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
$7.26B
$491 Million 0.05% of portfolio
1,508
Q3 2024 Added 19.78%
$4.11B
$555 Million 0.05% of portfolio
7,686
Q3 2024 Added 9.18%
$9.61B
$469 Million 0.05% of portfolio
7,607
Q3 2024 Added 11.74%
$18.9B
$483 Million 0.05% of portfolio
15,726
Q3 2024 Reduced 7.82%
$0
$557 Million 0.05% of portfolio
2,021
Q3 2024 Reduced 8.34%
$0
$527 Million 0.05% of portfolio
1,987
Q3 2024 Reduced 0.45%
$96.3B
$510 Million 0.05% of portfolio
1,405
Q3 2024 Added 1.15%
$0
$495 Million 0.05% of portfolio
9,797
Q3 2024 Added 6.28%
$12.9B
$535 Million 0.05% of portfolio
21,254
Q3 2024 Reduced 24.06%
$12.5B
$563 Million 0.05% of portfolio
3,051
Q3 2024 Added 13.17%
$6.24B
$473 Million 0.05% of portfolio
4,478
Q3 2024 Added 12.32%
$4.44B
$569 Million 0.05% of portfolio
15,148
Q3 2024 Reduced 82.92%
$23.8B
$483 Million 0.05% of portfolio
2,221
Q3 2024 Added 16.65%
$10.1B
$473 Million 0.05% of portfolio
1,434
Q3 2024 Added 16.4%
$12.6B
$548 Million 0.05% of portfolio
6,816
Q3 2024 Added 7.24%
$3.96B
$499 Million 0.05% of portfolio
8,504
Q3 2024 Added 18.61%
$11.6B
$561 Million 0.05% of portfolio
6,554
Q3 2024 Added 15.0%
$10.6B
$530 Million 0.05% of portfolio
8,921
Q3 2024 Added 9.18%
$12.3B
$500 Million 0.05% of portfolio
1,918
Q3 2024 Reduced 5.75%
$70.7B
$485 Million 0.05% of portfolio
3,789
Q3 2024 Reduced 13.91%
$201B
$562 Million 0.05% of portfolio
1,457
Q3 2024 Reduced 4.65%
$14.9B
$509 Million 0.05% of portfolio
4,930
Q3 2024 Added 4.8%
-
$494 Million 0.05% of portfolio
-
Q3 2024 Reduced 9.3%
$13.2B
$511 Million 0.05% of portfolio
3,108
Q3 2024 Added 49.14%
$6.37B
$480 Million 0.05% of portfolio
9,439
Q3 2024 Added 28.75%
$12.4B
$484 Million 0.05% of portfolio
6,624
Q3 2024 Added 19.59%
$111B
$533 Million 0.05% of portfolio
6,115
Q3 2024 Added 48.6%
$11.8B
$544 Million 0.05% of portfolio
2,109
Q3 2024 Reduced 5.55%
$11.7B
$400 Million 0.04% of portfolio
38,344
Q2 2024 New
$5.73B
$413 Million 0.04% of portfolio
10,164
Q3 2024 Added 14.15%
$0
$451 Million 0.04% of portfolio
4,962
Q3 2024 Reduced 16.91%
$0
$430 Million 0.04% of portfolio
4,462
Q3 2024 Added 63.98%
$33.5B
$391 Million 0.04% of portfolio
6,531
Q3 2024 Reduced 8.18%
$0
$406 Million 0.04% of portfolio
9,793
Q3 2024 New
$5.38B
$374 Million 0.04% of portfolio
4,442
Q3 2024 Reduced 8.51%
Tidal Tr Ii
-
$422 Million 0.04% of portfolio
-
Q3 2024 Added 18.4%
$75.4B
$367 Million 0.04% of portfolio
7,555
Q3 2024 Added 29.52%
$0
$431 Million 0.04% of portfolio
2,078
Q3 2024 New
$0
$399 Million 0.04% of portfolio
3,957
Q3 2024 Reduced 15.81%
$0
$452 Million 0.04% of portfolio
22,944
Q3 2024 Reduced 13.58%
$0
$452 Million 0.04% of portfolio
1,165
Q3 2024 New
$0
$404 Million 0.04% of portfolio
5,243
Q3 2024 New
$0
$423 Million 0.04% of portfolio
3,874
Q3 2024 Reduced 15.16%
$8.33B
$392 Million 0.04% of portfolio
2,124
Q3 2024 Reduced 10.42%
$0
$374 Million 0.04% of portfolio
6,737
Q3 2024 Reduced 18.0%
$0
$424 Million 0.04% of portfolio
998
Q3 2024 Added 0.3%
$18.5B
$429 Million 0.04% of portfolio
1,827
Q3 2024 Added 18.1%
$0
$445 Million 0.04% of portfolio
5,627
Q3 2024 Reduced 16.58%
$7.97B
$410 Million 0.04% of portfolio
6,099
Q3 2024 Added 15.62%

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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