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 Market Cap. of $200 Billions or more
