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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
VXUSVanguard Star Fds
Recent Activity
Increased 32.74%
0.22%
$3.956M
67,932 shares@ $58.24 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 4.98%
0.2%
$3.626M
186,528 shares@ $19.44 avg price
BILSpdr Ser Tr
Recent Activity
Increased 153.54%
0.18%
$3.252M
35,528 shares@ $91.54 avg price
EFVIshares Tr
Recent Activity
Increased 20.4%
0.18%
$3.216M
61,989 shares@ $51.89 avg price
TLTIshares Tr
Recent Activity
Increased 16.3%
0.18%
$3.175M
37,149 shares@ $85.46 avg price
LRGFIshares Tr
Recent Activity
Increased 11.12%
0.18%
$3.147M
52,466 shares@ $59.99 avg price
ZSZscaler Inc
Recent Activity
Increased 18.63%
0.18%
$3.101M
16,321 shares@ $189.99 avg price
QYLDGlobal X Fds
Recent Activity
Increased 0.47%
0.18%
$3.096M
170,012 shares@ $18.21 avg price
IJHIshares Tr
Recent Activity
Increased 14.14%
0.17%
$3.011M
48,657 shares@ $61.9 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 2.28%
0.17%
$2.927M
89,964 shares@ $32.54 avg price