Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

Diversify Wealth Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.28 Trillion distributed in 514 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $48.4B, Spdr S&P 500 ETF Trust with a value of $42.8B, Spdr Portfolio with a value of $37.6B, Spdr Portfolio S&P 500 Value E with a value of $32.5B, and Nvidia Corp with a value of $30B.

Examining the 13F form we can see an increase of $244B in the current position value, from $1.04T to 1.28T.

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 $1.28 Trillion
ETFs: $616 Billion
Technology: $190 Billion
Financial Services: $90.6 Billion
Healthcare: $79.7 Billion
Consumer Cyclical: $75.2 Billion
Communication Services: $47.6 Billion
Industrials: $46.4 Billion
Consumer Defensive: $45.5 Billion
Other: $50.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$30 Billion 2.34% of portfolio
220,962
Q4 2024 Added 54.24%
$3.85T
$23.9 Billion 1.86% of portfolio
100,959
Q4 2024 Added 57.94%
$2.42T
$21.6 Billion 1.68% of portfolio
98,519
Q4 2024 Added 30.2%
$3.3T
$18.8 Billion 1.46% of portfolio
44,834
Q4 2024 Added 35.73%
$1.53T
$15.4 Billion 1.2% of portfolio
25,040
Q4 2024 Added 90.46%
$20.2B
$10.5 Billion 0.82% of portfolio
46,058
Q4 2024 Added 0.05%
$1.23T
$9.85 Billion 0.77% of portfolio
24,950
Q4 2024 Added 3.62%
$427B
$9.38 Billion 0.73% of portfolio
10,007
Q4 2024 Added 27.72%
$9.2B
$9.26 Billion 0.72% of portfolio
92,322
Q4 2024 Reduced 0.1%
$1.2T
$9.11 Billion 0.71% of portfolio
47,158
Q4 2024 Added 55.68%
$83.6B
$8.08 Billion 0.63% of portfolio
36,000
Q4 2024 Added 32.33%
$55.5B
$8.1 Billion 0.63% of portfolio
46,723
Q4 2024 Added 217.37%
$354B
$7.53 Billion 0.59% of portfolio
23,680
Q4 2024 Added 44.88%
$437B
$7.3 Billion 0.57% of portfolio
47,231
Q4 2024 Added 28.59%
$139B
$6.74 Billion 0.53% of portfolio
64,952
Q4 2024 Added 2.4%
$231B
$6.69 Billion 0.52% of portfolio
6,531
Q4 2024 Added 0.65%
$265B
$6.59 Billion 0.51% of portfolio
70,815
Q4 2024 Added 11.32%
$549B
$6.6 Billion 0.51% of portfolio
21,449
Q4 2024 Added 45.47%
$503B
$6.33 Billion 0.49% of portfolio
12,166
Q4 2024 Added 16.0%
$611B
$6.12 Billion 0.48% of portfolio
13,815
Q4 2024 Added 28.23%
-
$5.93 Billion 0.46% of portfolio
-
Q4 2024 Reduced 27.55%
$782B
$5.8 Billion 0.45% of portfolio
24,199
Q4 2024 Added 49.72%
$1.16T
$5.74 Billion 0.45% of portfolio
29,871
Q4 2024 Added 64.2%
$236B
$5.25 Billion 0.41% of portfolio
15,022
Q4 2024 Added 46.44%
$205B
$5.31 Billion 0.41% of portfolio
13,071
Q4 2024 Added 23.57%
$523B
$5.28 Billion 0.41% of portfolio
10,453
Q4 2024 Added 29.9%
$207B
$5.05 Billion 0.39% of portfolio
35,395
Q4 2024 Added 61.09%
$245B
$4.88 Billion 0.38% of portfolio
82,998
Q4 2024 Added 48.68%
$764B
$4.7 Billion 0.37% of portfolio
5,876
Q4 2024 Added 25.48%
$305B
$4.67 Billion 0.36% of portfolio
30,483
Q4 2024 Added 51.18%
$169B
$4.48 Billion 0.35% of portfolio
118,494
Q4 2024 Added 44.88%
$310B
$4.49 Billion 0.35% of portfolio
25,635
Q4 2024 Added 62.3%
$202B
$4.41 Billion 0.34% of portfolio
8,063
Q4 2024 Added 101.73%
$184B
$4.3 Billion 0.33% of portfolio
37,316
Q4 2024 Added 9.13%
$4.72B
$4.21 Billion 0.33% of portfolio
58,976
Q4 2024 Added 98.2%
$79.7B
$4.12 Billion 0.32% of portfolio
25,224
Q4 2024 Added 72.84%
$52.9B
$4.11 Billion 0.32% of portfolio
31,682
Q4 2024 Added 52.16%
$206B
$4.17 Billion 0.32% of portfolio
38,367
Q4 2024 Added 60.49%
$85.3B
$4.13 Billion 0.32% of portfolio
11,831
Q4 2024 Added 46.97%
$19.7B
$4.09 Billion 0.32% of portfolio
29,813
Q4 2024 Added 71.09%
$113B
$4 Billion 0.31% of portfolio
9,773
Q4 2024 Added 160.89%
$103B
$3.99 Billion 0.31% of portfolio
47,864
Q4 2024 Added 82.07%
$121B
$3.69 Billion 0.29% of portfolio
45,804
Q4 2024 Added 48.38%
$17.7B
$3.68 Billion 0.29% of portfolio
13,528
Q4 2024 Added 77.91%
$167B
$3.7 Billion 0.29% of portfolio
5,929
Q4 2024 Added 102.49%
$201B
$3.66 Billion 0.29% of portfolio
31,256
Q4 2024 Added 45.51%
$131B
$3.68 Billion 0.29% of portfolio
22,345
Q4 2024 Added 69.92%
$375B
$3.49 Billion 0.27% of portfolio
77,379
Q4 2024 Added 41.03%
$394B
$3.41 Billion 0.27% of portfolio
21,509
Q4 2024 Added 48.71%

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $1.28 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 76 stocks
  • Additional Purchases 298 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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