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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.22 Billion 0.12% of portfolio
39,950
Q3 2024 Reduced 14.74%
$0
$2.2 Billion 0.12% of portfolio
17,218
Q3 2024 Reduced 1.76%
$0
$2.19 Billion 0.12% of portfolio
34,458
Q3 2024 Reduced 10.9%
$120B
$2.29 Billion 0.12% of portfolio
4,815
Q3 2024 Reduced 9.42%
$0
$2.26 Billion 0.12% of portfolio
30,105
Q3 2024 Added 9.37%
$0
$2.25 Billion 0.12% of portfolio
47,654
Q3 2024 Added 7.55%
$0
$2.32 Billion 0.12% of portfolio
14,841
Q3 2024 Reduced 13.7%
$253B
$2.13 Billion 0.11% of portfolio
19,998
Q3 2024 Reduced 8.97%
$0
$2.09 Billion 0.11% of portfolio
19,467
Q3 2024 Reduced 15.53%
$196B
$2.07 Billion 0.11% of portfolio
3,999
Q3 2024 Reduced 14.4%
$207B
$2.07 Billion 0.11% of portfolio
3,523
Q3 2024 Reduced 6.82%
$0
$2.04 Billion 0.11% of portfolio
17,667
Q3 2024 Added 12.56%
$292B
$2.13 Billion 0.11% of portfolio
2,959
Q3 2024 Added 257.37%
$0
$2.07 Billion 0.11% of portfolio
35,922
Q3 2024 Added 6.98%
$14.5B
$1.99 Billion 0.11% of portfolio
180,915
Q3 2024 Reduced 19.17%
$0
$1.89 Billion 0.1% of portfolio
7,499
Q3 2024 Added 81.14%
$0
$1.88 Billion 0.1% of portfolio
62,081
Q3 2024 Added 9.1%
$0
$1.77 Billion 0.1% of portfolio
81,530
Q3 2024 Added 243.65%
$0
$1.87 Billion 0.1% of portfolio
50,540
Q3 2024 Reduced 2.05%
$0
$1.86 Billion 0.1% of portfolio
48,518
Q3 2024 Reduced 5.82%
$0
$1.82 Billion 0.1% of portfolio
44,538
Q3 2024 Added 34.85%
$269B
$1.77 Billion 0.1% of portfolio
27,371
Q3 2024 Reduced 4.99%
$0
$1.78 Billion 0.1% of portfolio
41,564
Q3 2024 Reduced 4.59%
$198B
$1.83 Billion 0.1% of portfolio
15,786
Q3 2024 Reduced 6.38%
$409B
$1.76 Billion 0.09% of portfolio
2,299
Q3 2024 Reduced 10.65%
$0
$1.76 Billion 0.09% of portfolio
63,026
Q3 2024 Added 3.68%
$0
$1.61 Billion 0.09% of portfolio
31,862
Q3 2024 Reduced 14.71%
$57.8B
$1.61 Billion 0.09% of portfolio
28,301
Q3 2024 Added 6.79%
$3.75B
$1.75 Billion 0.09% of portfolio
25,081
Q3 2024 Added 40.08%
$134B
$1.69 Billion 0.09% of portfolio
4,166
Q3 2024 Reduced 0.26%
$0
$1.65 Billion 0.09% of portfolio
74,899
Q3 2024 Added 33.54%
$0
$1.74 Billion 0.09% of portfolio
15,815
Q3 2024 Reduced 9.77%
$85.8B
$1.7 Billion 0.09% of portfolio
8,042
Q3 2024 Reduced 7.64%
$15.9B
$1.76 Billion 0.09% of portfolio
32,897
Q3 2024 Added 9.66%
$84.1B
$1.64 Billion 0.09% of portfolio
22,998
Q3 2024 Added 5.66%
$74.8B
$1.69 Billion 0.09% of portfolio
14,728
Q3 2024 Added 4.34%
$0
$1.67 Billion 0.09% of portfolio
16,869
Q3 2024 Reduced 10.29%
$0
$1.63 Billion 0.09% of portfolio
12,582
Q3 2024 Reduced 0.48%
$244B
$1.62 Billion 0.09% of portfolio
13,923
Q3 2024 Reduced 16.3%
$163B
$1.43 Billion 0.08% of portfolio
66,682
Q3 2024 Added 23.05%
$0
$1.5 Billion 0.08% of portfolio
3,816
Q3 2024 Added 8.44%
$0
$1.4 Billion 0.08% of portfolio
29,580
Q3 2024 Reduced 3.98%
$34.7B
$1.52 Billion 0.08% of portfolio
3,831
Q3 2024 Reduced 32.0%
$225B
$1.5 Billion 0.08% of portfolio
5,503
Q3 2024 Added 0.51%
$0
$1.42 Billion 0.08% of portfolio
34,176
Q3 2024 Added 8.9%
$45.8B
$1.5 Billion 0.08% of portfolio
21,699
Q3 2024 Reduced 7.96%
$0
$1.44 Billion 0.08% of portfolio
41,501
Q2 2024 New
$259B
$1.57 Billion 0.08% of portfolio
19,158
Q3 2024 Added 2.72%
Profesionally Managed Portfo
-
$1.48 Billion 0.08% of portfolio
-
Q3 2024 Added 1.52%

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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