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Diversify Advisory Services, LLC13F | |
| Diversify Advisory Services, LLC | |
| Last update 2025-05-05 | 632 Stocks (94 new) |
| Value $1.60 Bil | Turnover 11 % |
Diversify Advisory Services, L... Top Holdings of 2025-03-31
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| 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 | +16.86% | +7.34% | 643,153.0 | ||
NVDA | NVIDIA Corp | 814,053 | 88,748.1 | -14.34% | 5.540 | -1.02% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
GLD | SPDR Gold Shares ETF | 267,648 | 81,916.3 | +11.82% | 5.120 | +0.54% | 0.080 | +7.23% | +26.85% | 102,309.8 | ||
BKLN | Invesco Senior Loan ETF | 3,911,889 | 81,093.5 | +6.07% | 5.070 | +0.29% | 1.310 | +4.26% | +3.22% | 6,929.7 | ||
QQQ | INVESCO QQQ Trust | 136,120 | 64,729.0 | -32.88% | 4.040 | -1.86% | 0.020 | +23.56% | +9.08% | 357,232.3 | ||
AAPL | Apple Inc | 234,306 | 49,487.7 | -9.47% | 3.090 | -0.32% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 180,251 | 33,777.3 | -0.42% | 2.110 | -0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
MSFT | Microsoft Corp | 84,037 | 33,114.1 | -9.44% | 2.070 | -0.20% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
VOO | Vanguard S&P 500 ETF | 56,929 | 29,004.7 | -1.58% | 1.810 | -0.03% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
META | Meta Platforms Inc | 50,207 | 27,836.9 | -38.04% | 1.740 | -1.05% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media |
Diversify Advisory Services, LLC's Historical Top Holdings Breakdowns
Diversify Advisory Services, LLC's Top Stock Picks
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| 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 | $625.34 | 6.39% | 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 | $23.69 | 0.25% | 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 | $556.22 | 9.48% | Reduce -32.88% | 136,120 | -66,680 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.05% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | Reduce -38.04% | 50,207 | -30,820 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.02% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -14.34% | 814,053 | -136,261 | |
ET | Energy Transfer LP | 2025-03-31 | Reduce Reduce | -0.91% | 17.26 ($19.48) 21.08 | $17.97 | -7.75% | Reduce -92.38% | 69,937 | -847,878 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.74% | 64.98 ($87.82) 124.62 | $134.36 | 52.99% | Add 415.18% | 126,605 | 102,030 | |
SM | SM Energy Co | 2025-03-31 | Reduce Reduce | -0.72% | 27.15 ($35.87) 44.69 | $25.93 | -27.71% | 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 | $307.14 | 16.14% | Add 11.82% | 267,648 | 28,293 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.38% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Add 33.92% | 126,910 | 32,142 |
Diversify Advisory Services, LLC Total Holding History ($B)
Diversify Advisory Services, LLC's Asset Allocation
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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Diversify Advisory Services, LLC's Holdings Heat Map
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Diversify Advisory Services, LLC's Holdings Bubble Chart
Diversify Advisory Services, LLC News
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