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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.36B
$961 Million 0.09% of portfolio
28,389
Q3 2024 Added 4.74%
$21.4B
$934 Million 0.09% of portfolio
4,222
Q3 2024 Added 7.76%
$0
$951 Million 0.09% of portfolio
4,982
Q3 2024 New
$3.94B
$932 Million 0.09% of portfolio
6,582
Q3 2024 Reduced 10.95%
$146B
$918 Million 0.09% of portfolio
89,961
Q3 2024 Added 4.88%
$76.2B
$896 Million 0.09% of portfolio
15,773
Q3 2024 Reduced 4.91%
$0
$907 Million 0.09% of portfolio
9,981
Q3 2024 Reduced 14.92%
$23.6B
$883 Million 0.09% of portfolio
50,399
Q3 2024 Added 511.42%
$23.9B
$915 Million 0.09% of portfolio
-
Q3 2024 Added 5.67%
$14B
$886 Million 0.09% of portfolio
37,347
Q3 2024 Reduced 1.11%
$57.5B
$891 Million 0.09% of portfolio
90,869
Q3 2024 Added 10.34%
Linde PLC
-
$875 Million 0.08% of portfolio
-
Q3 2024 Added 3.56%
$101B
$811 Million 0.08% of portfolio
398
Q3 2024 Added 4.19%
$0
$782 Million 0.08% of portfolio
30,061
Q3 2024 Reduced 2.53%
$0
$867 Million 0.08% of portfolio
12,873
Q3 2024 New
-
$847 Million 0.08% of portfolio
-
Q3 2024 Reduced 0.53%
$72.7B
$803 Million 0.08% of portfolio
15,364
Q3 2024 Reduced 29.27%
$95.1B
$839 Million 0.08% of portfolio
3,706
Q3 2024 Reduced 8.06%
$0
$786 Million 0.08% of portfolio
24,038
Q3 2024 Added 3.1%
$135B
$837 Million 0.08% of portfolio
13,262
Q3 2024 Reduced 2.16%
$42.5B
$878 Million 0.08% of portfolio
42,669
Q3 2024 Reduced 15.94%
$198B
$851 Million 0.08% of portfolio
4,685
Q3 2024 Added 8.32%
$41.1B
$882 Million 0.08% of portfolio
1,693
Q3 2024 Reduced 5.94%
$23.9B
$850 Million 0.08% of portfolio
19,211
Q3 2024 Reduced 14.32%
-
$694 Million 0.07% of portfolio
-
Q3 2024 Reduced 9.09%
$5.95B
$704 Million 0.07% of portfolio
4,482
Q3 2024 Added 9.02%
$14.7B
$767 Million 0.07% of portfolio
2,245
Q3 2024 Added 6.8%
$125B
$681 Million 0.07% of portfolio
12,837
Q3 2024 Added 9.58%
Brookfield Asset Managmt LTD
-
$758 Million 0.07% of portfolio
-
Q3 2024 Added 11.11%
$228B
$697 Million 0.07% of portfolio
5,891
Q3 2024 Added 11.47%
$17.1B
$676 Million 0.07% of portfolio
3,618
Q3 2024 Reduced 8.82%
$14.2B
$708 Million 0.07% of portfolio
2,021
Q3 2024 Added 14.83%
$100B
$746 Million 0.07% of portfolio
2,348
Q3 2024 Reduced 6.97%
$15.9B
$766 Million 0.07% of portfolio
1,960
Q3 2024 Reduced 7.33%
$69.1B
$682 Million 0.07% of portfolio
8,101
Q3 2024 Reduced 3.71%
$5.1B
$756 Million 0.07% of portfolio
5,011
Q3 2024 Added 525.59%
$62.5B
$694 Million 0.07% of portfolio
14,477
Q3 2024 Reduced 0.98%
$21.3B
$691 Million 0.07% of portfolio
68,160
Q3 2024 Added 10.02%
$0
$718 Million 0.07% of portfolio
10,944
Q3 2024 New
$150B
$697 Million 0.07% of portfolio
3,813
Q3 2024 Added 50.65%
$51.4B
$758 Million 0.07% of portfolio
60,813
Q3 2024 Added 8.61%
$7.21B
$704 Million 0.07% of portfolio
2,453
Q3 2024 Reduced 7.54%
$18.4B
$718 Million 0.07% of portfolio
1,539
Q3 2024 Reduced 7.18%
$41B
$726 Million 0.07% of portfolio
15,480
Q3 2024 Reduced 7.24%
$224B
$704 Million 0.07% of portfolio
6,168
Q3 2024 New
$0
$759 Million 0.07% of portfolio
34,658
Q3 2024 Reduced 12.24%
$2.37B
$742 Million 0.07% of portfolio
21,254
Q3 2024 New
$0
$700 Million 0.07% of portfolio
8,493
Q3 2024 Reduced 42.28%
$13B
$644 Million 0.06% of portfolio
2,230
Q3 2024 Added 11.84%

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