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
$130B
$818 Million 0.04% of portfolio
19,042
Q3 2024 Added 83.03%
$76.9B
$807 Million 0.04% of portfolio
23,831
Q3 2024 Reduced 3.35%
$17.8B
$678 Million 0.04% of portfolio
21,237
Q3 2024 Added 4.94%
$0
$666 Million 0.04% of portfolio
68,980
Q3 2024 Added 0.56%
$14B
$681 Million 0.04% of portfolio
8,972
Q3 2024 Reduced 9.13%
$36.3B
$605 Million 0.03% of portfolio
6,729
Q3 2024 Reduced 33.81%
$0
$604 Million 0.03% of portfolio
29,329
Q3 2024 Reduced 12.49%
$14.9B
$517 Million 0.03% of portfolio
1,473
Q3 2024 Reduced 24.85%
$77.5B
$491 Million 0.03% of portfolio
3,104
Q3 2024 Reduced 5.25%
$103B
$484 Million 0.03% of portfolio
234
Q3 2024 Reduced 64.0%
$226B
$540 Million 0.03% of portfolio
4,720
Q3 2024 Added 78.79%
$17.4B
$527 Million 0.03% of portfolio
1,271
Q3 2024 Reduced 23.43%
$0
$591 Million 0.03% of portfolio
73,000
Q1 2024 New
$4.38B
$543 Million 0.03% of portfolio
10,700
Q3 2024 New
$78B
$629 Million 0.03% of portfolio
5,028
Q3 2024 Reduced 0.93%
$42.7B
$529 Million 0.03% of portfolio
5,136
Q3 2024 Reduced 13.58%
$126B
$588 Million 0.03% of portfolio
11,144
Q3 2024 Reduced 10.38%
$48.4B
$650 Million 0.03% of portfolio
1,075
Q3 2024 Added 40.71%
$154B
$585 Million 0.03% of portfolio
584
Q3 2024 Added 3.18%
$43B
$549 Million 0.03% of portfolio
26,692
Q3 2024 Reduced 25.89%
$49.9B
$518 Million 0.03% of portfolio
3,558
Q3 2024 Added 2.65%
$64.3B
$484 Million 0.03% of portfolio
6,044
Q3 2024 Added 0.27%
$64.3B
$504 Million 0.03% of portfolio
4,032
Q3 2024 New
$90.2B
$568 Million 0.03% of portfolio
12,084
Q3 2024 Reduced 24.85%
$3.43B
$640 Million 0.03% of portfolio
13,441
Q3 2024 Added 53.4%
-
$556 Million 0.03% of portfolio
-
Q3 2024 Added 0.02%
$72.1B
$478 Million 0.03% of portfolio
4,259
Q3 2024 Reduced 64.08%
$62.5B
$527 Million 0.03% of portfolio
2,032
Q3 2024 Reduced 33.4%
$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%
$41.1B
$561 Million 0.03% of portfolio
1,072
Q3 2024 Reduced 8.22%
$15.6B
$407 Million 0.02% of portfolio
16,397
Q3 2024 Reduced 27.71%
$86.3B
$421 Million 0.02% of portfolio
1,583
Q3 2024 New
$120B
$398 Million 0.02% of portfolio
1,338
Q3 2024 Reduced 22.48%
$231B
$286 Million 0.02% of portfolio
4,266
Q3 2024 Reduced 6.61%
$102B
$424 Million 0.02% of portfolio
1,172
Q3 2024 Reduced 46.68%
$174B
$412 Million 0.02% of portfolio
1,576
Q3 2024 Reduced 2.96%
$15.1B
$343 Million 0.02% of portfolio
6,582
Q3 2024 Reduced 20.77%
$32.1B
$395 Million 0.02% of portfolio
4,003
Q3 2024 New
$13B
$344 Million 0.02% of portfolio
1,150
Q3 2024 Added 0.26%
$14.3B
$366 Million 0.02% of portfolio
1,040
Q3 2024 Added 9.94%
$32.2B
$413 Million 0.02% of portfolio
3,428
Q3 2024 Added 24.93%
$61.9B
$417 Million 0.02% of portfolio
9,947
Q3 2024 Reduced 0.37%
$52.3B
$305 Million 0.02% of portfolio
922
Q3 2024 Reduced 44.32%
$3.85B
$311 Million 0.02% of portfolio
9,474
Q3 2024 Reduced 46.52%
$23.9B
$319 Million 0.02% of portfolio
-
Q3 2024 Reduced 29.33%
$31.3B
$308 Million 0.02% of portfolio
1,056
Q3 2024 Reduced 3.21%
$11.4B
$451 Million 0.02% of portfolio
3,226
Q3 2024 Added 2.58%
$326M
$284 Million 0.02% of portfolio
19,825
Q3 2024 Added 0.84%

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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