Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025

Diversify Advisory Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.61 Trillion distributed in 825 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $200B, Spdr S&P 500 ETF Trust with a value of $161B, Invesco Qqq Trust, Series 1 with a value of $105B, Invesco ETF Tr Ii Sr Ln ETF with a value of $85.5B, and Spdr Gold Trust with a value of $75.8B.

Examining the 13F form we can see an increase of $1.01T in the current position value, from $1.6T to 2.61T.

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 $2.61 Trillion
Technology: $668 Billion
Financial Services: $153 Billion
Communication Services: $139 Billion
Consumer Cyclical: $116 Billion
Healthcare: $87 Billion
Consumer Defensive: $68.1 Billion
Industrials: $61.4 Billion
Energy: $33.7 Billion
Other: $64.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Billion 0.05% of portfolio
17,123
Q2 2025 Added 298.3%
$0
$1.19 Billion 0.05% of portfolio
76,240
Q2 2025 Added 23.67%
$93.8B
$1.2 Billion 0.05% of portfolio
2,333
Q2 2025 Added 123.47%
$86.1B
$1.25 Billion 0.05% of portfolio
20,352
Q2 2025 Added 172.92%
$0
$1.39 Billion 0.05% of portfolio
10,582
Q2 2025 Reduced 1.51%
$0
$1.31 Billion 0.05% of portfolio
16,776
Q2 2025 Added 10.05%
$15.5B
$1.2 Billion 0.05% of portfolio
2,618
Q2 2025 Added 195.49%
$15.8B
$1.27 Billion 0.05% of portfolio
8,516
Q2 2025 New
$1.84B
$1.18 Billion 0.05% of portfolio
28,122
Q2 2025 New
Ishares Tr
-
$1.39 Billion 0.05% of portfolio
-
Q2 2025 Added 35.02%
$99.1B
$1.28 Billion 0.05% of portfolio
11,196
Q2 2025 Reduced 43.57%
$32.6B
$1.19 Billion 0.05% of portfolio
16,121
Q2 2025 Added 176.42%
$0
$1.24 Billion 0.05% of portfolio
36,008
Q2 2025 Added 0.19%
$0
$1.34 Billion 0.05% of portfolio
7,214
Q2 2025 Reduced 31.71%
$58.3B
$1.26 Billion 0.05% of portfolio
5,744
Q2 2025 New
$12.5B
$1.24 Billion 0.05% of portfolio
78,749
Q2 2025 Added 456.1%
$47.7B
$1.3 Billion 0.05% of portfolio
9,648
Q2 2025 New
$0
$1.27 Billion 0.05% of portfolio
3,970
Q2 2025 Added 3.52%
$0
$1.19 Billion 0.05% of portfolio
12,674
Q2 2025 Added 267.68%
$97.9B
$1.31 Billion 0.05% of portfolio
6,396
Q2 2025 New
$9.75B
$1.41 Billion 0.05% of portfolio
34,869
Q2 2025 Added 480.76%
$53.4B
$1.41 Billion 0.05% of portfolio
2,161
Q2 2025 Added 135.15%
$0
$1.42 Billion 0.05% of portfolio
37,501
Q1 2025 Reduced 9.64%
$0
$1.32 Billion 0.05% of portfolio
37,554
Q2 2025 Added 4.49%
$238B
$1.42 Billion 0.05% of portfolio
3,434
Q2 2025 Added 41.73%
$143B
$1.27 Billion 0.05% of portfolio
39,607
Q2 2025 Added 66.82%
$142B
$1.35 Billion 0.05% of portfolio
2,671
Q2 2025 Added 17.92%
$27.3B
$1.36 Billion 0.05% of portfolio
1,888
Q2 2025 Added 23.08%
Bank America Corp
-
$1.3 Billion 0.05% of portfolio
-
Q2 2025 New
$6.27B
$1.32 Billion 0.05% of portfolio
66,442
Q2 2025 Added 87.34%
$0
$1.35 Billion 0.05% of portfolio
32,421
Q2 2025 Reduced 0.78%
$0
$1.36 Billion 0.05% of portfolio
22,791
Q2 2025 Added 47.72%
$0
$1.32 Billion 0.05% of portfolio
33,430
Q2 2025 Reduced 0.03%
$0
$1.35 Billion 0.05% of portfolio
50,011
Q2 2025 Added 26.81%
$128B
$1.35 Billion 0.05% of portfolio
5,814
Q2 2025 Added 13.27%
$86.6B
$1.28 Billion 0.05% of portfolio
5,910
Q2 2025 New
$4.55B
$1.29 Billion 0.05% of portfolio
42,901
Q2 2025 Added 107.41%
$44.9B
$1.21 Billion 0.05% of portfolio
5,183
Q2 2025 Added 351.09%
$0
$1.27 Billion 0.05% of portfolio
3,277
Q2 2025 Added 17.84%
$99.8B
$1.28 Billion 0.05% of portfolio
13,661
Q2 2025 Added 15.18%
$3.37B
$1.2 Billion 0.05% of portfolio
44,590
Q2 2025 Reduced 2.08%
$177B
$1.34 Billion 0.05% of portfolio
6,926
Q2 2025 Added 101.4%
Ge Vernova Inc
-
$1.23 Billion 0.05% of portfolio
-
Q2 2025 New
$58.1B
$1.36 Billion 0.05% of portfolio
3,415
Q2 2025 Added 21.27%
$74.1B
$995 Million 0.04% of portfolio
2,734
Q2 2025 Added 27.1%
$75.6B
$940 Million 0.04% of portfolio
3,398
Q2 2025 New
$2.22B
$1.13 Billion 0.04% of portfolio
9,260
Q2 2025 Added 5.71%
$62B
$1.03 Billion 0.04% of portfolio
38,916
Q2 2025 Added 227.49%
$68.6B
$1.11 Billion 0.04% of portfolio
13,103
Q2 2025 Added 383.51%

Summary

  • Portfolio
  • No. of Stocks 825
  • Current Value $2.61 Trillion
  • Prior Value $1.6 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 243 stocks
  • Additional Purchases 432 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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