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
$2.64 Billion 0.16% of portfolio
36,683
Q1 2025 Reduced 16.28%
$0
$2.51 Billion 0.16% of portfolio
26,790
Q1 2025 Reduced 15.64%
$0
$2.33 Billion 0.15% of portfolio
43,051
Q1 2025 Reduced 5.83%
$0
$2.26 Billion 0.14% of portfolio
12,322
Q1 2025 Added 9.51%
$0
$2.08 Billion 0.13% of portfolio
81,773
Q1 2025 Reduced 14.27%
$0
$2.05 Billion 0.13% of portfolio
79,273
Q1 2025 Added 69.31%
$0
$1.95 Billion 0.12% of portfolio
18,763
Q1 2025 Reduced 43.86%
$0
$1.88 Billion 0.12% of portfolio
15,590
Q1 2025 Added 4.07%
$0
$1.85 Billion 0.12% of portfolio
15,415
Q1 2025 Added 27.86%
$0
$1.72 Billion 0.11% of portfolio
36,508
Q1 2025 Added 2.78%
$0
$1.73 Billion 0.11% of portfolio
33,361
Q1 2025 Reduced 1.57%
$0
$1.81 Billion 0.11% of portfolio
109,305
Q1 2025 Added 9.68%
$0
$1.75 Billion 0.11% of portfolio
35,897
Q1 2025 Reduced 23.31%
$0
$1.8 Billion 0.11% of portfolio
4,764
Q1 2025 Reduced 5.1%
$0
$1.68 Billion 0.11% of portfolio
40,264
Q1 2025 Reduced 3.13%
$0
$1.7 Billion 0.11% of portfolio
13,776
Q1 2025 Added 25.52%
$0
$1.7 Billion 0.11% of portfolio
47,520
Q1 2025 Reduced 14.25%
$0
$1.66 Billion 0.1% of portfolio
75,456
Q1 2025 Added 5.08%
$0
$1.68 Billion 0.1% of portfolio
13,494
Q1 2025 Reduced 25.5%
$0
$1.56 Billion 0.1% of portfolio
9,383
Q1 2025 Reduced 0.57%
$0
$1.43 Billion 0.09% of portfolio
28,323
Q1 2025 Added 20.02%
$0
$1.47 Billion 0.09% of portfolio
45,533
Q1 2025 Reduced 12.76%
$0
$1.51 Billion 0.09% of portfolio
51,160
Q1 2025 Added 6.74%
$0
$1.51 Billion 0.09% of portfolio
10,564
Q1 2025 Reduced 17.76%
$0
$1.46 Billion 0.09% of portfolio
4,281
Q1 2025 Added 13.34%
$0
$1.39 Billion 0.09% of portfolio
35,217
Q1 2025 Added 16.02%
$0
$1.5 Billion 0.09% of portfolio
10,744
Q1 2025 Reduced 30.85%
$0
$1.33 Billion 0.08% of portfolio
55,059
Q1 2025 Added 0.89%
$0
$1.35 Billion 0.08% of portfolio
53,725
Q1 2025 Reduced 1.69%
$0
$1.21 Billion 0.08% of portfolio
13,084
Q1 2025 Reduced 13.13%
$0
$1.22 Billion 0.08% of portfolio
25,660
Q1 2025 Added 58.46%
$0
$1.3 Billion 0.08% of portfolio
12,861
Q1 2025 Reduced 27.99%
$0
$1.28 Billion 0.08% of portfolio
61,646
Q1 2025 Reduced 53.53%
$0
$1.25 Billion 0.08% of portfolio
17,442
Q1 2025 Added 0.74%
$0
$1.29 Billion 0.08% of portfolio
37,501
Q1 2025 Reduced 9.64%
$0
$1.32 Billion 0.08% of portfolio
35,553
Q1 2025 Added 2.0%
$0
$1.21 Billion 0.08% of portfolio
12,853
Q1 2025 Added 18.12%
$0
$1.21 Billion 0.08% of portfolio
24,723
Q1 2025 Reduced 11.31%
$0
$1.24 Billion 0.08% of portfolio
21,982
Q1 2025 Reduced 21.21%
$0
$1.33 Billion 0.08% of portfolio
18,430
Q1 2025 Reduced 4.69%
$0
$1.36 Billion 0.08% of portfolio
14,221
Q1 2025 Reduced 11.96%
$0
$1.25 Billion 0.08% of portfolio
17,345
Q1 2025 Added 12.09%
$0
$1.26 Billion 0.08% of portfolio
32,675
Q1 2025 Reduced 25.2%
$0
$1.3 Billion 0.08% of portfolio
12,430
Q1 2025 Reduced 22.55%
$0
$1.25 Billion 0.08% of portfolio
19,536
Q1 2025 Added 19.49%
$0
$1.22 Billion 0.08% of portfolio
33,440
Q1 2025 Reduced 31.88%
$0
$1.21 Billion 0.08% of portfolio
25,116
Q1 2025 Reduced 6.73%
$0
$1.07 Billion 0.07% of portfolio
19,175
Q1 2025 Added 148.32%
$0
$1.06 Billion 0.07% of portfolio
10,319
Q1 2025 Added 156.25%

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
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