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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$364B
$140 Billion 7.54% of portfolio
976,640
Q3 2024 Added 9.62%
$3.68T
$68 Billion 3.66% of portfolio
288,349
Q3 2024 Reduced 0.14%
$1.26T
$49 Billion 2.63% of portfolio
84,120
Q3 2024 Added 47.63%
$3.1T
$39.1 Billion 2.1% of portfolio
91,502
Q3 2024 Added 1.16%
$2.07T
$35 Billion 1.88% of portfolio
184,604
Q3 2024 Reduced 38.21%
$411B
$21 Billion 1.13% of portfolio
23,483
Q3 2024 Reduced 2.14%
$1.06T
$20.6 Billion 1.11% of portfolio
124,858
Q3 2024 Reduced 35.93%
$1.08T
$19.1 Billion 1.03% of portfolio
114,692
Q3 2024 Reduced 7.6%
$117B
$18 Billion 0.97% of portfolio
47,872
Q3 2024 Reduced 7.52%
$222B
$17.8 Billion 0.96% of portfolio
115,429
Q3 2024 Reduced 7.06%
$56.4B
$14.9 Billion 0.8% of portfolio
906,789
Q3 2024 Added 6.06%
$5.51B
$14.3 Billion 0.77% of portfolio
338,077
Q3 2024 Added 8.86%
$140B
$11.7 Billion 0.63% of portfolio
406,186
Q3 2024 Added 3.69%
$66.1B
$11.4 Billion 0.61% of portfolio
63,276
Q3 2024 Added 925.71%
$41.3B
$10.8 Billion 0.58% of portfolio
93,362
Q3 2024 Added 164.87%
$249M
$9.8 Billion 0.53% of portfolio
736,600
Q3 2024 Reduced 0.12%
$977B
$9.1 Billion 0.49% of portfolio
45,849
Q3 2024 Added 0.83%
$11.7B
$8.61 Billion 0.46% of portfolio
813,589
Q3 2024 Added 7.43%
$716B
$8.1 Billion 0.44% of portfolio
8,912
Q3 2024 Added 13.08%
$503B
$8.21 Billion 0.44% of portfolio
28,825
Q3 2024 Reduced 7.82%
$706B
$6.98 Billion 0.38% of portfolio
31,134
Q3 2024 Reduced 32.61%
$140B
$6.97 Billion 0.37% of portfolio
12,080
Q3 2024 Reduced 10.91%
$3.55B
$6.93 Billion 0.37% of portfolio
137,572
Q3 2024 Added 14.76%
$1.08T
$6.76 Billion 0.36% of portfolio
31,017
Q3 2024 Reduced 2.53%
$272B
$6.47 Billion 0.35% of portfolio
93,105
Q3 2024 Added 59.12%
$177B
$6.09 Billion 0.33% of portfolio
146,673
Q3 2024 Added 16.61%
$316B
$5.86 Billion 0.32% of portfolio
38,824
Q3 2024 Reduced 5.29%
$202B
$5.75 Billion 0.31% of portfolio
43,794
Q3 2024 Reduced 10.71%
$232B
$5.43 Billion 0.29% of portfolio
11,010
Q3 2024 Added 20.64%
$230B
$5.3 Billion 0.28% of portfolio
52,746
Q3 2024 New
$98B
$4.98 Billion 0.27% of portfolio
61,519
Q3 2024 Added 27.01%
$236B
$4.99 Billion 0.27% of portfolio
88,217
Q3 2024 Reduced 4.69%
$48.4B
$5.04 Billion 0.27% of portfolio
34,603
Q3 2024 Reduced 2.13%
$501B
$5.05 Billion 0.27% of portfolio
41,822
Q3 2024 Added 1.25%
$562B
$4.8 Billion 0.26% of portfolio
8,415
Q3 2024 Reduced 22.01%
$14.5B
$4.72 Billion 0.25% of portfolio
107,379
Q3 2024 Added 17.5%
$297B
$4.64 Billion 0.25% of portfolio
24,577
Q3 2024 Reduced 14.63%
$54.9B
$4.66 Billion 0.25% of portfolio
115,426
Q3 2024 New
$112B
$4.01 Billion 0.22% of portfolio
43,986
Q3 2024 Reduced 7.3%
$370B
$4.18 Billion 0.22% of portfolio
98,757
Q3 2024 Reduced 8.23%
$610B
$3.82 Billion 0.21% of portfolio
8,276
Q3 2024 Added 3.17%
$405B
$3.87 Billion 0.21% of portfolio
22,822
Q3 2024 Reduced 13.84%
$30B
$3.96 Billion 0.21% of portfolio
43,048
Q3 2024 New
$514B
$3.73 Billion 0.2% of portfolio
21,272
Q3 2024 Added 21.71%
$208B
$3.46 Billion 0.19% of portfolio
35,740
Q3 2024 Reduced 6.21%
$154B
$3.46 Billion 0.19% of portfolio
10,819
Q3 2024 Reduced 7.48%
$192B
$3.5 Billion 0.19% of portfolio
15,089
Q3 2024 Reduced 19.42%
$489B
$3.56 Billion 0.19% of portfolio
6,934
Q3 2024 Reduced 15.6%
$131B
$3.56 Billion 0.19% of portfolio
21,114
Q3 2024 Reduced 14.01%

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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