Diversify Wealth Management, LLC Portfolio Holdings

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$289B
$1.84 Billion 0.14% of portfolio
2,486
Q4 2024 Added 30.84%
$4.49B
$1.72 Billion 0.13% of portfolio
18,081
Q4 2024 Added 19.66%
$90B
$1.58 Billion 0.12% of portfolio
36,238
Q4 2024 Added 18.49%
$148B
$1.48 Billion 0.12% of portfolio
26,789
Q4 2024 Added 12.71%
$4.01B
$1.57 Billion 0.12% of portfolio
45,401
Q4 2024 Added 4.0%
$13.9B
$1.58 Billion 0.12% of portfolio
28,326
Q4 2024 Added 15.22%
$3.06B
$1.44 Billion 0.11% of portfolio
4,387
Q4 2024 New
$1.7B
$1.4 Billion 0.11% of portfolio
52,231
Q4 2024 Added 5.77%
$7.9B
$1.46 Billion 0.11% of portfolio
38,889
Q4 2024 Added 19.06%
$523M
$1.27 Billion 0.1% of portfolio
192,071
Q4 2024 Added 20.42%
$22.3B
$1.23 Billion 0.1% of portfolio
5,994
Q4 2024 Added 41.97%
$24B
$1.23 Billion 0.1% of portfolio
2,705
Q4 2024 Reduced 8.15%
$155B
$1.33 Billion 0.1% of portfolio
112,485
Q4 2024 Added 25.04%
$0
$1.27 Billion 0.1% of portfolio
28,338
Q4 2024 Reduced 0.53%
$6.67B
$1.22 Billion 0.1% of portfolio
33,941
Q4 2024 Added 19.56%
$3.72B
$1.16 Billion 0.09% of portfolio
25,766
Q4 2024 Added 21.23%
$27.9B
$1.21 Billion 0.09% of portfolio
59,594
Q4 2024 Added 18.24%
$106B
$1.2 Billion 0.09% of portfolio
37,054
Q4 2024 Added 19.3%
$1.14B
$1.12 Billion 0.09% of portfolio
14,083
Q4 2024 Reduced 10.47%
$108B
$1.19 Billion 0.09% of portfolio
6,939
Q4 2024 Added 17.83%
$16.3B
$1.1 Billion 0.09% of portfolio
19,440
Q4 2024 Added 22.71%
$4.46B
$1.21 Billion 0.09% of portfolio
5,817
Q4 2024 Added 16.08%
$15.6B
$1.11 Billion 0.09% of portfolio
3,218
Q4 2024 Added 44.3%
$125B
$1.19 Billion 0.09% of portfolio
3,488
Q4 2024 Added 1.37%
$23.9B
$1.03 Billion 0.08% of portfolio
-
Q4 2024 Added 11.87%
$11.3B
$977 Million 0.08% of portfolio
7,743
Q4 2024 Added 13.72%
$13.6B
$1.01 Billion 0.08% of portfolio
2,894
Q4 2024 Added 43.2%
$4.2B
$1.01 Billion 0.08% of portfolio
6,528
Q4 2024 Reduced 0.82%
$6.68B
$1.08 Billion 0.08% of portfolio
5,603
Q4 2024 Added 18.13%
$39.5B
$1.07 Billion 0.08% of portfolio
11,763
Q4 2024 Added 87.31%
$12.7B
$1.05 Billion 0.08% of portfolio
22,920
Q4 2024 Added 13.51%
$80.4B
$1.05 Billion 0.08% of portfolio
2,133
Q4 2024 Added 221.23%
$72.4B
$1.04 Billion 0.08% of portfolio
103,042
Q4 2024 Added 13.4%
$69.1B
$995 Million 0.08% of portfolio
9,186
Q4 2024 New
$54.6B
$1.05 Billion 0.08% of portfolio
4,207
Q4 2024 Reduced 1.17%
$158B
$968 Million 0.08% of portfolio
13,553
Q4 2024 Added 2.19%
$13.8B
$1.01 Billion 0.08% of portfolio
5,119
Q4 2024 Added 56.02%
$27.4B
$931 Million 0.07% of portfolio
561
Q4 2024 Added 31.69%
$6.42B
$878 Million 0.07% of portfolio
4,900
Q4 2024 Added 37.83%
$11B
$864 Million 0.07% of portfolio
2,461
Q4 2024 Added 71.62%
$4.54B
$870 Million 0.07% of portfolio
5,320
Q4 2024 Added 18.7%
$6.55B
$920 Million 0.07% of portfolio
8,651
Q4 2024 Added 26.83%
$12.9B
$890 Million 0.07% of portfolio
41,069
Q4 2024 Added 9.97%
$101B
$863 Million 0.07% of portfolio
61,077
Q4 2024 Added 18.54%
-
$847 Million 0.07% of portfolio
-
Q4 2024 Added 3.53%
$14.1B
$943 Million 0.07% of portfolio
9,761
Q4 2024 Added 48.93%
$19.9B
$840 Million 0.07% of portfolio
4,606
Q4 2024 Added 40.9%
$6.26B
$936 Million 0.07% of portfolio
4,509
Q4 2024 New
$59.7B
$884 Million 0.07% of portfolio
69,690
Q4 2024 Added 14.6%

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $1.28 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 76 stocks
  • Additional Purchases 298 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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