13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002021232
Total reported value
$6.0B
$6.0B
611 檔
9.1%
At the close of Q4 2024, Diversify Advisory Services, LLC disclosed equity holdings valued at approximately $6.0B, spread across 611 reported holdings.
During Q4 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 611 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.50% | +3.47% | +59.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | -10.30% | -2.70% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.67% | +0.82% | +63.15% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.29% | +0.30% | NEW | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.38% | -2.92% | -10.24% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.28% | +0.20% | +446.04% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.12% | +0.41% | +22.35% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.75% | -3.86% | -3.68% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -2.80% | -1.95% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -1.27% | +1.41% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | +1.46% | +21.88% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -3.15% | +8.28% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +1.59% | NEW | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | +0.39% | +1.14% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | -3.26% | +49.77% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | -2.85% | -7.97% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.11% | -3.63% | +50.90% | |
| 18 | ET | Energy Transfer LP | Stock-Energy | 0.98% | -0.13% | +1.22% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | -3.84% | +78.30% | |
| 20 | SNOW | Snowflake Inc | Stock-Tech | 0.90% | -1.31% | +7.41% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.87% | -0.44% | +89.55% | |
| 22 | SM | Sm Energy Co | Stock-Energy | 0.83% | — | +3.31% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | +3.38% | NEW | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.65% | +3.70% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | +2.93% | NEW | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.60% | -1.46% | +4.64% | |
| 27 | OPBK | Op Bancorp | Stock-Other | 0.59% | +0.48% | NEW | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.58% | +0.51% | NEW | |
| 29 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.49% | -1.81% | -22.54% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.39% | NEW | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.05% | -3.00% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.06% | -11.81% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.42% | +0.01% | NEW | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.31% | -7.37% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | +0.19% | NEW | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.38% | +1.53% | NEW | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.37% | +0.67% | NEW | |
| 38 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.36% | -2.29% | +8.72% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.22% | -15.59% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.34% | +0.17% | NEW | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | +0.16% | NEW | |
| 42 | TLN | Talen Energy CORP | Stock-Utilities | 0.32% | -1.18% | — | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | +0.13% | NEW | |
| 44 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.31% | -1.65% | — | |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.30% | — | -6.87% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.08% | -8.38% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | +0.69% | -5.96% | |
| 48 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.29% | — | NEW | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.44% | NEW | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | +0.07% | -9.35% |
According to official SEC Form 13F filings, Diversify Advisory Services, LLC reported a total U.S. public equity portfolio value of $6.0B across 611 disclosed positions in Q4 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 SPY, NVDA, QQQ) accounted for 9.1% of total reported equity market value during Q4 2024.
During Q4 2024, Diversify Advisory Services, LLC's top holdings by market value included SPY (9.5%)、NVDA (7.1%)、QQQ (5.7%). The largest single position, SPY, represented 9.5% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.