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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
PINKSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$9.672M
299,920 shares@ $32.25 avg price
VALValaris Ltd
Recent Activity
Exited
0%
$6.927M
137,572 shares@ $50.35 avg price
EEMIshares Tr
Recent Activity
Exited
0%
$6.727M
147,854 shares@ $45.5 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$5.299M
52,746 shares@ $100.47 avg price
JDJd.com Inc
Recent Activity
Exited
0%
$4.657M
115,426 shares@ $40.35 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$4.652M
220,465 shares@ $21.1 avg price
BIDUBaidu Inc
Recent Activity
Exited
0%
$3.96M
43,048 shares@ $91.98 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$3.311M
131,542 shares@ $25.18 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$2.323M
31,816 shares@ $73.01 avg price
DTDynatrace Inc
Recent Activity
Exited
0%
$1.762M
32,897 shares@ $53.56 avg price