Diversify Advisory Services, LLC Top Holdings and 13F Report (2024) → It's time to ween off Chinese lithium! (From Smallcaps Daily) (Ad) About Diversify Advisory Services, LLCInvestment ActivityDiversify 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 $65,991,896NVIDIA $65,858,529Invesco Senior Loan ETF $58,697,213Invesco QQQ $49,979,265Apple $47,237,059 Sector AllocationMap of 500 Largest Holdings ofDiversify Advisory Services, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$65,991,896126,3833.9%FinanceNVDANVIDIA$65,858,52972,8823.9%Computer and TechnologyBKLNInvesco Senior Loan ETF$58,697,2132,776,5953.5%ETFQQQInvesco QQQ$49,979,265112,3262.9%FinanceAAPLApple$47,237,059277,8162.8%Computer and TechnologyMSFTMicrosoft$37,898,58289,2632.2%Computer and TechnologyAMZNAmazon.com$36,137,253199,6862.1%Retail/WholesaleIVViShares Core S&P 500 ETF$28,975,73955,2051.7%ETFBNDVanguard Total Bond Market ETF$27,620,242384,0411.6%ETFIWMiShares Russell 2000 ETF$25,560,564122,6991.5%FinanceINDAiShares MSCI India ETF$23,846,743463,1331.4%ETFGOOGAlphabet$23,609,643150,8601.4%Computer and TechnologyMETAMeta Platforms$22,878,16546,5621.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$22,439,099268,6031.3%ETFAMDAdvanced Micro Devices$20,190,684110,1271.2%Computer and TechnologyVOOVanguard S&P 500 ETF$19,220,38240,0371.1%ETFGOOGLAlphabet$18,824,674121,0671.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$18,621,729127,1371.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$18,417,793369,9091.1%ETFCOSTCostco Wholesale$17,913,28624,8371.1%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$17,568,703177,1931.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$17,161,633234,2251.0%ETFSPHYSPDR Portfolio High Yield Bond ETF$16,680,009718,0371.0%ETFBKMCBNY Mellon US Mid Cap Core Equity ETF$16,386,019166,9361.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,542,886435,6190.9%ETFSCHWCharles Schwab$14,705,917203,2050.9%FinancePANWPalo Alto Networks$14,496,03051,8790.9%Computer and TechnologyOXYOccidental Petroleum$13,815,804208,1320.8%Oils/EnergyETEnergy Transfer$13,005,144828,8810.8%Oils/EnergyEEMiShares MSCI Emerging Markets ETF$12,870,527312,7710.8%FinancePFFiShares Preferred and Income Securities ETF$12,480,468388,3760.7%ETFIUSBiShares Core Total USD Bond Market ETF$11,341,328251,2480.7%ManufacturingJPMJPMorgan Chase & Co.$10,362,14252,0870.6%FinanceXLEEnergy Select Sector SPDR Fund$10,155,037106,7710.6%ETFVWOVanguard FTSE Emerging Markets ETF$9,685,139230,9280.6%ETFSNOWSnowflake$9,663,14360,1990.6%Computer and TechnologyVVisa$9,573,63934,4030.6%Business ServicesJNJJohnson & Johnson$9,412,79959,6580.6%MedicalXOPSPDR S&P Oil & Gas Exploration & Production ETF$9,217,48559,0860.5%ETFVALValaris$8,742,830118,5790.5%Oils/EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$8,152,922191,3380.5%ETFHQYHealthEquity$7,827,74695,8930.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$7,807,79398,0140.5%ETFCVXChevron$7,667,39148,1980.5%Oils/EnergyOPBKOP Bancorp$7,352,875737,5000.4%FinanceGLDSPDR Gold Shares$7,337,11235,3050.4%FinanceAVGOBroadcom$7,296,4655,4040.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$7,184,89227,6660.4%ETFVZVerizon Communications$7,013,013165,8710.4%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$6,929,18752,9390.4%ETFSOFISoFi Technologies$6,912,074957,3510.4%Business ServicesLMTLockheed Martin$6,867,19715,1660.4%AerospacePFEPfizer$6,779,998244,5890.4%MedicalOWLBlue Owl Capital$6,747,038363,3300.4%FinanceHYGHiShares Interest Rate Hedged High Yield Bond ETF$6,626,56977,3680.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6,619,630129,6440.4%ManufacturingCRMSalesforce$6,445,33021,3240.4%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$6,245,866138,1830.4%ETFABBVAbbVie$6,214,56434,3800.4%MedicalUNHUnitedHealth Group$5,943,84012,1380.4%MedicalDISWalt Disney$5,647,70546,4720.3%Consumer DiscretionaryPMPhilip Morris International$5,633,75861,6120.3%Consumer StaplesMAMastercard$5,458,84311,4110.3%Business ServicesADBEAdobe$5,455,30510,8650.3%Computer and TechnologyROSTRoss Stores$5,384,02537,1080.3%Retail/WholesaleMDTMedtronic$5,317,75161,1100.3%MedicalURAGlobal X Uranium ETF$5,290,849175,6590.3%ETFURNMSprott Uranium Miners ETF$5,267,821101,0710.3%ETFXOMExxon Mobil$5,229,28644,6990.3%Oils/EnergyQCOMQUALCOMM$5,107,25729,7420.3%Computer and TechnologyACNAccenture$5,099,09615,0340.3%Business ServicesIEIiShares 3-7 Year Treasury Bond ETF$5,090,44644,2840.3%ETFCSCOCisco Systems$5,064,263101,2040.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,019,330100,4470.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,997,16860,0040.3%ETFABNBAirbnb$4,783,89829,2830.3%Computer and TechnologyNKENIKE$4,776,65951,6060.3%Consumer DiscretionaryBACBank of America$4,729,593126,0550.3%FinanceIBMInternational Business Machines$4,627,49024,3770.3%Computer and TechnologyTSLATesla$4,575,09626,1110.3%Auto/Tires/TrucksVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,458,90338,1360.3%ETFEFViShares MSCI EAFE Value ETF$4,375,40280,9510.3%ETFPGProcter & Gamble$4,291,98026,7280.3%Consumer StaplesUPSUnited Parcel Service$4,270,18328,9270.3%TransportationPEPPepsiCo$4,229,16724,4490.2%Consumer StaplesNVONovo Nordisk A/S$4,167,59932,6740.2%MedicalMCDMcDonald's$4,143,38814,7860.2%Retail/WholesaleBXBlackstone$4,059,09530,9780.2%FinanceNOWServiceNow$4,053,1525,2750.2%Computer and TechnologyKOCoca-Cola$4,009,02466,0680.2%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$3,906,11523,8370.2%ETFZTSZoetis$3,876,55723,2100.2%MedicalIAUiShares Gold Trust$3,831,50590,2380.2%FinanceGOVTiShares U.S. Treasury Bond ETF$3,811,468169,3230.2%ETFESSEssex Property Trust$3,785,52915,7950.2%FinanceHDHome Depot$3,684,05610,0100.2%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$3,648,33153,8900.2%ManufacturingPYPLPayPal$3,644,41156,0420.2%Computer and TechnologyMCMoelis & Company$3,630,26864,6300.2%FinanceUNPUnion Pacific$3,602,28814,8060.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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