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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
FLOTIshares Tr
Recent Activity
Increased 47.21%
0.06%
$959,467
18,832 shares@ $50.95 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
Increased 1.26%
0.06%
$954,605
35,070 shares@ $27.22 avg price
IUSGIshares Tr
Recent Activity
Increased 15.41%
0.05%
$884,463
6,382 shares@ $138.59 avg price
CCitigroup Inc
Recent Activity
Increased 1.88%
0.05%
$872,864
12,225 shares@ $71.4 avg price
VGTVanguard World Fd
Recent Activity
Increased 27.05%
0.05%
$856,038
1,395 shares@ $613.65 avg price
FICOFair Isaac Corp
Recent Activity
Increased 13.56%
0.05%
$851,428
444 shares@ $1917.64 avg price
CALFPacer Fds Tr
Recent Activity
Increased 50.24%
0.05%
$813,457
18,644 shares@ $43.64 avg price
VLOValero Energy Corp
Recent Activity
Increased 26.47%
0.05%
$812,859
6,393 shares@ $127.15 avg price
EPREpr Pptys
Recent Activity
Increased 35.67%
0.05%
$807,818
18,235 shares@ $44.31 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 1%
0.05%
$805,905
10,557 shares@ $76.34 avg price