Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024

Diversify Advisory Services, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.86 Trillion distributed in 632 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $140B, Spdr S&P 500 ETF Trust with a value of $108B, Invesco Qqq Trust, Series 1 with a value of $74.9B, Apple Inc. with a value of $68B, and Invesco ETF Tr Ii Sr Ln ETF with a value of $63.6B.

Examining the 13F form we can see an increase of $34.6B in the current position value, from $1.82T to 1.86T.

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 $1.86 Trillion
ETFs: $912 Billion
Technology: $383 Billion
Communication Services: $109 Billion
Financial Services: $92.5 Billion
Consumer Cyclical: $80.9 Billion
Healthcare: $73.7 Billion
Energy: $58.2 Billion
Consumer Defensive: $57.5 Billion
Other: $62.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.5B
$295 Million 0.02% of portfolio
2,955
Q3 2024 Added 28.93%
$14.7B
$419 Million 0.02% of portfolio
11,464
Q3 2024 New
-
$363 Million 0.02% of portfolio
-
Q3 2024 Reduced 9.03%
$27.8B
$283 Million 0.02% of portfolio
13,376
Q3 2024 Reduced 23.11%
$6.84B
$355 Million 0.02% of portfolio
1,852
Q3 2024 Reduced 3.79%
$33.1B
$345 Million 0.02% of portfolio
4,638
Q3 2024 Reduced 1.59%
$1.91B
$287 Million 0.02% of portfolio
1,037
Q3 2024 Reduced 2.99%
$97.2B
$321 Million 0.02% of portfolio
9,866
Q3 2024 Reduced 26.55%
$20.9B
$378 Million 0.02% of portfolio
1,708
Q3 2024 Reduced 22.43%
$5.3B
$307 Million 0.02% of portfolio
1,914
Q3 2024 New
$11.4B
$326 Million 0.02% of portfolio
3,246
Q3 2024 Added 2.95%
$34.8B
$322 Million 0.02% of portfolio
5,685
Q3 2024 Reduced 0.25%
$88B
$394 Million 0.02% of portfolio
1,004
Q3 2024 Added 24.1%
$55B
$463 Million 0.02% of portfolio
3,891
Q3 2024 Added 33.07%
$85.5B
$394 Million 0.02% of portfolio
1,240
Q3 2024 Reduced 15.07%
$22.3B
$444 Million 0.02% of portfolio
1,002
Q3 2024 Reduced 15.23%
$203B
$302 Million 0.02% of portfolio
69
Q3 2024 Added 7.81%
$55.4B
$293 Million 0.02% of portfolio
3,802
Q3 2024 Reduced 13.06%
$86B
$407 Million 0.02% of portfolio
1,840
Q3 2024 Reduced 9.27%
$20.2B
$416 Million 0.02% of portfolio
2,613
Q3 2024 Added 7.05%
$44.4B
$316 Million 0.02% of portfolio
2,515
Q3 2024 Added 0.44%
$23.1B
$280 Million 0.02% of portfolio
2,022
Q3 2024 New
$26.2B
$344 Million 0.02% of portfolio
19,214
Q3 2024 Added 348.51%
$7.85B
$298 Million 0.02% of portfolio
2,188
Q3 2024 Added 1.25%
$0
$381 Million 0.02% of portfolio
17,669
Q3 2024 Reduced 10.12%
$69.9B
$409 Million 0.02% of portfolio
2,624
Q3 2024 New
$62.3B
$374 Million 0.02% of portfolio
118
Q3 2024 New
$6.44B
$381 Million 0.02% of portfolio
1,912
Q3 2024 Added 1.06%
$1.14B
$366 Million 0.02% of portfolio
21,729
Q3 2024 Added 10.01%
$58.7B
$317 Million 0.02% of portfolio
31,997
Q3 2024 Reduced 13.28%
$24.9B
$365 Million 0.02% of portfolio
19,859
Q3 2024 Added 95.35%
$0
$403 Million 0.02% of portfolio
26,891
Q1 2024 New
$22.8B
$323 Million 0.02% of portfolio
7,370
Q3 2024 Reduced 30.93%
$92.9B
$461 Million 0.02% of portfolio
1,737
Q3 2024 Added 0.35%
$92.2B
$354 Million 0.02% of portfolio
528
Q3 2024 Reduced 29.22%
$7.33B
$316 Million 0.02% of portfolio
14,551
Q3 2024 Added 7.38%
$65.6B
$379 Million 0.02% of portfolio
4,468
Q3 2024 Reduced 14.77%
-
$379 Million 0.02% of portfolio
-
Q3 2024 Reduced 25.14%
$55.1B
$376 Million 0.02% of portfolio
1,445
Q3 2024 New
$30.4B
$364 Million 0.02% of portfolio
6,208
Q3 2024 Reduced 2.91%
$25.8B
$291 Million 0.02% of portfolio
2,432
Q3 2024 Reduced 43.63%
$14.5B
$391 Million 0.02% of portfolio
1,139
Q3 2024 Reduced 5.08%
$142B
$281 Million 0.02% of portfolio
26,537
Q3 2024 Reduced 26.22%
$187B
$289 Million 0.02% of portfolio
1,638
Q3 2024 Added 5.47%
-
$344 Million 0.02% of portfolio
-
Q2 2024 New
$154B
$429 Million 0.02% of portfolio
1,931
Q3 2024 Reduced 34.76%
$9.57B
$403 Million 0.02% of portfolio
7,968
Q3 2024 Reduced 24.04%
$5.13B
$290 Million 0.02% of portfolio
23,685
Q3 2024 Reduced 25.49%
$0
$342 Million 0.02% of portfolio
13,470
Q3 2024 Added 0.75%

Summary

  • Portfolio
  • No. of Stocks 632
  • Current Value $1.86 Trillion
  • Prior Value $1.82 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 230 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 305 stocks
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