test

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
IBMOIshares Tr
Recent Activity
New Position
0.02%
$204,601
8,030 shares@ $25.48 avg price
JMBSJanus Detroit Str Tr
Recent Activity
New Position
0.02%
$203,160
4,653 shares@ $43.67 avg price
LNCLincoln Natl Corp Ind
Recent Activity
New Position
0.02%
$202,950
6,751 shares@ $30.07 avg price
SBRASabra Health Care Reit Inc
Recent Activity
New Position
0.02%
$202,218
12,189 shares@ $16.6 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
New Position
0.02%
$200,564
1,102 shares@ $182.0 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
0.02%
$193,128
10,496 shares@ $18.41 avg price
RITMRithm Capital Corp
Recent Activity
New Position
0.02%
$189,031
17,666 shares@ $10.71 avg price
BXMTBlackstone Mtg Tr Inc
Recent Activity
New Position
0.01%
$172,295
10,046 shares@ $17.16 avg price
ERICTelefonaktiebolaget Lm Erics
Recent Activity
New Position
0.01%
$165,584
20,367 shares@ $8.14 avg price
INSGInseego Corp
Recent Activity
New Position
0.01%
$141,653
12,750 shares@ $11.12 avg price