test

Lupe Fungalei

@Diversify Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.283BTotal holdings514
Assets growth rate23.55%Assets growth rate (2-Q avg)26.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 514 positions.

Assets under management

The assets under management (AUM) of Diversify Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.283B in assets, with a quarterly growth rate of 23.55% and a 2-quarter average growth rate of 26.33%. The portfolio is managed by Lupe Fungalei, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
New Position
0.3%
$3.843M
51,486 shares@ $74.66 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.29%
$3.617M
31,634 shares@ $114.35 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
New Position
0.19%
$2.342M
74,247 shares@ $31.56 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
0.15%
$1.847M
14,063 shares@ $131.34 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.12%
$1.439M
4,387 shares@ $327.91 avg price
ACWXIshares Tr
Recent Activity
New Position
0.1%
$1.178M
22,826 shares@ $51.61 avg price
EDGUAdvisors Inner Circle Fd Ii
Recent Activity
New Position
0.09%
$1.132M
45,793 shares@ $24.73 avg price
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.09%
$1.034M
7,408 shares@ $139.65 avg price
NVDLGraniteshares Etf Tr
Recent Activity
New Position
0.08%
$1.007M
15,000 shares@ $67.16 avg price
SESea Ltd
Recent Activity
New Position
0.08%
$994,755
9,186 shares@ $108.3 avg price