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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
BMIBadger Meter Inc
Recent Activity
New Position
0.08%
$936,329
4,509 shares@ $207.66 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.07%
$878,724
5,072 shares@ $173.25 avg price
ERICTelefonaktiebolaget Lm Erics
Recent Activity
New Position
0.07%
$818,266
100,648 shares@ $8.13 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.07%
$796,501
1,422 shares@ $560.13 avg price
INFYInfosys Ltd
Recent Activity
New Position
0.07%
$786,947
34,667 shares@ $22.71 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.07%
$778,871
11,580 shares@ $67.27 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
New Position
0.06%
$727,959
4,000 shares@ $181.99 avg price
KTKt Corp
Recent Activity
New Position
0.06%
$683,931
43,926 shares@ $15.58 avg price
TIGRUp Fintech Hldg Ltd
Recent Activity
New Position
0.06%
$661,820
114,899 shares@ $5.77 avg price
CLColgate Palmolive Co
Recent Activity
New Position
0.06%
$649,995
7,527 shares@ $86.36 avg price