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CIK: 0002021232
Total reported value
$6.0B
$6.0B
631 檔
7.6%
In Q3 2024, Diversify Advisory Services, LLC's U.S. equity holdings reached a combined market value of $6.0B, distributed across 631 disclosed stock positions.
During Q3 2024, Diversify Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 631 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.54% | -10.30% | +7.22% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.82% | +3.47% | +16.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.03% | +0.82% | -39.74% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.66% | -2.92% | -0.14% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-Other | 3.42% | +0.30% | NEW | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.63% | -3.86% | +47.63% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.52% | +0.41% | +189.17% | |
| 8 | INDA | Ishares Msci India ETF | ETF-Other | 2.28% | — | +42.54% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -1.27% | +1.16% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -2.80% | -38.21% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.52% | +0.23% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +1.46% | +17.17% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +1.59% | NEW | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.21% | +0.61% | NEW | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | +0.39% | -2.14% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | -3.15% | -35.93% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | -2.85% | -7.60% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.97% | -0.44% | -7.52% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.96% | -3.63% | -7.06% | |
| 20 | ET | Energy Transfer LP | Stock-Energy | 0.80% | -0.13% | +6.06% | |
| 21 | SM | Sm Energy Co | Stock-Energy | 0.77% | — | +8.86% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | +0.13% | +7.70% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +3.38% | NEW | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 0.63% | -0.12% | +3.69% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | +2.93% | NEW | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.63% | +0.02% | NEW | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -3.26% | +925.71% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.60% | +0.51% | NEW | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | +0.20% | +8.83% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 0.58% | -1.31% | +164.87% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | -1.46% | +8.52% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | +0.18% | +12.21% | |
| 33 | OPBK | Op Bancorp | Stock-Other | 0.53% | +0.48% | NEW | |
| 34 | PINK | Simplify Health Care ETF | ETF-Other | 0.52% | +0.01% | NEW | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.31% | -3.06% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.50% | +0.17% | NEW | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | -3.84% | +0.83% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | +1.53% | NEW | |
| 39 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.46% | -1.81% | +7.43% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.45% | -0.05% | -56.06% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.06% | -7.82% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.21% | +13.08% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.39% | NEW | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | +0.19% | NEW | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.22% | -32.61% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | +0.07% | -10.91% | |
| 47 | VAL | Valaris Limited | Stock-Energy | 0.37% | — | +14.76% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.65% | -2.53% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | — | — | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.36% | +0.67% | NEW |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.0B across 631 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, QQQ) accounted for 7.6% of total reported equity market value during Q3 2024.
During Q3 2024, Diversify Advisory Services, LLC's top holdings by market value included NVDA (7.5%)、SPY (5.8%)、QQQ (4.0%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q3 2024, Diversify Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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