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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
PANWPalo Alto Networks Inc
Recent Activity
Increased 89.55%
0.87%
$15.736M
90,740 shares@ $173.42 avg price
SMSm Energy Co
Recent Activity
Increased 3.32%
0.84%
$15.141M
349,268 shares@ $43.35 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 10.9%
0.79%
$14.17M
161,887 shares@ $87.53 avg price
TSLATesla Inc
Recent Activity
Increased 3.7%
0.71%
$12.696M
32,164 shares@ $394.74 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -0.2%
0.61%
$11.046M
219,084 shares@ $50.42 avg price
ITAIshares Tr
Recent Activity
Increased 4.64%
0.6%
$10.853M
74,807 shares@ $145.09 avg price
OPBKOp Bancorp
Recent Activity
0.6%
$10.762M
736,600 shares@ $14.61 avg price
IUSBIshares Tr
Recent Activity
Decreased -4%
0.58%
$10.447M
233,357 shares@ $44.77 avg price
SOFISofi Technologies Inc
Recent Activity
Decreased -22.54%
0.5%
$8.917M
630,170 shares@ $14.16 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.27%
0.45%
$8.154M
28,382 shares@ $287.3 avg price