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Janice M. Powell

@Diversify Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$1.813BTotal holdings611
Assets growth rate-2.48%Assets growth rate (2-Q avg)-0.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 611 positions.

Assets under management

The assets under management (AUM) of Diversify Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.813B in assets, with a quarterly growth rate of -2.48% and a 2-quarter average growth rate of -0.29%. The portfolio is managed by Janice M. Powell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -2.69%
7.13%
$129.157M
950,314 shares@ $135.91 avg price
AAPLApple Inc
Recent Activity
Decreased -10.23%
3.39%
$61.302M
258,823 shares@ $236.86 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.67%
2.76%
$49.902M
81,027 shares@ $615.87 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.95%
2.19%
$39.629M
181,003 shares@ $218.94 avg price
IVVIshares Tr
Recent Activity
Decreased -1.49%
1.24%
$22.468M
38,517 shares@ $583.33 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -7.97%
1.13%
$20.389M
105,549 shares@ $193.18 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -0.2%
0.61%
$11.046M
219,084 shares@ $50.42 avg price
IUSBIshares Tr
Recent Activity
Decreased -4%
0.58%
$10.447M
233,357 shares@ $44.77 avg price
SOFISofi Technologies Inc
Recent Activity
Decreased -22.54%
0.5%
$8.917M
630,170 shares@ $14.16 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -2.99%
0.44%
$7.923M
89,632 shares@ $88.39 avg price