Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

Diversify Advisory Services, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 612 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 $172B, Nvidia Corp with a value of $129B, Invesco Qqq Trust, Series 1 with a value of $103B, Invesco ETF Tr Ii Sr Ln ETF with a value of $77.8B, and Apple Inc. with a value of $61.3B.

Examining the 13F form we can see an decrease of $46.1B in the current position value, from $1.86T to 1.81T.

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 $1.81 Trillion
ETFs: $909 Billion
Technology: $388 Billion
Communication Services: $112 Billion
Financial Services: $82.7 Billion
Consumer Cyclical: $77 Billion
Energy: $53.3 Billion
Consumer Defensive: $49.6 Billion
Healthcare: $47.4 Billion
Other: $47.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Billion 0.09% of portfolio
16,153
Q4 2024 Added 48.07%
$0
$1.68 Billion 0.09% of portfolio
43,686
Q4 2024 Reduced 9.96%
$3.63B
$1.64 Billion 0.09% of portfolio
25,134
Q4 2024 Added 0.21%
$169B
$1.65 Billion 0.09% of portfolio
24,575
Q4 2024 Added 29.06%
$1.38B
$1.7 Billion 0.09% of portfolio
30,036
Q4 2024 Added 14.48%
$0
$1.64 Billion 0.09% of portfolio
64,400
Q4 2024 Added 44.54%
$142B
$1.66 Billion 0.09% of portfolio
6,691
Q4 2024 Reduced 14.95%
$0
$1.62 Billion 0.09% of portfolio
35,519
Q4 2024 Reduced 29.78%
$0
$1.58 Billion 0.09% of portfolio
9,437
Q4 2024 Added 29.38%
$125B
$1.7 Billion 0.09% of portfolio
9,910
Q4 2024 Added 47.45%
$0
$1.7 Billion 0.09% of portfolio
16,049
Q4 2024 Reduced 17.56%
$229B
$1.63 Billion 0.09% of portfolio
14,514
Q4 2024 Reduced 8.06%
$0
$1.54 Billion 0.09% of portfolio
27,899
Q4 2024 Reduced 36.23%
$0
$1.53 Billion 0.08% of portfolio
15,062
Q4 2024 New
$0
$1.49 Billion 0.08% of portfolio
52,190
Q4 2024 Reduced 15.93%
$0
$1.54 Billion 0.08% of portfolio
29,780
Q4 2024 Reduced 0.83%
$0
$1.38 Billion 0.08% of portfolio
3,777
Q4 2024 Added 10.28%
$0
$1.53 Billion 0.08% of portfolio
71,810
Q4 2024 Reduced 4.12%
$0
$1.39 Billion 0.08% of portfolio
27,877
Q4 2024 Reduced 12.51%
$0
$1.38 Billion 0.08% of portfolio
54,648
Q4 2024 Added 5.09%
$226B
$1.44 Billion 0.08% of portfolio
14,514
Q4 2024 Reduced 27.42%
$0
$1.43 Billion 0.08% of portfolio
34,857
Q4 2024 Added 1.99%
$72.8B
$1.39 Billion 0.08% of portfolio
14,728
Q3 2024 Added 4.34%
$115B
$1.37 Billion 0.08% of portfolio
13,220
Q4 2024 Reduced 5.26%
$141B
$1.45 Billion 0.08% of portfolio
54,110
Q4 2024 Reduced 86.68%
$140B
$1.48 Billion 0.08% of portfolio
3,618
Q4 2024 Reduced 13.15%
$161B
$1.53 Billion 0.08% of portfolio
42,209
Q4 2024 Reduced 28.3%
$201B
$1.47 Billion 0.08% of portfolio
67,656
Q4 2024 Added 1.46%
$0
$1.45 Billion 0.08% of portfolio
41,501
Q2 2024 New
$0
$1.45 Billion 0.08% of portfolio
47,930
Q4 2024 Added 5.35%
$17.7B
$1.44 Billion 0.08% of portfolio
5,299
Q4 2024 Reduced 44.97%
$12.6B
$1.44 Billion 0.08% of portfolio
15,425
Q4 2024 Reduced 0.01%
$0
$1.49 Billion 0.08% of portfolio
23,513
Q4 2024 Reduced 31.76%
$43.8B
$1.4 Billion 0.08% of portfolio
19,001
Q4 2024 Reduced 12.43%
$206B
$1.21 Billion 0.07% of portfolio
8,515
Q4 2024 Reduced 56.2%
$0
$1.23 Billion 0.07% of portfolio
11,241
Q4 2024 Reduced 28.92%
$0
$1.36 Billion 0.07% of portfolio
10,975
Q4 2024 Reduced 12.77%
$0
$1.35 Billion 0.07% of portfolio
12,056
Q4 2024 Reduced 23.05%
$0
$1.3 Billion 0.07% of portfolio
5,871
Q4 2024 Added 12.3%
$0
$1.32 Billion 0.07% of portfolio
19,337
Q4 2024 Reduced 0.94%
$0
$1.31 Billion 0.07% of portfolio
54,572
Q4 2024 Added 55.72%
$64.8B
$1.32 Billion 0.07% of portfolio
4,493
Q4 2024 Reduced 51.27%
$30.3B
$1.31 Billion 0.07% of portfolio
15,931
Q4 2024 New
$3.4B
$1.22 Billion 0.07% of portfolio
9,761
Q4 2024 Added 356.12%
$0
$1.18 Billion 0.07% of portfolio
23,915
Q4 2024 Reduced 21.16%
Blackrock ETF Trust Ii
-
$1.2 Billion 0.07% of portfolio
-
Q4 2024 Added 4.75%
$0
$1.3 Billion 0.07% of portfolio
22,676
Q4 2024 Reduced 2.2%
$195B
$1.22 Billion 0.07% of portfolio
9,918
Q4 2024 Reduced 5.34%
$0
$1.19 Billion 0.07% of portfolio
23,599
Q4 2024 Reduced 7.62%

Summary

  • Portfolio
  • No. of Stocks 612
  • Current Value $1.81 Trillion
  • Prior Value $1.86 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 72 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
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