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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108 Billion 5.82% of portfolio
185,605
Q3 2024 Added 16.21%
$0
$74.9 Billion 4.03% of portfolio
150,967
Q3 2024 Reduced 31.54%
$0
$63.6 Billion 3.42% of portfolio
3,023,562
Q3 2024 Added 5.15%
$0
$46.8 Billion 2.52% of portfolio
1,972,444
Q3 2024 Added 189.17%
$0
$42.5 Billion 2.28% of portfolio
764,313
Q3 2024 Added 42.54%
$0
$28.2 Billion 1.52% of portfolio
257,311
Q3 2024 Added 25.61%
$0
$25.4 Billion 1.37% of portfolio
47,458
Q3 2024 Added 17.17%
$0
$22.9 Billion 1.23% of portfolio
39,102
Q3 2024 Reduced 6.52%
$0
$22.6 Billion 1.21% of portfolio
102,066
Q3 2024 Added 2,593.75%
$0
$13 Billion 0.7% of portfolio
159,125
Q3 2024 Added 7.7%
$0
$12.4 Billion 0.67% of portfolio
145,978
Q3 2024 Added 22.29%
$0
$11.6 Billion 0.63% of portfolio
221,246
Q3 2024 Added 8.61%
$0
$11.7 Billion 0.63% of portfolio
219,542
Q3 2024 Added 12.85%
$84B
$11.1 Billion 0.6% of portfolio
43,835
Q3 2024 Added 8.83%
$0
$11.2 Billion 0.6% of portfolio
243,081
Q3 2024 Reduced 11.39%
$0
$10.8 Billion 0.58% of portfolio
71,491
Q3 2024 Added 8.52%
$0
$9.67 Billion 0.52% of portfolio
299,920
Q3 2024 Reduced 61.41%
$0
$9.28 Billion 0.5% of portfolio
182,727
Q3 2024 Added 4.36%
$0
$8.84 Billion 0.48% of portfolio
243,443
Q3 2024 Reduced 6.79%
$0
$8.34 Billion 0.45% of portfolio
92,401
Q3 2024 Reduced 48.75%
$0
$7.91 Billion 0.43% of portfolio
27,485
Q3 2024 Added 29.16%
$0
$7.64 Billion 0.41% of portfolio
82,946
Q3 2024 Added 10.47%
$0
$6.69 Billion 0.36% of portfolio
145,195
Q3 2024 Added 9.48%
$0
$6.73 Billion 0.36% of portfolio
147,854
Q3 2024 New
$0
$6.39 Billion 0.34% of portfolio
62,370
Q3 2024 Reduced 24.06%
$0
$6.28 Billion 0.34% of portfolio
132,408
Q3 2024 Reduced 14.13%
$0
$6.21 Billion 0.33% of portfolio
52,958
Q3 2024 Added 0.74%
$0
$5.88 Billion 0.32% of portfolio
285,308
Q3 2024 Reduced 0.84%
$0
$5.92 Billion 0.32% of portfolio
32,957
Q3 2024 Added 13.49%
$0
$5.93 Billion 0.32% of portfolio
25,573
Q3 2024 Added 53.87%
$0
$5.7 Billion 0.31% of portfolio
58,141
Q3 2024 Reduced 12.29%
$0
$5.7 Billion 0.31% of portfolio
56,668
Q3 2024 Added 51.92%
$0
$5.56 Billion 0.3% of portfolio
30,667
Q3 2024 Reduced 16.22%
$0
$5.34 Billion 0.29% of portfolio
65,630
Q3 2024 Reduced 78.06%
$0
$5.23 Billion 0.28% of portfolio
102,533
Q3 2024 Added 3.12%
$0
$4.91 Billion 0.26% of portfolio
214,242
Q3 2024 Added 19.04%
$0
$4.81 Billion 0.26% of portfolio
121,643
Q3 2024 Reduced 10.13%
$42.2B
$4.69 Billion 0.25% of portfolio
90,399
Q3 2024 Added 2.11%
$0
$4.65 Billion 0.25% of portfolio
220,465
Q3 2024 Reduced 27.09%
$0
$4.44 Billion 0.24% of portfolio
62,856
Q3 2024 Reduced 7.04%
$0
$4.22 Billion 0.23% of portfolio
82,845
Q3 2024 Reduced 13.02%
$0
$4.29 Billion 0.23% of portfolio
83,529
Q3 2024 Added 25.72%
$0
$4.14 Billion 0.22% of portfolio
92,247
Q3 2024 Reduced 11.46%
$0
$4.1 Billion 0.22% of portfolio
27,104
Q3 2024 Reduced 39.77%
$0
$3.93 Billion 0.21% of portfolio
38,064
Q3 2024 Reduced 12.83%
$0
$3.77 Billion 0.2% of portfolio
75,792
Q3 2024 Added 24.26%
$0
$3.57 Billion 0.19% of portfolio
142,604
Q3 2024 Reduced 1.86%
$0
$3.46 Billion 0.19% of portfolio
177,688
Q3 2024 Added 0.21%
$0
$3.4 Billion 0.18% of portfolio
36,330
Q3 2024 Reduced 14.76%

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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