Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025

Diversify Advisory Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.61 Trillion distributed in 825 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $200B, Spdr S&P 500 ETF Trust with a value of $161B, Invesco Qqq Trust, Series 1 with a value of $105B, Invesco ETF Tr Ii Sr Ln ETF with a value of $85.5B, and Spdr Gold Trust with a value of $75.8B.

Examining the 13F form we can see an increase of $1.01T in the current position value, from $1.6T to 2.61T.

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 $2.61 Trillion
Technology: $668 Billion
Financial Services: $153 Billion
Communication Services: $139 Billion
Consumer Cyclical: $116 Billion
Healthcare: $87 Billion
Consumer Defensive: $68.1 Billion
Industrials: $61.4 Billion
Energy: $33.7 Billion
Other: $64.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.9B
$4.23 Billion 0.16% of portfolio
28,569
Q2 2025 Added 2.25%
$0
$3.94 Billion 0.15% of portfolio
154,716
Q2 2025 Added 23.88%
$0
$4.05 Billion 0.15% of portfolio
195,377
Q2 2025 Reduced 17.95%
$0
$3.88 Billion 0.15% of portfolio
89,896
Q2 2025 Reduced 0.76%
$88.5B
$3.95 Billion 0.15% of portfolio
16,956
Q2 2025 Added 91.16%
$235B
$3.8 Billion 0.15% of portfolio
28,998
Q2 2025 Added 155.87%
Lam Research Corp
-
$3.86 Billion 0.15% of portfolio
-
Q2 2025 Added 27.96%
$197B
$3.7 Billion 0.14% of portfolio
38,616
Q2 2025 Added 266.34%
$0
$3.57 Billion 0.14% of portfolio
43,013
Q2 2025 Added 26.23%
$0
$3.78 Billion 0.14% of portfolio
32,656
Q2 2025 Reduced 22.03%
$163B
$3.64 Billion 0.14% of portfolio
27,270
Q2 2025 Added 557.9%
$0
$3.64 Billion 0.14% of portfolio
185,983
Q2 2025 Reduced 0.81%
$224B
$3.78 Billion 0.14% of portfolio
12,526
Q2 2025 Added 63.1%
$283B
$3.72 Billion 0.14% of portfolio
35,898
Q2 2025 Reduced 30.11%
$0
$3.51 Billion 0.13% of portfolio
44,152
Q2 2025 Added 20.36%
$0
$3.5 Billion 0.13% of portfolio
47,594
Q2 2025 Added 5.32%
$482M
$3.31 Billion 0.13% of portfolio
222,500
Q2 2025 Added 1,136.11%
$380B
$3.47 Billion 0.13% of portfolio
22,399
Q2 2025 Added 27.4%
$0
$3.12 Billion 0.12% of portfolio
31,066
Q2 2025 Reduced 56.82%
$251B
$3.03 Billion 0.12% of portfolio
10,001
Q2 2025 Added 107.06%
$0
$3.1 Billion 0.12% of portfolio
133,755
Q2 2025 New
$147B
$3.06 Billion 0.12% of portfolio
10,738
Q2 2025 Added 60.13%
$0
$3.18 Billion 0.12% of portfolio
110,195
Q2 2025 Added 76.83%
$0
$3.24 Billion 0.12% of portfolio
182,944
Q2 2025 Added 524.94%
$168B
$3.16 Billion 0.12% of portfolio
9,349
Q2 2025 Added 45.19%
$176B
$3.12 Billion 0.12% of portfolio
20,890
Q2 2025 Added 41.15%
Celestica Inc
-
$3.21 Billion 0.12% of portfolio
-
Q2 2025 Added 63.47%
$0
$3.26 Billion 0.12% of portfolio
49,016
Q2 2025 Reduced 2.95%
$0
$3.16 Billion 0.12% of portfolio
22,936
Q2 2025 Added 48.79%
$79.4B
$2.9 Billion 0.11% of portfolio
42,593
Q2 2025 Added 16.44%
$0
$2.9 Billion 0.11% of portfolio
171,264
Q2 2025 Added 0.07%
$0
$2.86 Billion 0.11% of portfolio
43,054
Q2 2025 Reduced 4.9%
$242B
$2.79 Billion 0.11% of portfolio
12,024
Q2 2025 Added 33.94%
$212B
$2.97 Billion 0.11% of portfolio
26,147
Q2 2025 Added 6.65%
$126B
$2.94 Billion 0.11% of portfolio
31,882
Q2 2025 Added 20.32%
$124B
$2.94 Billion 0.11% of portfolio
6,819
Q2 2025 Added 36.38%
$65B
$2.98 Billion 0.11% of portfolio
45,324
Q2 2025 Added 103.47%
$99.4B
$2.83 Billion 0.11% of portfolio
7,291
Q2 2025 Added 26.29%
$0
$2.92 Billion 0.11% of portfolio
41,125
Q2 2025 Reduced 50.43%
$24B
$2.85 Billion 0.11% of portfolio
22,750
Q2 2025 Added 33.82%
$306B
$2.75 Billion 0.11% of portfolio
9,983
Q2 2025 Added 197.64%
$0
$2.8 Billion 0.11% of portfolio
115,078
Q2 2025 New
$45.7B
$2.82 Billion 0.11% of portfolio
29,334
Q2 2025 Added 614.07%
$40B
$2.61 Billion 0.1% of portfolio
9,468
Q2 2025 Added 83.38%
$0
$2.72 Billion 0.1% of portfolio
14,713
Q2 2025 Reduced 44.64%
$0
$2.57 Billion 0.1% of portfolio
18,304
Q2 2025 Added 17.41%
$0
$2.6 Billion 0.1% of portfolio
26,249
Q2 2025 Reduced 29.58%
$192B
$2.63 Billion 0.1% of portfolio
3,077
Q2 2025 Added 7.1%
$187B
$2.7 Billion 0.1% of portfolio
3,785
Q2 2025 Added 6.8%

Summary

  • Portfolio
  • No. of Stocks 825
  • Current Value $2.61 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 243 stocks
  • Additional Purchases 432 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 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