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
$3.62B
$732 Million 0.06% of portfolio
12,317
Q4 2024 Added 44.84%
$25B
$818 Million 0.06% of portfolio
100,648
Q4 2024 New
$6.03B
$752 Million 0.06% of portfolio
13,783
Q4 2024 Added 597.52%
$19.3B
$751 Million 0.06% of portfolio
2,762
Q4 2024 Added 51.18%
$235B
$750 Million 0.06% of portfolio
6,074
Q4 2024 Added 3.11%
$2.08B
$732 Million 0.06% of portfolio
3,026
Q4 2024 Added 31.0%
$96.8B
$809 Million 0.06% of portfolio
460
Q4 2024 Added 15.58%
$225B
$717 Million 0.06% of portfolio
7,240
Q4 2024 Added 17.38%
$92.1B
$787 Million 0.06% of portfolio
34,667
Q4 2024 New
$0
$830 Million 0.06% of portfolio
12,416
Q4 2024 Added 34.2%
$0
$804 Million 0.06% of portfolio
3,710
Q4 2024 Added 294.26%
$125B
$788 Million 0.06% of portfolio
14,123
Q4 2024 Added 10.02%
$27.3B
$728 Million 0.06% of portfolio
4,000
Q4 2024 New
$74.1B
$777 Million 0.06% of portfolio
16,181
Q4 2024 Added 2.59%
$3.82B
$770 Million 0.06% of portfolio
10,399
Q4 2024 Added 35.3%
$219B
$797 Million 0.06% of portfolio
1,422
Q4 2024 New
$173B
$749 Million 0.06% of portfolio
13,216
Q4 2024 Added 33.06%
$0
$757 Million 0.06% of portfolio
5,462
Q4 2024 Added 210.87%
$155B
$793 Million 0.06% of portfolio
4,617
Q4 2024 Added 21.09%
$25.6B
$808 Million 0.06% of portfolio
7,962
Q4 2024 Added 28.42%
$0
$735 Million 0.06% of portfolio
19,691
Q4 2024 Reduced 27.44%
$0
$763 Million 0.06% of portfolio
7,181
Q4 2024 Added 31.02%
$0
$725 Million 0.06% of portfolio
8,113
Q4 2024 Reduced 18.72%
$222B
$832 Million 0.06% of portfolio
4,846
Q4 2024 Added 3.44%
$0
$656 Million 0.05% of portfolio
30,810
Q4 2024 Reduced 11.1%
$72.3B
$650 Million 0.05% of portfolio
7,527
Q4 2024 New
$7.14B
$621 Million 0.05% of portfolio
4,033
Q4 2024 Added 19.32%
$7.21B
$681 Million 0.05% of portfolio
2,315
Q4 2024 Reduced 5.63%
$15.1B
$645 Million 0.05% of portfolio
6,516
Q4 2024 Added 32.17%
-
$609 Million 0.05% of portfolio
-
Q4 2024 Added 5.13%
$0
$628 Million 0.05% of portfolio
7,915
Q4 2024 Added 1.07%
$13.4B
$642 Million 0.05% of portfolio
20,258
Q4 2024 Reduced 4.69%
$44B
$698 Million 0.05% of portfolio
14,820
Q4 2024 Reduced 4.26%
$5.24B
$681 Million 0.05% of portfolio
5,456
Q4 2024 Added 21.84%
-
$696 Million 0.05% of portfolio
-
Q3 2024 Reduced 9.09%
$89.2B
$688 Million 0.05% of portfolio
2,770
Q4 2024 Added 10.01%
$84.1B
$659 Million 0.05% of portfolio
5,021
Q4 2024 Added 32.52%
$31.1B
$670 Million 0.05% of portfolio
38,995
Q4 2024 Reduced 8.61%
$12.5B
$603 Million 0.05% of portfolio
2,986
Q4 2024 Reduced 3.93%
$68.3B
$682 Million 0.05% of portfolio
5,770
Q4 2024 Added 32.04%
$70.6B
$581 Million 0.05% of portfolio
2,487
Q4 2024 Added 1.43%
$43.5B
$624 Million 0.05% of portfolio
12,172
Q4 2024 Added 0.16%
$196B
$699 Million 0.05% of portfolio
1,992
Q4 2024 Added 36.72%
$26.9B
$592 Million 0.05% of portfolio
3,232
Q4 2024 Added 45.52%
$0
$581 Million 0.05% of portfolio
73,000
Q4 2024 New
$36.3B
$582 Million 0.05% of portfolio
9,407
Q4 2024 Added 44.04%
$37B
$664 Million 0.05% of portfolio
9,017
Q4 2024 Added 7.27%
$10.8B
$635 Million 0.05% of portfolio
9,220
Q4 2024 Added 39.19%
$92.8B
$596 Million 0.05% of portfolio
1,804
Q4 2024 Added 28.4%

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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