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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
TLNTalen Energy Corp
Recent Activity
New Position
0.32%
$5.794M
26,121 shares@ $221.81 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.32%
$5.668M
40,344 shares@ $140.5 avg price
KDKyndryl Hldgs Inc
Recent Activity
New Position
0.3%
$5.309M
144,490 shares@ $36.75 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.29%
$5.113M
156,852 shares@ $32.6 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.16%
$2.782M
37,270 shares@ $74.65 avg price
SDSProshares Tr
Recent Activity
New Position
0.15%
$2.662M
132,645 shares@ $20.07 avg price
OKTAOkta Inc
Recent Activity
New Position
0.13%
$2.269M
26,888 shares@ $84.38 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.11%
$1.889M
16,525 shares@ $114.35 avg price
IGMIshares Tr
Recent Activity
New Position
0.09%
$1.528M
15,062 shares@ $101.44 avg price
SQBlock Inc
Recent Activity
New Position
0.08%
$1.315M
15,931 shares@ $82.55 avg price