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
$7.09B
$311 Million 0.03% of portfolio
5,056
Q3 2024 Reduced 7.09%
$6.65B
$276 Million 0.03% of portfolio
4,324
Q3 2024 Reduced 8.39%
$4.09B
$309 Million 0.03% of portfolio
10,299
Q3 2024 Added 15.27%
$1.87B
$356 Million 0.03% of portfolio
10,232
Q3 2024 Added 1.7%
$81.1B
$273 Million 0.03% of portfolio
1,204
Q3 2024 Reduced 2.19%
$142B
$325 Million 0.03% of portfolio
3,106
Q3 2024 Added 7.33%
$31.8B
$295 Million 0.03% of portfolio
2,787
Q3 2024 Reduced 9.16%
-
$322 Million 0.03% of portfolio
-
Q3 2024 Reduced 8.19%
$8.08B
$315 Million 0.03% of portfolio
2,386
Q3 2024 Added 15.04%
$79.4B
$330 Million 0.03% of portfolio
920
Q3 2024 Reduced 15.9%
$9.5B
$264 Million 0.03% of portfolio
3,573
Q3 2024 Reduced 5.55%
-
$285 Million 0.03% of portfolio
-
Q3 2024 New
$1.74B
$313 Million 0.03% of portfolio
10,865
Q3 2024 Reduced 9.11%
$1.41B
$293 Million 0.03% of portfolio
17,470
Q3 2024 Reduced 8.41%
$200B
$327 Million 0.03% of portfolio
4,249
Q3 2024 Reduced 1.92%
$4.6B
$281 Million 0.03% of portfolio
1,439
Q3 2024 Reduced 7.87%
$3.59B
$282 Million 0.03% of portfolio
8,745
Q3 2024 Added 15.84%
$9.25B
$356 Million 0.03% of portfolio
3,489
Q3 2024 Reduced 7.5%
$10.5B
$322 Million 0.03% of portfolio
702
Q3 2024 Added 20.0%
$12.4B
$333 Million 0.03% of portfolio
1,718
Q3 2024 Added 17.83%
$7.81B
$264 Million 0.03% of portfolio
1,919
Q3 2024 Added 19.04%
$151B
$331 Million 0.03% of portfolio
3,895
Q3 2024 New
$8.68B
$357 Million 0.03% of portfolio
11,531
Q3 2024 Added 18.61%
$110B
$287 Million 0.03% of portfolio
2,939
Q3 2024 Reduced 21.5%
$85.9B
$328 Million 0.03% of portfolio
664
Q3 2024 New
$0
$320 Million 0.03% of portfolio
16,296
Q3 2024 New
$3.07B
$343 Million 0.03% of portfolio
10,862
Q3 2024 Reduced 7.34%
$36.5B
$261 Million 0.03% of portfolio
1,010
Q3 2024 Reduced 28.17%
$5.77B
$355 Million 0.03% of portfolio
19,587
Q3 2024 Reduced 6.75%
$49.9B
$253 Million 0.02% of portfolio
1,029
Q3 2024 Reduced 0.39%
$43.8B
$259 Million 0.02% of portfolio
1,552
Q3 2024 Reduced 4.73%
$13.4B
$201 Million 0.02% of portfolio
1,863
Q3 2024 Reduced 8.05%
$27.8B
$236 Million 0.02% of portfolio
2,655
Q2 2024 New
$4.5B
$214 Million 0.02% of portfolio
991
Q3 2024 Reduced 7.3%
$15.8B
$224 Million 0.02% of portfolio
964
Q3 2024 New
-
$227 Million 0.02% of portfolio
-
Q3 2024 Reduced 5.61%
$177B
$233 Million 0.02% of portfolio
1,157
Q3 2024 Reduced 6.84%
$59.6B
$210 Million 0.02% of portfolio
619
Q3 2024 New
$83.5B
$203 Million 0.02% of portfolio
790
Q3 2024 New
$815M
$159 Million 0.02% of portfolio
29,738
Q3 2024 Reduced 8.9%
$49.5B
$219 Million 0.02% of portfolio
2,172
Q3 2024 Reduced 3.6%
$554M
$249 Million 0.02% of portfolio
20,000
Q2 2024 New
$1.44B
$250 Million 0.02% of portfolio
6,763
Q3 2024 Reduced 2.56%
$22.4B
$226 Million 0.02% of portfolio
371
Q3 2024 Reduced 4.13%
$8.96B
$246 Million 0.02% of portfolio
1,207
Q3 2024 New
$18.2B
$220 Million 0.02% of portfolio
475
Q3 2024 New
$35.7B
$232 Million 0.02% of portfolio
262
Q3 2024 Reduced 12.96%
$244B
$207 Million 0.02% of portfolio
3,117
Q3 2024 Reduced 13.66%
$5.21B
$225 Million 0.02% of portfolio
2,671
Q3 2024 Reduced 8.21%

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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email