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
$72.3B
$1.31 Billion 0.07% of portfolio
23,651
Q4 2024 Added 0.58%
$199B
$1.36 Billion 0.07% of portfolio
11,797
Q4 2024 Reduced 41.64%
$276B
$1.2 Billion 0.07% of portfolio
17,215
Q4 2024 Reduced 37.1%
$202B
$1.24 Billion 0.07% of portfolio
4,213
Q4 2024 Reduced 23.44%
$0
$1.32 Billion 0.07% of portfolio
26,927
Q4 2024 Added 28.38%
$0
$1.29 Billion 0.07% of portfolio
28,529
Q4 2024 Reduced 3.55%
$124B
$1.19 Billion 0.07% of portfolio
4,146
Q4 2024 Reduced 49.92%
$0
$1.26 Billion 0.07% of portfolio
46,822
Q4 2024 Added 8.16%
$21.1B
$1.06 Billion 0.06% of portfolio
7,735
Q4 2024 Reduced 57.39%
$0
$1.11 Billion 0.06% of portfolio
17,314
Q4 2024 Reduced 3.78%
$103B
$1.1 Billion 0.06% of portfolio
6,415
Q3 2024 Added 1.74%
$41.2B
$1.15 Billion 0.06% of portfolio
24,472
Q4 2024 Reduced 1.42%
$0
$1.03 Billion 0.06% of portfolio
16,349
Q4 2024 Added 2.94%
$0
$1.13 Billion 0.06% of portfolio
30,355
Q4 2024 Reduced 31.84%
$0
$1.12 Billion 0.06% of portfolio
10,881
Q4 2024 Reduced 35.5%
$0
$1.1 Billion 0.06% of portfolio
19,361
Q4 2024 Reduced 14.53%
$0
$1.09 Billion 0.06% of portfolio
48,352
Q4 2024 Reduced 23.64%
$47.4B
$1.02 Billion 0.06% of portfolio
33,476
Q4 2024 Reduced 0.15%
$80.6B
$1.02 Billion 0.06% of portfolio
2,930
Q4 2024 Reduced 34.39%
$3.67B
$1.09 Billion 0.06% of portfolio
15,278
Q4 2024 Reduced 59.1%
$0
$999 Million 0.06% of portfolio
32,702
Q4 2024 Reduced 0.1%
$0
$1.06 Billion 0.06% of portfolio
30,989
Q4 2024 Reduced 0.12%
$0
$1.09 Billion 0.06% of portfolio
34,650
Q2 2024 Reduced 10.58%
$0
$1.05 Billion 0.06% of portfolio
26,160
Q4 2024 Added 1.47%
$6.73B
$1.02 Billion 0.06% of portfolio
40,128
Q4 2024 Reduced 22.57%
$5.27B
$1.18 Billion 0.06% of portfolio
81,006
Q4 2024 Added 0.2%
$0
$1.04 Billion 0.06% of portfolio
14,182
Q4 2024 Reduced 17.59%
$0
$1.17 Billion 0.06% of portfolio
15,474
Q4 2024 Added 23.68%
Profesionally Managed Portfo
-
$1.02 Billion 0.06% of portfolio
-
Q4 2024 Reduced 31.85%
$0
$884 Million 0.05% of portfolio
6,382
Q4 2024 Added 15.41%
$95.4B
$946 Million 0.05% of portfolio
4,126
Q4 2024 New
$36.7B
$911 Million 0.05% of portfolio
12,373
Q4 2024 Reduced 14.15%
American Healthcare Reit Inc
-
$955 Million 0.05% of portfolio
-
Q4 2024 Added 1.26%
$0
$897 Million 0.05% of portfolio
17,610
Q4 2024 Reduced 92.04%
Vanguard Calif Tax Free Fds
-
$896 Million 0.05% of portfolio
-
Q4 2024 Reduced 31.86%
$0
$978 Million 0.05% of portfolio
3,422
Q4 2024 Added 64.76%
$139B
$837 Million 0.05% of portfolio
12,425
Q4 2024 Reduced 1.85%
$0
$934 Million 0.05% of portfolio
5,139
Q4 2024 New
$68.9B
$877 Million 0.05% of portfolio
1,780
Q4 2024 New
$0
$959 Million 0.05% of portfolio
18,832
Q4 2024 Added 47.21%
$178B
$936 Million 0.05% of portfolio
10,849
Q4 2024 Reduced 22.08%
$28.9B
$829 Million 0.05% of portfolio
4,557
Q4 2024 Reduced 2.04%
$87.7B
$863 Million 0.05% of portfolio
15,348
Q4 2024 Reduced 33.26%
$44.7B
$834 Million 0.05% of portfolio
16,253
Q4 2024 Reduced 20.03%
$88.6B
$894 Million 0.05% of portfolio
20,567
Q4 2024 Reduced 7.8%
$0
$856 Million 0.05% of portfolio
1,395
Q4 2024 Added 27.05%
$0
$906 Million 0.05% of portfolio
2,663
Q4 2024 Reduced 4.35%
$85.7B
$935 Million 0.05% of portfolio
7,586
Q4 2024 Reduced 64.02%
$0
$976 Million 0.05% of portfolio
37,888
Q4 2024 Added 0.02%

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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