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
$614B
$6.12 Billion 0.48% of portfolio
13,815
Q4 2024 Added 28.23%
-
$5.93 Billion 0.46% of portfolio
-
Q4 2024 Reduced 27.55%
$809B
$5.8 Billion 0.45% of portfolio
24,199
Q4 2024 Added 49.72%
$1.11T
$5.74 Billion 0.45% of portfolio
29,871
Q4 2024 Added 64.2%
$0
$5.69 Billion 0.44% of portfolio
255,636
Q4 2024 Added 39.32%
$0
$5.39 Billion 0.42% of portfolio
108,394
Q4 2024 Added 48.24%
$243B
$5.25 Billion 0.41% of portfolio
15,022
Q4 2024 Added 46.44%
$201B
$5.31 Billion 0.41% of portfolio
13,071
Q4 2024 Added 23.57%
$0
$5.21 Billion 0.41% of portfolio
46,729
Q4 2024 Added 16.86%
$0
$5.27 Billion 0.41% of portfolio
23,028
Q4 2024 Added 116.08%
$537B
$5.28 Billion 0.41% of portfolio
10,453
Q4 2024 Added 29.9%
$0
$5.19 Billion 0.4% of portfolio
104,586
Q4 2024 Added 39.93%
$199B
$5.05 Billion 0.39% of portfolio
35,395
Q4 2024 Added 61.09%
$0
$5.05 Billion 0.39% of portfolio
26,183
Q4 2024 Added 0.28%
$0
$4.81 Billion 0.38% of portfolio
115,340
Q4 2024 Added 14.98%
$256B
$4.88 Billion 0.38% of portfolio
82,998
Q4 2024 Added 48.68%
$835B
$4.7 Billion 0.37% of portfolio
5,876
Q4 2024 Added 25.48%
$0
$4.56 Billion 0.36% of portfolio
170,955
Q4 2024 Added 2.25%
$299B
$4.67 Billion 0.36% of portfolio
30,483
Q4 2024 Added 51.18%
$167B
$4.48 Billion 0.35% of portfolio
118,494
Q4 2024 Added 44.88%
$337B
$4.49 Billion 0.35% of portfolio
25,635
Q4 2024 Added 62.3%
$206B
$4.41 Billion 0.34% of portfolio
8,063
Q4 2024 Added 101.73%
$0
$4.23 Billion 0.33% of portfolio
153,127
Q4 2024 Reduced 0.54%
$0
$4.24 Billion 0.33% of portfolio
153,141
Q4 2024 Added 2.24%
$188B
$4.3 Billion 0.33% of portfolio
37,316
Q4 2024 Added 9.13%
$4.81B
$4.21 Billion 0.33% of portfolio
58,976
Q4 2024 Added 98.2%
$80.3B
$4.12 Billion 0.32% of portfolio
25,224
Q4 2024 Added 72.84%
$53.9B
$4.11 Billion 0.32% of portfolio
31,682
Q4 2024 Added 52.16%
$202B
$4.17 Billion 0.32% of portfolio
38,367
Q4 2024 Added 60.49%
$0
$4.16 Billion 0.32% of portfolio
89,010
Q4 2024 Reduced 2.53%
$0
$4.05 Billion 0.32% of portfolio
83,685
Q4 2024 Reduced 6.71%
$0
$4.06 Billion 0.32% of portfolio
70,600
Q4 2024 Reduced 0.3%
$90.6B
$4.13 Billion 0.32% of portfolio
11,831
Q4 2024 Added 46.97%
$19.9B
$4.09 Billion 0.32% of portfolio
29,813
Q4 2024 Added 71.09%
$120B
$4 Billion 0.31% of portfolio
9,773
Q4 2024 Added 160.89%
$0
$4.03 Billion 0.31% of portfolio
78,259
Q4 2024 Added 2.74%
$89.4B
$3.99 Billion 0.31% of portfolio
47,864
Q4 2024 Added 82.07%
Lam Research Corp
-
$3.84 Billion 0.3% of portfolio
-
Q4 2024 New
$0
$3.83 Billion 0.3% of portfolio
181,515
Q4 2024 Added 64.24%
$120B
$3.69 Billion 0.29% of portfolio
45,804
Q4 2024 Added 48.38%
$17.7B
$3.68 Billion 0.29% of portfolio
13,528
Q4 2024 Added 77.91%
$163B
$3.7 Billion 0.29% of portfolio
5,929
Q4 2024 Added 102.49%
$224B
$3.66 Billion 0.29% of portfolio
31,256
Q4 2024 Added 45.51%
$121B
$3.68 Billion 0.29% of portfolio
22,345
Q4 2024 Added 69.92%
Rubrik Inc.
-
$3.65 Billion 0.28% of portfolio
-
Q4 2024 Added 2.22%
Arista Networks Inc
-
$3.62 Billion 0.28% of portfolio
-
Q4 2024 New
$380B
$3.49 Billion 0.27% of portfolio
77,379
Q4 2024 Added 41.03%
$0
$3.48 Billion 0.27% of portfolio
134,073
Q4 2024 Reduced 9.58%
$398B
$3.41 Billion 0.27% of portfolio
21,509
Q4 2024 Added 48.71%

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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