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
$217B
$3.43 Billion 0.27% of portfolio
12,145
Q4 2024 Added 80.86%
$0
$3.45 Billion 0.27% of portfolio
187,331
Q4 2024 Added 12.2%
$88B
$3.48 Billion 0.27% of portfolio
15,164
Q4 2024 Added 1,159.47%
$226B
$3.42 Billion 0.27% of portfolio
15,577
Q4 2024 Added 5.32%
$189B
$3.3 Billion 0.26% of portfolio
21,041
Q4 2024 Added 54.06%
$0
$3.37 Billion 0.26% of portfolio
75,364
Q4 2024 Added 51.27%
$148B
$3.37 Billion 0.26% of portfolio
9,205
Q4 2024 Added 4.22%
$0
$3.37 Billion 0.26% of portfolio
8,466
Q4 2024 Added 23.36%
$454B
$3.34 Billion 0.26% of portfolio
31,378
Q4 2024 Added 54.93%
$174B
$3.23 Billion 0.25% of portfolio
27,860
Q4 2024 Added 58.94%
$237B
$3.25 Billion 0.25% of portfolio
11,073
Q4 2024 Added 0.11%
$0
$3.27 Billion 0.25% of portfolio
51,901
Q4 2024 Added 15.67%
$147B
$3.18 Billion 0.25% of portfolio
13,512
Q4 2024 Added 2.77%
$127B
$3.24 Billion 0.25% of portfolio
11,282
Q4 2024 Added 102.55%
$151B
$3.08 Billion 0.24% of portfolio
84,821
Q4 2024 Added 72.69%
$327B
$3.09 Billion 0.24% of portfolio
12,304
Q4 2024 Added 10.9%
$68.9B
$3.07 Billion 0.24% of portfolio
10,490
Q4 2024 Added 88.2%
$14.9B
$3 Billion 0.23% of portfolio
318,849
Q4 2024 Added 101.46%
$0
$2.99 Billion 0.23% of portfolio
15,301
Q4 2024 Added 0.58%
$1.59B
$3 Billion 0.23% of portfolio
53,160
Q4 2024 Added 4.36%
$4.36B
$2.78 Billion 0.22% of portfolio
78,219
Q4 2024 Reduced 7.86%
$400B
$2.8 Billion 0.22% of portfolio
19,691
Q4 2024 Added 68.17%
$148B
$2.77 Billion 0.22% of portfolio
41,923
Q4 2024 Reduced 2.98%
$138B
$2.7 Billion 0.21% of portfolio
12,374
Q4 2024 Added 4.71%
$43.5B
$2.75 Billion 0.21% of portfolio
37,441
Q4 2024 Added 99.94%
$0
$2.68 Billion 0.21% of portfolio
29,271
Q4 2024 Added 26.36%
$276B
$2.68 Billion 0.21% of portfolio
43,947
Q4 2024 Added 61.64%
$116B
$2.59 Billion 0.2% of portfolio
5,527
Q4 2024 Added 38.21%
$0
$2.59 Billion 0.2% of portfolio
121,710
Q4 2024 Added 2.66%
Viking Holdings LTD
-
$2.55 Billion 0.2% of portfolio
-
Q4 2024 Added 3.47%
Sila Realty Trust Inc
-
$2.58 Billion 0.2% of portfolio
-
Q4 2024 Reduced 6.72%
$92.3B
$2.6 Billion 0.2% of portfolio
12,565
Q4 2024 Added 13.08%
$0
$2.56 Billion 0.2% of portfolio
30,074
Q4 2024 Reduced 2.35%
$0
$2.47 Billion 0.19% of portfolio
45,672
Q4 2024 Added 48.38%
$156B
$2.49 Billion 0.19% of portfolio
10,033
Q4 2024 Added 3.03%
$24.2B
$2.41 Billion 0.19% of portfolio
24,287
Q4 2024 Added 4.29%
$1.8B
$2.43 Billion 0.19% of portfolio
242,385
Q4 2024 Reduced 5.77%
$1.07T
$2.46 Billion 0.19% of portfolio
11,817
Q4 2024 Added 67.52%
$149B
$2.35 Billion 0.18% of portfolio
10,451
Q4 2024 Added 67.22%
$33.3B
$2.29 Billion 0.18% of portfolio
10,496
Q4 2024 Added 3.3%
$5.49B
$2.34 Billion 0.18% of portfolio
74,247
Q4 2024 New
$0
$2.34 Billion 0.18% of portfolio
104,016
Q4 2024 Reduced 4.52%
$70B
$2.36 Billion 0.18% of portfolio
9,114
Q4 2024 Added 9.85%
$9.38B
$2.32 Billion 0.18% of portfolio
32,128
Q4 2024 Added 15.49%
$306B
$2.19 Billion 0.17% of portfolio
31,350
Q4 2024 Added 33.95%
$195B
$2.13 Billion 0.17% of portfolio
24,693
Q4 2024 Reduced 31.01%
$451B
$2.23 Billion 0.17% of portfolio
2,665
Q4 2024 Added 13.16%
$5.97B
$2.15 Billion 0.17% of portfolio
18,922
Q4 2024 Added 13.6%
$224B
$2.23 Billion 0.17% of portfolio
4,113
Q4 2024 Added 15.89%

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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