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
XLCSelect Sector Spdr Tr Recent Activity Increased 48.08%	0.09%	$1.548M 16,153 shares@ $95.82 avg price	Increased 48.08%
TAt&t Inc Recent Activity Increased 1.47%	0.09%	$1.467M 67,656 shares@ $21.69 avg price	Increased 1.47%
BUFRFirst Tr Exchng Traded Fd Vi Recent Activity Increased 5.35%	0.09%	$1.453M 47,930 shares@ $30.33 avg price	Increased 5.35%
PRFZInvesco Exchange Traded Fd T Recent Activity Increased 2%	0.08%	$1.427M 34,857 shares@ $40.93 avg price	Increased 2%
SJNKSpdr Ser Tr Recent Activity Increased 5.1%	0.08%	$1.379M 54,648 shares@ $25.23 avg price	Increased 5.1%
VOOGVanguard Admiral Fds Inc Recent Activity Increased 10.28%	0.08%	$1.377M 3,777 shares@ $364.53 avg price	Increased 10.28%
JBBBJanus Detroit Str Tr Recent Activity Increased 28.38%	0.08%	$1.324M 26,927 shares@ $49.17 avg price	Increased 28.38%
WMBWilliams Cos Inc Recent Activity Increased 0.58%	0.08%	$1.313M 23,651 shares@ $55.52 avg price	Increased 0.58%
IBDRIshares Tr Recent Activity Increased 55.72%	0.08%	$1.313M 54,572 shares@ $24.07 avg price	Increased 55.72%
XLYSelect Sector Spdr Tr Recent Activity Increased 12.3%	0.08%	$1.296M 5,871 shares@ $220.81 avg price	Increased 12.3%