13F Filings History of Divergent Wealth Advisors

Latest 13F report
Q3 2024 - 30 Oct 2024
Value $
$547,033,417
Signature - Title
Randy Taylor - CCO
Location
South Jordan, UT
Summary
This page shows a list of all the recent 13F filings made by Divergent Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Divergent Wealth Advisors reported 33 stock holdings with total value $547,033,417 as of Q3 2024. Top holdings included IVV, SHV, AGG, ONEQ, and IDEV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 33 $547,033,417 +$11,817,115 -$2,372,858 +$9,444,257 IVV, SHV, AGG, ONEQ, IDEV 13F-HR 30 Oct 2024, 12:34
Q2 2024 32 $517,026,602 +$11,011,643 -$3,584,905 +$7,426,738 IVV, SHV, AGG, ONEQ, IDEV 13F-HR 17 Jul 2024, 16:56
Q1 2024 32 $500,052,747 +$71,005,022 -$63,354,018 +$7,651,004 IVV, SHV, AGG, ONEQ, IDEV 13F-HR 10 May 2024, 14:28
Q4 2023 35 $477,932,072 +$4,895,068 -$2,378,017 +$2,517,051 IVV, SHV, ONEQ, AGG, IDEV 13F-HR 09 Feb 2024, 16:12
Q3 2023 30 $439,615,334 +$56,425,698 -$55,782,938 +$642,760 IVV, SHV, AGG, ONEQ, IDEV 13F-HR 31 Oct 2023, 15:35
Q2 2023 30 $454,198,235 +$11,104,291 -$9,652,481 +$1,451,810 IVV, SHV, ONEQ, AGG, IDEV 13F-HR 07 Jul 2023, 16:21
Q1 2023 29 $429,115,227 +$18,413,077 -$11,479,005 +$6,934,072 IVV, SHV, ONEQ, AGG, IDEV 13F-HR 24 Apr 2023, 17:25
Q4 2022 30 $398,954,212 +$34,850,659 -$25,303,868 +$9,546,791 IVV, SHV, AGG, IDEV, ONEQ 13F-HR 10 Feb 2023, 18:16
Q3 2022 20 $369,639,000 +$20,227,281 -$32,737,150 -$12,509,869 IVV, SHV, AGG, ISTB, ONEQ 13F-HR 08 Nov 2022, 16:57
Q2 2022 17 $403,117,000 +$54,836,808 -$78,020,913 -$23,184,105 IVV, SHV, AGG, ONEQ, ITOT 13F-HR 20 Jul 2022, 14:30
Q1 2022 19 $482,194,000 +$44,562,729 -$35,483,425 +$9,079,304 IVV, SHV, AGG, ONEQ, ITOT 13F-HR 18 Apr 2022, 16:30
Q4 2021 23 $493,641,000 +$46,999,793 -$25,425,569 +$21,574,224 IVV, SHV, AGG, ITOT, ONEQ 13F-HR 20 Jan 2022, 17:12
Q3 2021 19 $448,918,000 +$44,690,690 -$32,569,899 +$12,120,791 IVV, SHV, AGG, ITOT, ONEQ 13F-HR 22 Oct 2021, 18:27
Q2 2021 16 $438,735,000 +$22,605,098 -$2,604,348 +$20,000,750 IVV, SHV, AGG, ITOT, ONEQ 13F-HR 27 Jul 2021, 18:02
Q1 2021 16 $423,467,000 +$27,327,285 -$3,402,026 +$23,925,259 IVV, SHV, AGG, ITOT, ONEQ 13F-HR 23 Apr 2021, 13:27
Q4 2020 16 $388,515,000 +$41,040,203 -$53,487,082 -$12,446,879 IVV, SHV, AGG, ITOT, ONEQ 13F-HR 22 Jan 2021, 17:02
Q3 2020 36 $370,372,000 +$180,475,783 -$162,681,191 +$17,794,592 IVV, SHV, AGG, ITOT, ONEQ 13F-HR 05 Nov 2020, 17:06
Q2 2020 38 $339,984,000 +$82,508,967 -$72,304,419 +$10,204,548 IVV, AGG, ITOT, ISTB, IJH 13F-HR 04 Aug 2020, 18:32
Q1 2020 37 $281,145,000 +$110,268,928 -$124,368,149 -$14,099,221 IVV, ITOT, IJH, IJR, IXUS 13F-HR 05 May 2020, 18:15
Q4 2019 41 $339,806,000 +$43,630,730 -$42,298,936 +$1,331,794 AGG, ISTB, IVV, ITOT, IJH 13F-HR 08 Jan 2020, 11:34
Q3 2019 42 $322,796,000 +$44,753,100 -$37,394,542 +$7,358,558 IVV, ITOT, AGG, ISTB, IJH 13F-HR 28 Oct 2019, 13:50
Q2 2019 41 $314,136,000 +$39,053,184 -$31,701,089 +$7,352,095 AGG, ISTB, IVV, ITOT, IUSB 13F-HR 05 Aug 2019, 16:25
Q1 2019 36 $300,711,000 +$41,609,245 -$37,164,451 +$4,444,794 IVV, ITOT, AGG, ISTB, IJH 13F-HR 08 Apr 2019, 13:47
Q4 2018 44 $269,568,000 +$75,969,714 -$78,533,286 -$2,563,572 IVV, ITOT, IJH, IXUS, IJR 13F-HR 05 Feb 2019, 15:01
Q3 2018 132 $289,804,000 +$37,774,751 -$28,696,058 +$9,078,693 AGG, ISTB, IVV, ITOT, IUSB 13F-HR 09 Oct 2018, 18:06
Q2 2018 129 $277,491,000 +$7,978,631 -$964,726 +$7,013,905 IVV, AGG, ITOT, ISTB, IJH 13F-HR 09 Jul 2018, 17:45
Q1 2018 181 $267,192,000 +$55,171,207 -$21,590,452 +$33,580,755 IVV, AGG, ITOT, ISTB, IJH 13F-HR 10 Apr 2018, 18:07
Q4 2017 18 $236,328,000 $0 $0 $0 AGG, ISTB, IVV, ITOT, IUSB 13F-HR 15 Feb 2018, 13:09