test

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
PTYPimco Corporate & Income Opp
Recent Activity
New Position
0.04%
$397,420
27,599 shares@ $14.4 avg price
NOCNorthrop Grumman Corp
Recent Activity
New Position
0.04%
$394,531
860 shares@ $458.76 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$394,423
8,643 shares@ $45.64 avg price
IXUSIshares Tr
Recent Activity
New Position
0.03%
$382,841
5,861 shares@ $65.33 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
0.03%
$379,797
5,561 shares@ $68.3 avg price
PSNParsons Corp Del
Recent Activity
New Position
0.03%
$376,190
4,065 shares@ $92.55 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
New Position
0.03%
$366,350
1,940 shares@ $188.85 avg price
AFLAflac Inc
Recent Activity
New Position
0.03%
$345,101
3,417 shares@ $101.0 avg price
CSMDProfesionally Managed Portfo
Recent Activity
New Position
0.03%
$342,797
11,438 shares@ $29.98 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.03%
$327,361
3,148 shares@ $104.0 avg price