Diversify Wealth Management, LLC Sells in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-621K
- 54.98%
$31.05 - $34.29 $19.3M - $21.3M
509K $17.6B
NCNO
N Cino, Inc.

Technology
-73.5K
- 82.92%
$29.0 - $35.0 $2.13M - $2.57M
15.1K $569M
UNH
Unitedhealth Group Inc

Healthcare
-2.9K
- 21.66%
$488.01 - $604.18 $1.42M - $1.75M
10.5K $5.92B
SRLN
Ssga Active Trust

ETFs
-34.7K
- 83.26%
$40.93 - $41.85 $1.42M - $1.45M
6.98K $292M
DHR
Danaher Corp

Healthcare
-4.29K
- 36.12%
$239.25 - $280.76 $1.03M - $1.21M
7.59K $1.94B
ADBE
Adobe Inc.

Technology
-1.83K
- 14.76%
$508.13 - $586.55 $930K - $1.07M
10.6K $5.13B
ABNB
Airbnb, Inc.

Consumer Cyclical
-9.79K
- 31.97%
$113.01 - $154.34 $1.11M - $1.51M
20.8K $2.75B
PULS
Pgim ETF Tr

ETFs
-13.6K
- 15.41%
$49.47 - $49.8 $673K - $678K
74.7K $3.72B
WM
Waste Management Inc

Industrials
-3.68K
- 24.87%
$196.96 - $223.45 $724K - $822K
11.1K $2.35B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-10.8K
- 10.56%
$47.0 - $47.84 $507K - $516K
91.3K $4.32B
AXP
American Express CO

Financial Services
-4.5K
- 28.92%
$225.92 - $271.17 $1.02M - $1.22M
11.1K $3B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.52K
- 16.52%
$93.65 - $97.81 $517K - $540K
27.9K $2.69B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.34K
- 1.16%
$41.34 - $43.55 $138K - $146K
286K $12B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.82K
- 7.07%
$48.06 - $49.39 $328K - $337K
89.7K $4.38B
HUM
Humana Inc

Healthcare
-396
- 28.17%
$310.25 - $404.52 $123K - $160K
1.01K $261M
IEF
Ishares Barclays

ETFs
-2.08K
- 23.97%
$92.67 - $99.14 $193K - $206K
6.6K $626M
FTI
Technip Fmc PLC

Energy
-6.73K
- 24.06%
$23.46 - $29.5 $158K - $199K
21.3K $535M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.55K
- 22.0%
$105.92 - $110.83 $164K - $171K
5.48K $594M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.49K
- 2.06%
$57.8 - $60.8 $85.9K - $90.4K
70.8K $4.18B
CNC
Centene Corp

Healthcare
-582
- 8.18%
$64.89 - $80.23 $37.8K - $46.7K
6.53K $391M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-509
- 4.11%
$89.91 - $101.33 $45.8K - $51.6K
11.9K $1.09B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.98K
- 12.45%
$26.69 - $29.87 $79.5K - $89K
21K $574M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-4.83K
- 12.24%
$21.35 - $22.73 $103K - $110K
34.7K $759M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.99K
- 26.77%
$29.58 - $30.31 $118K - $121K
10.9K $328M
ICLR
Icon PLC

Healthcare
-180
- 7.88%
$280.48 - $346.2 $50.5K - $62.3K
2.1K $591M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.75K
- 14.92%
$85.03 - $94.56 $149K - $166K
9.98K $907M
WMB
Williams Companies, Inc.

Energy
-6.36K
- 29.27%
$41.24 - $46.22 $262K - $294K
15.4K $803M
CRM
Salesforce, Inc.

Technology
-3.49K
- 17.59%
$238.42 - $276.53 $832K - $965K
16.3K $4.65B
FE
Firstenergy Corp

Utilities
-3.21K
- 14.32%
$38.25 - $44.54 $123K - $143K
19.2K $850M
HLN
Haleon PLC

Healthcare
-9.81K
- 44.83%
$8.32 - $10.7 $81.6K - $105K
12.1K $119M
EMB
Ishares Tr

ETFs
-1.01K
- 16.91%
$87.75 - $93.74 $88.6K - $94.7K
4.96K $451M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-692
- 15.16%
$106.11 - $113.72 $73.4K - $78.7K
3.87K $423M
INDA
Ishares Msci India Index Fund

ETFs
-1.48K
- 18.0%
$54.86 - $59.22 $81.1K - $87.6K
6.74K $374M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-2K
- 9.3%
N/A
19.5K $494M
CI
Cigna Corp

Healthcare
-176
- 6.97%
$319.12 - $367.1 $56.2K - $64.6K
2.35K $746M
VCIT
Vanguard Intermediate Term Cor

ETFs
-890
- 10.21%
$79.29 - $84.02 $70.6K - $74.8K
7.83K $640M
HYG
Ishares Tr

ETFs
-1.12K
- 16.58%
$76.72 - $80.36 $85.8K - $89.8K
5.63K $445M
AMT
American Tower Corp

Real Estate
-325
- 8.06%
$192.27 - $242.73 $62.5K - $78.9K
3.71K $839M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-743
- 15.81%
$98.99 - $101.51 $73.5K - $75.4K
3.96K $399M
MMM
3 M CO

Industrials
-612
- 13.91%
$99.69 - $139.42 $61K - $85.3K
3.79K $485M
CVS
Cvs Health Corp

Healthcare
-814
- 4.91%
$55.81 - $63.18 $45.4K - $51.4K
15.8K $896M
AVTR
Avantor, Inc.

Basic Materials
-418
- 1.11%
$20.58 - $27.7 $8.6K - $11.6K
37.3K $886M
GLDM
World Gold Trust

ETFs
-3.13K
- 16.57%
$46.2 - $53.01 $145K - $166K
15.8K $849M
CION
Cion Investment Corp

Financial Services
-9.68K
- 4.99%
$11.55 - $12.46 $112K - $121K
184K $2.2B
WSO
Watsco Inc

Industrials
-119
- 7.18%
$448.73 - $519.89 $53.4K - $61.9K
1.54K $718M
SHEL
Shell PLC

Energy
-493
- 13.66%
$65.65 - $73.28 $32.4K - $36.1K
3.12K $207M
STVN
Stevanato Group S.P.A.

Healthcare
-1.42K
- 6.75%
$17.98 - $22.02 $25.5K - $31.2K
19.6K $355M
WST
West Pharmaceutical Services Inc

Healthcare
-72
- 6.18%
$277.16 - $333.3 $20K - $24K
1.09K $313M
APPF
Appfolio Inc

Technology
-123
- 7.87%
$204.33 - $270.02 $25.1K - $33.2K
1.44K $281M
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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