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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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