra Space Storage Inc.

Real Estate
-145
- 0.66%
$151.92 - $183.06 $22K - $26.5K
21.7K $3.66B
HD
Home Depot, Inc.

Consumer Cyclical
-1.14K
- 8.4%
$333.64 - $405.2 $379K - $461K
12.4K $4.95B
WFC
Wells Fargo & Company

Financial Services
-837
- 3.45%
$51.58 - $60.97 $43.2K - $51K
23.4K $1.51B
NFLX
Netflix Inc

Communication Services
-152
- 6.06%
$598.55 - $722.26 $91K - $110K
2.36K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
-965
- 5.63%
$194.9 - $224.8 $188K - $217K
16.2K $3.61B
PM
Philip Morris International Inc.

Consumer Defensive
-919
- 4.1%
$101.25 - $127.45 $93K - $117K
21.5K $2.82B
BAC
Bank Of America Corp

Financial Services
-458
- 0.83%
$36.65 - $44.13 $16.8K - $20.2K
54.9K $2.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-149
- 1.36%
$405.19 - $478.57 $60.4K - $71.3K
10.8K $4.96B
COST
Costco Wholesale Corp

Consumer Defensive
-314
- 3.85%
$801.83 - $917.05 $252K - $288K
7.84K $7.05B
NOW
Service Now, Inc.

Technology
-308
- 4.53%
$730.87 - $937.36 $225K - $289K
6.49K $5.89B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.63K
- 0.49%
$21.91 - $26.03 $35.7K - $42.5K
329K $8.38B
PANW
Palo Alto Networks Inc

Technology
-610
- 3.98%
$294.18 - $368.01 $179K - $224K
14.7K $5.27B
HQY
Healthequity, Inc.

Healthcare
-2.51K
- 2.64%
$67.98 - $86.62 $170K - $217K
92.4K $8.1B
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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