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
$214B
$3.4 Billion 0.18% of portfolio
10,817
Q3 2024 Reduced 16.82%
$102B
$3.27 Billion 0.18% of portfolio
65,249
Q3 2024 Added 9.05%
$223B
$3.39 Billion 0.18% of portfolio
19,441
Q3 2024 Reduced 17.94%
$430B
$3.41 Billion 0.18% of portfolio
8,474
Q3 2024 Reduced 3.77%
$226B
$3.3 Billion 0.18% of portfolio
8,889
Q3 2024 Reduced 18.93%
$148B
$3 Billion 0.16% of portfolio
42,297
Q3 2024 Added 49.46%
$82.8B
$2.96 Billion 0.16% of portfolio
15,640
Q3 2024 Reduced 13.72%
$176B
$2.89 Billion 0.16% of portfolio
16,681
Q3 2024 Reduced 18.7%
$73.6B
$3.05 Billion 0.16% of portfolio
9,221
Q3 2024 Reduced 22.59%
$342B
$2.82 Billion 0.15% of portfolio
9,788
Q3 2024 Reduced 32.22%
$98.4B
$2.77 Billion 0.15% of portfolio
21,084
Q3 2024 Reduced 12.22%
$17.7B
$2.83 Billion 0.15% of portfolio
9,630
Q3 2024 Reduced 20.94%
$149B
$2.81 Billion 0.15% of portfolio
11,624
Q3 2024 Reduced 16.78%
$5.25B
$2.75 Billion 0.15% of portfolio
88,618
Q3 2024 Reduced 0.3%
$178B
$2.54 Billion 0.14% of portfolio
20,214
Q3 2024 Reduced 13.38%
$194B
$2.63 Billion 0.14% of portfolio
5,076
Q3 2024 Reduced 16.49%
$4.58B
$2.63 Billion 0.14% of portfolio
37,355
Q3 2024 Reduced 21.44%
$214B
$2.52 Billion 0.14% of portfolio
2,745
Q3 2024 Reduced 2.14%
$54.8B
$2.54 Billion 0.14% of portfolio
18,708
Q3 2024 Reduced 5.18%
$21B
$2.58 Billion 0.14% of portfolio
18,155
Q3 2024 Reduced 20.33%
$30.2B
$2.56 Billion 0.14% of portfolio
13,758
Q3 2024 Added 87.06%
$191B
$2.45 Billion 0.13% of portfolio
58,872
Q3 2024 Reduced 4.39%
$142B
$2.48 Billion 0.13% of portfolio
23,587
Q3 2024 Added 754.91%
$127B
$2.41 Billion 0.13% of portfolio
8,278
Q3 2024 Reduced 15.81%
$53.8B
$2.36 Billion 0.13% of portfolio
9,550
Q3 2024 Added 33.94%
$97.3B
$2.47 Billion 0.13% of portfolio
15,549
Q3 2024 Added 32.6%
$180B
$2.23 Billion 0.12% of portfolio
3,659
Q3 2024 Reduced 14.25%
$9.91B
$2.32 Billion 0.12% of portfolio
31,816
Q3 2024 New
$164B
$2.14 Billion 0.12% of portfolio
7,867
Q3 2024 Reduced 13.62%
$116B
$2.29 Billion 0.12% of portfolio
4,815
Q3 2024 Reduced 9.42%
$251B
$2.13 Billion 0.11% of portfolio
19,998
Q3 2024 Reduced 8.97%
$206B
$2.07 Billion 0.11% of portfolio
3,999
Q3 2024 Reduced 14.4%
$201B
$2.07 Billion 0.11% of portfolio
3,523
Q3 2024 Reduced 6.82%
$267B
$2.13 Billion 0.11% of portfolio
2,959
Q3 2024 Added 257.37%
$15.6B
$1.99 Billion 0.11% of portfolio
180,915
Q3 2024 Reduced 19.17%
$288B
$1.77 Billion 0.1% of portfolio
27,371
Q3 2024 Reduced 4.99%
$206B
$1.83 Billion 0.1% of portfolio
15,786
Q3 2024 Reduced 6.38%
$400B
$1.76 Billion 0.09% of portfolio
2,299
Q3 2024 Reduced 10.65%
$76.2B
$1.61 Billion 0.09% of portfolio
28,301
Q3 2024 Added 6.79%
$4.13B
$1.75 Billion 0.09% of portfolio
25,081
Q3 2024 Added 40.08%
$135B
$1.69 Billion 0.09% of portfolio
4,166
Q3 2024 Reduced 0.26%
$92.1B
$1.7 Billion 0.09% of portfolio
8,042
Q3 2024 Reduced 7.64%
$15.9B
$1.76 Billion 0.09% of portfolio
32,897
Q3 2024 Added 9.66%
$88.3B
$1.64 Billion 0.09% of portfolio
22,998
Q3 2024 Added 5.66%
$77.1B
$1.69 Billion 0.09% of portfolio
14,728
Q3 2024 Added 4.34%
$237B
$1.62 Billion 0.09% of portfolio
13,923
Q3 2024 Reduced 16.3%
$165B
$1.43 Billion 0.08% of portfolio
66,682
Q3 2024 Added 23.05%
$125B
$1.52 Billion 0.08% of portfolio
3,831
Q3 2024 Reduced 32.0%
$225B
$1.5 Billion 0.08% of portfolio
5,503
Q3 2024 Added 0.51%

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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