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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
SPMDSpdr Ser Tr
Recent Activity
New Position
0.03%
$321,459
5,919 shares@ $54.31 avg price
JPINuveen Pfd Secs & Inc Oppty
Recent Activity
New Position
0.03%
$319,182
16,153 shares@ $19.76 avg price
SMMDIshares Tr
Recent Activity
New Position
0.03%
$306,990
4,570 shares@ $67.18 avg price
ARCCAres Capital Corp
Recent Activity
New Position
0.03%
$287,625
13,086 shares@ $21.98 avg price
NETCloudflare Inc
Recent Activity
New Position
0.03%
$286,843
2,547 shares@ $112.62 avg price
IJKIshares Tr
Recent Activity
New Position
0.03%
$284,414
3,133 shares@ $90.79 avg price
GSBDGoldman Sachs Bdc Inc
Recent Activity
New Position
0.03%
$284,208
23,823 shares@ $11.93 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.03%
$279,009
3,374 shares@ $82.7 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.03%
$259,263
271 shares@ $956.7 avg price
IEMGIshares Inc
Recent Activity
New Position
0.03%
$257,797
5,036 shares@ $51.2 avg price