Diversify Advisory Services, LLC Reduced Holdings in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
-756K
- 98.95%
$52.64 - $58.16 $39.8M - $44M
8.01K $410M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-251K
- 97.73%
$106.56 - $113.11 $26.8M - $28.4M
5.84K $616M
IWM
Ishares Russell 2000 ETF

ETFs
-92K
- 90.15%
$216.13 - $242.4 $19.9M - $22.3M
10.1K $2.18B
NVDA
Nvidia Corp

Technology
-26.3K
- 2.7%
$117.0 - $148.88 $3.08M - $3.92M
950K $129B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-204K
- 92.04%
$51.33 - $53.74 $10.5M - $10.9M
17.6K $897M
VCIT
Vanguard Intermediate Term Cor

ETFs
-126K
- 79.16%
$80.13 - $83.77 $10.1M - $10.6M
33.2K $2.63B
PFE
Pfizer Inc

Healthcare
-352K
- 86.68%
$24.8 - $30.19 $8.73M - $10.6M
54.1K $1.45B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-97.2K
- 69.96%
$71.75 - $75.11 $6.97M - $7.3M
41.7K $2.97B
AAPL
Apple Inc.

Technology
-29.5K
- 10.24%
$221.69 - $259.02 $6.55M - $7.65M
259K $61.3B
XLU
Utilities Sector Spdr

ETFs
-60K
- 91.39%
$74.89 - $82.93 $4.49M - $4.97M
5.65K $427M
LLY
Eli Lilly & CO

Healthcare
-2.8K
- 31.4%
$727.2 - $932.06 $2.03M - $2.61M
6.11K $4.89B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-60.5K
- 33.12%
$50.62 - $50.97 $3.06M - $3.08M
122K $6.21B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
-21.8K
- 34.94%
$100.55 - $110.43 $2.19M - $2.41M
40.6K $4.11B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-21.8K
- 72.73%
$96.64 - $101.23 $2.11M - $2.2M
8.17K $784M
PEP
Pepsico Inc

Consumer Defensive
-10.9K
- 56.2%
$151.29 - $176.1 $1.65M - $1.92M
8.52K $1.21B
BXSL
Blackstone Secured Lending Fund

Financial Services
-65.8K
- 74.2%
$29.25 - $33.27 $1.92M - $2.19M
22.9K $721M
PM
Philip Morris International Inc.

Consumer Defensive
-11.6K
- 26.41%
$118.38 - $133.06 $1.37M - $1.54M
32.2K $3.78B
IBM
International Business Machines Corp

Technology
-8.08K
- 53.56%
$204.9 - $238.04 $1.66M - $1.92M
7.01K $1.54B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-40.6K
- 16.68%
$34.13 - $37.35 $1.39M - $1.52M
203K $6.88B
VZ
Verizon Communications Inc

Communication Services
-36.8K
- 25.08%
$39.6 - $45.21 $1.46M - $1.66M
110K $4.15B
XLV
Select Sector Spdr Fund Health

ETFs
-11.6K
- 42.68%
$136.28 - $154.74 $1.58M - $1.79M
15.5K $2.17B
NKE
Nike, Inc.

Consumer Cyclical
-22.5K
- 72.3%
$73.36 - $89.13 $1.65M - $2.01M
8.62K $614M
LMT
Lockheed Martin Corp

Industrials
-1.13K
- 9.35%
$479.66 - $614.62 $542K - $694K
11K $5.13B
JNJ
Johnson & Johnson

Healthcare
-4.25K
- 7.37%
$143.34 - $165.86 $610K - $706K
53.5K $7.6B
UPS
United Parcel Service Inc

Industrials
-13.5K
- 64.02%
$122.65 - $138.35 $1.66M - $1.87M
7.59K $935M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.73K
- 51.27%
$285.5 - $335.62 $1.35M - $1.59M
4.49K $1.32B
ORCL
Oracle Corp

Technology
-8.13K
- 38.23%
$165.41 - $192.43 $1.35M - $1.57M
13.1K $2.03B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.45K
- 25.63%
$174.22 - $187.62 $1.47M - $1.59M
24.5K $4.25B
KO
Coca Cola CO

Consumer Defensive
-14.1K
- 15.15%
$61.74 - $71.71 $871K - $1.01M
79K $4.82B
IXUS
Ishares Tr

ETFs
-19K
- 30.29%
$65.95 - $72.56 $1.26M - $1.38M
43.8K $2.86B
AMGN
Amgen Inc

Healthcare
-3.5K
- 32.34%
$258.78 - $328.31 $905K - $1.15M
7.32K $1.92B
MC
Moelis & CO

Financial Services
-22.1K
- 59.1%
$65.74 - $80.49 $1.45M - $1.78M
15.3K $1.09B
UNH
Unitedhealth Group Inc

Healthcare
-2.13K
- 25.34%
$485.52 - $625.25 $1.04M - $1.33M
6.28K $3.27B
ATO
Atmos Energy Corp

Utilities
-10.4K
- 57.39%
$136.41 - $151.43 $1.42M - $1.58M
7.74K $1.06B
XOM
Exxon Mobil Corp

Energy
-8.42K
- 20.13%
$105.51 - $125.37 $888K - $1.06M
33.4K $3.56B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-25.5K
- 63.75%
$52.1 - $57.26 $1.33M - $1.46M
14.5K $747M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.96K
- 36.6%
$288.47 - $316.54 $1.14M - $1.25M
6.86K $1.94B
BX
Blackstone Inc.

Financial Services
-8.44K
- 39.95%
$148.45 - $199.05 $1.25M - $1.68M
12.7K $2.09B
ABBV
Abb Vie Inc.

Healthcare
-6.47K
- 26.33%
$164.99 - $203.87 $1.07M - $1.32M
18.1K $3.17B
ESS
Essex Property Trust, Inc.

Real Estate
-4.33K
- 44.97%
N/A
5.3K $1.44B
MDT
Medtronic PLC

Healthcare
-11.3K
- 25.63%
$79.61 - $92.24 $897K - $1.04M
32.7K $2.64B
ADP
Automatic Data Processing Inc

Industrials
-4.13K
- 49.92%
$280.08 - $307.97 $1.16M - $1.27M
4.15K $1.19B
AMCR
Amcor PLC

Consumer Cyclical
-97.7K
- 54.0%
$9.34 - $11.37 $912K - $1.11M
83.2K $783M
RTX
Raytheon Technologies Corp

Industrials
-8.42K
- 41.64%
$114.45 - $127.21 $963K - $1.07M
11.8K $1.36B
CVS
Cvs Health Corp

Healthcare
-19K
- 67.23%
$43.78 - $67.46 $833K - $1.28M
9.27K $445M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-8.78K
- 16.58%
$115.08 - $119.55 $1.01M - $1.05M
44.2K $5.07B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-15.9K
- 36.23%
$55.45 - $61.08 $879K - $968K
27.9K $1.54B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-23K
- 24.9%
$44.33 - $49.55 $1.02M - $1.14M
69.3K $3.06B
CVX
Chevron Corp

Energy
-7.28K
- 18.75%
$141.15 - $162.53 $1.03M - $1.18M
31.5K $4.83B
Activity Summary
Buys All Purchases 250 New Holdings 72 Increased Positions 178 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email