Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

Diversify Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.98 Trillion distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $222B, Spdr S&P 500 ETF Trust with a value of $177B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $89.4B, and Apple Inc. with a value of $89.1B.

Examining the 13F form we can see an increase of $365B in the current position value, from $2.61T to 2.98T.

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 $2.98 Trillion
Technology: $757 Billion
Communication Services: $166 Billion
Financial Services: $165 Billion
Consumer Cyclical: $128 Billion
Healthcare: $93.4 Billion
Industrials: $62.7 Billion
Consumer Defensive: $60.4 Billion
Energy: $32.6 Billion
Other: $71.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$674 Million 0.02% of portfolio
20,020
Q3 2025 Reduced 12.29%
$0
$626 Million 0.02% of portfolio
19,815
Q3 2025 Reduced 35.52%
Ww Intl Inc
-
$539 Million 0.02% of portfolio
-
Q3 2025 New
$0
$572 Million 0.02% of portfolio
13,241
Q3 2025 Added 10.08%
$0
$484 Million 0.02% of portfolio
2,040
Q2 2025 New
$94.5B
$721 Million 0.02% of portfolio
2,110
Q3 2025 Added 18.07%
$28.1B
$459 Million 0.02% of portfolio
9,896
Q3 2025 Reduced 20.14%
$156B
$484 Million 0.02% of portfolio
3,964
Q3 2025 Reduced 7.73%
$0
$692 Million 0.02% of portfolio
17,911
Q3 2025 Added 17.07%
$0
$714 Million 0.02% of portfolio
3,650
Q3 2025 Added 15.51%
$0
$667 Million 0.02% of portfolio
19,387
Q3 2025 Reduced 13.29%
$7.35B
$611 Million 0.02% of portfolio
13,769
Q3 2025 Reduced 61.98%
$68.4B
$453 Million 0.02% of portfolio
12,413
Q3 2025 Added 59.67%
$10.6B
$726 Million 0.02% of portfolio
44,996
Q3 2025 Added 12.09%
$9.75B
$512 Million 0.02% of portfolio
7,741
Q3 2025 Added 11.72%
$43.5B
$545 Million 0.02% of portfolio
3,769
Q3 2025 Reduced 34.04%
$33.6B
$727 Million 0.02% of portfolio
5,548
Q3 2025 Reduced 37.08%
$36.4B
$727 Million 0.02% of portfolio
19,122
Q3 2025 Added 26.69%
$1.3B
$597 Million 0.02% of portfolio
58,865
Q3 2025 Added 0.28%
$0
$663 Million 0.02% of portfolio
13,779
Q2 2024 New
$0
$465 Million 0.02% of portfolio
7,912
Q3 2025 Added 19.32%
$0
$477 Million 0.02% of portfolio
6,915
Q3 2025 Reduced 2.65%
$118B
$526 Million 0.02% of portfolio
2,250
Q3 2025 Reduced 13.23%
$0
$525 Million 0.02% of portfolio
10,406
Q3 2025 Reduced 7.85%
$59.6B
$719 Million 0.02% of portfolio
2,897
Q3 2025 Reduced 14.97%
$5.98B
$525 Million 0.02% of portfolio
23,961
Q3 2025 New
Listed Fds Tr
-
$487 Million 0.02% of portfolio
-
Q3 2025 Added 3.87%
$30.9B
$566 Million 0.02% of portfolio
4,693
Q3 2025 New
$0
$607 Million 0.02% of portfolio
1,621
Q3 2025 Reduced 0.06%
America Movil Sab De Cv
-
$487 Million 0.02% of portfolio
-
Q2 2025 Added 0.39%
$0
$569 Million 0.02% of portfolio
8,561
Q3 2025 Added 1.7%
$6.15B
$550 Million 0.02% of portfolio
10,483
Q3 2025 Added 11.97%
$0
$612 Million 0.02% of portfolio
4,314
Q3 2025 Reduced 11.72%
Tortoise Capital Series Trus
-
$588 Million 0.02% of portfolio
-
Q3 2025 Added 29.32%
$21.5B
$518 Million 0.02% of portfolio
7,153
Q3 2025 Reduced 28.67%
$15.3B
$455 Million 0.02% of portfolio
5,580
Q3 2025 Reduced 1.48%
$1.11B
$502 Million 0.02% of portfolio
27,635
Q3 2025 Added 12.58%
$21.2B
$522 Million 0.02% of portfolio
32,733
Q3 2025 Added 28.16%
$9.12B
$449 Million 0.02% of portfolio
4,927
Q3 2025 Reduced 5.4%
Cooper Cos Inc
-
$478 Million 0.02% of portfolio
-
Q3 2025 Added 10.96%
$140B
$633 Million 0.02% of portfolio
2,687
Q3 2025 Reduced 5.82%
$875M
$595 Million 0.02% of portfolio
18,893
Q3 2025 Added 47.47%
$1.48B
$584 Million 0.02% of portfolio
53,537
Q3 2025 Reduced 2.04%
$8.49B
$593 Million 0.02% of portfolio
1,444
Q3 2025 Added 14.06%
$23.9B
$601 Million 0.02% of portfolio
-
Q3 2025 Reduced 39.32%
$0
$705 Million 0.02% of portfolio
8,560
Q3 2025 Reduced 1.94%
$0
$674 Million 0.02% of portfolio
18,016
Q3 2025 Reduced 27.02%
$0
$495 Million 0.02% of portfolio
7,025
Q3 2025 Added 76.46%
Aegon LTD
-
$380 Million 0.01% of portfolio
-
Q3 2025 Added 11.48%

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $2.98 Trillion
  • Prior Value $2.61 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 97 stocks
  • Additional Purchases 402 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 340 stocks
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