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
$3.46B
$1.07 Billion 0.07% of portfolio
20,002
Q1 2025 Added 30.92%
$62.2B
$1.15 Billion 0.07% of portfolio
4,245
Q1 2025 Reduced 5.52%
$27B
$1.19 Billion 0.07% of portfolio
68,866
Q1 2025 Added 181.56%
$56B
$1.19 Billion 0.07% of portfolio
69,937
Q1 2025 Reduced 92.38%
$0
$1.09 Billion 0.07% of portfolio
15,244
Q1 2025 Added 7.49%
$0
$1.06 Billion 0.07% of portfolio
17,575
Q1 2025 Reduced 25.25%
$0
$1.09 Billion 0.07% of portfolio
35,941
Q1 2025 Added 32.18%
$82.5B
$1.14 Billion 0.07% of portfolio
3,781
Q1 2025 New
Blackrock ETF Trust Ii
-
$1.17 Billion 0.07% of portfolio
-
Q1 2025 Reduced 3.23%
$43.6B
$1.16 Billion 0.07% of portfolio
5,163
Q1 2025 Reduced 68.37%
$99.4B
$1.04 Billion 0.06% of portfolio
12,248
Q1 2025 Added 76.13%
$0
$916 Million 0.06% of portfolio
4,374
Q1 2025 Added 107.59%
$0
$917 Million 0.06% of portfolio
1,672
Q1 2025 Added 19.86%
$0
$904 Million 0.06% of portfolio
8,885
Q1 2025 Reduced 20.96%
$0
$970 Million 0.06% of portfolio
20,834
Q1 2025 Reduced 12.88%
$0
$1.01 Billion 0.06% of portfolio
17,818
Q1 2025 Added 23.05%
$23.2B
$881 Million 0.06% of portfolio
11,697
Q1 2025 Added 335.8%
$0
$912 Million 0.06% of portfolio
35,379
Q1 2025 Reduced 6.62%
$222B
$983 Million 0.06% of portfolio
8,460
Q1 2025 Reduced 14.7%
$64.1B
$980 Million 0.06% of portfolio
19,842
Q1 2025 New
Profesionally Managed Portfo
-
$901 Million 0.06% of portfolio
-
Q1 2025 Reduced 5.05%
$0
$988 Million 0.06% of portfolio
19,986
Q1 2025 Added 43.92%
$0
$897 Million 0.06% of portfolio
21,099
Q1 2025 Added 14.67%
$0
$1.03 Billion 0.06% of portfolio
9,299
Q1 2025 Added 58.44%
$0
$956 Million 0.06% of portfolio
48,723
Q1 2025 Added 0.33%
$346B
$981 Million 0.06% of portfolio
3,354
Q1 2025 Added 8.33%
$0
$1.03 Billion 0.06% of portfolio
3,835
Q1 2025 Added 12.07%
$0
$923 Million 0.06% of portfolio
15,428
Q1 2025 Reduced 31.96%
$0
$983 Million 0.06% of portfolio
18,706
Q1 2025 Added 6.22%
$85.2B
$971 Million 0.06% of portfolio
47,727
Q1 2025 Added 338.71%
$120B
$934 Million 0.06% of portfolio
5,133
Q1 2025 Reduced 19.98%
$13.7B
$1 Billion 0.06% of portfolio
107,415
Q1 2025 Added 29.07%
$76.1B
$900 Million 0.06% of portfolio
8,564
Q1 2025 New
$52.4B
$929 Million 0.06% of portfolio
8,558
Q1 2025 Added 206.52%
$43B
$990 Million 0.06% of portfolio
22,275
Q1 2025 Reduced 8.98%
$11.5B
$898 Million 0.06% of portfolio
14,846
Q1 2025 Added 151.5%
$0
$1.04 Billion 0.06% of portfolio
27,241
Q1 2025 Added 4.13%
$1.46B
$886 Million 0.06% of portfolio
17,500
Q1 2025 Reduced 41.74%
$45.8B
$928 Million 0.06% of portfolio
473
Q1 2025 Added 6.53%
$0
$822 Million 0.05% of portfolio
30,737
Q1 2025 Reduced 6.44%
$0
$799 Million 0.05% of portfolio
17,604
Q1 2025 Reduced 38.29%
First Tr Exchng Traded Fd Vi
-
$736 Million 0.05% of portfolio
-
Q1 2025 Added 19.16%
$0
$852 Million 0.05% of portfolio
4,809
Q1 2025 Reduced 6.42%
$0
$737 Million 0.05% of portfolio
9,069
Q1 2025 Added 4.22%
$0
$826 Million 0.05% of portfolio
4,575
Q1 2025 Added 0.33%
$59.9B
$756 Million 0.05% of portfolio
20,328
Q1 2025 Added 16.93%
$0
$823 Million 0.05% of portfolio
7,588
Q1 2025 Added 29.89%
$0
$766 Million 0.05% of portfolio
31,621
Q1 2025 Added 0.83%
$22.6B
$726 Million 0.05% of portfolio
3,467
Q1 2025 New

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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