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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
DVYIshares Tr
Recent Activity
New Position
0.02%
$230,021
1,789 shares@ $128.58 avg price
AJGGallagher Arthur J & Co
Recent Activity
New Position
0.02%
$227,814
794 shares@ $286.92 avg price
CNCCentene Corp Del
Recent Activity
New Position
0.02%
$223,886
3,621 shares@ $61.83 avg price
MAGSListed Fd Tr
Recent Activity
New Position
0.02%
$223,717
4,114 shares@ $54.38 avg price
ORLYOreilly Automotive Inc
Recent Activity
New Position
0.02%
$214,370
179 shares@ $1197.6 avg price
CFGCitizens Finl Group Inc
Recent Activity
New Position
0.02%
$214,369
4,951 shares@ $43.3 avg price
PCBPcb Bancorp
Recent Activity
New Position
0.02%
$213,706
11,533 shares@ $18.53 avg price
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.02%
$212,885
9,021 shares@ $23.6 avg price
SRESempra
Recent Activity
New Position
0.02%
$211,277
2,684 shares@ $78.72 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.02%
$208,087
7,718 shares@ $26.97 avg price