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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
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.622M
6,655 shares@ $394.04 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$961,292
13,194 shares@ $72.86 avg price
ASXAse Technology Hldg Co Ltd
Recent Activity
Exited
0%
$691,138
68,160 shares@ $10.14 avg price
FVRRFiverr Intl Ltd
Recent Activity
Exited
0%
$674,582
30,075 shares@ $22.43 avg price
TENTsakos Energy Navigation Ltd
Recent Activity
Exited
0%
$587,289
25,963 shares@ $22.63 avg price
NXPINxp Semiconductors N V
Recent Activity
Exited
0%
$581,001
2,459 shares@ $236.28 avg price
TMETencent Music Entmt Group
Recent Activity
Exited
0%
$569,602
49,146 shares@ $11.59 avg price
LOGILogitech Intl S A
Recent Activity
Exited
0%
$548,319
6,816 shares@ $80.45 avg price
CTLTCatalent Inc
Recent Activity
Exited
0%
$529,907
8,921 shares@ $59.4 avg price
BVNCompania De Minas Buenaventu
Recent Activity
Exited
0%
$501,113
37,092 shares@ $13.52 avg price