Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

Diversify Advisory Services, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 612 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 $172B, Nvidia Corp with a value of $129B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $77.8B, and Apple Inc. with a value of $61.3B.

Examining the 13F form we can see an decrease of $46.1B in the current position value, from $1.86T to 1.81T.

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 $1.81 Trillion
ETFs: $909 Billion
Technology: $388 Billion
Communication Services: $112 Billion
Financial Services: $82.7 Billion
Consumer Cyclical: $77 Billion
Energy: $53.3 Billion
Consumer Defensive: $49.6 Billion
Healthcare: $47.4 Billion
Other: $47.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$2.43 Billion 0.13% of portfolio
23,796
Q4 2024 Added 0.89%
$286B
$2.34 Billion 0.13% of portfolio
7,358
Q4 2024 Reduced 24.83%
$17.7B
$2.27 Billion 0.13% of portfolio
26,888
Q4 2024 New
$289B
$2.24 Billion 0.12% of portfolio
3,025
Q4 2024 Added 2.23%
$183B
$2.21 Billion 0.12% of portfolio
5,454
Q4 2024 Reduced 50.46%
$433B
$2.2 Billion 0.12% of portfolio
2,627
Q4 2024 Added 14.27%
$108B
$2.09 Billion 0.12% of portfolio
12,678
Q4 2024 Reduced 39.95%
$76.4B
$2.13 Billion 0.12% of portfolio
13,047
Q4 2024 Reduced 16.58%
$198B
$1.94 Billion 0.11% of portfolio
3,464
Q4 2024 Reduced 13.38%
$131B
$2.03 Billion 0.11% of portfolio
4,946
Q4 2024 Added 2.72%
$168B
$1.92 Billion 0.11% of portfolio
7,320
Q4 2024 Reduced 32.34%
$51.8B
$1.98 Billion 0.11% of portfolio
15,257
Q4 2024 Reduced 18.45%
$145B
$1.95 Billion 0.11% of portfolio
8,660
Q4 2024 Reduced 25.5%
$225B
$1.94 Billion 0.11% of portfolio
6,858
Q4 2024 Reduced 36.6%
$418B
$2.03 Billion 0.11% of portfolio
13,139
Q4 2024 Reduced 38.23%
$20B
$2.03 Billion 0.11% of portfolio
66,106
Q4 2024 Added 211.28%
$204B
$1.82 Billion 0.1% of portfolio
3,349
Q4 2024 Reduced 4.94%
$237B
$1.89 Billion 0.1% of portfolio
20,310
Q4 2024 Added 6.01%
$92.9B
$1.77 Billion 0.1% of portfolio
8,524
Q4 2024 Added 5.99%
$173B
$1.83 Billion 0.1% of portfolio
2,937
Q4 2024 Reduced 19.73%
$3.64B
$1.64 Billion 0.09% of portfolio
25,134
Q4 2024 Added 0.21%
$190B
$1.65 Billion 0.09% of portfolio
24,575
Q4 2024 Added 29.06%
$1.37B
$1.7 Billion 0.09% of portfolio
30,036
Q4 2024 Added 14.48%
$145B
$1.66 Billion 0.09% of portfolio
6,691
Q4 2024 Reduced 14.95%
$133B
$1.7 Billion 0.09% of portfolio
9,910
Q4 2024 Added 47.45%
$223B
$1.63 Billion 0.09% of portfolio
14,514
Q4 2024 Reduced 8.06%
$223B
$1.54 Billion 0.08% of portfolio
7,008
Q4 2024 Reduced 53.56%
$234B
$1.44 Billion 0.08% of portfolio
14,514
Q4 2024 Reduced 27.42%
$77B
$1.39 Billion 0.08% of portfolio
14,728
Q3 2024 Added 4.34%
$130B
$1.37 Billion 0.08% of portfolio
13,220
Q4 2024 Reduced 5.26%
$147B
$1.45 Billion 0.08% of portfolio
54,110
Q4 2024 Reduced 86.68%
$145B
$1.48 Billion 0.08% of portfolio
3,618
Q4 2024 Reduced 13.15%
$161B
$1.53 Billion 0.08% of portfolio
42,209
Q4 2024 Reduced 28.3%
$192B
$1.47 Billion 0.08% of portfolio
67,656
Q4 2024 Added 1.46%
$17.7B
$1.44 Billion 0.08% of portfolio
5,299
Q4 2024 Reduced 44.97%
$13.1B
$1.44 Billion 0.08% of portfolio
15,425
Q4 2024 Reduced 0.01%
$44.1B
$1.4 Billion 0.08% of portfolio
19,001
Q4 2024 Reduced 12.43%
$202B
$1.21 Billion 0.07% of portfolio
8,515
Q4 2024 Reduced 56.2%
$65.1B
$1.32 Billion 0.07% of portfolio
4,493
Q4 2024 Reduced 51.27%
$30.3B
$1.31 Billion 0.07% of portfolio
15,931
Q4 2024 New
$3.4B
$1.22 Billion 0.07% of portfolio
9,761
Q4 2024 Added 356.12%
$211B
$1.22 Billion 0.07% of portfolio
9,918
Q4 2024 Reduced 5.34%
$74.4B
$1.31 Billion 0.07% of portfolio
23,651
Q4 2024 Added 0.58%
$198B
$1.36 Billion 0.07% of portfolio
11,797
Q4 2024 Reduced 41.64%
$282B
$1.2 Billion 0.07% of portfolio
17,215
Q4 2024 Reduced 37.1%
$208B
$1.24 Billion 0.07% of portfolio
4,213
Q4 2024 Reduced 23.44%
$124B
$1.19 Billion 0.07% of portfolio
4,146
Q4 2024 Reduced 49.92%
$20.9B
$1.06 Billion 0.06% of portfolio
7,735
Q4 2024 Reduced 57.39%
$108B
$1.1 Billion 0.06% of portfolio
6,415
Q3 2024 Added 1.74%

Summary

  • Portfolio
  • No. of Stocks 612
  • Current Value $1.81 Trillion
  • Prior Value $1.86 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 72 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email