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Diversify Advisory Services, LLC

CIK
2021232
City
SANDY
State / Country
UT

Top Portfolio Positions

174 positions · $519,461,217 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

9 quarters · across all stocks

Holdings in OUT

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,725,706 65,121
2025-12-31 $2,167,529 89,939
2025-09-30 $1,676,261 91,499
2025-06-30 $1,413,246 86,596
2025-03-31 $197,989 12,267