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
$419B
$2.88 Billion 0.16% of portfolio
7,386
Q4 2024 Reduced 12.84%
$0
$2.66 Billion 0.15% of portfolio
132,645
Q4 2024 New
Lam Research Corp
-
$2.78 Billion 0.15% of portfolio
-
Q4 2024 New
$0
$2.63 Billion 0.15% of portfolio
33,156
Q4 2024 Reduced 79.16%
$0
$2.64 Billion 0.15% of portfolio
95,382
Q4 2024 Reduced 0.33%
$244B
$2.66 Billion 0.15% of portfolio
7,592
Q4 2024 Reduced 14.59%
$123B
$2.64 Billion 0.15% of portfolio
32,714
Q4 2024 Reduced 25.63%
$199B
$2.46 Billion 0.14% of portfolio
2,399
Q4 2024 Reduced 12.6%
$0
$2.61 Billion 0.14% of portfolio
37,427
Q4 2024 Added 24.32%
$0
$2.34 Billion 0.13% of portfolio
45,717
Q4 2024 Reduced 15.8%
$0
$2.28 Billion 0.13% of portfolio
18,112
Q4 2024 Reduced 3.89%
$123B
$2.43 Billion 0.13% of portfolio
23,796
Q4 2024 Added 0.89%
$327B
$2.34 Billion 0.13% of portfolio
7,358
Q4 2024 Reduced 24.83%
$14.6B
$2.27 Billion 0.13% of portfolio
26,888
Q4 2024 New
$0
$2.18 Billion 0.12% of portfolio
10,052
Q4 2024 Reduced 90.15%
$299B
$2.24 Billion 0.12% of portfolio
3,025
Q4 2024 Added 2.23%
$214B
$2.21 Billion 0.12% of portfolio
5,454
Q4 2024 Reduced 50.46%
$471B
$2.2 Billion 0.12% of portfolio
2,627
Q4 2024 Added 14.27%
$117B
$2.09 Billion 0.12% of portfolio
12,678
Q4 2024 Reduced 39.95%
$0
$2.17 Billion 0.12% of portfolio
15,537
Q4 2024 Reduced 42.68%
$73.7B
$2.13 Billion 0.12% of portfolio
13,047
Q4 2024 Reduced 16.58%
$0
$2.21 Billion 0.12% of portfolio
46,806
Q4 2024 Reduced 1.78%
First Tr Exchng Traded Fd Vi
-
$2.11 Billion 0.12% of portfolio
-
Q4 2024 Reduced 18.26%
$225B
$1.94 Billion 0.11% of portfolio
3,464
Q4 2024 Reduced 13.38%
$0
$1.98 Billion 0.11% of portfolio
8,027
Q4 2024 Added 7.04%
$0
$1.91 Billion 0.11% of portfolio
14,981
Q4 2024 Reduced 12.99%
$0
$2.05 Billion 0.11% of portfolio
55,420
Q4 2024 Reduced 21.58%
$118B
$2.03 Billion 0.11% of portfolio
4,946
Q4 2024 Added 2.72%
$156B
$1.92 Billion 0.11% of portfolio
7,320
Q4 2024 Reduced 32.34%
$64.4B
$1.98 Billion 0.11% of portfolio
15,257
Q4 2024 Reduced 18.45%
$0
$2.02 Billion 0.11% of portfolio
17,859
Q4 2024 Added 1.09%
$153B
$1.95 Billion 0.11% of portfolio
8,660
Q4 2024 Reduced 25.5%
$227B
$1.94 Billion 0.11% of portfolio
6,858
Q4 2024 Reduced 36.6%
$0
$1.91 Billion 0.11% of portfolio
33,892
Q4 2024 Reduced 5.65%
$0
$2.02 Billion 0.11% of portfolio
99,661
Q4 2024 Added 22.24%
$0
$2.04 Billion 0.11% of portfolio
5,020
Q4 2024 Added 31.55%
$470B
$2.03 Billion 0.11% of portfolio
13,139
Q4 2024 Reduced 38.23%
$0
$2.06 Billion 0.11% of portfolio
30,096
Q4 2024 Reduced 13.77%
$0
$2.03 Billion 0.11% of portfolio
12,845
Q4 2024 Reduced 13.45%
$22.8B
$2.03 Billion 0.11% of portfolio
66,106
Q4 2024 Added 211.28%
$193B
$1.96 Billion 0.11% of portfolio
12,475
Q4 2024 Reduced 25.21%
$208B
$1.82 Billion 0.1% of portfolio
3,349
Q4 2024 Reduced 4.94%
$282B
$1.89 Billion 0.1% of portfolio
20,310
Q4 2024 Added 6.01%
$0
$1.73 Billion 0.1% of portfolio
62,225
Q4 2024 Reduced 1.27%
Arista Networks Inc
-
$1.89 Billion 0.1% of portfolio
-
Q4 2024 New
$93.5B
$1.77 Billion 0.1% of portfolio
8,524
Q4 2024 Added 5.99%
$0
$1.82 Billion 0.1% of portfolio
49,090
Q4 2024 Reduced 2.87%
$0
$1.79 Billion 0.1% of portfolio
41,564
Q3 2024 Reduced 4.59%
$166B
$1.83 Billion 0.1% of portfolio
2,937
Q4 2024 Reduced 19.73%

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
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