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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
ZIONZions Bancorporation N A
Recent Activity
New Position
0.02%
$201,330
3,774 shares@ $53.35 avg price
NLYAnnaly Capital Management In
Recent Activity
New Position
0.02%
$201,065
11,084 shares@ $18.15 avg price
QUBTQuantum Computing Inc
Recent Activity
New Position
0.02%
$179,690
20,010 shares@ $8.99 avg price
ARIApollo Coml Real Est Fin Inc
Recent Activity
New Position
0.02%
$128,550
15,000 shares@ $8.57 avg price
NMZNuveen Mun High Income Oppor
Recent Activity
New Position
0.01%
$108,700
10,000 shares@ $10.87 avg price
NINENine Energy Service Inc
Recent Activity
New Position
0.01%
$22,225
17,500 shares@ $1.27 avg price