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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
MSTYTidal Tr Ii
Recent Activity
Exited
0%
$421,889
13,756 shares@ $30.67 avg price
AVDLAvadel Pharmaceuticals Plc
Recent Activity
Exited
0%
$418,241
31,637 shares@ $13.22 avg price
CALXCalix Inc
Recent Activity
Exited
0%
$372,945
10,066 shares@ $37.05 avg price
BROSDutch Bros Inc
Recent Activity
Exited
0%
$355,664
10,232 shares@ $34.76 avg price
IMCBIshares Tr
Recent Activity
Exited
0%
$311,387
4,073 shares@ $76.46 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Exited
0%
$269,182
19,634 shares@ $13.71 avg price
HUMHumana Inc
Recent Activity
Exited
0%
$261,255
1,010 shares@ $258.67 avg price
JMIAJumia Technologies Ag
Recent Activity
Exited
0%
$233,445
49,775 shares@ $4.7 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Exited
0%
$231,514
262 shares@ $883.65 avg price
HEI.AHeico Corp New
Recent Activity
Exited
0%
$226,615
1,144 shares@ $198.1 avg price