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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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