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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
AZPNAspen Technology Inc
Recent Activity
Exited
0%
$223,619
964 shares@ $231.97 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$220,212
3,233 shares@ $68.12 avg price
PSAPublic Storage Oper Co
Recent Activity
Exited
0%
$210,318
619 shares@ $339.78 avg price
DUSBDimensional Etf Trust
Recent Activity
Exited
0%
$208,779
4,122 shares@ $50.65 avg price
SHELShell Plc
Recent Activity
Exited
0%
$207,374
3,117 shares@ $66.53 avg price
JBBBJanus Detroit Str Tr
Recent Activity
Exited
0%
$201,112
4,081 shares@ $49.29 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
Exited
0%
$200,959
1,863 shares@ $107.87 avg price
HLNHaleon Plc
Recent Activity
Exited
0%
$119,491
12,070 shares@ $9.9 avg price
PRPLPurple Innovation Inc
Recent Activity
Exited
0%
$31,011
33,082 shares@ $0.94 avg price
QRTEAQurate Retail Inc
Recent Activity
Exited
0%
$20,319
35,912 shares@ $0.57 avg price