Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

Diversify Wealth Management, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 Trillion distributed in 469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $49.9B, Spdr S&P 500 ETF Trust with a value of $33B, Spdr Portfolio with a value of $24.6B, Spdr Portfolio S&P 500 Value E with a value of $24.2B, and Nvidia Corp with a value of $20B.

Examining the 13F form we can see an increase of $234B in the current position value, from $804B to 1.04T.

Diversify Wealth Management, LLC is based out at Sandy, UT

Below you can find more details about Diversify Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Trillion
ETFs: $537 Billion
Technology: $141 Billion
Healthcare: $66.3 Billion
Financial Services: $61.6 Billion
Consumer Cyclical: $55.3 Billion
Industrials: $40.3 Billion
Consumer Defensive: $34.5 Billion
Communication Services: $28.5 Billion
Other: $43.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$364B
$20 Billion 1.93% of portfolio
143,263
Q3 2024 Added 68.98%
$3.68T
$14.8 Billion 1.42% of portfolio
63,923
Q3 2024 Added 20.92%
$2.07T
$14 Billion 1.35% of portfolio
75,666
Q3 2024 Added 7.63%
$3.1T
$14 Billion 1.35% of portfolio
33,031
Q3 2024 Added 31.34%
$22.9B
$10.5 Billion 1.01% of portfolio
46,034
Q3 2024 New
-
$8.2 Billion 0.79% of portfolio
-
Q3 2024 Added 202.62%
$8.7B
$8.1 Billion 0.78% of portfolio
92,417
Q3 2024 Reduced 2.64%
$1.26T
$7.41 Billion 0.71% of portfolio
13,147
Q3 2024 Added 186.99%
$411B
$7.05 Billion 0.68% of portfolio
7,835
Q3 2024 Reduced 3.85%
$514B
$6.36 Billion 0.61% of portfolio
36,731
Q3 2024 Added 31.45%
$562B
$5.92 Billion 0.57% of portfolio
10,488
Q3 2024 Reduced 21.66%
$207B
$5.89 Billion 0.57% of portfolio
6,489
Q3 2024 Reduced 4.53%
$237B
$5.3 Billion 0.51% of portfolio
63,616
Q3 2024 Added 0.66%
$117B
$5.27 Billion 0.51% of portfolio
14,722
Q3 2024 Reduced 3.98%
$1.08T
$5.14 Billion 0.5% of portfolio
24,078
Q3 2024 Added 1.52%
$124B
$5.05 Billion 0.49% of portfolio
63,428
Q3 2024 Added 9.68%
$610B
$4.96 Billion 0.48% of portfolio
10,774
Q3 2024 Reduced 1.36%
$409B
$4.95 Billion 0.48% of portfolio
12,394
Q3 2024 Reduced 8.4%
$1.08T
$4.98 Billion 0.48% of portfolio
30,291
Q3 2024 Added 1.11%
$326B
$4.65 Billion 0.45% of portfolio
16,345
Q3 2024 Reduced 17.59%
$66.1B
$4.72 Billion 0.45% of portfolio
27,204
Q3 2024 Added 11.38%
$175B
$4.35 Billion 0.42% of portfolio
34,193
Q3 2024 Added 0.12%
$716B
$4.23 Billion 0.41% of portfolio
4,683
Q3 2024 Added 4.25%
$503B
$4.18 Billion 0.4% of portfolio
14,745
Q3 2024 Added 6.21%
$489B
$4.13 Billion 0.4% of portfolio
8,047
Q3 2024 Added 4.55%
$238B
$4.14 Billion 0.4% of portfolio
35,792
Q3 2024 Added 3.42%
$219B
$3.8 Billion 0.37% of portfolio
21,972
Q3 2024 Added 9.93%
$225B
$3.8 Billion 0.37% of portfolio
10,258
Q3 2024 Added 7.49%
$22.1B
$3.66 Billion 0.35% of portfolio
21,660
Q3 2024 Reduced 0.66%
$706B
$3.61 Billion 0.35% of portfolio
16,163
Q3 2024 Reduced 5.63%
$177B
$3.51 Billion 0.34% of portfolio
81,790
Q3 2024 Added 7.17%
$2.16B
$3.56 Billion 0.34% of portfolio
257,235
Q3 2024 Added 21.0%
$138B
$3.45 Billion 0.33% of portfolio
43,212
Q3 2024 Added 10.82%
$192B
$3.44 Billion 0.33% of portfolio
14,790
Q3 2024 Added 32.88%
$150B
$3.25 Billion 0.31% of portfolio
13,148
Q3 2024 New
$146B
$3.21 Billion 0.31% of portfolio
8,832
Q3 2024 Added 2.45%
$4.54B
$3.14 Billion 0.3% of portfolio
84,896
Q3 2024 Reduced 2.22%
$236B
$3.14 Billion 0.3% of portfolio
55,823
Q3 2024 Added 5.15%
$1.63B
$3.01 Billion 0.29% of portfolio
50,939
Q3 2024 Added 3.03%
$1.06T
$2.96 Billion 0.29% of portfolio
18,192
Q3 2024 Added 41.18%
$316B
$3.03 Billion 0.29% of portfolio
20,164
Q3 2024 Added 12.5%
$215B
$3 Billion 0.29% of portfolio
11,061
Q3 2024 Reduced 28.92%
$297B
$2.97 Billion 0.29% of portfolio
15,795
Q3 2024 Added 17.29%
$202B
$2.82 Billion 0.27% of portfolio
21,480
Q3 2024 Reduced 4.1%
$112B
$2.85 Billion 0.27% of portfolio
30,870
Q3 2024 Added 2.45%
$82.2B
$2.76 Billion 0.27% of portfolio
14,594
Q3 2024 Added 3.44%
$54B
$2.75 Billion 0.26% of portfolio
20,821
Q3 2024 Reduced 31.97%
$222B
$2.68 Billion 0.26% of portfolio
17,529
Q3 2024 New
$117B
$2.62 Billion 0.25% of portfolio
6,655
Q3 2024 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $1.04 Trillion
  • Prior Value $804 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 72 stocks
  • Additional Purchases 238 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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