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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
IJRIshares Tr
Recent Activity
Increased 1.09%
0.12%
$2.02M
17,859 shares@ $113.09 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 7.05%
0.11%
$1.984M
8,027 shares@ $247.18 avg price
WMTWalmart Inc
Recent Activity
Increased 6.02%
0.11%
$1.889M
20,310 shares@ $93.01 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 6%
0.1%
$1.767M
8,524 shares@ $207.26 avg price
AMATApplied Matls Inc
Recent Activity
Increased 47.45%
0.1%
$1.701M
9,910 shares@ $171.65 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 14.49%
0.1%
$1.697M
30,036 shares@ $56.51 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 29.06%
0.1%
$1.653M
24,575 shares@ $67.27 avg price
KFYKorn Ferry
Recent Activity
Increased 0.22%
0.1%
$1.644M
25,134 shares@ $65.43 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 44.55%
0.1%
$1.64M
64,400 shares@ $25.47 avg price
VTVVanguard Index Fds
Recent Activity
Increased 29.39%
0.09%
$1.583M
9,437 shares@ $167.73 avg price