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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$730 Million 0.04% of portfolio
17,000
Q2 2024 New
$0
$691 Million 0.04% of portfolio
4,886
Q3 2024 Reduced 0.49%
$0
$818 Million 0.04% of portfolio
16,177
Q3 2024 Reduced 25.74%
$0
$685 Million 0.04% of portfolio
15,603
Q3 2024 Reduced 10.08%
$0
$677 Million 0.04% of portfolio
15,437
Q3 2024 New
$0
$791 Million 0.04% of portfolio
21,864
Q3 2024 Added 1.16%
$0
$704 Million 0.04% of portfolio
6,630
Q3 2024 Added 83.15%
$0
$710 Million 0.04% of portfolio
16,364
Q3 2024 Reduced 5.88%
$0
$710 Million 0.04% of portfolio
10,263
Q3 2024 Reduced 7.81%
$0
$819 Million 0.04% of portfolio
35,477
Q3 2024 Reduced 0.94%
$0
$710 Million 0.04% of portfolio
7,058
Q3 2024 Added 0.37%
$0
$733 Million 0.04% of portfolio
31,509
Q3 2024 Reduced 15.76%
$0
$776 Million 0.04% of portfolio
6,076
Q3 2024 Reduced 20.72%
$0
$652 Million 0.04% of portfolio
12,793
Q3 2024 Reduced 5.1%
$0
$758 Million 0.04% of portfolio
8,304
Q3 2024 Reduced 17.29%
$0
$745 Million 0.04% of portfolio
5,530
Q3 2024 Added 7.97%
$0
$723 Million 0.04% of portfolio
31,960
Q3 2024 Reduced 21.81%
$0
$475 Million 0.03% of portfolio
1,995
Q3 2024 Added 14.07%
$0
$538 Million 0.03% of portfolio
14,506
Q3 2024 Reduced 10.53%
$0
$577 Million 0.03% of portfolio
13,779
Q2 2024 New
$0
$645 Million 0.03% of portfolio
23,153
Q3 2024 Added 393.88%
$0
$476 Million 0.03% of portfolio
16,735
Q3 2024 New
$0
$567 Million 0.03% of portfolio
12,410
Q3 2024 Reduced 1.19%
$0
$567 Million 0.03% of portfolio
19,361
Q3 2024 Added 2.89%
$0
$622 Million 0.03% of portfolio
22,635
Q3 2024 Reduced 8.42%
$0
$479 Million 0.03% of portfolio
8,696
Q3 2024 Added 20.56%
$0
$597 Million 0.03% of portfolio
2,990
Q3 2024 Added 13.39%
$0
$590 Million 0.03% of portfolio
16,700
Q3 2024 Reduced 19.32%
$0
$616 Million 0.03% of portfolio
5,577
Q3 2024 Added 25.69%
$0
$486 Million 0.03% of portfolio
4,542
Q3 2024 Reduced 2.78%
$0
$587 Million 0.03% of portfolio
2,077
Q3 2024 Added 4.85%
$0
$636 Million 0.03% of portfolio
3,443
Q3 2024 Added 3.89%
$0
$587 Million 0.03% of portfolio
7,392
Q3 2024 Reduced 5.39%
$0
$491 Million 0.03% of portfolio
2,921
Q3 2024 Reduced 3.12%
$0
$510 Million 0.03% of portfolio
14,435
Q3 2024 Reduced 31.59%
$0
$645 Million 0.03% of portfolio
8,629
Q3 2024 Added 3.79%
$0
$599 Million 0.03% of portfolio
25,746
Q3 2024 Reduced 0.19%
$0
$538 Million 0.03% of portfolio
6,496
Q3 2024 Reduced 15.47%
$0
$515 Million 0.03% of portfolio
4,738
Q3 2024 Reduced 32.96%
$0
$643 Million 0.03% of portfolio
13,976
Q3 2024 Added 0.01%
$0
$481 Million 0.03% of portfolio
4,763
Q3 2024 Reduced 52.2%
$0
$491 Million 0.03% of portfolio
11,738
Q3 2024 Added 14.74%
$0
$312 Million 0.02% of portfolio
5,282
Q2 2024 New
$0
$396 Million 0.02% of portfolio
1,880
Q3 2024 Added 3.18%
$0
$371 Million 0.02% of portfolio
1,490
Q3 2024 Added 7.5%
$0
$433 Million 0.02% of portfolio
13,070
Q3 2024 Reduced 9.05%
$0
$354 Million 0.02% of portfolio
7,843
Q3 2024 Added 4.28%
$0
$284 Million 0.02% of portfolio
4,385
Q3 2024 Added 10.93%
$0
$384 Million 0.02% of portfolio
9,530
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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