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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.1B
$295 Million 0.03% of portfolio
2,787
Q3 2024 Reduced 9.16%
$74.2B
$330 Million 0.03% of portfolio
920
Q3 2024 Reduced 15.9%
$148B
$272 Million 0.03% of portfolio
9,442
Q3 2024 Reduced 2.26%
$11.3B
$322 Million 0.03% of portfolio
702
Q3 2024 Added 20.0%
$11.5B
$333 Million 0.03% of portfolio
1,718
Q3 2024 Added 17.83%
$142B
$331 Million 0.03% of portfolio
3,895
Q3 2024 New
$106B
$287 Million 0.03% of portfolio
2,939
Q3 2024 Reduced 21.5%
$78.3B
$328 Million 0.03% of portfolio
664
Q3 2024 New
$29.6B
$261 Million 0.03% of portfolio
1,010
Q3 2024 Reduced 28.17%
$41.8B
$253 Million 0.02% of portfolio
1,029
Q3 2024 Reduced 0.39%
$42.9B
$259 Million 0.02% of portfolio
1,552
Q3 2024 Reduced 4.73%
$13.5B
$201 Million 0.02% of portfolio
1,863
Q3 2024 Reduced 8.05%
$24.6B
$236 Million 0.02% of portfolio
2,655
Q2 2024 New
$16.1B
$224 Million 0.02% of portfolio
964
Q3 2024 New
$177B
$233 Million 0.02% of portfolio
1,157
Q3 2024 Reduced 6.84%
$55B
$210 Million 0.02% of portfolio
619
Q3 2024 New
$47.2B
$219 Million 0.02% of portfolio
2,172
Q3 2024 Reduced 3.6%
$23.3B
$226 Million 0.02% of portfolio
371
Q3 2024 Reduced 4.13%
$18.6B
$220 Million 0.02% of portfolio
475
Q3 2024 New
$29.5B
$232 Million 0.02% of portfolio
262
Q3 2024 Reduced 12.96%
$15.2B
$259 Million 0.02% of portfolio
1,890
Q3 2024 Reduced 8.03%
$45.9B
$119 Million 0.01% of portfolio
12,070
Q3 2024 Reduced 44.83%
$45.9B
$129 Million 0.01% of portfolio
40,949
Q3 2024 Added 49.31%

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