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
$19.4B
$2.02 Billion 0.16% of portfolio
28,249
Q4 2024 Added 86.87%
$0
$2.03 Billion 0.16% of portfolio
16,082
Q4 2024 Added 1.57%
$15.5B
$2.02 Billion 0.16% of portfolio
43,987
Q4 2024 Reduced 23.27%
$47.3B
$2.04 Billion 0.16% of portfolio
1,063
Q4 2024 Added 1.14%
$250B
$2.01 Billion 0.16% of portfolio
20,295
Q4 2024 Added 50.66%
$0
$2.04 Billion 0.16% of portfolio
21,402
Q4 2024 Reduced 23.34%
$0
$2.07 Billion 0.16% of portfolio
62,886
Q4 2024 Added 15.29%
$0
$2.08 Billion 0.16% of portfolio
7,234
Q4 2024 Added 15.17%
$224B
$1.86 Billion 0.15% of portfolio
16,604
Q4 2024 Reduced 6.27%
$162B
$1.92 Billion 0.15% of portfolio
8,186
Q4 2024 Added 7.8%
$95.6B
$1.99 Billion 0.15% of portfolio
42,823
Q4 2024 Added 18.07%
$0
$1.91 Billion 0.15% of portfolio
33,559
Q4 2024 Added 26.51%
$13.6B
$1.87 Billion 0.15% of portfolio
5,744
Q4 2024 Added 19.89%
$668M
$1.84 Billion 0.14% of portfolio
168,958
Q4 2024 Reduced 8.23%
$15.6B
$1.8 Billion 0.14% of portfolio
4,081
Q4 2024 Added 63.04%
$0
$1.82 Billion 0.14% of portfolio
42,679
Q4 2024 Added 0.29%
$0
$1.76 Billion 0.14% of portfolio
23,401
Q4 2024 Added 19.65%
$153B
$1.79 Billion 0.14% of portfolio
6,809
Q4 2024 Added 46.52%
$294B
$1.84 Billion 0.14% of portfolio
2,486
Q4 2024 Added 30.84%
$0
$1.61 Billion 0.13% of portfolio
2,762
Q4 2024 Added 10.39%
$0
$1.63 Billion 0.13% of portfolio
19,111
Q4 2024 Added 29.06%
Cooper Cos Inc
-
$1.61 Billion 0.13% of portfolio
-
Q4 2024 Added 27.9%
$4.98B
$1.72 Billion 0.13% of portfolio
18,081
Q4 2024 Added 19.66%
$87.6B
$1.58 Billion 0.12% of portfolio
36,238
Q4 2024 Added 18.49%
$145B
$1.48 Billion 0.12% of portfolio
26,789
Q4 2024 Added 12.71%
$4.13B
$1.57 Billion 0.12% of portfolio
45,401
Q4 2024 Added 4.0%
$13.8B
$1.58 Billion 0.12% of portfolio
28,326
Q4 2024 Added 15.22%
$3.13B
$1.44 Billion 0.11% of portfolio
4,387
Q4 2024 New
$1.89B
$1.4 Billion 0.11% of portfolio
52,231
Q4 2024 Added 5.77%
$7.52B
$1.46 Billion 0.11% of portfolio
38,889
Q4 2024 Added 19.06%
$534M
$1.27 Billion 0.1% of portfolio
192,071
Q4 2024 Added 20.42%
$0
$1.32 Billion 0.1% of portfolio
21,326
Q4 2024 Added 13.1%
$22.1B
$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
26,808
Q4 2024 Added 173.63%
$0
$1.27 Billion 0.1% of portfolio
28,338
Q4 2024 Reduced 0.53%
$0
$1.24 Billion 0.1% of portfolio
7,388
Q4 2024 Added 110.36%
$6.19B
$1.22 Billion 0.1% of portfolio
33,941
Q4 2024 Added 19.56%
$0
$1.18 Billion 0.09% of portfolio
22,826
Q4 2024 New
$3.51B
$1.16 Billion 0.09% of portfolio
25,766
Q4 2024 Added 21.23%
$47.7B
$1.21 Billion 0.09% of portfolio
2,098
Q4 2024 Reduced 3.14%
$27.3B
$1.21 Billion 0.09% of portfolio
59,594
Q4 2024 Added 18.24%
$113B
$1.2 Billion 0.09% of portfolio
37,054
Q4 2024 Added 19.3%
$0
$1.15 Billion 0.09% of portfolio
6,267
Q4 2024 Added 25.79%
$1.15B
$1.12 Billion 0.09% of portfolio
14,083
Q4 2024 Reduced 10.47%
$105B
$1.19 Billion 0.09% of portfolio
6,939
Q4 2024 Added 17.83%
$15.6B
$1.1 Billion 0.09% of portfolio
19,440
Q4 2024 Added 22.71%
$4.71B
$1.21 Billion 0.09% of portfolio
5,817
Q4 2024 Added 16.08%

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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