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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$666 Million 0.04% of portfolio
68,980
Q3 2024 Added 0.56%
$0
$604 Million 0.03% of portfolio
29,329
Q3 2024 Reduced 12.49%
$0
$591 Million 0.03% of portfolio
73,000
Q1 2024 New
$0
$613 Million 0.03% of portfolio
67,876
Q3 2024 Reduced 4.14%
$0
$491 Million 0.03% of portfolio
38,069
Q3 2024 Reduced 3.13%
$0
$381 Million 0.02% of portfolio
17,669
Q3 2024 Reduced 10.12%
$0
$403 Million 0.02% of portfolio
26,891
Q1 2024 New
$0
$342 Million 0.02% of portfolio
13,470
Q3 2024 Added 0.75%
$0
$235 Million 0.01% of portfolio
26,625
Q1 2024 New
$0
$114 Million 0.01% of portfolio
10,000
Q1 2024 New
$0
$279 Million 0.01% of portfolio
16,469
Q1 2024 New
$0
$94.4 Million 0.01% of portfolio
14,191
Q3 2024 Added 31.24%
$0
$28 Million 0.0% of portfolio
14,874
Q2 2024 New
$0
$89.9 Million 0.0% of portfolio
10,301
Q1 2024 New

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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