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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
CMECme Group Inc
Recent Activity
New Position
0.06%
$945,654
4,126 shares@ $229.2 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.06%
$944,078
48,564 shares@ $19.44 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
New Position
0.06%
$934,299
5,139 shares@ $181.81 avg price
SNPSSynopsys Inc
Recent Activity
New Position
0.05%
$876,721
1,780 shares@ $492.54 avg price
IBDSIshares Tr
Recent Activity
New Position
0.05%
$750,139
31,360 shares@ $23.93 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$662,449
3,172 shares@ $208.85 avg price
PUTWWisdomtree Tr
Recent Activity
New Position
0.04%
$657,329
20,083 shares@ $32.74 avg price
CSGPCostar Group Inc
Recent Activity
New Position
0.04%
$625,895
8,958 shares@ $69.87 avg price
GMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$624,229
16,700 shares@ $37.38 avg price
BIDDBlackrock Etf Trust
Recent Activity
New Position
0.04%
$617,774
25,077 shares@ $24.64 avg price