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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
SFMSprouts Fmrs Mkt Inc
Recent Activity
New Position
0.02%
$221,044
1,602 shares@ $137.99 avg price
COFCapital One Finl Corp
Recent Activity
New Position
0.02%
$218,419
1,246 shares@ $175.3 avg price
MOAltria Group Inc
Recent Activity
New Position
0.02%
$217,717
4,280 shares@ $50.87 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.02%
$216,942
1,839 shares@ $117.97 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.02%
$216,846
12,328 shares@ $17.59 avg price
VBKVanguard Index Fds
Recent Activity
New Position
0.02%
$215,695
771 shares@ $279.77 avg price
CMICummins Inc
Recent Activity
New Position
0.02%
$215,189
606 shares@ $355.1 avg price
TRVTravelers Companies Inc
Recent Activity
New Position
0.02%
$212,331
914 shares@ $232.31 avg price
INTCIntel Corp
Recent Activity
New Position
0.02%
$205,747
10,744 shares@ $19.15 avg price
TJXTjx Cos Inc New
Recent Activity
New Position
0.02%
$202,357
1,685 shares@ $120.1 avg price