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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.4 Billion 3.77% of portfolio
1,204,295
Q4 2024 Reduced 3.7%
$0
$42.8 Billion 3.34% of portfolio
73,811
Q4 2024 Added 29.47%
$0
$37.6 Billion 2.93% of portfolio
429,490
Q4 2024 Added 45.65%
$0
$32.5 Billion 2.53% of portfolio
644,421
Q4 2024 Added 41.77%
$0
$19.5 Billion 1.52% of portfolio
573,771
Q4 2024 Added 43.57%
$0
$19.1 Billion 1.49% of portfolio
108,188
Q4 2024 Added 3.89%
$0
$18.3 Billion 1.43% of portfolio
532,854
Q4 2024 Added 4.71%
$0
$18 Billion 1.4% of portfolio
33,663
Q4 2024 Added 203.82%
$0
$17.2 Billion 1.34% of portfolio
595,335
Q4 2024 Added 2.48%
$0
$15.5 Billion 1.21% of portfolio
644,446
Q4 2024 Added 12.18%
$0
$14.5 Billion 1.13% of portfolio
657,490
Q4 2024 Added 50.29%
$0
$13.7 Billion 1.07% of portfolio
135,078
Q4 2024 Reduced 11.72%
$0
$11.5 Billion 0.9% of portfolio
478,389
Q4 2024 Reduced 13.33%
$0
$11.4 Billion 0.89% of portfolio
279,994
Q4 2024 Reduced 2.08%
$0
$10.8 Billion 0.84% of portfolio
151,813
Q4 2024 Reduced 3.26%
$0
$9.28 Billion 0.72% of portfolio
38,988
Q4 2024 Added 3.33%
$0
$9 Billion 0.7% of portfolio
17,750
Q4 2024 Added 206.93%
$0
$8.87 Billion 0.69% of portfolio
207,111
Q4 2024 Added 21.21%
$0
$8.73 Billion 0.68% of portfolio
33,230
Q4 2024 Added 8.17%
$0
$8.57 Billion 0.67% of portfolio
345,245
Q4 2024 Added 1.9%
$0
$8.55 Billion 0.67% of portfolio
13,936
Q4 2024 Added 3.08%
$0
$7.67 Billion 0.6% of portfolio
172,373
Q4 2024 Added 1.04%
$0
$7.75 Billion 0.6% of portfolio
330,826
Q4 2024 Added 46.8%
$0
$7.5 Billion 0.58% of portfolio
294,719
Q4 2024 Added 0.94%
$0
$7.3 Billion 0.57% of portfolio
77,062
Q4 2024 Added 2.66%
$0
$7.25 Billion 0.56% of portfolio
324,288
Q4 2024 Reduced 1.45%
$0
$6.87 Billion 0.54% of portfolio
155,462
Q4 2024 Added 6.51%
$0
$6.66 Billion 0.52% of portfolio
151,012
Q4 2024 Reduced 14.86%
$0
$6.31 Billion 0.49% of portfolio
233,549
Q4 2024 Added 2.05%
$0
$5.69 Billion 0.44% of portfolio
255,636
Q4 2024 Added 39.32%
$0
$5.39 Billion 0.42% of portfolio
108,394
Q4 2024 Added 48.24%
$0
$5.21 Billion 0.41% of portfolio
46,729
Q4 2024 Added 16.86%
$0
$5.27 Billion 0.41% of portfolio
23,028
Q4 2024 Added 116.08%
$0
$5.19 Billion 0.4% of portfolio
104,586
Q4 2024 Added 39.93%
$0
$5.05 Billion 0.39% of portfolio
26,183
Q4 2024 Added 0.28%
$0
$4.81 Billion 0.38% of portfolio
115,340
Q4 2024 Added 14.98%
$0
$4.69 Billion 0.37% of portfolio
145,710
Q4 2024 Added 0.9%
$0
$4.56 Billion 0.36% of portfolio
170,955
Q4 2024 Added 2.25%
$0
$4.23 Billion 0.33% of portfolio
153,127
Q4 2024 Reduced 0.54%
$0
$4.24 Billion 0.33% of portfolio
153,141
Q4 2024 Added 2.24%
$0
$4.16 Billion 0.32% of portfolio
89,010
Q4 2024 Reduced 2.53%
$0
$4.05 Billion 0.32% of portfolio
83,685
Q4 2024 Reduced 6.71%
$0
$4.06 Billion 0.32% of portfolio
70,600
Q4 2024 Reduced 0.3%
$0
$4.03 Billion 0.31% of portfolio
78,259
Q4 2024 Added 2.74%
$0
$3.83 Billion 0.3% of portfolio
181,515
Q4 2024 Added 64.24%
$0
$3.48 Billion 0.27% of portfolio
134,073
Q4 2024 Reduced 9.58%
$0
$3.45 Billion 0.27% of portfolio
187,331
Q4 2024 Added 12.2%
$0
$3.37 Billion 0.26% of portfolio
75,364
Q4 2024 Added 51.27%
$0
$3.37 Billion 0.26% of portfolio
8,466
Q4 2024 Added 23.36%

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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