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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.9 Billion 4.81% of portfolio
1,250,528
Q3 2024 Added 3.16%
$0
$33 Billion 3.17% of portfolio
57,012
Q3 2024 Added 4.22%
$0
$24.6 Billion 2.37% of portfolio
294,870
Q3 2024 Added 17.39%
$0
$24.2 Billion 2.33% of portfolio
454,556
Q3 2024 Added 17.66%
$0
$18.7 Billion 1.8% of portfolio
104,139
Q3 2024 Added 4.7%
$0
$17.7 Billion 1.7% of portfolio
580,922
Q3 2024 Added 3.08%
$0
$17.6 Billion 1.69% of portfolio
508,872
Q3 2024 Reduced 54.98%
$0
$15.6 Billion 1.5% of portfolio
153,013
Q3 2024 Added 3.39%
$0
$14.4 Billion 1.38% of portfolio
399,658
Q3 2024 Added 15.28%
$0
$14.2 Billion 1.37% of portfolio
574,464
Q3 2024 Added 2,458.52%
$0
$13.4 Billion 1.29% of portfolio
551,995
Q3 2024 Added 2,410.78%
$0
$12 Billion 1.16% of portfolio
285,937
Q3 2024 Reduced 1.16%
$0
$11.5 Billion 1.11% of portfolio
156,934
Q3 2024 Added 8.21%
$0
$10.1 Billion 0.97% of portfolio
199,796
Q3 2024 Added 93.48%
$0
$9.88 Billion 0.95% of portfolio
437,487
Q3 2024 New
$0
$9.1 Billion 0.88% of portfolio
338,824
Q3 2024 Added 2.67%
$0
$8.38 Billion 0.81% of portfolio
329,062
Q3 2024 Reduced 0.49%
$0
$8.17 Billion 0.79% of portfolio
30,720
Q3 2024 Added 6.13%
$0
$8.07 Billion 0.78% of portfolio
13,520
Q3 2024 Added 6.64%
$0
$8.05 Billion 0.78% of portfolio
170,876
Q3 2024 Added 15.97%
$0
$7.91 Billion 0.76% of portfolio
177,364
Q3 2024 Added 2.43%
$0
$7.8 Billion 0.75% of portfolio
170,598
Q3 2024 Added 15.99%
$0
$7.47 Billion 0.72% of portfolio
291,963
Q3 2024 Added 3,939.89%
$0
$7.14 Billion 0.69% of portfolio
75,065
Q3 2024 Added 989.0%
$0
$6.54 Billion 0.63% of portfolio
145,961
Q3 2024 Added 8.36%
$0
$6.47 Billion 0.62% of portfolio
228,854
Q3 2024 New
$0
$5.89 Billion 0.57% of portfolio
11,080
Q3 2024 Added 93.13%
$0
$5.34 Billion 0.51% of portfolio
225,362
Q3 2024 Added 16.97%
$0
$5.18 Billion 0.5% of portfolio
26,109
Q3 2024 Added 236.46%
$0
$4.85 Billion 0.47% of portfolio
39,986
Q3 2024 Added 24.88%
$0
$4.59 Billion 0.44% of portfolio
144,412
Q3 2024 Added 1,818.59%
$0
$4.51 Billion 0.43% of portfolio
167,189
Q3 2024 Added 7.03%
$0
$4.33 Billion 0.42% of portfolio
148,275
Q3 2024 Added 24.95%
$0
$4.38 Billion 0.42% of portfolio
89,702
Q3 2024 Reduced 7.07%
$0
$4.32 Billion 0.42% of portfolio
91,324
Q3 2024 Reduced 10.56%
$0
$4.26 Billion 0.41% of portfolio
153,951
Q3 2024 New
$0
$4.19 Billion 0.4% of portfolio
183,491
Q3 2024 Added 31.47%
$0
$4.18 Billion 0.4% of portfolio
100,316
Q3 2024 New
$0
$4.18 Billion 0.4% of portfolio
70,810
Q3 2024 Reduced 2.06%
$0
$3.94 Billion 0.38% of portfolio
149,791
Q3 2024 Added 4,448.77%
$0
$3.97 Billion 0.38% of portfolio
76,173
Q3 2024 Added 35.43%
$0
$3.75 Billion 0.36% of portfolio
73,122
Q3 2024 Added 43.75%
$0
$3.72 Billion 0.36% of portfolio
74,742
Q3 2024 Reduced 15.41%
$0
$3.29 Billion 0.32% of portfolio
166,964
Q3 2024 Added 1,215.3%
$0
$3.04 Billion 0.29% of portfolio
15,213
Q3 2024 Added 1,249.87%
$0
$2.89 Billion 0.28% of portfolio
44,869
Q3 2024 Added 13.24%
$0
$2.82 Billion 0.27% of portfolio
5,783
Q3 2024 Added 13.77%
$0
$2.69 Billion 0.26% of portfolio
27,918
Q3 2024 Reduced 16.52%
$0
$2.6 Billion 0.25% of portfolio
6,863
Q3 2024 New

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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