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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.51 Billion 0.16% of portfolio
26,790
Q1 2025 Reduced 15.64%
$198B
$2.61 Billion 0.16% of portfolio
8,745
Q1 2025 Added 15.19%
$77B
$2.53 Billion 0.16% of portfolio
16,266
Q1 2025 Added 24.67%
$264B
$2.4 Billion 0.15% of portfolio
8,977
Q1 2025 Added 22.0%
$122B
$2.38 Billion 0.15% of portfolio
5,000
Q1 2025 Reduced 54.34%
$187B
$2.39 Billion 0.15% of portfolio
6,439
Q1 2025 Added 18.06%
$83.6B
$2.43 Billion 0.15% of portfolio
36,580
Q1 2025 Reduced 30.06%
$218B
$2.42 Billion 0.15% of portfolio
7,680
Q1 2025 Added 11.99%
$214B
$2.48 Billion 0.15% of portfolio
4,517
Q1 2025 Added 30.4%
$0
$2.33 Billion 0.15% of portfolio
43,051
Q1 2025 Reduced 5.83%
$54.8B
$2.24 Billion 0.14% of portfolio
17,817
Q1 2025 Added 16.78%
$218B
$2.24 Billion 0.14% of portfolio
24,516
Q1 2025 Reduced 14.28%
$0
$2.26 Billion 0.14% of portfolio
12,322
Q1 2025 Added 9.51%
$288B
$2.24 Billion 0.14% of portfolio
5,465
Q1 2025 Reduced 13.02%
$98B
$2.23 Billion 0.14% of portfolio
16,720
Q1 2025 Added 31.88%
$216B
$2.21 Billion 0.14% of portfolio
3,544
Q1 2025 Added 20.67%
$176B
$2.09 Billion 0.13% of portfolio
14,201
Q1 2025 Added 13.84%
$0
$2.08 Billion 0.13% of portfolio
81,773
Q1 2025 Reduced 14.27%
$0
$2.05 Billion 0.13% of portfolio
79,273
Q1 2025 Added 69.31%
$96.3B
$2.03 Billion 0.13% of portfolio
8,870
Q1 2025 Added 4.06%
Lam Research Corp
-
$2.03 Billion 0.13% of portfolio
-
Q1 2025 Reduced 23.18%
$569B
$1.98 Billion 0.12% of portfolio
14,057
Q1 2025 Added 6.99%
$158B
$1.94 Billion 0.12% of portfolio
6,706
Q1 2025 Reduced 8.39%
$0
$1.95 Billion 0.12% of portfolio
18,763
Q1 2025 Reduced 43.86%
$0
$1.88 Billion 0.12% of portfolio
15,590
Q1 2025 Added 4.07%
$0
$1.85 Billion 0.12% of portfolio
15,415
Q1 2025 Added 27.86%
$0
$1.72 Billion 0.11% of portfolio
36,508
Q1 2025 Added 2.78%
$46.3B
$1.8 Billion 0.11% of portfolio
23,651
Q1 2025 Added 24.47%
$253B
$1.72 Billion 0.11% of portfolio
7,191
Q1 2025 Added 2.61%
$17.7B
$1.71 Billion 0.11% of portfolio
6,224
Q1 2025 Added 17.46%
$0
$1.73 Billion 0.11% of portfolio
33,361
Q1 2025 Reduced 1.57%
$0
$1.81 Billion 0.11% of portfolio
109,305
Q1 2025 Added 9.68%
$0
$1.75 Billion 0.11% of portfolio
35,897
Q1 2025 Reduced 23.31%
$0
$1.8 Billion 0.11% of portfolio
4,764
Q1 2025 Reduced 5.1%
$0
$1.68 Billion 0.11% of portfolio
40,264
Q1 2025 Reduced 3.13%
$199B
$1.77 Billion 0.11% of portfolio
64,680
Q1 2025 Reduced 4.4%
$0
$1.7 Billion 0.11% of portfolio
13,776
Q1 2025 Added 25.52%
$96.2B
$1.77 Billion 0.11% of portfolio
6,504
Q1 2025 Added 57.63%
$0
$1.75 Billion 0.11% of portfolio
62,316
Q1 2025 Added 0.15%
$0
$1.7 Billion 0.11% of portfolio
47,520
Q1 2025 Reduced 14.25%
$0
$1.66 Billion 0.1% of portfolio
75,456
Q1 2025 Added 5.08%
$0
$1.68 Billion 0.1% of portfolio
13,494
Q1 2025 Reduced 25.5%
$3.61B
$1.55 Billion 0.1% of portfolio
25,109
Q1 2025 Reduced 0.1%
$0
$1.56 Billion 0.1% of portfolio
9,383
Q1 2025 Reduced 0.57%
$138B
$1.58 Billion 0.1% of portfolio
7,378
Q1 2025 Reduced 14.8%
$228B
$1.53 Billion 0.1% of portfolio
21,380
Q1 2025 Added 76.87%
$0
$1.43 Billion 0.09% of portfolio
28,323
Q1 2025 Added 20.02%
$0
$1.47 Billion 0.09% of portfolio
45,533
Q1 2025 Reduced 12.76%
$0
$1.51 Billion 0.09% of portfolio
51,160
Q1 2025 Added 6.74%

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
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