Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025

Diversify Advisory Services, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 632 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 $114B, Nvidia Corp with a value of $88.7B, Spdr Gold Trust with a value of $81.9B, Invesco ETF Tr Ii Sr Ln ETF with a value of $81.1B, and Invesco Qqq Trust, Series 1 with a value of $64.7B.

Examining the 13F form we can see an decrease of $212B in the current position value, from $1.81T to 1.6T.

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 $1.6 Trillion
ETFs: $777 Billion
Technology: $358 Billion
Financial Services: $84.4 Billion
Communication Services: $83.1 Billion
Consumer Cyclical: $65.2 Billion
Healthcare: $54.5 Billion
Consumer Defensive: $52.3 Billion
Industrials: $28.6 Billion
Other: $41.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.1B
$980 Million 0.06% of portfolio
19,842
Q1 2025 New
$361B
$981 Million 0.06% of portfolio
3,354
Q1 2025 Added 8.33%
$93.6B
$971 Million 0.06% of portfolio
47,727
Q1 2025 Added 338.71%
$138B
$934 Million 0.06% of portfolio
5,133
Q1 2025 Reduced 19.98%
$14.2B
$1 Billion 0.06% of portfolio
107,415
Q1 2025 Added 29.07%
$85.4B
$900 Million 0.06% of portfolio
8,564
Q1 2025 New
$54.4B
$929 Million 0.06% of portfolio
8,558
Q1 2025 Added 206.52%
$45.8B
$990 Million 0.06% of portfolio
22,275
Q1 2025 Reduced 8.98%
$10.9B
$898 Million 0.06% of portfolio
14,846
Q1 2025 Added 151.5%
$1.48B
$886 Million 0.06% of portfolio
17,500
Q1 2025 Reduced 41.74%
$38.5B
$928 Million 0.06% of portfolio
473
Q1 2025 Added 6.53%
$63.5B
$756 Million 0.05% of portfolio
20,328
Q1 2025 Added 16.93%
$22.5B
$726 Million 0.05% of portfolio
3,467
Q1 2025 New
$73.4B
$753 Million 0.05% of portfolio
2,151
Q1 2025 Added 168.2%
$29.8B
$738 Million 0.05% of portfolio
13,146
Q1 2025 Added 4.65%
$4.45B
$817 Million 0.05% of portfolio
16,490
Q1 2025 Reduced 9.57%
$153B
$806 Million 0.05% of portfolio
23,742
Q1 2025 Reduced 43.75%
$221B
$745 Million 0.05% of portfolio
2,423
Q1 2025 Reduced 4.72%
$13.6B
$735 Million 0.05% of portfolio
17,000
Q1 2025 New
$72.5B
$803 Million 0.05% of portfolio
28,610
Q1 2025 Added 18.69%
$8.72B
$858 Million 0.05% of portfolio
2,889
Q1 2025 New
$49.1B
$825 Million 0.05% of portfolio
2,816
Q1 2025 New
$180B
$726 Million 0.05% of portfolio
10,541
Q1 2025 Reduced 13.78%
$1.89B
$766 Million 0.05% of portfolio
8,760
Q1 2025 New
$36.2B
$845 Million 0.05% of portfolio
15,462
Q1 2025 Added 272.58%
$136B
$873 Million 0.05% of portfolio
3,908
Q1 2025 Reduced 41.59%
$169B
$817 Million 0.05% of portfolio
10,051
Q1 2025 Reduced 75.67%
$2.74B
$818 Million 0.05% of portfolio
15,000
Q1 2025 New
$4.19B
$588 Million 0.04% of portfolio
6,501
Q1 2025 Added 38.44%
$83.1B
$561 Million 0.04% of portfolio
8,634
Q1 2025 Reduced 6.9%
$55.8B
$563 Million 0.04% of portfolio
4,874
Q1 2025 Reduced 23.76%
$28.7B
$572 Million 0.04% of portfolio
6,480
Q1 2025 Added 1.93%
$69.4B
$570 Million 0.04% of portfolio
5,047
Q1 2025 Added 3.91%
$21.1B
$566 Million 0.04% of portfolio
1,492
Q1 2025 Reduced 5.99%
$141B
$663 Million 0.04% of portfolio
9,150
Q1 2025 New
$5.36B
$614 Million 0.04% of portfolio
20,684
Q1 2025 Reduced 9.54%
$118B
$673 Million 0.04% of portfolio
295
Q1 2025 Added 71.51%
$46.4B
$617 Million 0.04% of portfolio
1,142
Q1 2025 Added 12.96%
$148B
$646 Million 0.04% of portfolio
9,610
Q1 2025 Reduced 22.66%
$91.9B
$670 Million 0.04% of portfolio
11,641
Q1 2025 Added 35.0%
$15.6B
$629 Million 0.04% of portfolio
10,377
Q1 2025 New
$62.5B
$574 Million 0.04% of portfolio
2,571
Q1 2025 Added 39.58%
$104B
$601 Million 0.04% of portfolio
1,701
Q1 2025 Added 13.02%
$40.6B
$629 Million 0.04% of portfolio
15,597
Q1 2025 Reduced 4.04%
$9.37B
$573 Million 0.04% of portfolio
12,569
Q1 2025 Added 33.32%
$160B
$617 Million 0.04% of portfolio
2,917
Q1 2025 Added 5.08%
$6.09B
$681 Million 0.04% of portfolio
35,466
Q1 2025 Reduced 8.91%
$152B
$665 Million 0.04% of portfolio
10,536
Q1 2025 Added 0.28%
$54.7B
$635 Million 0.04% of portfolio
3,424
Q1 2025 Reduced 3.9%

Summary

  • Portfolio
  • No. of Stocks 632
  • Current Value $1.6 Trillion
  • Prior Value $1.81 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 94 stocks
  • Additional Purchases 275 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 235 stocks
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