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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.89 Billion 0.16% of portfolio
125,675
Q4 2024 Reduced 1.25%
$0
$2.66 Billion 0.15% of portfolio
132,645
Q4 2024 New
$0
$2.63 Billion 0.15% of portfolio
33,156
Q4 2024 Reduced 79.16%
$0
$2.64 Billion 0.15% of portfolio
95,382
Q4 2024 Reduced 0.33%
$0
$2.61 Billion 0.14% of portfolio
37,427
Q4 2024 Added 24.32%
$0
$2.34 Billion 0.13% of portfolio
45,717
Q4 2024 Reduced 15.8%
$0
$2.28 Billion 0.13% of portfolio
18,112
Q4 2024 Reduced 3.89%
$0
$2.18 Billion 0.12% of portfolio
10,052
Q4 2024 Reduced 90.15%
$0
$2.12 Billion 0.12% of portfolio
11,252
Q4 2024 Reduced 7.42%
$0
$2.17 Billion 0.12% of portfolio
15,537
Q4 2024 Reduced 42.68%
$0
$2.21 Billion 0.12% of portfolio
46,806
Q4 2024 Reduced 1.78%
$0
$1.98 Billion 0.11% of portfolio
8,027
Q4 2024 Added 7.04%
$0
$1.91 Billion 0.11% of portfolio
14,981
Q4 2024 Reduced 12.99%
$0
$2.05 Billion 0.11% of portfolio
55,420
Q4 2024 Reduced 21.58%
$0
$2.02 Billion 0.11% of portfolio
17,859
Q4 2024 Added 1.09%
$0
$1.91 Billion 0.11% of portfolio
33,892
Q4 2024 Reduced 5.65%
$0
$2.04 Billion 0.11% of portfolio
5,020
Q4 2024 Added 31.55%
$0
$2.06 Billion 0.11% of portfolio
30,096
Q4 2024 Reduced 13.77%
$0
$2.03 Billion 0.11% of portfolio
12,845
Q4 2024 Reduced 13.45%
$0
$1.73 Billion 0.1% of portfolio
62,225
Q4 2024 Reduced 1.27%
$0
$1.82 Billion 0.1% of portfolio
49,090
Q4 2024 Reduced 2.87%
$0
$1.79 Billion 0.1% of portfolio
41,564
Q3 2024 Reduced 4.59%
$0
$1.55 Billion 0.09% of portfolio
16,153
Q4 2024 Added 48.07%
$0
$1.68 Billion 0.09% of portfolio
43,686
Q4 2024 Reduced 9.96%
$0
$1.64 Billion 0.09% of portfolio
64,400
Q4 2024 Added 44.54%
$0
$1.62 Billion 0.09% of portfolio
35,519
Q4 2024 Reduced 29.78%
$0
$1.58 Billion 0.09% of portfolio
9,437
Q4 2024 Added 29.38%
$0
$1.7 Billion 0.09% of portfolio
16,049
Q4 2024 Reduced 17.56%
$0
$1.54 Billion 0.09% of portfolio
27,899
Q4 2024 Reduced 36.23%
$0
$1.53 Billion 0.08% of portfolio
15,062
Q4 2024 New
$0
$1.49 Billion 0.08% of portfolio
52,190
Q4 2024 Reduced 15.93%
$0
$1.54 Billion 0.08% of portfolio
29,780
Q4 2024 Reduced 0.83%
$0
$1.38 Billion 0.08% of portfolio
3,777
Q4 2024 Added 10.28%
$0
$1.53 Billion 0.08% of portfolio
71,810
Q4 2024 Reduced 4.12%
$0
$1.39 Billion 0.08% of portfolio
27,877
Q4 2024 Reduced 12.51%
$0
$1.38 Billion 0.08% of portfolio
54,648
Q4 2024 Added 5.09%
$0
$1.43 Billion 0.08% of portfolio
34,857
Q4 2024 Added 1.99%
$0
$1.45 Billion 0.08% of portfolio
41,501
Q2 2024 New
$0
$1.45 Billion 0.08% of portfolio
47,930
Q4 2024 Added 5.35%
$0
$1.49 Billion 0.08% of portfolio
23,513
Q4 2024 Reduced 31.76%
$0
$1.23 Billion 0.07% of portfolio
11,241
Q4 2024 Reduced 28.92%
$0
$1.36 Billion 0.07% of portfolio
10,975
Q4 2024 Reduced 12.77%
$0
$1.35 Billion 0.07% of portfolio
12,056
Q4 2024 Reduced 23.05%
$0
$1.3 Billion 0.07% of portfolio
5,871
Q4 2024 Added 12.3%
$0
$1.32 Billion 0.07% of portfolio
19,337
Q4 2024 Reduced 0.94%
$0
$1.31 Billion 0.07% of portfolio
54,572
Q4 2024 Added 55.72%
$0
$1.18 Billion 0.07% of portfolio
23,915
Q4 2024 Reduced 21.16%
$0
$1.3 Billion 0.07% of portfolio
22,676
Q4 2024 Reduced 2.2%
$0
$1.19 Billion 0.07% of portfolio
23,599
Q4 2024 Reduced 7.62%

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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