Janice M. Powell

@Diversify Advisory Services, Llc

Latest period2024 - Q4

Reported3d 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
IWRIshares Tr Recent Activity New Position	0.03%	$387,024 4,416 shares@ $87.65 avg price	New Position
FANGDiamondback Energy Inc Recent Activity New Position	0.03%	$383,889 2,197 shares@ $174.74 avg price	New Position
TFCTruist Finl Corp Recent Activity New Position	0.03%	$374,303 8,749 shares@ $42.79 avg price	New Position
BWXTBwx Technologies Inc Recent Activity New Position	0.02%	$325,285 2,836 shares@ $114.7 avg price	New Position
EFAIshares Tr Recent Activity New Position	0.02%	$308,799 4,114 shares@ $75.07 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.02%	$297,969 444 shares@ $671.11 avg price	New Position
BKRBaker Hughes Company Recent Activity New Position	0.02%	$293,918 6,794 shares@ $43.27 avg price	New Position
SESea Ltd Recent Activity New Position	0.02%	$286,644 2,647 shares@ $108.3 avg price	New Position
AONAon Plc Recent Activity New Position	0.02%	$280,413 802 shares@ $349.65 avg price	New Position
UIUbiquiti Inc Recent Activity New Position	0.02%	$272,769 759 shares@ $359.38 avg price	New Position