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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$1.51 Billion 0.09% of portfolio
42,984
Q1 2025 Added 7.12%
$0
$1.51 Billion 0.09% of portfolio
10,564
Q1 2025 Reduced 17.76%
First Tr Exchng Traded Fd Vi
-
$1.52 Billion 0.09% of portfolio
-
Q1 2025 Reduced 28.71%
$159B
$1.42 Billion 0.09% of portfolio
3,316
Q1 2025 Reduced 0.99%
$215B
$1.39 Billion 0.09% of portfolio
11,058
Q1 2025 Reduced 6.26%
$0
$1.46 Billion 0.09% of portfolio
4,281
Q1 2025 Added 13.34%
$128B
$1.38 Billion 0.09% of portfolio
4,662
Q1 2025 Added 12.45%
$21.3B
$1.51 Billion 0.09% of portfolio
9,433
Q1 2025 Added 21.95%
$181B
$1.49 Billion 0.09% of portfolio
11,099
Q1 2025 Added 30.35%
$0
$1.39 Billion 0.09% of portfolio
35,217
Q1 2025 Added 16.02%
$74.6B
$1.37 Billion 0.09% of portfolio
14,743
Q1 2025 Added 0.1%
$129B
$1.46 Billion 0.09% of portfolio
14,800
Q1 2025 Added 11.95%
$235B
$1.48 Billion 0.09% of portfolio
11,333
Q1 2025 Reduced 21.92%
$72.1B
$1.5 Billion 0.09% of portfolio
25,212
Q1 2025 Added 6.6%
$0
$1.5 Billion 0.09% of portfolio
10,744
Q1 2025 Reduced 30.85%
$205B
$1.41 Billion 0.09% of portfolio
16,620
Q1 2025 Added 14.51%
$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%
$278B
$1.21 Billion 0.08% of portfolio
17,004
Q1 2025 Reduced 1.23%
$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%
American Healthcare Reit Inc
-
$1.21 Billion 0.08% of portfolio
-
Q1 2025 Added 7.84%
$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%
$220B
$1.29 Billion 0.08% of portfolio
4,830
Q1 2025 Added 14.65%
$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%
$137B
$1.32 Billion 0.08% of portfolio
55,295
Q1 2025 Added 2.19%
$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%
$3.41B
$1.06 Billion 0.07% of portfolio
45,539
Q1 2025 Reduced 86.96%
$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%
$0
$1.09 Billion 0.07% of portfolio
34,650
Q2 2024 Reduced 10.58%
$0
$1.15 Billion 0.07% of portfolio
35,939
Q1 2025 Added 9.9%
$0
$1.05 Billion 0.07% of portfolio
39,437
Q1 2025 Added 31.57%
Arista Networks Inc
-
$1.05 Billion 0.07% of portfolio
-
Q1 2025 Reduced 21.22%
$49.4B
$1.14 Billion 0.07% of portfolio
4,693
Q1 2025 Reduced 58.33%
$96.8B
$1.08 Billion 0.07% of portfolio
11,861
Q1 2025 Added 21.38%
$158B
$1.04 Billion 0.07% of portfolio
2,265
Q1 2025 Reduced 37.4%

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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