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
$35.3B
$1.15 Billion 0.06% of portfolio
24,472
Q4 2024 Reduced 1.42%
$46.9B
$1.09 Billion 0.06% of portfolio
6,543
Q4 2024 Added 62.28%
$50.2B
$1.02 Billion 0.06% of portfolio
33,476
Q4 2024 Reduced 0.15%
$79.2B
$1.02 Billion 0.06% of portfolio
2,930
Q4 2024 Reduced 34.39%
$3.13B
$1.09 Billion 0.06% of portfolio
15,278
Q4 2024 Reduced 59.1%
$5.04B
$1.02 Billion 0.06% of portfolio
40,128
Q4 2024 Reduced 22.57%
$5.27B
$1.18 Billion 0.06% of portfolio
81,006
Q4 2024 Added 0.2%
$95.5B
$946 Million 0.05% of portfolio
4,126
Q4 2024 New
$37.1B
$911 Million 0.05% of portfolio
12,373
Q4 2024 Reduced 14.15%
$131B
$837 Million 0.05% of portfolio
12,425
Q4 2024 Reduced 1.85%
$63.2B
$877 Million 0.05% of portfolio
1,780
Q4 2024 New
$135B
$936 Million 0.05% of portfolio
10,849
Q4 2024 Reduced 22.08%
$30.1B
$829 Million 0.05% of portfolio
4,557
Q4 2024 Reduced 2.04%
$93.6B
$863 Million 0.05% of portfolio
15,348
Q4 2024 Reduced 33.26%
$37.2B
$834 Million 0.05% of portfolio
16,253
Q4 2024 Reduced 20.03%
$92.4B
$894 Million 0.05% of portfolio
20,567
Q4 2024 Reduced 7.8%
$125B
$873 Million 0.05% of portfolio
12,225
Q4 2024 Added 1.88%
$38.4B
$871 Million 0.05% of portfolio
3,686
Q4 2024 Reduced 17.91%
$47.3B
$851 Million 0.05% of portfolio
444
Q4 2024 Added 13.55%
$154B
$893 Million 0.05% of portfolio
2,543
Q4 2024 Reduced 14.66%
$210B
$810 Million 0.04% of portfolio
12,088
Q4 2024 Reduced 23.34%
$58.4B
$766 Million 0.04% of portfolio
24,104
Q4 2024 Added 1.15%
$57.9B
$807 Million 0.04% of portfolio
17,041
Q4 2024 Reduced 18.26%
$43.4B
$813 Million 0.04% of portfolio
6,393
Q4 2024 Added 26.47%
$183B
$664 Million 0.04% of portfolio
140
Q4 2024 Added 102.9%
$0
$668 Million 0.04% of portfolio
68,928
Q4 2024 Reduced 0.08%
$177B
$789 Million 0.04% of portfolio
4,149
Q4 2024 Added 20.09%
$93.8B
$641 Million 0.04% of portfolio
6,954
Q4 2024 Reduced 14.78%
$109B
$733 Million 0.04% of portfolio
3,504
Q4 2024 Reduced 15.83%
$19.8B
$660 Million 0.04% of portfolio
6,240
Q4 2024 Reduced 10.63%
$19B
$649 Million 0.04% of portfolio
9,098
Q4 2024 Reduced 48.46%
$65.7B
$767 Million 0.04% of portfolio
2,514
Q4 2024 Added 58.81%
$48.7B
$678 Million 0.04% of portfolio
17,385
Q4 2024 Added 4.86%
$295B
$779 Million 0.04% of portfolio
3,096
Q4 2024 Reduced 14.43%
$34.5B
$735 Million 0.04% of portfolio
12,562
Q4 2024 Reduced 19.52%
$5.82B
$717 Million 0.04% of portfolio
38,935
Q4 2024 Added 0.7%
$24.1B
$643 Million 0.04% of portfolio
6,357
Q4 2024 Reduced 19.96%
$14.2B
$783 Million 0.04% of portfolio
83,224
Q4 2024 Reduced 54.0%
$3.71B
$808 Million 0.04% of portfolio
18,235
Q4 2024 Added 35.67%
$4.75B
$721 Million 0.04% of portfolio
22,866
Q4 2024 Reduced 74.2%
$18.8B
$740 Million 0.04% of portfolio
13,046
Q4 2024 Reduced 16.94%
$100B
$795 Million 0.04% of portfolio
9,772
Q4 2024 Reduced 12.92%
$65.2B
$638 Million 0.04% of portfolio
4,857
Q4 2024 Reduced 3.4%
$106B
$579 Million 0.03% of portfolio
10,368
Q4 2024 Reduced 6.96%
$10B
$548 Million 0.03% of portfolio
39,553
Q4 2024 New
$4.89B
$476 Million 0.03% of portfolio
8,472
Q4 2024 New
$18.4B
$586 Million 0.03% of portfolio
1,587
Q4 2024 Added 1.67%
$2.4B
$483 Million 0.03% of portfolio
28,190
Q4 2024 Added 82.2%
$30.8B
$513 Million 0.03% of portfolio
5,462
Q4 2024 Reduced 18.83%

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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