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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.6B
$240 Million 0.01% of portfolio
1,330
Q3 2024 New
$98.9B
$204 Million 0.01% of portfolio
16,102
Q3 2024 Reduced 21.34%
$16.5B
$269 Million 0.01% of portfolio
2,375
Q3 2024 Reduced 56.2%
$45.5B
$113 Million 0.01% of portfolio
35,304
Q3 2024 Added 119.57%
$118B
$265 Million 0.01% of portfolio
3,004
Q3 2024 Reduced 6.53%
$18B
$202 Million 0.01% of portfolio
1,795
Q3 2024 New
$173B
$218 Million 0.01% of portfolio
3,360
Q3 2024 Reduced 5.35%
$74.3B
$228 Million 0.01% of portfolio
2,079
Q3 2024 Reduced 51.11%
$52.6B
$217 Million 0.01% of portfolio
17,027
Q3 2024 New
$62.4B
$265 Million 0.01% of portfolio
1,774
Q3 2024 Reduced 15.76%
$13B
$202 Million 0.01% of portfolio
7,872
Q3 2024 Reduced 44.33%
$19.9B
$166 Million 0.01% of portfolio
14,095
Q3 2024 New
$12.4B
$256 Million 0.01% of portfolio
1,541
Q3 2024 New
$44.5B
$251 Million 0.01% of portfolio
1,819
Q3 2024 Reduced 9.28%
$13.2B
$248 Million 0.01% of portfolio
4,999
Q3 2024 Reduced 34.71%

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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