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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$172 Billion 9.5% of portfolio
296,604
Q4 2024 Added 59.8%
$0
$103 Billion 5.67% of portfolio
202,800
Q4 2024 Added 34.33%
$0
$77.8 Billion 4.29% of portfolio
3,687,906
Q4 2024 Added 21.97%
$87.4B
$59.4 Billion 3.28% of portfolio
239,355
Q4 2024 Added 446.04%
$0
$56.5 Billion 3.12% of portfolio
2,413,215
Q4 2024 Added 22.35%
$0
$30.9 Billion 1.7% of portfolio
57,841
Q4 2024 Added 21.88%
$0
$22.5 Billion 1.24% of portfolio
38,517
Q4 2024 Reduced 1.5%
$0
$14.2 Billion 0.78% of portfolio
161,887
Q4 2024 Added 10.9%
$0
$11 Billion 0.61% of portfolio
219,084
Q4 2024 Reduced 0.21%
$0
$10.9 Billion 0.6% of portfolio
74,807
Q4 2024 Added 4.64%
$0
$10.4 Billion 0.58% of portfolio
233,357
Q4 2024 Reduced 4.0%
$0
$8.15 Billion 0.45% of portfolio
28,382
Q4 2024 Added 3.26%
$0
$7.92 Billion 0.44% of portfolio
89,632
Q4 2024 Reduced 3.0%
$0
$7.69 Billion 0.42% of portfolio
58,568
Q4 2024 Added 704.28%
$0
$7.36 Billion 0.41% of portfolio
83,992
Q4 2024 Added 1.26%
$0
$6.88 Billion 0.38% of portfolio
202,839
Q4 2024 Reduced 16.68%
$0
$6.21 Billion 0.34% of portfolio
122,205
Q4 2024 Reduced 33.12%
$0
$5.78 Billion 0.32% of portfolio
32,752
Q4 2024 Added 6.8%
$0
$5.87 Billion 0.32% of portfolio
58,405
Q4 2024 Added 3.07%
$0
$5.36 Billion 0.3% of portfolio
23,429
Q4 2024 Reduced 8.38%
$0
$5.5 Billion 0.3% of portfolio
265,703
Q4 2024 Reduced 6.87%
$0
$5.33 Billion 0.29% of portfolio
124,520
Q4 2024 Reduced 5.96%
$0
$5.09 Billion 0.28% of portfolio
228,337
Q4 2024 Added 6.58%
$0
$5.16 Billion 0.28% of portfolio
51,080
Q4 2024 Reduced 12.14%
$0
$5.07 Billion 0.28% of portfolio
44,175
Q4 2024 Reduced 16.58%
$43.9B
$4.3 Billion 0.24% of portfolio
84,666
Q4 2024 Reduced 6.34%
$0
$4.38 Billion 0.24% of portfolio
88,050
Q4 2024 Added 5.41%
$0
$4.22 Billion 0.23% of portfolio
88,866
Q4 2024 Reduced 13.33%
$0
$4.25 Billion 0.23% of portfolio
24,509
Q4 2024 Reduced 25.63%
$0
$4.11 Billion 0.23% of portfolio
40,579
Q4 2024 Reduced 34.94%
$0
$3.98 Billion 0.22% of portfolio
80,189
Q4 2024 Added 5.8%
$0
$3.96 Billion 0.22% of portfolio
67,932
Q4 2024 Added 32.74%
$0
$3.99 Billion 0.22% of portfolio
99,703
Q4 2024 Reduced 18.04%
$0
$3.63 Billion 0.2% of portfolio
186,528
Q4 2024 Added 4.98%
$0
$3.71 Billion 0.2% of portfolio
73,186
Q4 2024 Reduced 11.66%
$0
$3.44 Billion 0.19% of portfolio
137,033
Q4 2024 Reduced 3.91%
$0
$3.17 Billion 0.18% of portfolio
37,149
Q4 2024 Added 16.29%
$0
$3.25 Billion 0.18% of portfolio
35,528
Q4 2024 Added 153.54%
$0
$3.23 Billion 0.18% of portfolio
33,420
Q4 2024 Reduced 12.2%
$0
$3.22 Billion 0.18% of portfolio
61,989
Q4 2024 Added 20.4%
$0
$3.1 Billion 0.17% of portfolio
170,012
Q4 2024 Added 0.46%
$0
$3.15 Billion 0.17% of portfolio
52,466
Q4 2024 Added 11.12%
$0
$3.01 Billion 0.17% of portfolio
48,657
Q4 2024 Added 14.14%
$0
$3.06 Billion 0.17% of portfolio
69,275
Q4 2024 Reduced 24.9%
$0
$2.86 Billion 0.16% of portfolio
43,817
Q4 2024 Reduced 30.29%
$0
$2.93 Billion 0.16% of portfolio
89,964
Q4 2024 Added 2.27%
$0
$2.97 Billion 0.16% of portfolio
41,723
Q4 2024 Reduced 69.96%
$0
$2.89 Billion 0.16% of portfolio
53,303
Q4 2024 Added 25.87%
$0
$2.87 Billion 0.16% of portfolio
31,756
Q4 2024 Reduced 12.59%

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
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