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
$15.9B
$629 Million 0.04% of portfolio
10,377
Q1 2025 New
$58.4B
$574 Million 0.04% of portfolio
2,571
Q1 2025 Added 39.58%
$98.9B
$601 Million 0.04% of portfolio
1,701
Q1 2025 Added 13.02%
Blackrock ETF Trust
-
$588 Million 0.04% of portfolio
-
Q1 2025 Reduced 9.69%
$42.2B
$629 Million 0.04% of portfolio
15,597
Q1 2025 Reduced 4.04%
$9.37B
$573 Million 0.04% of portfolio
12,569
Q1 2025 Added 33.32%
$151B
$617 Million 0.04% of portfolio
2,917
Q1 2025 Added 5.08%
$6.21B
$681 Million 0.04% of portfolio
35,466
Q1 2025 Reduced 8.91%
$0
$589 Million 0.04% of portfolio
17,200
Q1 2025 New
$0
$591 Million 0.04% of portfolio
13,779
Q2 2024 New
$159B
$665 Million 0.04% of portfolio
10,536
Q1 2025 Added 0.28%
$54.7B
$635 Million 0.04% of portfolio
3,424
Q1 2025 Reduced 3.9%
$8.04B
$658 Million 0.04% of portfolio
10,702
Q1 2025 Added 35.13%
$0
$596 Million 0.04% of portfolio
23,239
Q1 2025 Added 1.01%
$0
$624 Million 0.04% of portfolio
7,682
Q1 2025 Reduced 27.23%
$0
$589 Million 0.04% of portfolio
29,274
Q1 2025 Reduced 0.05%
$0
$606 Million 0.04% of portfolio
26,288
Q1 2025 Reduced 22.12%
$5.64B
$605 Million 0.04% of portfolio
8,265
Q1 2025 Added 34.04%
Atlanta Braves Hldgs Inc
-
$614 Million 0.04% of portfolio
-
Q1 2025 Reduced 1.09%
$213B
$654 Million 0.04% of portfolio
133
Q1 2025 Reduced 5.0%
$17.9B
$610 Million 0.04% of portfolio
1,534
Q1 2025 Added 43.9%
$88.9B
$562 Million 0.04% of portfolio
4,196
Q1 2025 Added 58.52%
$0
$635 Million 0.04% of portfolio
12,477
Q1 2025 Reduced 33.75%
Vanguard Malvern Fds
-
$618 Million 0.04% of portfolio
-
Q1 2025 New
$152B
$572 Million 0.04% of portfolio
3,822
Q1 2025 Reduced 61.43%
$0
$704 Million 0.04% of portfolio
5,401
Q1 2025 Reduced 90.78%
Amplify ETF Tr
-
$656 Million 0.04% of portfolio
-
Q4 2024 Added 2.68%
$0
$658 Million 0.04% of portfolio
9,005
Q1 2025 Reduced 10.15%
$0
$672 Million 0.04% of portfolio
5,557
Q1 2025 Added 7.8%
First Tr Exchng Traded Fd Vi
-
$575 Million 0.04% of portfolio
-
Q1 2025 Reduced 5.99%
$0
$715 Million 0.04% of portfolio
16,328
Q1 2025 Reduced 14.7%
$0
$575 Million 0.04% of portfolio
6,535
Q1 2025 Added 11.94%
$0
$606 Million 0.04% of portfolio
16,107
Q1 2025 Added 32.11%
$84.9B
$568 Million 0.04% of portfolio
1,228
Q1 2025 New
$0
$671 Million 0.04% of portfolio
8,183
Q1 2025 Reduced 5.83%
$6.67B
$625 Million 0.04% of portfolio
12,677
Q1 2025 Added 49.63%
$0
$652 Million 0.04% of portfolio
2,617
Q1 2025 Reduced 1.47%
$165B
$430 Million 0.03% of portfolio
874
Q1 2025 New
$93.1B
$532 Million 0.03% of portfolio
11,399
Q1 2025 Reduced 44.58%
$168B
$529 Million 0.03% of portfolio
41,630
Q1 2025 Added 33.47%
$0
$556 Million 0.03% of portfolio
11,232
Q1 2025 Added 0.01%
$92.1B
$490 Million 0.03% of portfolio
7,457
Q1 2025 Reduced 51.41%
$174B
$538 Million 0.03% of portfolio
8,251
Q1 2025 Reduced 23.95%
$24.1B
$471 Million 0.03% of portfolio
2,101
Q1 2025 Added 36.16%
$87.4B
$466 Million 0.03% of portfolio
1,044
Q1 2025 New
$0
$460 Million 0.03% of portfolio
20,031
Q1 2025 Reduced 68.9%
$14.7B
$557 Million 0.03% of portfolio
4,779
Q1 2025 Added 31.04%
$93.7B
$540 Million 0.03% of portfolio
38,430
Q1 2025 Added 22.83%
$0
$439 Million 0.03% of portfolio
20,545
Q1 2025 New

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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