Janice M. Powell

@Diversify Advisory Services, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.813B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMDAdvanced Micro Devices Inc Recent Activity Increased 50.9%	1.12%	$20.212M 174,177 shares@ $116.05 avg price	Increased 50.9%
ETEnergy Transfer L P Recent Activity Increased 1.22%	0.99%	$17.824M 917,815 shares@ $19.42 avg price	Increased 1.22%
TSMTaiwan Semiconductor Mfg Ltd Recent Activity Increased 78.3%	0.94%	$17.034M 81,747 shares@ $208.38 avg price	Increased 78.3%
SNOWSnowflake Inc Recent Activity Increased 7.42%	0.9%	$16.292M 100,284 shares@ $162.47 avg price	Increased 7.42%
PANWPalo Alto Networks Inc Recent Activity Increased 89.55%	0.87%	$15.736M 90,740 shares@ $173.42 avg price	Increased 89.55%
SMSm Energy Co Recent Activity Increased 3.32%	0.84%	$15.141M 349,268 shares@ $43.35 avg price	Increased 3.32%
SPYGSpdr Ser Tr Recent Activity Increased 10.9%	0.79%	$14.17M 161,887 shares@ $87.53 avg price	Increased 10.9%
TSLATesla Inc Recent Activity Increased 3.7%	0.71%	$12.696M 32,164 shares@ $394.74 avg price	Increased 3.7%
ITAIshares Tr Recent Activity Increased 4.64%	0.6%	$10.853M 74,807 shares@ $145.09 avg price	Increased 4.64%
VTIVanguard Index Fds Recent Activity Increased 3.27%	0.45%	$8.154M 28,382 shares@ $287.3 avg price	Increased 3.27%