Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

Diversify Advisory Services, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 612 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $172B, Nvidia Corp with a value of $129B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $77.8B, and Apple Inc. with a value of $61.3B.

Examining the 13F form we can see an decrease of $46.1B in the current position value, from $1.86T to 1.81T.

Diversify Advisory Services, LLC is based out at Sandy, UT

Below you can find more details about Diversify Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.81 Trillion
ETFs: $909 Billion
Technology: $388 Billion
Communication Services: $112 Billion
Financial Services: $82.7 Billion
Consumer Cyclical: $77 Billion
Energy: $53.3 Billion
Consumer Defensive: $49.6 Billion
Healthcare: $47.4 Billion
Other: $47.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$129 Billion 7.12% of portfolio
950,314
Q4 2024 Reduced 2.7%
$3.57T
$61.3 Billion 3.38% of portfolio
258,823
Q4 2024 Reduced 10.24%
$1.3T
$49.9 Billion 2.75% of portfolio
81,027
Q4 2024 Reduced 3.68%
$1.94T
$39.6 Billion 2.19% of portfolio
181,003
Q4 2024 Reduced 1.95%
$2.8T
$38.9 Billion 2.14% of portfolio
92,795
Q4 2024 Added 1.41%
$922B
$26 Billion 1.43% of portfolio
135,200
Q4 2024 Added 8.28%
$419B
$22.3 Billion 1.23% of portfolio
23,751
Q4 2024 Added 1.14%
$67.8B
$21.3 Billion 1.17% of portfolio
94,768
Q4 2024 Added 49.77%
$951B
$20.4 Billion 1.12% of portfolio
105,549
Q4 2024 Reduced 7.97%
$166B
$20.2 Billion 1.11% of portfolio
174,177
Q4 2024 Added 50.9%
$57.4B
$17.8 Billion 0.98% of portfolio
917,815
Q4 2024 Added 1.22%
$861B
$17 Billion 0.94% of portfolio
81,747
Q4 2024 Added 78.3%
$46.8B
$16.3 Billion 0.9% of portfolio
100,284
Q4 2024 Added 7.41%
$51.1B
$15.7 Billion 0.87% of portfolio
90,740
Q4 2024 Added 89.55%
$3.62B
$15.1 Billion 0.83% of portfolio
349,268
Q4 2024 Added 3.31%
$818B
$12.7 Billion 0.7% of portfolio
32,164
Q4 2024 Added 3.7%
$9.48B
$8.92 Billion 0.49% of portfolio
630,170
Q4 2024 Reduced 22.54%
$573B
$7.82 Billion 0.43% of portfolio
25,420
Q4 2024 Reduced 11.81%
$434B
$7.6 Billion 0.42% of portfolio
53,481
Q4 2024 Reduced 7.37%
$10.6B
$6.46 Billion 0.36% of portfolio
116,743
Q4 2024 Added 8.72%
$720B
$6.3 Billion 0.35% of portfolio
26,279
Q4 2024 Reduced 15.59%
$7.1B
$5.31 Billion 0.29% of portfolio
144,490
Q4 2024 New
$44.4B
$5.07 Billion 0.28% of portfolio
33,380
Q4 2024 Reduced 3.53%
$117B
$5.13 Billion 0.28% of portfolio
10,951
Q4 2024 Reduced 9.35%
$327B
$4.83 Billion 0.27% of portfolio
31,546
Q4 2024 Reduced 18.75%
$785B
$4.89 Billion 0.27% of portfolio
6,114
Q4 2024 Reduced 31.4%
$310B
$4.82 Billion 0.27% of portfolio
79,004
Q4 2024 Reduced 15.15%
$75.5B
$4.36 Billion 0.24% of portfolio
52,301
Q4 2024 Reduced 14.98%
$191B
$4.15 Billion 0.23% of portfolio
109,890
Q4 2024 Reduced 25.08%
$253B
$4.1 Billion 0.23% of portfolio
69,835
Q4 2024 Reduced 20.84%
$77.4B
$4.22 Billion 0.23% of portfolio
13,253
Q4 2024 Reduced 14.77%
$175B
$3.96 Billion 0.22% of portfolio
7,227
Q4 2024 Added 42.38%
$246B
$3.78 Billion 0.21% of portfolio
32,228
Q4 2024 Reduced 26.41%
$335B
$3.65 Billion 0.2% of portfolio
80,980
Q4 2024 Reduced 18.0%
$496B
$3.56 Billion 0.2% of portfolio
33,403
Q4 2024 Reduced 20.13%
$490B
$3.27 Billion 0.18% of portfolio
6,283
Q4 2024 Reduced 25.34%
$108B
$3.26 Billion 0.18% of portfolio
64,044
Q4 2024 Reduced 1.85%
$523B
$3.06 Billion 0.17% of portfolio
6,073
Q4 2024 Reduced 12.42%
$180B
$3.11 Billion 0.17% of portfolio
28,601
Q4 2024 Reduced 19.97%
$404B
$3.1 Billion 0.17% of portfolio
19,538
Q4 2024 Reduced 14.39%
$370B
$3.17 Billion 0.17% of portfolio
18,105
Q4 2024 Reduced 26.33%
$28.4B
$3.1 Billion 0.17% of portfolio
16,321
Q4 2024 Added 18.63%
$142B
$3.01 Billion 0.17% of portfolio
41,314
Q4 2024 Reduced 2.32%
$683B
$3.17 Billion 0.17% of portfolio
7,160
Q4 2024 Reduced 13.48%
$46.9B
$2.81 Billion 0.16% of portfolio
11,263
Q4 2024 Added 17.94%
$375B
$2.88 Billion 0.16% of portfolio
7,386
Q4 2024 Reduced 12.84%
$197B
$2.66 Billion 0.15% of portfolio
7,592
Q4 2024 Reduced 14.59%
$119B
$2.64 Billion 0.15% of portfolio
32,714
Q4 2024 Reduced 25.63%
$161B
$2.46 Billion 0.14% of portfolio
2,399
Q4 2024 Reduced 12.6%

Summary

  • Portfolio
  • No. of Stocks 612
  • Current Value $1.81 Trillion
  • Prior Value $1.86 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 72 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
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