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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
MSTXTidal Tr Ii
Recent Activity
New Position
0.06%
$646,200
15,000 shares@ $43.08 avg price
EDGFAdvisors Inner Circle Fd Ii
Recent Activity
New Position
0.06%
$644,552
26,362 shares@ $24.46 avg price
JPCNuveen Pfd & Income Opportun
Recent Activity
New Position
0.05%
$581,080
73,000 shares@ $7.96 avg price
TCOMTrip Com Group Ltd
Recent Activity
New Position
0.05%
$574,628
9,099 shares@ $63.16 avg price
EDGHAdvisors Inner Circle Fd Ii
Recent Activity
New Position
0.05%
$553,961
22,657 shares@ $24.45 avg price
MUMicron Technology Inc
Recent Activity
New Position
0.05%
$537,032
5,406 shares@ $99.34 avg price
WALWestern Alliance Bancorp
Recent Activity
New Position
0.04%
$470,834
6,006 shares@ $78.4 avg price
FUTUFutu Hldgs Ltd
Recent Activity
New Position
0.04%
$457,482
6,067 shares@ $75.41 avg price
IWOIshares Tr
Recent Activity
New Position
0.04%
$437,490
1,536 shares@ $284.83 avg price
CSGPCostar Group Inc
Recent Activity
New Position
0.04%
$437,456
6,261 shares@ $69.87 avg price