Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

Diversify Advisory Services, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 612 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 $172B, Nvidia Corp with a value of $129B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $77.8B, and Apple Inc. with a value of $61.3B.

Examining the 13F form we can see an decrease of $46.1B in the current position value, from $1.86T to 1.81T.

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 $1.81 Trillion
ETFs: $909 Billion
Technology: $388 Billion
Communication Services: $112 Billion
Financial Services: $82.7 Billion
Consumer Cyclical: $77 Billion
Energy: $53.3 Billion
Consumer Defensive: $49.6 Billion
Healthcare: $47.4 Billion
Other: $47.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.16 Billion 0.28% of portfolio
51,080
Q4 2024 Reduced 12.14%
Super Micro Computer Inc
-
$5.11 Billion 0.28% of portfolio
-
Q4 2024 New
$111B
$5.13 Billion 0.28% of portfolio
10,951
Q4 2024 Reduced 9.35%
$0
$5.07 Billion 0.28% of portfolio
44,175
Q4 2024 Reduced 16.58%
$304B
$4.83 Billion 0.27% of portfolio
31,546
Q4 2024 Reduced 18.75%
$802B
$4.89 Billion 0.27% of portfolio
6,114
Q4 2024 Reduced 31.4%
$298B
$4.82 Billion 0.27% of portfolio
79,004
Q4 2024 Reduced 15.15%
$90.2B
$4.36 Billion 0.24% of portfolio
52,301
Q4 2024 Reduced 14.98%
$46.2B
$4.3 Billion 0.24% of portfolio
84,666
Q4 2024 Reduced 6.34%
$0
$4.38 Billion 0.24% of portfolio
88,050
Q4 2024 Added 5.41%
$172B
$4.15 Billion 0.23% of portfolio
109,890
Q4 2024 Reduced 25.08%
$266B
$4.1 Billion 0.23% of portfolio
69,835
Q4 2024 Reduced 20.84%
$0
$4.22 Billion 0.23% of portfolio
88,866
Q4 2024 Reduced 13.33%
$149B
$4.22 Billion 0.23% of portfolio
13,253
Q4 2024 Reduced 14.77%
$0
$4.25 Billion 0.23% of portfolio
24,509
Q4 2024 Reduced 25.63%
$0
$4.11 Billion 0.23% of portfolio
40,579
Q4 2024 Reduced 34.94%
$0
$3.96 Billion 0.22% of portfolio
67,932
Q4 2024 Added 32.74%
$0
$3.99 Billion 0.22% of portfolio
99,703
Q4 2024 Reduced 18.04%
$210B
$3.96 Billion 0.22% of portfolio
7,227
Q4 2024 Added 42.38%
$233B
$3.78 Billion 0.21% of portfolio
32,228
Q4 2024 Reduced 26.41%
$0
$3.63 Billion 0.2% of portfolio
186,528
Q4 2024 Added 4.98%
$377B
$3.65 Billion 0.2% of portfolio
80,980
Q4 2024 Reduced 18.0%
$0
$3.71 Billion 0.2% of portfolio
73,186
Q4 2024 Reduced 11.66%
$451B
$3.56 Billion 0.2% of portfolio
33,403
Q4 2024 Reduced 20.13%
$0
$3.44 Billion 0.19% of portfolio
137,033
Q4 2024 Reduced 3.91%
$0
$3.17 Billion 0.18% of portfolio
37,149
Q4 2024 Added 16.29%
$0
$3.25 Billion 0.18% of portfolio
35,528
Q4 2024 Added 153.54%
$490B
$3.27 Billion 0.18% of portfolio
6,283
Q4 2024 Reduced 25.34%
$0
$3.23 Billion 0.18% of portfolio
33,420
Q4 2024 Reduced 12.2%
$0
$3.22 Billion 0.18% of portfolio
61,989
Q4 2024 Added 20.4%
$95.5B
$3.26 Billion 0.18% of portfolio
64,044
Q4 2024 Reduced 1.85%
$0
$3.1 Billion 0.17% of portfolio
170,012
Q4 2024 Added 0.46%
$0
$3.15 Billion 0.17% of portfolio
52,466
Q4 2024 Added 11.12%
$539B
$3.06 Billion 0.17% of portfolio
6,073
Q4 2024 Reduced 12.42%
$0
$3.01 Billion 0.17% of portfolio
48,657
Q4 2024 Added 14.14%
$201B
$3.11 Billion 0.17% of portfolio
28,601
Q4 2024 Reduced 19.97%
$386B
$3.1 Billion 0.17% of portfolio
19,538
Q4 2024 Reduced 14.39%
$0
$3.06 Billion 0.17% of portfolio
69,275
Q4 2024 Reduced 24.9%
$341B
$3.17 Billion 0.17% of portfolio
18,105
Q4 2024 Reduced 26.33%
$30.4B
$3.1 Billion 0.17% of portfolio
16,321
Q4 2024 Added 18.63%
$146B
$3.01 Billion 0.17% of portfolio
41,314
Q4 2024 Reduced 2.32%
$624B
$3.17 Billion 0.17% of portfolio
7,160
Q4 2024 Reduced 13.48%
$0
$2.86 Billion 0.16% of portfolio
43,817
Q4 2024 Reduced 30.29%
$51.9B
$2.81 Billion 0.16% of portfolio
11,263
Q4 2024 Added 17.94%
$0
$2.93 Billion 0.16% of portfolio
89,964
Q4 2024 Added 2.27%
$0
$2.97 Billion 0.16% of portfolio
41,723
Q4 2024 Reduced 69.96%
$0
$2.89 Billion 0.16% of portfolio
53,303
Q4 2024 Added 25.87%
$0
$2.87 Billion 0.16% of portfolio
31,756
Q4 2024 Reduced 12.59%
$0
$2.89 Billion 0.16% of portfolio
125,675
Q4 2024 Reduced 1.25%

Summary

  • Portfolio
  • No. of Stocks 612
  • Current Value $1.81 Trillion
  • Prior Value $1.86 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 72 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 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