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
$44.6B
$1.5 Billion 0.08% of portfolio
21,699
Q3 2024 Reduced 7.96%
$249B
$1.57 Billion 0.08% of portfolio
19,158
Q3 2024 Added 2.72%
$1.72B
$1.57 Billion 0.08% of portfolio
26,236
Q3 2024 Added 74.86%
$70.8B
$1.23 Billion 0.07% of portfolio
23,515
Q3 2024 Added 0.53%
$208B
$1.22 Billion 0.07% of portfolio
15,769
Q3 2024 Added 1.42%
$147B
$1.23 Billion 0.07% of portfolio
6,721
Q3 2024 Added 211.59%
$6.03B
$1.22 Billion 0.07% of portfolio
51,828
Q3 2024 Added 14.86%
$19.5B
$1.39 Billion 0.07% of portfolio
17,654
Q3 2024 Reduced 14.04%
$222B
$1.24 Billion 0.07% of portfolio
10,477
Q3 2024 Added 0.62%
$46.1B
$1.24 Billion 0.07% of portfolio
33,525
Q3 2024 Reduced 20.44%
$5.27B
$1.23 Billion 0.07% of portfolio
80,847
Q3 2024 Reduced 33.1%
$15.5B
$1.39 Billion 0.07% of portfolio
15,426
Q3 2024 Added 11.0%
$74.7B
$1.38 Billion 0.07% of portfolio
4,466
Q3 2024 Reduced 47.77%
$40.8B
$1.17 Billion 0.06% of portfolio
24,824
Q3 2024 Reduced 4.85%
$154B
$1.06 Billion 0.06% of portfolio
12,659
Q3 2024 Reduced 2.45%
$213B
$1.16 Billion 0.06% of portfolio
2,980
Q3 2024 Added 1.33%
$46.9B
$1.06 Billion 0.06% of portfolio
20,324
Q3 2024 Reduced 6.07%
$97.7B
$1.04 Billion 0.06% of portfolio
11,222
Q3 2024 Added 40.54%
$38B
$1.12 Billion 0.06% of portfolio
4,652
Q3 2024 Added 30.05%
$134B
$1.14 Billion 0.06% of portfolio
13,954
Q3 2024 Added 38.2%
$39.3B
$1.08 Billion 0.06% of portfolio
15,608
Q3 2024 Added 87.84%
$38.8B
$1.08 Billion 0.06% of portfolio
14,412
Q3 2024 Reduced 10.06%
$90.8B
$1.03 Billion 0.06% of portfolio
6,415
Q3 2024 Added 1.74%
$86.9B
$925 Million 0.05% of portfolio
22,307
Q3 2024 Reduced 5.7%
$271B
$841 Million 0.05% of portfolio
3,618
Q3 2024 Reduced 21.59%
$37.5B
$870 Million 0.05% of portfolio
11,536
Q3 2024 Reduced 12.48%
$79.5B
$1 Billion 0.05% of portfolio
20,847
Q3 2024 Reduced 7.41%
$116B
$923 Million 0.05% of portfolio
4,163
Q3 2024 Reduced 4.45%
$36.1B
$984 Million 0.05% of portfolio
7,942
Q3 2024 Added 15.92%
$17.3B
$919 Million 0.05% of portfolio
15,707
Q3 2024 Added 256.01%
$60.9B
$870 Million 0.05% of portfolio
792
Q3 2024 Reduced 16.28%
$80.7B
$931 Million 0.05% of portfolio
9,343
Q3 2024 Reduced 6.1%
$23B
$877 Million 0.05% of portfolio
4,719
Q3 2024 New
$77.5B
$904 Million 0.05% of portfolio
2,954
Q3 2024 Reduced 33.48%
$59.4B
$793 Million 0.04% of portfolio
391
Q3 2024 Added 4.83%
-
$672 Million 0.04% of portfolio
-
Q2 2024 New
$136B
$763 Million 0.04% of portfolio
12,000
Q3 2024 Added 27.66%
$75.3B
$655 Million 0.04% of portfolio
1,260
Q3 2024 Reduced 30.08%
$23.7B
$719 Million 0.04% of portfolio
1,561
Q3 2024 Added 1.63%
$43.8B
$690 Million 0.04% of portfolio
62,139
Q3 2024 Reduced 4.74%
$6.28B
$768 Million 0.04% of portfolio
38,666
Q3 2024 Reduced 10.21%
$62.5B
$805 Million 0.04% of portfolio
16,579
Q3 2024 Reduced 24.92%
$115B
$790 Million 0.04% of portfolio
8,160
Q3 2024 Reduced 66.15%
$33.1B
$693 Million 0.04% of portfolio
6,982
Q3 2024 Added 24.86%
$151B
$672 Million 0.04% of portfolio
10,855
Q3 2024 Reduced 2.08%
$434B
$693 Million 0.04% of portfolio
1
Q3 2024 New
$107B
$762 Million 0.04% of portfolio
7,071
Q3 2024 Reduced 16.61%
$53.4B
$686 Million 0.04% of portfolio
5,055
Q3 2024 Added 16.96%
$177B
$670 Million 0.04% of portfolio
3,455
Q3 2024 Reduced 3.44%

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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