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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.7B
$660 Million 0.05% of portfolio
3,838
Q4 2024 Added 25.79%
$83.3B
$623 Million 0.05% of portfolio
5,052
Q4 2024 Reduced 66.64%
$1.09B
$662 Million 0.05% of portfolio
114,899
Q4 2024 New
Aegon LTD
-
$649 Million 0.05% of portfolio
-
Q4 2024 Added 19.84%
$51.2B
$641 Million 0.05% of portfolio
16,434
Q4 2024 Added 13.52%
$35.7B
$679 Million 0.05% of portfolio
11,603
Q4 2024 Added 20.28%
$7.08B
$578 Million 0.05% of portfolio
1,912
Q4 2024 Added 26.79%
$8.87B
$684 Million 0.05% of portfolio
43,926
Q4 2024 New
$7.35B
$650 Million 0.05% of portfolio
54,051
Q4 2024 Added 36.88%
$15.9B
$687 Million 0.05% of portfolio
1,481
Q4 2024 Reduced 3.77%
$17.8B
$579 Million 0.05% of portfolio
3,386
Q4 2024 Reduced 6.41%
$22.8B
$588 Million 0.05% of portfolio
15,193
Q4 2024 Reduced 20.92%
$7.79B
$671 Million 0.05% of portfolio
14,976
Q4 2024 Added 44.85%
$25.1B
$696 Million 0.05% of portfolio
1,244
Q4 2024 Added 19.96%
$10.6B
$698 Million 0.05% of portfolio
3,094
Q4 2024 Reduced 4.68%
$89.8B
$635 Million 0.05% of portfolio
2,277
Q4 2024 Reduced 3.02%
$69.1B
$617 Million 0.05% of portfolio
19,423
Q4 2024 Added 2.23%
$62.4B
$698 Million 0.05% of portfolio
44,890
Q4 2024 Added 16.14%
Advisors Inner Circle Fd Ii
-
$645 Million 0.05% of portfolio
-
Q4 2024 New
$69B
$619 Million 0.05% of portfolio
7,715
Q4 2024 Reduced 4.76%
$42.9B
$663 Million 0.05% of portfolio
1,356
Q4 2024 Reduced 19.91%
American Healthcare Reit Inc
-
$604 Million 0.05% of portfolio
-
Q4 2024 Reduced 4.1%
$86.1B
$621 Million 0.05% of portfolio
3,580
Q4 2024 Reduced 3.4%
$67.5B
$671 Million 0.05% of portfolio
12,080
Q4 2024 Reduced 21.37%
$0
$549 Million 0.04% of portfolio
2,133
Q4 2024 Added 5.54%
$9.74B
$572 Million 0.04% of portfolio
14,997
Q4 2024 Added 30.06%
$0
$532 Million 0.04% of portfolio
2,572
Q4 2024 Reduced 7.15%
$0
$476 Million 0.04% of portfolio
8,194
Q4 2024 Added 35.24%
$56B
$565 Million 0.04% of portfolio
8,009
Q4 2024 Reduced 4.24%
$10.9B
$558 Million 0.04% of portfolio
7,457
Q4 2024 Reduced 1.97%
$0
$460 Million 0.04% of portfolio
7,987
Q4 2024 Added 76.35%
$597M
$459 Million 0.04% of portfolio
-
Q4 2024 Reduced 0.31%
$9.22B
$518 Million 0.04% of portfolio
3,342
Q4 2024 Added 74.15%
$0
$491 Million 0.04% of portfolio
3,014
Q4 2024 Reduced 15.5%
$9.57B
$471 Million 0.04% of portfolio
6,006
Q4 2024 New
Advisors Inner Circle Fd Ii
-
$554 Million 0.04% of portfolio
-
Q4 2024 New
$8.22B
$465 Million 0.04% of portfolio
3,300
Q4 2024 Added 38.31%
$0
$498 Million 0.04% of portfolio
4,949
Q4 2024 Added 25.07%
-
$449 Million 0.04% of portfolio
-
Q3 2024 Reduced 9.3%
$0
$506 Million 0.04% of portfolio
5,542
Q4 2024 Reduced 15.99%
$18.2B
$534 Million 0.04% of portfolio
16,135
Q4 2024 Added 2.6%
$0
$554 Million 0.04% of portfolio
9,556
Q4 2024 Reduced 12.68%
$126B
$452 Million 0.04% of portfolio
4,437
Q4 2024 Added 42.85%
$42.3B
$569 Million 0.04% of portfolio
6,753
Q4 2024 Added 2.13%
$56.9B
$519 Million 0.04% of portfolio
3,035
Q4 2024 Added 2.5%
$3.77B
$459 Million 0.04% of portfolio
14,119
Q4 2024 Reduced 6.79%
$86.2B
$536 Million 0.04% of portfolio
5,064
Q4 2024 Added 2.14%
$14.2B
$457 Million 0.04% of portfolio
6,067
Q4 2024 New
$7.47B
$564 Million 0.04% of portfolio
9,665
Q4 2024 Added 58.47%

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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