Lupe Fungalei

@Diversify Wealth Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.283B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHASchwab Strategic Tr Recent Activity Increased 0.95%	0.59%	$7.504M 294,719 shares@ $25.46 avg price	Increased 0.95%
ORCLOracle Corp Recent Activity Increased 28.59%	0.57%	$7.297M 47,231 shares@ $154.51 avg price	Increased 28.59%
AVUVAmerican Centy Etf Tr Recent Activity Increased 2.67%	0.57%	$7.297M 77,062 shares@ $94.7 avg price	Increased 2.67%
IHDGWisdomtree Tr Recent Activity Increased 6.51%	0.54%	$6.87M 155,462 shares@ $44.2 avg price	Increased 6.51%
SHOPShopify Inc Recent Activity Increased 2.41%	0.53%	$6.736M 64,952 shares@ $103.72 avg price	Increased 2.41%
NOWServicenow Inc Recent Activity Increased 0.65%	0.53%	$6.692M 6,531 shares@ $1024.6 avg price	Increased 0.65%
HDHome Depot Inc Recent Activity Increased 38.4%	0.53%	$6.688M 17,153 shares@ $389.89 avg price	Increased 38.4%
VVisa Inc Recent Activity Increased 45.47%	0.52%	$6.6M 21,449 shares@ $307.72 avg price	Increased 45.47%
WMTWalmart Inc Recent Activity Increased 11.32%	0.52%	$6.586M 70,815 shares@ $93.01 avg price	Increased 11.32%
UNHUnitedhealth Group Inc Recent Activity Increased 16%	0.5%	$6.335M 12,166 shares@ $520.71 avg price	Increased 16%