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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
PKGPackaging Corp Amer
Recent Activity
Increased 0.06%
0.82%
$10.503M
46,058 shares@ $228.05 avg price
TSLATesla Inc
Recent Activity
Increased 3.63%
0.77%
$9.849M
24,950 shares@ $394.74 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 27.73%
0.74%
$9.376M
10,007 shares@ $936.94 avg price
VBVanguard Index Fds
Recent Activity
Increased 3.34%
0.73%
$9.284M
38,988 shares@ $238.12 avg price
HQYHealthequity Inc
Recent Activity
Decreased -0.1%
0.73%
$9.262M
92,322 shares@ $100.32 avg price
GOOGAlphabet Inc
Recent Activity
Increased 55.69%
0.72%
$9.11M
47,158 shares@ $193.18 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -9.92%
0.71%
$9.074M
179,960 shares@ $50.43 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 206.94%
0.71%
$9.003M
17,750 shares@ $507.2 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 21.21%
0.7%
$8.866M
207,111 shares@ $42.81 avg price
VOVanguard Index Fds
Recent Activity
Increased 8.18%
0.69%
$8.733M
33,230 shares@ $262.82 avg price