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
$171B
$2.39 Billion 0.15% of portfolio
6,439
Q1 2025 Added 18.06%
$85.5B
$2.43 Billion 0.15% of portfolio
36,580
Q1 2025 Reduced 30.06%
$222B
$2.42 Billion 0.15% of portfolio
7,680
Q1 2025 Added 11.99%
$243B
$2.48 Billion 0.15% of portfolio
4,517
Q1 2025 Added 30.4%
$55.3B
$2.24 Billion 0.14% of portfolio
17,817
Q1 2025 Added 16.78%
$219B
$2.24 Billion 0.14% of portfolio
24,516
Q1 2025 Reduced 14.28%
$281B
$2.24 Billion 0.14% of portfolio
5,465
Q1 2025 Reduced 13.02%
$116B
$2.23 Billion 0.14% of portfolio
16,720
Q1 2025 Added 31.88%
$212B
$2.21 Billion 0.14% of portfolio
3,544
Q1 2025 Added 20.67%
$119B
$2.24 Billion 0.14% of portfolio
26,498
Q1 2025 Reduced 19.0%
$173B
$2.09 Billion 0.13% of portfolio
14,201
Q1 2025 Added 13.84%
$94.1B
$2.03 Billion 0.13% of portfolio
8,870
Q1 2025 Added 4.06%
$618B
$1.98 Billion 0.12% of portfolio
14,057
Q1 2025 Added 6.99%
$159B
$1.94 Billion 0.12% of portfolio
6,706
Q1 2025 Reduced 8.39%
$48.4B
$1.8 Billion 0.11% of portfolio
23,651
Q1 2025 Added 24.47%
$254B
$1.72 Billion 0.11% of portfolio
7,191
Q1 2025 Added 2.61%
$194B
$1.77 Billion 0.11% of portfolio
64,680
Q1 2025 Reduced 4.4%
$99.6B
$1.77 Billion 0.11% of portfolio
6,504
Q1 2025 Added 57.63%
$3.95B
$1.55 Billion 0.1% of portfolio
25,109
Q1 2025 Reduced 0.1%
$143B
$1.58 Billion 0.1% of portfolio
7,378
Q1 2025 Reduced 14.8%
$222B
$1.53 Billion 0.1% of portfolio
21,380
Q1 2025 Added 76.87%
$10.3B
$1.51 Billion 0.09% of portfolio
42,984
Q1 2025 Added 7.12%
$167B
$1.42 Billion 0.09% of portfolio
3,316
Q1 2025 Reduced 0.99%
$219B
$1.39 Billion 0.09% of portfolio
11,058
Q1 2025 Reduced 6.26%
$126B
$1.38 Billion 0.09% of portfolio
4,662
Q1 2025 Added 12.45%
$21.7B
$1.51 Billion 0.09% of portfolio
9,433
Q1 2025 Added 21.95%
$187B
$1.49 Billion 0.09% of portfolio
11,099
Q1 2025 Added 30.35%
$77.3B
$1.37 Billion 0.09% of portfolio
14,743
Q1 2025 Added 0.1%
$139B
$1.46 Billion 0.09% of portfolio
14,800
Q1 2025 Added 11.95%
$231B
$1.48 Billion 0.09% of portfolio
11,333
Q1 2025 Reduced 21.92%
$71.9B
$1.5 Billion 0.09% of portfolio
25,212
Q1 2025 Added 6.6%
$212B
$1.41 Billion 0.09% of portfolio
16,620
Q1 2025 Added 14.51%
$317B
$1.21 Billion 0.08% of portfolio
17,004
Q1 2025 Reduced 1.23%
$240B
$1.29 Billion 0.08% of portfolio
4,830
Q1 2025 Added 14.65%
$142B
$1.32 Billion 0.08% of portfolio
55,295
Q1 2025 Added 2.19%
$3.39B
$1.06 Billion 0.07% of portfolio
45,539
Q1 2025 Reduced 86.96%
$45.2B
$1.14 Billion 0.07% of portfolio
4,693
Q1 2025 Reduced 58.33%
$101B
$1.08 Billion 0.07% of portfolio
11,861
Q1 2025 Added 21.38%
$153B
$1.04 Billion 0.07% of portfolio
2,265
Q1 2025 Reduced 37.4%
$4.32B
$1.07 Billion 0.07% of portfolio
20,002
Q1 2025 Added 30.92%
$64.5B
$1.15 Billion 0.07% of portfolio
4,245
Q1 2025 Reduced 5.52%
$26.6B
$1.19 Billion 0.07% of portfolio
68,866
Q1 2025 Added 181.56%
$54B
$1.19 Billion 0.07% of portfolio
69,937
Q1 2025 Reduced 92.38%
$87.1B
$1.14 Billion 0.07% of portfolio
3,781
Q1 2025 New
$41.6B
$1.16 Billion 0.07% of portfolio
5,163
Q1 2025 Reduced 68.37%
$108B
$1.04 Billion 0.06% of portfolio
12,248
Q1 2025 Added 76.13%
$61.8B
$988 Million 0.06% of portfolio
16,843
Q1 2025 Added 349.99%
$23.4B
$881 Million 0.06% of portfolio
11,697
Q1 2025 Added 335.8%
$244B
$983 Million 0.06% of portfolio
8,460
Q1 2025 Reduced 14.7%

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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