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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
ANETArista Networks Inc
Recent Activity
Exited
0%
$1.519M
3,831 shares@ $396.52 avg price
NXTNextracker Inc
Recent Activity
Exited
0%
$941,675
29,386 shares@ $32.05 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$877,262
4,719 shares@ $185.9 avg price
IBHDIshares Tr
Recent Activity
Exited
0%
$733,212
31,509 shares@ $23.27 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$722,934
31,960 shares@ $22.62 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$692,600
1 shares@ $692600.0 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$684,300
27,704 shares@ $24.71 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$642,907
13,976 shares@ $46.01 avg price
VXFVanguard Index Fds
Recent Activity
Exited
0%
$636,163
3,443 shares@ $184.77 avg price
JPCNuveen Pfd & Income Opportun
Recent Activity
Exited
0%
$591,300
73,000 shares@ $8.1 avg price