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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$114 Billion 7.13% of portfolio
206,006
Q1 2025 Reduced 30.55%
$108B
$81.9 Billion 5.12% of portfolio
267,648
Q1 2025 Added 11.82%
$0
$81.1 Billion 5.07% of portfolio
3,911,889
Q1 2025 Added 6.07%
$0
$64.7 Billion 4.04% of portfolio
136,120
Q1 2025 Reduced 32.88%
$0
$29 Billion 1.81% of portfolio
56,929
Q1 2025 Reduced 1.58%
$0
$18.8 Billion 1.17% of portfolio
33,689
Q1 2025 Reduced 12.53%
$0
$18.1 Billion 1.13% of portfolio
221,056
Q1 2025 Added 36.55%
$0
$14.7 Billion 0.92% of portfolio
298,675
Q1 2025 Added 36.33%
$0
$12 Billion 0.75% of portfolio
76,837
Q1 2025 Added 2.71%
$0
$9.78 Billion 0.61% of portfolio
258,081
Q1 2025 Added 27.23%
$0
$8.79 Billion 0.55% of portfolio
32,238
Q1 2025 Added 13.59%
$0
$8.67 Billion 0.54% of portfolio
188,121
Q1 2025 Reduced 19.38%
$0
$7.74 Billion 0.48% of portfolio
84,243
Q1 2025 Added 0.3%
$0
$7.63 Billion 0.48% of portfolio
164,676
Q1 2025 Added 9.84%
$0
$7.64 Billion 0.48% of portfolio
92,382
Q1 2025 Added 3.07%
$0
$7.42 Billion 0.46% of portfolio
146,797
Q1 2025 Added 20.12%
$0
$6.52 Billion 0.41% of portfolio
282,814
Q1 2025 Added 23.86%
$54.1B
$6.35 Billion 0.4% of portfolio
101,294
Q1 2025 Added 19.64%
$0
$6.29 Billion 0.39% of portfolio
139,371
Q1 2025 Added 11.93%
$0
$5.71 Billion 0.36% of portfolio
112,069
Q1 2025 Added 27.28%
$0
$5.21 Billion 0.33% of portfolio
30,831
Q1 2025 Reduced 5.87%
$0
$5.3 Billion 0.33% of portfolio
82,965
Q1 2025 Added 22.13%
$0
$5.13 Billion 0.32% of portfolio
43,050
Q1 2025 Reduced 2.55%
$0
$4.95 Billion 0.31% of portfolio
211,988
Q1 2025 Reduced 91.22%
$0
$4.92 Billion 0.31% of portfolio
238,105
Q1 2025 Reduced 10.39%
$0
$4.83 Billion 0.3% of portfolio
97,329
Q1 2025 Added 21.37%
$0
$4.8 Billion 0.3% of portfolio
51,316
Q1 2025 Added 26.46%
$0
$4.58 Billion 0.29% of portfolio
86,418
Q1 2025 Reduced 2.75%
$0
$4.62 Billion 0.29% of portfolio
50,410
Q1 2025 Added 41.89%
$0
$4.49 Billion 0.28% of portfolio
26,578
Q1 2025 Added 8.44%
$0
$3.97 Billion 0.25% of portfolio
41,882
Q1 2025 Reduced 18.01%
$0
$3.78 Billion 0.24% of portfolio
18,056
Q1 2025 Reduced 22.93%
$0
$3.69 Billion 0.23% of portfolio
37,276
Q1 2025 Added 356.42%
$0
$3.66 Billion 0.23% of portfolio
187,495
Q1 2025 Added 0.52%
$0
$3.6 Billion 0.22% of portfolio
90,581
Q1 2025 Reduced 9.15%
$0
$3.38 Billion 0.21% of portfolio
59,053
Q1 2025 Added 10.79%
$0
$3.32 Billion 0.21% of portfolio
45,191
Q1 2025 Added 8.31%
$0
$3.29 Billion 0.21% of portfolio
41,696
Q1 2025 Added 11.41%
$0
$3.18 Billion 0.2% of portfolio
126,624
Q1 2025 Reduced 7.6%
$0
$3.13 Billion 0.2% of portfolio
79,603
Q1 2025 Added 14.91%
$0
$2.99 Billion 0.19% of portfolio
89,867
Q1 2025 Reduced 0.11%
$0
$3.07 Billion 0.19% of portfolio
63,311
Q1 2025 Reduced 13.49%
$0
$2.86 Billion 0.18% of portfolio
50,115
Q1 2025 Added 3.0%
$0
$2.82 Billion 0.18% of portfolio
31,279
Q1 2025 Reduced 15.8%
$0
$2.9 Billion 0.18% of portfolio
50,504
Q1 2025 Reduced 3.74%
$0
$2.74 Billion 0.17% of portfolio
124,895
Q1 2025 Reduced 0.62%
$0
$2.79 Billion 0.17% of portfolio
34,074
Q1 2025 Added 2.77%
$0
$2.77 Billion 0.17% of portfolio
45,272
Q1 2025 Reduced 26.97%
$0
$2.79 Billion 0.17% of portfolio
171,137
Q1 2025 Added 0.66%

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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