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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
OHIOmega Healthcare Invs Inc
Recent Activity
New Position
0.02%
$271,698
7,377 shares@ $36.84 avg price
GDDYGodaddy Inc
Recent Activity
New Position
0.02%
$270,775
1,404 shares@ $192.86 avg price
KNTKKinetik Holdings Inc
Recent Activity
New Position
0.02%
$268,682
4,448 shares@ $60.41 avg price
SPGSimon Ppty Group Inc New
Recent Activity
New Position
0.02%
$262,725
1,537 shares@ $170.94 avg price
TNLTravel Plus Leisure Co
Recent Activity
New Position
0.02%
$257,786
5,159 shares@ $49.97 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$251,098
3,796 shares@ $66.15 avg price
MTNVail Resorts Inc
Recent Activity
New Position
0.02%
$233,978
1,304 shares@ $179.44 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
New Position
0.02%
$233,856
336 shares@ $696.0 avg price
WHRWhirlpool Corp
Recent Activity
New Position
0.02%
$231,082
1,958 shares@ $118.02 avg price
GRMNGarmin Ltd
Recent Activity
New Position
0.02%
$230,486
1,102 shares@ $209.16 avg price