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
$7.65B
$476 Million 0.03% of portfolio
358
Q1 2025 New
$17.9B
$463 Million 0.03% of portfolio
5,616
Q1 2025 New
$152B
$478 Million 0.03% of portfolio
1,646
Q1 2025 Added 4.24%
$86.8B
$439 Million 0.03% of portfolio
3,173
Q1 2025 Added 4.86%
$8.64B
$495 Million 0.03% of portfolio
32,159
Q1 2025 Added 24.42%
$38.4B
$387 Million 0.02% of portfolio
1,332
Q1 2025 Reduced 63.86%
$256B
$276 Million 0.02% of portfolio
4,208
Q1 2025 Added 8.99%
$331M
$283 Million 0.02% of portfolio
20,128
Q1 2025 Added 0.8%
$72.6B
$245 Million 0.02% of portfolio
2,534
Q1 2025 Reduced 66.6%
$8.27B
$338 Million 0.02% of portfolio
6,827
Q1 2025 Added 39.04%
$24.3B
$245 Million 0.02% of portfolio
1,530
Q1 2025 Added 33.51%
$4.65B
$269 Million 0.02% of portfolio
6,993
Q1 2025 Added 14.06%
$38.1B
$382 Million 0.02% of portfolio
5,404
Q1 2025 New
$61.6B
$304 Million 0.02% of portfolio
3,705
Q1 2025 Added 12.85%
$104B
$353 Million 0.02% of portfolio
1,595
Q1 2025 Added 2.31%
$23.7B
$287 Million 0.02% of portfolio
2,051
Q1 2025 Added 7.78%
$93.6B
$247 Million 0.02% of portfolio
1,794
Q1 2025 Reduced 10.83%
$9.89B
$332 Million 0.02% of portfolio
1,991
Q1 2025 New
$60.6B
$325 Million 0.02% of portfolio
4,240
Q1 2025 New
$27.3B
$395 Million 0.02% of portfolio
1,836
Q1 2025 Added 66.61%
$11.1B
$241 Million 0.02% of portfolio
6,885
Q1 2025 New
$27B
$294 Million 0.02% of portfolio
905
Q1 2025 Added 19.24%
$5.13B
$342 Million 0.02% of portfolio
2,411
Q1 2025 Added 35.07%
$75.8B
$299 Million 0.02% of portfolio
2,311
Q1 2025 Reduced 64.68%
$6.31B
$351 Million 0.02% of portfolio
7,041
Q1 2025 Added 40.48%
$282B
$264 Million 0.02% of portfolio
1,094
Q1 2025 New
$7.6B
$391 Million 0.02% of portfolio
2,619
Q1 2025 Added 52.71%
$101B
$296 Million 0.02% of portfolio
20,664
Q1 2025 Added 26.78%
$36.5B
$336 Million 0.02% of portfolio
5,668
Q1 2025 Reduced 0.7%
$37.2B
$319 Million 0.02% of portfolio
16,898
Q1 2025 Added 35.39%
$91B
$344 Million 0.02% of portfolio
1,019
Q1 2025 Reduced 16.06%
$8.45B
$275 Million 0.02% of portfolio
4,069
Q1 2025 Added 0.32%
$26.2B
$264 Million 0.02% of portfolio
571
Q1 2025 Added 11.09%
$1.3B
$246 Million 0.02% of portfolio
43,489
Q1 2025 New
$24.6B
$279 Million 0.02% of portfolio
33,660
Q1 2025 Added 65.27%
$7.19B
$377 Million 0.02% of portfolio
1,734
Q1 2025 Added 35.89%
$1.02B
$339 Million 0.02% of portfolio
21,950
Q1 2025 Reduced 11.91%
$32.7B
$280 Million 0.02% of portfolio
3,244
Q1 2025 Reduced 25.89%
$13B
$312 Million 0.02% of portfolio
2,860
Q1 2025 Added 0.85%
$19.8B
$323 Million 0.02% of portfolio
2,689
Q1 2025 Reduced 0.44%
$6.29B
$251 Million 0.02% of portfolio
3,430
Q1 2025 New
$7.18B
$285 Million 0.02% of portfolio
965
Q1 2025 New
$1.53B
$316 Million 0.02% of portfolio
38,380
Q1 2025 Added 109.04%
$29.8B
$320 Million 0.02% of portfolio
4,646
Q1 2025 Reduced 1.96%
$75.3B
$358 Million 0.02% of portfolio
22,189
Q1 2025 Added 30.48%
$18.1B
$330 Million 0.02% of portfolio
4,636
Q1 2025 Reduced 64.46%
$68B
$374 Million 0.02% of portfolio
12,136
Q1 2025 Added 0.31%
$127B
$372 Million 0.02% of portfolio
3,257
Q1 2025 Added 5.1%
$11.1B
$263 Million 0.02% of portfolio
606
Q1 2025 New

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
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