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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
VRTVertiv Holdings Co
Recent Activity
New Position
0.04%
$564,380
4,377 shares@ $128.95 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.04%
$564,066
590 shares@ $956.05 avg price
RIVNRivian Automotive Inc
Recent Activity
New Position
0.04%
$547,815
39,553 shares@ $13.86 avg price
RMBSRambus Inc Del
Recent Activity
New Position
0.03%
$476,381
8,472 shares@ $56.24 avg price
MOATVaneck Etf Trust
Recent Activity
New Position
0.03%
$451,072
4,950 shares@ $91.13 avg price
TJXTjx Cos Inc New
Recent Activity
New Position
0.03%
$441,270
3,675 shares@ $120.08 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.03%
$436,703
3,099 shares@ $140.92 avg price
MTUMIshares Tr
Recent Activity
New Position
0.03%
$435,999
2,107 shares@ $206.93 avg price
KMIKinder Morgan Inc Del
Recent Activity
New Position
0.03%
$419,407
14,894 shares@ $28.16 avg price
SPOTSpotify Technology S A
Recent Activity
New Position
0.03%
$390,893
851 shares@ $459.34 avg price