Diversify Advisory Services, LLC Top Holdings and 13F Report (2024)

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About Diversify Advisory Services, LLC

Investment Activity

Diversify Advisory Services, LLC has $1.70 billion in total holdings as of March 31, 2024.
Diversify Advisory Services, LLC owns shares of 628 different stocks, but just 146 companies or ETFs make up 80% of its holdings.

Largest Holdings

SPDR S&P 500 ETF Trust: $65,991,896
NVIDIA: $65,858,529
Invesco Senior Loan ETF: $58,697,213
Invesco QQQ: $49,979,265
Apple: $47,237,059

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$65,991,896	126,383	3.9%	Finance
NVDA NVIDIA	$65,858,529	72,882	3.9%	Computer and Technology
BKLN Invesco Senior Loan ETF	$58,697,213	2,776,595	3.5%	ETF
QQQ Invesco QQQ	$49,979,265	112,326	2.9%	Finance
AAPL Apple	$47,237,059	277,816	2.8%	Computer and Technology
MSFT Microsoft	$37,898,582	89,263	2.2%	Computer and Technology
AMZN Amazon.com	$36,137,253	199,686	2.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$28,975,739	55,205	1.7%	ETF
BND Vanguard Total Bond Market ETF	$27,620,242	384,041	1.6%	ETF
IWM iShares Russell 2000 ETF	$25,560,564	122,699	1.5%	Finance
INDA iShares MSCI India ETF	$23,846,743	463,133	1.4%	ETF
GOOG Alphabet	$23,609,643	150,860	1.4%	Computer and Technology
META Meta Platforms	$22,878,165	46,562	1.3%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$22,439,099	268,603	1.3%	ETF
AMD Advanced Micro Devices	$20,190,684	110,127	1.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$19,220,382	40,037	1.1%	ETF
GOOGL Alphabet	$18,824,674	121,067	1.1%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$18,621,729	127,137	1.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$18,417,793	369,909	1.1%	ETF
COST Costco Wholesale	$17,913,286	24,837	1.1%	Retail/Wholesale
STIP iShares 0-5 Year TIPS Bond ETF	$17,568,703	177,193	1.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$17,161,633	234,225	1.0%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$16,680,009	718,037	1.0%	ETF
BKMC BNY Mellon US Mid Cap Core Equity ETF	$16,386,019	166,936	1.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$15,542,886	435,619	0.9%	ETF
SCHW Charles Schwab	$14,705,917	203,205	0.9%	Finance
PANW Palo Alto Networks	$14,496,030	51,879	0.9%	Computer and Technology
OXY Occidental Petroleum	$13,815,804	208,132	0.8%	Oils/Energy
ET Energy Transfer	$13,005,144	828,881	0.8%	Oils/Energy
EEM iShares MSCI Emerging Markets ETF	$12,870,527	312,771	0.8%	Finance
PFF iShares Preferred and Income Securities ETF	$12,480,468	388,376	0.7%	ETF
IUSB iShares Core Total USD Bond Market ETF	$11,341,328	251,248	0.7%	Manufacturing
JPM JPMorgan Chase & Co.	$10,362,142	52,087	0.6%	Finance
XLE Energy Select Sector SPDR Fund	$10,155,037	106,771	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,685,139	230,928	0.6%	ETF
SNOW Snowflake	$9,663,143	60,199	0.6%	Computer and Technology
V Visa	$9,573,639	34,403	0.6%	Business Services
JNJ Johnson & Johnson	$9,412,799	59,658	0.6%	Medical
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$9,217,485	59,086	0.5%	ETF
VAL Valaris	$8,742,830	118,579	0.5%	Oils/Energy
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$8,152,922	191,338	0.5%	ETF
HQY HealthEquity	$7,827,746	95,893	0.5%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$7,807,793	98,014	0.5%	ETF
CVX Chevron	$7,667,391	48,198	0.5%	Oils/Energy
OPBK OP Bancorp	$7,352,875	737,500	0.4%	Finance
GLD SPDR Gold Shares	$7,337,112	35,305	0.4%	Finance
AVGO Broadcom	$7,296,465	5,404	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$7,184,892	27,666	0.4%	ETF
VZ Verizon Communications	$7,013,013	165,871	0.4%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$6,929,187	52,939	0.4%	ETF
SOFI SoFi Technologies	$6,912,074	957,351	0.4%	Business Services
LMT Lockheed Martin	$6,867,197	15,166	0.4%	Aerospace
PFE Pfizer	$6,779,998	244,589	0.4%	Medical
OWL Blue Owl Capital	$6,747,038	363,330	0.4%	Finance
HYGH iShares Interest Rate Hedged High Yield Bond ETF	$6,626,569	77,368	0.4%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$6,619,630	129,644	0.4%	Manufacturing
CRM Salesforce	$6,445,330	21,324	0.4%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$6,245,866	138,183	0.4%	ETF
ABBV AbbVie	$6,214,564	34,380	0.4%	Medical
UNH UnitedHealth Group	$5,943,840	12,138	0.4%	Medical
DIS Walt Disney	$5,647,705	46,472	0.3%	Consumer Discretionary
PM Philip Morris International	$5,633,758	61,612	0.3%	Consumer Staples
MA Mastercard	$5,458,843	11,411	0.3%	Business Services
ADBE Adobe	$5,455,305	10,865	0.3%	Computer and Technology
ROST Ross Stores	$5,384,025	37,108	0.3%	Retail/Wholesale
MDT Medtronic	$5,317,751	61,110	0.3%	Medical
URA Global X Uranium ETF	$5,290,849	175,659	0.3%	ETF
URNM Sprott Uranium Miners ETF	$5,267,821	101,071	0.3%	ETF
XOM Exxon Mobil	$5,229,286	44,699	0.3%	Oils/Energy
QCOM QUALCOMM	$5,107,257	29,742	0.3%	Computer and Technology
ACN Accenture	$5,099,096	15,034	0.3%	Business Services
IEI iShares 3-7 Year Treasury Bond ETF	$5,090,446	44,284	0.3%	ETF
CSCO Cisco Systems	$5,064,263	101,204	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$5,019,330	100,447	0.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$4,997,168	60,004	0.3%	ETF
ABNB Airbnb	$4,783,898	29,283	0.3%	Computer and Technology
NKE NIKE	$4,776,659	51,606	0.3%	Consumer Discretionary
BAC Bank of America	$4,729,593	126,055	0.3%	Finance
IBM International Business Machines	$4,627,490	24,377	0.3%	Computer and Technology
TSLA Tesla	$4,575,096	26,111	0.3%	Auto/Tires/Trucks
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$4,458,903	38,136	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$4,375,402	80,951	0.3%	ETF
PG Procter & Gamble	$4,291,980	26,728	0.3%	Consumer Staples
UPS United Parcel Service	$4,270,183	28,927	0.3%	Transportation
PEP PepsiCo	$4,229,167	24,449	0.2%	Consumer Staples
NVO Novo Nordisk A/S	$4,167,599	32,674	0.2%	Medical
MCD McDonald's	$4,143,388	14,786	0.2%	Retail/Wholesale
BX Blackstone	$4,059,095	30,978	0.2%	Finance
NOW ServiceNow	$4,053,152	5,275	0.2%	Computer and Technology
KO Coca-Cola	$4,009,024	66,068	0.2%	Consumer Staples
QUAL iShares MSCI USA Quality Factor ETF	$3,906,115	23,837	0.2%	ETF
ZTS Zoetis	$3,876,557	23,210	0.2%	Medical
IAU iShares Gold Trust	$3,831,505	90,238	0.2%	Finance
GOVT iShares U.S. Treasury Bond ETF	$3,811,468	169,323	0.2%	ETF
ESS Essex Property Trust	$3,785,529	15,795	0.2%	Finance
HD Home Depot	$3,684,056	10,010	0.2%	Retail/Wholesale
IXUS iShares Core MSCI Total International Stock ETF	$3,648,331	53,890	0.2%	Manufacturing
PYPL PayPal	$3,644,411	56,042	0.2%	Computer and Technology
MC Moelis & Company	$3,630,268	64,630	0.2%	Finance
UNP Union Pacific	$3,602,288	14,806	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

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Diversify Advisory Services, LLC Top Holdings and 13F Report (2024)

About Diversify Advisory Services, LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Diversify Advisory Services, LLC Top Holdings and 13F Report (2024)

About Diversify Advisory Services, LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofDiversify Advisory Services, LLC

Latest 13F Holdings

More Institutional Buying and Selling Information