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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
EDGIAdvisors Inner Circle Fd Ii
Recent Activity
New Position
0.03%
$257,402
11,396 shares@ $22.59 avg price
IRMIron Mtn Inc Del
Recent Activity
New Position
0.02%
$244,301
2,415 shares@ $101.16 avg price
IGVIshares Tr
Recent Activity
New Position
0.02%
$240,789
2,477 shares@ $97.21 avg price
JFRNuveen Floating Rate Income
Recent Activity
New Position
0.02%
$240,448
27,200 shares@ $8.84 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$239,055
2,085 shares@ $114.66 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$238,796
4,266 shares@ $55.98 avg price
ROSTRoss Stores Inc
Recent Activity
New Position
0.02%
$237,625
1,566 shares@ $151.75 avg price
MDLZMondelez Intl Inc
Recent Activity
New Position
0.02%
$229,038
4,072 shares@ $56.25 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.02%
$228,582
578 shares@ $395.48 avg price
IOOIshares Tr
Recent Activity
New Position
0.02%
$224,334
2,247 shares@ $99.84 avg price