DA

Diversify Advisory Services, LLC

13F
Diversify Advisory Services, LLC
Last update 2025-05-05 632 Stocks (94 new)
Value $1.60 Bil Turnover 11 %
Countries:
Diversify Advisory Services, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
206,006
114,193.1
-30.55%
7.130
-2.90%
0.020
+19.62%
+7.94%
648,846.5
 
NVDA
NVIDIA Corp
814,053
88,748.1
-14.34%
5.540
-1.02%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
GLD
SPDR Gold Shares ETF
267,648
81,916.3
+11.82%
5.120
+0.54%
0.080
+1.60%
+30.55%
104,090.1
 
BKLN
Invesco Senior Loan ETF
3,911,889
81,093.5
+6.07%
5.070
+0.29%
1.310
+4.07%
+3.56%
7,005.3
 
QQQ
INVESCO QQQ Trust
136,120
64,729.0
-32.88%
4.040
-1.86%
0.020
+26.41%
+10.07%
357,853.0
 
AAPL
Apple Inc
234,306
49,487.7
-9.47%
3.090
-0.32%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
AMZN
Amazon.com Inc
180,251
33,777.3
-0.42%
2.110
-0.01%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
MSFT
Microsoft Corp
84,037
33,114.1
-9.44%
2.070
-0.20%
0.000
+38.00%
+20.34%
3,755,441.4
Software
VOO
Vanguard S&P 500 ETF
56,929
29,004.7
-1.58%
1.810
-0.03%
0.000
+19.71%
+7.97%
658,032.1
 
META
Meta Platforms Inc
50,207
27,836.9
-38.04%
1.740
-1.05%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media

Diversify Advisory Services, LLC's Historical Top Holdings Breakdowns

Diversify Advisory Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-2.90%
551.42 ($587.78) 612.93
$628.86
6.99%
Reduce -30.55%
206,006
-90,598
SPHY
SPDR Portfolio High Yield Bond ETF
2025-03-31
Reduce
Reduce
-2.85%
23.32 ($23.63) 23.84
$23.73
0.42%
Reduce -91.22%
211,988
-2,201,227
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-1.86%
468.34 ($508.07) 539.52
$561.25
10.47%
Reduce -32.88%
136,120
-66,680
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-1.05%
576.36 ($645.17) 736.67
$704.81
9.24%
Reduce -38.04%
50,207
-30,820
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.02%
106.98 ($126.74) 149.43
$167.03
31.79%
Reduce -14.34%
814,053
-136,261
ET
Energy Transfer LP
2025-03-31
Reduce
Reduce
-0.91%
17.26 ($19.48) 21.08
$17.33
-11.04%
Reduce -92.38%
69,937
-847,878
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.74%
64.98 ($87.82) 124.62
$149.07
69.74%
Add 415.18%
126,605
102,030
SM
SM Energy Co
2025-03-31
Reduce
Reduce
-0.72%
27.15 ($35.87) 44.69
$26.64
-25.73%
Reduce -86.96%
45,539
-303,729
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.54%
243.19 ($264.45) 288.14
$316.10
19.53%
Add 11.82%
267,648
28,293
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.38%
167.43 ($211.65) 244.7
$278.59
31.63%
Add 33.92%
126,910
32,142

Diversify Advisory Services, LLC Total Holding History ($B)

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Diversify Advisory Services, LLC's Asset Allocation

To

Diversify Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Diversify Advisory Services, LLC's Hypothetical Growth since 2025-03-31

Diversify Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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