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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$88.7 Billion 5.54% of portfolio
814,053
Q1 2025 Reduced 14.34%
$3.35T
$49.5 Billion 3.09% of portfolio
234,306
Q1 2025 Reduced 9.47%
$2.3T
$33.8 Billion 2.11% of portfolio
180,251
Q1 2025 Reduced 0.42%
$3.75T
$33.1 Billion 2.07% of portfolio
84,037
Q1 2025 Reduced 9.44%
$1.62T
$27.8 Billion 1.74% of portfolio
50,207
Q1 2025 Reduced 38.04%
$112B
$24.3 Billion 1.52% of portfolio
126,910
Q1 2025 Added 33.92%
$1.07T
$22.1 Billion 1.38% of portfolio
138,251
Q1 2025 Added 2.26%
$236B
$21.8 Billion 1.36% of portfolio
226,556
Q1 2025 Added 30.07%
$434B
$21.1 Billion 1.32% of portfolio
21,247
Q1 2025 Reduced 10.54%
$1.19T
$19.3 Billion 1.21% of portfolio
117,354
Q1 2025 Added 43.56%
$1.11T
$17.2 Billion 1.07% of portfolio
105,907
Q1 2025 Added 0.34%
$57.1B
$15.9 Billion 1.0% of portfolio
85,358
Q1 2025 Reduced 5.93%
$293B
$14.7 Billion 0.92% of portfolio
126,605
Q1 2025 Added 415.18%
$68.3B
$13.9 Billion 0.87% of portfolio
86,885
Q1 2025 Reduced 13.36%
$17.1B
$13.9 Billion 0.87% of portfolio
1,047,039
Q1 2025 Added 66.15%
$14.7B
$11.2 Billion 0.7% of portfolio
223,094
Q1 2025 Added 91.1%
$209M
$9.31 Billion 0.58% of portfolio
736,600
Q3 2024 Reduced 0.12%
$410B
$8.04 Billion 0.5% of portfolio
51,600
Q1 2025 Reduced 3.52%
$1T
$7.58 Billion 0.47% of portfolio
25,964
Q1 2025 Reduced 19.28%
$847B
$6.65 Billion 0.42% of portfolio
27,186
Q1 2025 Added 3.45%
$760B
$6.22 Billion 0.39% of portfolio
7,031
Q1 2025 Added 15.0%
$300B
$6.29 Billion 0.39% of portfolio
86,887
Q1 2025 Added 9.98%
$183B
$5.91 Billion 0.37% of portfolio
11,472
Q1 2025 Added 58.74%
$175B
$5.21 Billion 0.33% of portfolio
121,297
Q1 2025 Added 10.38%
$260B
$4.93 Billion 0.31% of portfolio
51,361
Q1 2025 Added 152.89%
$280B
$4.92 Billion 0.31% of portfolio
28,903
Q1 2025 Reduced 10.32%
$8.97B
$4.73 Billion 0.3% of portfolio
145,044
Q1 2025 Added 0.38%
$278B
$4.64 Billion 0.29% of portfolio
80,999
Q1 2025 Added 15.99%
$527B
$4.49 Billion 0.28% of portfolio
8,329
Q1 2025 Added 37.15%
$104B
$3.97 Billion 0.25% of portfolio
67,626
Q1 2025 Added 5.59%
$631B
$3.96 Billion 0.25% of portfolio
7,403
Q1 2025 Added 3.39%
$45.5B
$3.93 Billion 0.25% of portfolio
27,939
Q1 2025 Reduced 16.3%
$475B
$3.85 Billion 0.24% of portfolio
35,545
Q1 2025 Added 6.41%
$339B
$3.85 Billion 0.24% of portfolio
19,893
Q1 2025 Added 9.88%
$104B
$3.76 Billion 0.24% of portfolio
13,031
Q1 2025 Reduced 1.68%
$102B
$3.78 Billion 0.24% of portfolio
8,765
Q1 2025 Added 199.15%
$297B
$3.85 Billion 0.24% of portfolio
27,647
Q1 2025 Reduced 12.36%
$378B
$3.61 Billion 0.23% of portfolio
90,295
Q1 2025 Added 11.5%
$562B
$3.43 Billion 0.21% of portfolio
3,051
Q1 2025 Added 16.14%
$320B
$3.15 Billion 0.2% of portfolio
4,736
Q1 2025 Added 56.56%
$379B
$3.21 Billion 0.2% of portfolio
8,938
Q1 2025 Added 21.01%
$14B
$3.03 Billion 0.19% of portfolio
26,896
Q1 2025 Added 0.03%
$364B
$2.85 Billion 0.18% of portfolio
17,582
Q1 2025 Reduced 10.01%
$121B
$2.91 Billion 0.18% of portfolio
5,773
Q1 2025 Added 16.72%
$194B
$2.71 Billion 0.17% of portfolio
2,873
Q1 2025 Added 19.76%
$176B
$2.61 Billion 0.16% of portfolio
8,745
Q1 2025 Added 15.19%
$72.9B
$2.53 Billion 0.16% of portfolio
16,266
Q1 2025 Added 24.67%
$260B
$2.4 Billion 0.15% of portfolio
8,977
Q1 2025 Added 22.0%
$124B
$2.38 Billion 0.15% of portfolio
5,000
Q1 2025 Reduced 54.34%

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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