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
$6.9B
$658 Million 0.04% of portfolio
10,702
Q1 2025 Added 35.13%
$0
$589 Million 0.04% of portfolio
29,274
Q1 2025 Reduced 0.05%
$103B
$710 Million 0.04% of portfolio
13,208
Q1 2025 Added 14.43%
$5.49B
$605 Million 0.04% of portfolio
8,265
Q1 2025 Added 34.04%
$229B
$654 Million 0.04% of portfolio
133
Q1 2025 Reduced 5.0%
$19.4B
$610 Million 0.04% of portfolio
1,534
Q1 2025 Added 43.9%
$84.9B
$562 Million 0.04% of portfolio
4,196
Q1 2025 Added 58.52%
$170B
$572 Million 0.04% of portfolio
3,822
Q1 2025 Reduced 61.43%
$89.2B
$568 Million 0.04% of portfolio
1,228
Q1 2025 New
$6.99B
$625 Million 0.04% of portfolio
12,677
Q1 2025 Added 49.63%
$173B
$430 Million 0.03% of portfolio
874
Q1 2025 New
$91.5B
$532 Million 0.03% of portfolio
11,399
Q1 2025 Reduced 44.58%
$168B
$529 Million 0.03% of portfolio
41,630
Q1 2025 Added 33.47%
$92.7B
$490 Million 0.03% of portfolio
7,457
Q1 2025 Reduced 51.41%
$156B
$538 Million 0.03% of portfolio
8,251
Q1 2025 Reduced 23.95%
$22.6B
$471 Million 0.03% of portfolio
2,101
Q1 2025 Added 36.16%
$14.5B
$557 Million 0.03% of portfolio
4,779
Q1 2025 Added 31.04%
$91.4B
$540 Million 0.03% of portfolio
38,430
Q1 2025 Added 22.83%
$0
$548 Million 0.03% of portfolio
66,627
Q1 2025 Reduced 3.34%
$139B
$423 Million 0.03% of portfolio
733
Q1 2025 Reduced 13.87%
$3.95B
$428 Million 0.03% of portfolio
5,819
Q1 2025 Added 33.31%
$12.2B
$447 Million 0.03% of portfolio
14,354
Q1 2025 Added 13.84%
$6.6B
$451 Million 0.03% of portfolio
11,116
Q1 2025 Added 33.85%
$21.1B
$555 Million 0.03% of portfolio
21,105
Q1 2025 Reduced 68.07%
$0
$526 Million 0.03% of portfolio
63,775
Q1 2025 Reduced 2.26%
$30.2B
$443 Million 0.03% of portfolio
17,223
Q1 2025 Added 9.44%
$45.3B
$486 Million 0.03% of portfolio
3,988
Q1 2025 New
$18.7B
$510 Million 0.03% of portfolio
1,498
Q1 2025 Added 24.73%
$15.4B
$461 Million 0.03% of portfolio
1,306
Q1 2025 Added 19.49%
$120B
$484 Million 0.03% of portfolio
5,270
Q1 2025 Reduced 77.85%
$54.4B
$421 Million 0.03% of portfolio
3,617
Q1 2025 New
$36.5B
$512 Million 0.03% of portfolio
5,832
Q1 2025 Added 5.12%
$11.3B
$540 Million 0.03% of portfolio
40,585
Q1 2025 Added 2.61%
$101B
$508 Million 0.03% of portfolio
10,320
Q1 2025 Reduced 0.46%
$1.57B
$531 Million 0.03% of portfolio
56,000
Q1 2025 New
$33.4B
$426 Million 0.03% of portfolio
3,907
Q1 2025 Added 6.17%
$89.3B
$446 Million 0.03% of portfolio
1,280
Q1 2025 Added 77.53%
$43.1B
$430 Million 0.03% of portfolio
9,171
Q1 2025 New
-
$403 Million 0.03% of portfolio
-
Q1 2025 New
$0
$442 Million 0.03% of portfolio
38,069
Q3 2024 Reduced 3.13%
$114B
$416 Million 0.03% of portfolio
13,623
Q1 2025 Added 11.71%
$131B
$555 Million 0.03% of portfolio
806
Q1 2025 Added 24.38%
$46.9B
$455 Million 0.03% of portfolio
44,805
Q1 2025 Reduced 7.34%
$47.1B
$531 Million 0.03% of portfolio
15,507
Q1 2025 Reduced 53.68%
$143B
$531 Million 0.03% of portfolio
4,145
Q1 2025 Added 12.79%
$44.2B
$402 Million 0.03% of portfolio
919
Q1 2025 New
$129B
$410 Million 0.03% of portfolio
5,331
Q1 2025 Reduced 8.09%
$177B
$553 Million 0.03% of portfolio
3,439
Q1 2025 Reduced 17.11%
$90.8B
$442 Million 0.03% of portfolio
3,636
Q1 2025 Reduced 2.83%

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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