Diversify Advisory Services, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.7 Trillion distributed in 628 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 $66B, Nvidia Corp with a value of $65.9B, Invesco ETF Tr Ii Sr Ln ETF with a value of $58.7B, Invesco Qqq Trust, Series 1 with a value of $50B, and Apple Inc. with a value of $47.2B.

Examining the 13F form we can see an increase of $1.7T in the current position value.

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 $1.7 Trillion
ETFs: $793 Billion
Technology: $287 Billion
Financial Services: $123 Billion
Healthcare: $94 Billion
Communication Services: $89 Billion
Consumer Cyclical: $85.4 Billion
Energy: $64.3 Billion
Consumer Defensive: $57.9 Billion
Other: $90 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 628
  • Current Value $1.7 Trillion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 628 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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