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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 59.81%
9.5%
$172.176M
296,604 shares@ $580.5 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 63.15%
5.68%
$102.865M
246,300 shares@ $417.65 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 21.98%
4.3%
$77.815M
3.688M shares@ $21.11 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 446.04%
3.28%
$59.41M
239,355 shares@ $248.21 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 22.35%
3.12%
$56.542M
2.413M shares@ $23.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.42%
2.15%
$38.877M
92,795 shares@ $418.96 avg price
VOOVanguard Index Fds
Recent Activity
Increased 21.88%
1.71%
$30.881M
57,841 shares@ $533.9 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 8.29%
1.44%
$25.964M
135,200 shares@ $192.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.15%
1.23%
$22.253M
23,751 shares@ $936.94 avg price
AVGOBroadcom Inc
Recent Activity
Increased 49.77%
1.18%
$21.257M
94,768 shares@ $224.32 avg price