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Home > Institutional Investor > Diversify Advisory Services, Llc > Profile

Instuitional Investor - Diversify Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Diversify Advisory Services, Llc
Portfolio Value $1,600,999,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 206,006 $114,193,046 7.13%
2.
Nvidia Corp
 NVDA 814,053 $88,748,081 5.54%
3.
Spdr Gold Trust
 GLD 267,648 $81,916,339 5.12%
4.
Invesco Exch Traded Fd Tr Ii - SR LN ETF
 3,911,889 $81,093,466 5.07%
5.
Invesco Qqq Tr
 136,120 $64,728,987 4.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)