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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
VVisa Inc
Recent Activity
Decreased -11.81%
0.44%
$7.822M
25,420 shares@ $307.71 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -7.36%
0.42%
$7.598M
53,481 shares@ $142.07 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -16.67%
0.38%
$6.88M
202,839 shares@ $33.92 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -15.59%
0.35%
$6.304M
26,279 shares@ $239.88 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -33.12%
0.35%
$6.207M
122,205 shares@ $50.79 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -6.87%
0.31%
$5.497M
265,703 shares@ $20.7 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -8.38%
0.3%
$5.36M
23,429 shares@ $228.78 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -5.95%
0.3%
$5.331M
124,520 shares@ $42.81 avg price
IVWIshares Tr
Recent Activity
Decreased -12.14%
0.29%
$5.163M
51,080 shares@ $101.08 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -9.34%
0.29%
$5.125M
10,951 shares@ $468.04 avg price