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
VGLTVanguard Scottsdale Fds Recent Activity Increased 25.88%	0.16%	$2.887M 53,303 shares@ $54.18 avg price	Increased 25.88%
WDAYWorkday Inc Recent Activity Increased 17.94%	0.16%	$2.812M 11,263 shares@ $249.72 avg price	Increased 17.94%
IEFAIshares Tr Recent Activity Increased 24.33%	0.15%	$2.611M 37,427 shares@ $69.76 avg price	Increased 24.33%
COPConocophillips Recent Activity Increased 0.89%	0.14%	$2.425M 23,796 shares@ $101.93 avg price	Increased 0.89%
ASMLAsml Holding N V Recent Activity Increased 2.24%	0.13%	$2.236M 3,025 shares@ $739.08 avg price	Increased 2.24%
NFLXNetflix Inc Recent Activity Increased 14.27%	0.13%	$2.201M 2,627 shares@ $837.82 avg price	Increased 14.27%
VUGVanguard Index Fds Recent Activity Increased 31.56%	0.12%	$2.045M 5,020 shares@ $407.31 avg price	Increased 31.56%
PINSPinterest Inc Recent Activity Increased 211.28%	0.12%	$2.027M 66,106 shares@ $30.67 avg price	Increased 211.28%
VRTXVertex Pharmaceuticals Inc Recent Activity Increased 2.73%	0.12%	$2.026M 4,946 shares@ $409.55 avg price	Increased 2.73%
SVOLSimplify Exchange Traded Fun Recent Activity Increased 22.24%	0.12%	$2.023M 99,661 shares@ $20.3 avg price	Increased 22.24%