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
$57.9B
$434 Million 0.02% of portfolio
1,872
Q3 2024 Reduced 5.12%
$88.7B
$351 Million 0.02% of portfolio
558
Q3 2024 Added 29.77%
$5.48B
$292 Million 0.02% of portfolio
3,180
Q3 2024 New
$96.9B
$294 Million 0.02% of portfolio
701
Q3 2024 Added 6.21%
$87.6B
$369 Million 0.02% of portfolio
3,079
Q3 2024 Added 11.72%
$6.8B
$281 Million 0.02% of portfolio
5,974
Q3 2024 Reduced 4.93%
$50.6B
$394 Million 0.02% of portfolio
4,051
Q3 2024 Reduced 9.37%
$69.2B
$395 Million 0.02% of portfolio
13,647
Q3 2024 Added 0.33%
$82.4B
$382 Million 0.02% of portfolio
2,053
Q3 2024 Added 5.23%
$3.08B
$288 Million 0.02% of portfolio
15,472
Q3 2024 New
$11.6B
$326 Million 0.02% of portfolio
3,796
Q3 2024 Reduced 2.29%
$22.1B
$323 Million 0.02% of portfolio
1,766
Q3 2024 Added 12.2%
$70.7B
$339 Million 0.02% of portfolio
2,571
Q3 2024 Added 1.5%
$6.89B
$331 Million 0.02% of portfolio
9,447
Q3 2024 Reduced 25.08%
$144B
$374 Million 0.02% of portfolio
1,088
Q3 2024 Reduced 19.76%
$63.2B
$378 Million 0.02% of portfolio
2,878
Q3 2024 Added 35.24%
$30.9B
$403 Million 0.02% of portfolio
7,748
Q3 2024 Reduced 7.7%
$1.28B
$133 Million 0.01% of portfolio
15,345
Q2 2024 Reduced 0.49%
$81.8B
$242 Million 0.01% of portfolio
943
Q3 2024 Reduced 52.68%
$97.7B
$209 Million 0.01% of portfolio
1,449
Q3 2024 New
$16.6B
$232 Million 0.01% of portfolio
820
Q3 2024 Added 9.77%
$37.9B
$228 Million 0.01% of portfolio
6,301
Q3 2024 New
$20.9B
$201 Million 0.01% of portfolio
19,411
Q3 2024 Reduced 32.04%
$37.2B
$210 Million 0.01% of portfolio
801
Q3 2024 Reduced 74.29%
$6.24B
$228 Million 0.01% of portfolio
2,140
Q3 2024 Added 3.28%
$44.1B
$140 Million 0.01% of portfolio
14,121
Q3 2024 Reduced 31.24%
$3.78B
$203 Million 0.01% of portfolio
1,394
Q3 2024 Reduced 47.75%
$4.76B
$239 Million 0.01% of portfolio
3,000
Q2 2024 New
$4.11B
$250 Million 0.01% of portfolio
3,487
Q3 2024 Added 2.02%
$6.37B
$275 Million 0.01% of portfolio
5,331
Q3 2024 Added 8.51%
$7.34B
$220 Million 0.01% of portfolio
5,177
Q3 2024 Reduced 1.62%
$109B
$230 Million 0.01% of portfolio
1,024
Q3 2024 Added 1.89%
$5.47B
$277 Million 0.01% of portfolio
8,073
Q3 2024 New
$17.7B
$239 Million 0.01% of portfolio
494
Q3 2024 Reduced 27.14%
$8.87B
$253 Million 0.01% of portfolio
14,882
Q3 2024 Reduced 18.55%
$11.7B
$222 Million 0.01% of portfolio
3,761
Q3 2024 Reduced 23.46%
$12.2B
$238 Million 0.01% of portfolio
1,577
Q3 2024 Reduced 40.22%
$59.1B
$197 Million 0.01% of portfolio
11,642
Q3 2024 Reduced 26.46%
$59.9B
$263 Million 0.01% of portfolio
506
Q2 2024 Reduced 5.6%
$150B
$235 Million 0.01% of portfolio
948
Q3 2024 New
$18.5B
$217 Million 0.01% of portfolio
917
Q3 2024 New
$98.6B
$255 Million 0.01% of portfolio
11,405
Q3 2024 Reduced 3.94%
$7.92B
$203 Million 0.01% of portfolio
2,977
Q3 2024 Reduced 20.76%
$0
$235 Million 0.01% of portfolio
26,625
Q1 2024 New
$2.37B
$204 Million 0.01% of portfolio
5,861
Q3 2024 New
$18.9B
$264 Million 0.01% of portfolio
8,656
Q3 2024 Reduced 17.7%
$793M
$134 Million 0.01% of portfolio
25,131
Q3 2024 Added 27.9%
$14.9B
$247 Million 0.01% of portfolio
2,394
Q3 2024 Reduced 8.73%
$7.66B
$210 Million 0.01% of portfolio
1,547
Q3 2024 New

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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