Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024

Diversify Advisory Services, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.86 Trillion distributed in 632 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $140B, Spdr S&P 500 ETF Trust with a value of $108B, Invesco Qqq Trust, Series 1 with a value of $74.9B, Apple Inc. with a value of $68B, and Invesco ETF Tr Ii Sr Ln ETF with a value of $63.6B.

Examining the 13F form we can see an increase of $34.6B in the current position value, from $1.82T to 1.86T.

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 $1.86 Trillion
ETFs: $912 Billion
Technology: $383 Billion
Communication Services: $109 Billion
Financial Services: $92.5 Billion
Consumer Cyclical: $80.9 Billion
Healthcare: $73.7 Billion
Energy: $58.2 Billion
Consumer Defensive: $57.5 Billion
Other: $62.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$140 Billion 7.54% of portfolio
976,640
Q3 2024 Added 9.62%
$0
$108 Billion 5.82% of portfolio
185,605
Q3 2024 Added 16.21%
$0
$74.9 Billion 4.03% of portfolio
150,967
Q3 2024 Reduced 31.54%
$4.09T
$68 Billion 3.66% of portfolio
288,349
Q3 2024 Reduced 0.14%
$0
$63.6 Billion 3.42% of portfolio
3,023,562
Q3 2024 Added 5.15%
$1.32T
$49 Billion 2.63% of portfolio
84,120
Q3 2024 Added 47.63%
$0
$46.8 Billion 2.52% of portfolio
1,972,444
Q3 2024 Added 189.17%
$0
$42.5 Billion 2.28% of portfolio
764,313
Q3 2024 Added 42.54%
$3.25T
$39.1 Billion 2.1% of portfolio
91,502
Q3 2024 Added 1.16%
$2.29T
$35 Billion 1.88% of portfolio
184,604
Q3 2024 Reduced 38.21%
$0
$28.2 Billion 1.52% of portfolio
257,311
Q3 2024 Added 25.61%
$0
$25.4 Billion 1.37% of portfolio
47,458
Q3 2024 Added 17.17%
$0
$22.9 Billion 1.23% of portfolio
39,102
Q3 2024 Reduced 6.52%
$0
$22.6 Billion 1.21% of portfolio
102,066
Q3 2024 Added 2,593.75%
$422B
$21 Billion 1.13% of portfolio
23,483
Q3 2024 Reduced 2.14%
$1.14T
$20.6 Billion 1.11% of portfolio
124,858
Q3 2024 Reduced 35.93%
$55.9B
$18 Billion 0.97% of portfolio
47,872
Q3 2024 Reduced 7.52%
$192B
$17.8 Billion 0.96% of portfolio
115,429
Q3 2024 Reduced 7.06%
$58.2B
$14.9 Billion 0.8% of portfolio
906,789
Q3 2024 Added 6.06%
$4.5B
$14.3 Billion 0.77% of portfolio
338,077
Q3 2024 Added 8.86%
$0
$13 Billion 0.7% of portfolio
159,125
Q3 2024 Added 7.7%
$0
$12.4 Billion 0.67% of portfolio
145,978
Q3 2024 Added 22.29%
$0
$11.6 Billion 0.63% of portfolio
221,246
Q3 2024 Added 8.61%
$0
$11.7 Billion 0.63% of portfolio
219,542
Q3 2024 Added 12.85%
$148B
$11.7 Billion 0.63% of portfolio
406,186
Q3 2024 Added 3.69%
$89.4B
$11.4 Billion 0.61% of portfolio
63,276
Q3 2024 Added 925.71%
$83.5B
$11.1 Billion 0.6% of portfolio
43,835
Q3 2024 Added 8.83%
$0
$11.2 Billion 0.6% of portfolio
243,081
Q3 2024 Reduced 11.39%
$53.2B
$10.8 Billion 0.58% of portfolio
93,362
Q3 2024 Added 164.87%
$0
$10.8 Billion 0.58% of portfolio
71,491
Q3 2024 Added 8.52%
$0
$10.2 Billion 0.55% of portfolio
138,892
Q3 2024 Added 12.21%
$243M
$9.8 Billion 0.53% of portfolio
736,600
Q3 2024 Reduced 0.12%
$0
$9.67 Billion 0.52% of portfolio
299,920
Q3 2024 Reduced 61.41%
$378B
$9.44 Billion 0.51% of portfolio
57,735
Q3 2024 Reduced 3.06%
$0
$9.28 Billion 0.5% of portfolio
182,727
Q3 2024 Added 4.36%
$1.02T
$9.1 Billion 0.49% of portfolio
45,849
Q3 2024 Added 0.83%
$0
$8.84 Billion 0.48% of portfolio
243,443
Q3 2024 Reduced 6.79%
$12.3B
$8.61 Billion 0.46% of portfolio
813,589
Q3 2024 Added 7.43%
$0
$8.34 Billion 0.45% of portfolio
92,401
Q3 2024 Reduced 48.75%
$730B
$8.1 Billion 0.44% of portfolio
8,912
Q3 2024 Added 13.08%
$519B
$8.21 Billion 0.44% of portfolio
28,825
Q3 2024 Reduced 7.82%
$0
$7.91 Billion 0.43% of portfolio
27,485
Q3 2024 Added 29.16%
$0
$7.64 Billion 0.41% of portfolio
82,946
Q3 2024 Added 10.47%
$697B
$6.98 Billion 0.38% of portfolio
31,134
Q3 2024 Reduced 32.61%
$128B
$6.97 Billion 0.37% of portfolio
12,080
Q3 2024 Reduced 10.91%
$3.1B
$6.93 Billion 0.37% of portfolio
137,572
Q3 2024 Added 14.76%
$1.33T
$6.76 Billion 0.36% of portfolio
31,017
Q3 2024 Reduced 2.53%
$0
$6.69 Billion 0.36% of portfolio
145,195
Q3 2024 Added 9.48%
$0
$6.73 Billion 0.36% of portfolio
147,854
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 632
  • Current Value $1.86 Trillion
  • Prior Value $1.82 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 230 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 305 stocks
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