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
$15.6B
$1.11 Billion 0.09% of portfolio
3,218
Q4 2024 Added 44.3%
Axil Brands Inc
-
$1.13 Billion 0.09% of portfolio
-
Q4 2024 Added 0.43%
Advisors Inner Circle Fd Ii
-
$1.13 Billion 0.09% of portfolio
-
Q4 2024 New
$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%
Graniteshares ETF Tr
-
$1.01 Billion 0.08% of portfolio
-
Q4 2024 New
$13.6B
$1.01 Billion 0.08% of portfolio
2,894
Q4 2024 Added 43.2%
$0
$1.06 Billion 0.08% of portfolio
16,670
Q4 2024 Added 29.5%
$0
$1.01 Billion 0.08% of portfolio
32,613
Q4 2024 Reduced 17.59%
$4.2B
$1.01 Billion 0.08% of portfolio
6,528
Q4 2024 Reduced 0.82%
$0
$1.08 Billion 0.08% of portfolio
2,643
Q4 2024 Added 126.87%
$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%
$0
$1.03 Billion 0.08% of portfolio
29,610
Q4 2024 Added 23.18%
$72.4B
$1.04 Billion 0.08% of portfolio
103,042
Q4 2024 Added 13.4%
$0
$1.09 Billion 0.08% of portfolio
45,488
Q4 2024 Reduced 0.51%
$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%
$0
$1.04 Billion 0.08% of portfolio
46,216
Q4 2024 Reduced 9.29%
$158B
$968 Million 0.08% of portfolio
13,553
Q4 2024 Added 2.19%
$0
$1.03 Billion 0.08% of portfolio
7,408
Q4 2024 New
$13.8B
$1.01 Billion 0.08% of portfolio
5,119
Q4 2024 Added 56.02%
Linde PLC
-
$931 Million 0.07% of portfolio
-
Q4 2024 Added 22.71%
$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%
$0
$879 Million 0.07% of portfolio
5,072
Q4 2024 New
$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%
$7.4B
$939 Million 0.07% of portfolio
103,083
Q4 2024 Added 18.54%
$12.9B
$858 Million 0.07% of portfolio
1,904
Q4 2024 Added 21.74%
Brookfield Asset Managmt LTD
-
$895 Million 0.07% of portfolio
-
Q4 2024 Added 14.84%
$0
$944 Million 0.07% of portfolio
11,536
Q4 2024 Added 35.83%
$13.9B
$891 Million 0.07% of portfolio
2,821
Q4 2024 Added 25.66%
$18.7B
$895 Million 0.07% of portfolio
42,759
Q4 2024 Added 22.91%
$0
$853 Million 0.07% of portfolio
21,235
Q4 2024 Added 142.08%
$6.2B
$779 Million 0.06% of portfolio
14,972
Q4 2024 Added 47.3%
$15.9B
$717 Million 0.06% of portfolio
1,858
Q4 2024 Reduced 5.2%
$218B
$779 Million 0.06% of portfolio
11,580
Q4 2024 New
$0
$743 Million 0.06% of portfolio
30,285
Q4 2024 Added 0.75%

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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