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
SCHDSchwab Strategic Tr
Recent Activity
Increased 8.17%
0.07%
$1.265M
46,822 shares@ $27.02 avg price
ELFE L F Beauty Inc
Recent Activity
Increased 356.13%
0.07%
$1.219M
9,761 shares@ $124.89 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 4.75%
0.07%
$1.201M
23,114 shares@ $51.94 avg price
OBDCBlue Owl Capital Corporation
Recent Activity
Increased 0.2%
0.07%
$1.179M
81,006 shares@ $14.55 avg price
IMCGIshares Tr
Recent Activity
Increased 23.69%
0.07%
$1.166M
15,474 shares@ $75.33 avg price
VSTVistra Corp
Recent Activity
Increased 62.28%
0.07%
$1.091M
6,543 shares@ $166.75 avg price
PAVEGlobal X Fds
Recent Activity
Increased 1.48%
0.06%
$1.048M
26,160 shares@ $40.07 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 2.95%
0.06%
$1.03M
16,349 shares@ $62.99 avg price
OEFIshares Tr
Recent Activity
Increased 64.76%
0.06%
$977,706
3,422 shares@ $285.72 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 0.02%
0.06%
$976,381
37,888 shares@ $25.78 avg price