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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
XLISelect Sector Spdr Tr
Recent Activity
Increased 704.29%
0.43%
$7.692M
58,568 shares@ $131.33 avg price
USMVIshares Tr
Recent Activity
Increased 1.27%
0.41%
$7.364M
83,992 shares@ $87.68 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 3.26%
0.38%
$6.712M
149,921 shares@ $44.77 avg price
AFRMAffirm Hldgs Inc
Recent Activity
Increased 8.73%
0.36%
$6.457M
116,743 shares@ $55.31 avg price
SGOVIshares Tr
Recent Activity
Increased 3.07%
0.33%
$5.867M
58,405 shares@ $100.46 avg price
QUALIshares Tr
Recent Activity
Increased 6.8%
0.32%
$5.776M
32,752 shares@ $176.35 avg price
GOVTIshares Tr
Recent Activity
Increased 6.58%
0.29%
$5.085M
228,337 shares@ $22.27 avg price
USIGIshares Tr
Recent Activity
Increased 5.42%
0.25%
$4.382M
88,050 shares@ $49.77 avg price
PULSPgim Etf Tr
Recent Activity
Increased 5.81%
0.22%
$3.978M
80,189 shares@ $49.61 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 42.38%
0.22%
$3.957M
7,227 shares@ $547.51 avg price