Diversify Advisory Services
Latest statistics and disclosures from Diversify Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, QQQ, BKLN, AAPL, and represent 22.81% of Diversify Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: META (+$19M), GRNY (+$17M), OPBK (+$15M), SPLG (+$14M), QLTA (+$11M), AAPL (+$9.4M), MU (+$7.9M), XLY (+$6.9M), SPY (+$6.0M), IGRO (+$5.9M).
- Started 97 new stock positions in WTV, VEEV, CX, SBSW, DGRO, HIMU, OTIS, FBRT, CGDV, IONQ.
- Reduced shares in these 10 stocks: GLD (-$18M), AMD (-$18M), GOOGL (-$11M), QQQ (-$11M), SMH (-$7.6M), MSFT (-$5.8M), NVDA, TSM, MBB, VGLT.
- Sold out of its positions in AMLP, AEHR, JANW, AAL, AMPL, APO, ARES, BALL, BAM, CRS.
- Diversify Advisory Services was a net buyer of stock by $156M.
- Diversify Advisory Services has $3.0B in assets under management (AUM), dropping by 14.25%.
- Central Index Key (CIK): 0002021232
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Portfolio Holdings for Diversify Advisory Services
Diversify Advisory Services holds 869 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Diversify Advisory Services has 869 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Diversify Advisory Services Sept. 30, 2025 positions
- Download the Diversify Advisory Services September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.4 | $222M | 1.1M | 206.88 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.9 | $177M | +3% | 260k | 683.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.5 | $104M | -9% | 164k | 632.08 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 3.0 | $89M | +4% | 4.3M | 20.90 |
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| Apple (AAPL) | 3.0 | $89M | +11% | 331k | 269.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $73M | -19% | 197k | 368.78 |
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| Amazon (AMZN) | 2.3 | $68M | 268k | 254.00 |
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| Microsoft Corporation (MSFT) | 2.1 | $63M | -8% | 121k | 517.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $55M | -16% | 194k | 283.72 |
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| Meta Platforms Cl A (META) | 1.8 | $54M | +53% | 85k | 637.71 |
|
| Broadcom (AVGO) | 1.7 | $50M | +4% | 138k | 362.55 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $46M | +2% | 73k | 628.27 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $38M | +3% | 484k | 79.37 |
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| Advanced Micro Devices (AMD) | 1.2 | $37M | -32% | 144k | 259.65 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $36M | -10% | 119k | 304.86 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $33M | +4% | 158k | 207.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $32M | 114k | 284.12 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.0 | $31M | +6% | 281k | 108.60 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 1.0 | $30M | +134% | 1.1M | 26.06 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $29M | +23% | 42k | 686.69 |
|
| Sofi Technologies (SOFI) | 0.9 | $26M | -9% | 856k | 30.63 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.8 | $25M | +17% | 452k | 55.88 |
|
| Op Bancorp Cmn (OPBK) | 0.8 | $25M | +145% | 1.8M | 13.36 |
|
| Snowflake Com Shs (SNOW) | 0.8 | $25M | -7% | 89k | 277.14 |
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| Costco Wholesale Corporation (COST) | 0.8 | $24M | -4% | 26k | 928.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $22M | +25% | 90k | 245.44 |
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| Palo Alto Networks (PANW) | 0.7 | $22M | 101k | 219.23 |
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|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.7 | $22M | +9% | 234k | 92.89 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $20M | +51% | 84k | 242.18 |
|
| UnitedHealth (UNH) | 0.7 | $20M | +18% | 59k | 333.79 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $18M | +3% | 83k | 214.98 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $16M | +14% | 371k | 43.63 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $16M | +42% | 338k | 46.97 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.5 | $16M | -14% | 220k | 72.08 |
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| Marvell Technology (MRVL) | 0.5 | $16M | +4% | 174k | 90.37 |
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| Super Micro Computer Com New (SMCI) | 0.5 | $15M | 302k | 50.75 |
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| Tesla Motors (TSLA) | 0.5 | $15M | +9% | 32k | 468.37 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.5 | $15M | +1252% | 183k | 80.39 |
|
| Spdr Series Trust S&p Homebuild (XHB) | 0.5 | $15M | +3% | 142k | 103.47 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $12M | -15% | 239k | 51.85 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $12M | -2% | 70k | 168.68 |
|
| Talen Energy Corp (TLN) | 0.4 | $12M | -10% | 28k | 413.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $12M | +32% | 34k | 335.80 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $11M | 200k | 55.09 |
|
|
| Visa Com Cl A (V) | 0.4 | $11M | -9% | 33k | 336.90 |
|
| Applovin Corp Com Cl A (APP) | 0.4 | $11M | 17k | 632.15 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.4 | $11M | NEW | 228k | 48.18 |
|
| Johnson & Johnson (JNJ) | 0.4 | $11M | -4% | 59k | 186.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $10M | -17% | 34k | 309.35 |
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| Micron Technology (MU) | 0.3 | $9.8M | +406% | 42k | 234.70 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $9.3M | +16% | 403k | 23.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $9.0M | 148k | 61.13 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $8.9M | +4% | 96k | 92.75 |
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| Spdr Series Trust Portfli High Yld (SPHY) | 0.3 | $8.9M | +33% | 376k | 23.59 |
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| Tempus Ai Cl A (TEM) | 0.3 | $8.7M | +6% | 98k | 88.71 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $8.7M | 73k | 119.35 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $8.3M | +6% | 110k | 75.54 |
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| Cisco Systems (CSCO) | 0.3 | $7.8M | -3% | 105k | 74.45 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $7.8M | -5% | 88k | 88.14 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $7.6M | +19% | 153k | 49.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $7.6M | -7% | 53k | 144.42 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $7.6M | +85% | 61k | 125.38 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $7.5M | +11% | 160k | 46.62 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $7.2M | +64% | 37k | 196.02 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $7.1M | 13k | 551.90 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $7.0M | +23% | 80k | 88.10 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $6.9M | +5% | 13k | 544.09 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.2 | $6.9M | +3% | 64k | 107.70 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.9M | -4% | 6.5k | 1066.84 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $6.8M | -29% | 120k | 57.05 |
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| Eli Lilly & Co. (LLY) | 0.2 | $6.8M | 7.6k | 896.52 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $6.7M | +2% | 70k | 96.50 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $6.7M | +41% | 98k | 68.73 |
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| Kyndryl Hldgs Common Stock (KD) | 0.2 | $6.6M | +37% | 230k | 28.75 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $6.6M | +33% | 74k | 89.74 |
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| Abbvie (ABBV) | 0.2 | $6.5M | 31k | 211.96 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $6.5M | +668% | 51k | 126.32 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $6.4M | +25% | 122k | 53.01 |
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| Chevron Corporation (CVX) | 0.2 | $6.4M | -6% | 42k | 154.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $6.4M | 21k | 301.91 |
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| Coca-Cola Company (KO) | 0.2 | $6.3M | -11% | 93k | 67.97 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $6.3M | +6% | 39k | 161.24 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $6.2M | +6% | 12k | 544.19 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $6.0M | -5% | 52k | 113.76 |
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| Philip Morris International (PM) | 0.2 | $5.9M | +10% | 41k | 144.60 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $5.9M | NEW | 74k | 79.67 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $5.7M | +115% | 94k | 61.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.7M | -2% | 88k | 64.90 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $5.7M | +91% | 83k | 68.44 |
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| Oracle Corporation (ORCL) | 0.2 | $5.6M | -23% | 22k | 257.85 |
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| Home Depot (HD) | 0.2 | $5.4M | 14k | 378.36 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $5.3M | -10% | 106k | 50.55 |
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| Verizon Communications (VZ) | 0.2 | $5.3M | +8% | 135k | 39.47 |
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| Bank of America Corporation (BAC) | 0.2 | $5.3M | +2% | 99k | 53.56 |
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| Celestica (CLS) | 0.2 | $5.3M | 15k | 349.00 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $5.2M | NEW | 121k | 43.16 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $5.2M | -35% | 64k | 80.75 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.2 | $5.0M | 148k | 33.73 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $5.0M | -60% | 14k | 366.10 |
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| Union Pacific Corporation (UNP) | 0.2 | $4.9M | -7% | 23k | 218.82 |
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| Ishares Tr Investment Grade (IGEB) | 0.2 | $4.9M | +2056% | 107k | 45.66 |
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| Goldman Sachs (GS) | 0.2 | $4.9M | -25% | 6.2k | 785.50 |
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| Qualcomm (QCOM) | 0.2 | $4.8M | -8% | 27k | 180.72 |
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| Ross Stores (ROST) | 0.2 | $4.6M | 29k | 161.20 |
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| Nike CL B (NKE) | 0.2 | $4.6M | +2% | 73k | 62.65 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $4.6M | -47% | 48k | 95.11 |
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| Altria (MO) | 0.2 | $4.5M | +2% | 80k | 56.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.5M | +70% | 45k | 100.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.4M | +115% | 21k | 208.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $4.4M | 9.1k | 475.67 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $4.3M | +102% | 32k | 136.64 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $4.3M | 94k | 46.00 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $4.3M | +5% | 24k | 180.64 |
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| Netflix (NFLX) | 0.1 | $4.3M | -6% | 3.9k | 1100.22 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $4.3M | NEW | 41k | 103.63 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $4.2M | NEW | 62k | 67.64 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.1M | 153k | 27.01 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.1 | $4.1M | +489% | 143k | 28.35 |
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| Ishares Tr High Yld Corp Bd (HYGW) | 0.1 | $4.0M | NEW | 133k | 30.21 |
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| Zoetis Cl A (ZTS) | 0.1 | $4.0M | -4% | 28k | 144.35 |
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| American Express Company (AXP) | 0.1 | $4.0M | +10% | 11k | 361.61 |
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| Wal-Mart Stores (WMT) | 0.1 | $4.0M | +9% | 39k | 101.59 |
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| Servicenow (NOW) | 0.1 | $3.9M | +38% | 4.3k | 913.86 |
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| salesforce (CRM) | 0.1 | $3.8M | +21% | 15k | 261.33 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.8M | +37% | 112k | 33.52 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.8M | +19% | 11k | 337.46 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $3.8M | 45k | 84.14 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.7M | +39% | 7.6k | 487.94 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.1 | $3.7M | -34% | 147k | 25.25 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $3.7M | 188k | 19.57 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $3.7M | NEW | 146k | 25.09 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.6M | +2% | 20k | 184.88 |
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| Blackrock Etf Trust Ishares Advantag (BALI) | 0.1 | $3.6M | NEW | 114k | 31.84 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $3.6M | -10% | 81k | 44.26 |
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| Citigroup Com New (C) | 0.1 | $3.6M | -8% | 35k | 101.61 |
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| Walt Disney Company (DIS) | 0.1 | $3.5M | +19% | 31k | 112.12 |
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| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.1 | $3.5M | +578% | 68k | 51.72 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $3.5M | -4% | 20k | 172.94 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $3.4M | 49k | 70.27 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.4M | -4% | 41k | 83.59 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $3.4M | +4% | 24k | 142.33 |
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| Fortinet (FTNT) | 0.1 | $3.4M | +257% | 38k | 87.52 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $3.3M | -6% | 45k | 74.25 |
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| International Business Machines (IBM) | 0.1 | $3.3M | +4% | 11k | 304.72 |
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| McDonald's Corporation (MCD) | 0.1 | $3.3M | -12% | 11k | 296.36 |
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| Oppfi Com Cl A (OPFI) | 0.1 | $3.2M | +98% | 322k | 10.05 |
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| Altshares Trust Merger Arbitrage (ARB) | 0.1 | $3.2M | 111k | 29.02 |
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| Zscaler Incorporated (ZS) | 0.1 | $3.2M | 9.6k | 336.27 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.1M | 42k | 74.84 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.1M | 7.3k | 425.97 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.1M | +126% | 9.0k | 346.19 |
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| Corning Incorporated (GLW) | 0.1 | $3.1M | -21% | 36k | 87.50 |
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| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.1 | $3.1M | NEW | 96k | 32.11 |
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| Abbott Laboratories (ABT) | 0.1 | $3.1M | -14% | 25k | 123.84 |
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| Waste Management (WM) | 0.1 | $3.0M | -8% | 16k | 196.76 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $3.0M | NEW | 53k | 57.03 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $3.0M | 172k | 17.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.0M | +20% | 5.9k | 501.86 |
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| Medtronic SHS (MDT) | 0.1 | $2.9M | 32k | 90.20 |
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| Amgen (AMGN) | 0.1 | $2.9M | -9% | 9.7k | 296.31 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.9M | 19k | 149.12 |
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| Pepsi (PEP) | 0.1 | $2.9M | +7% | 20k | 143.60 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.9M | +4% | 19k | 149.94 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.8M | +188% | 27k | 107.06 |
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| Intuit (INTU) | 0.1 | $2.8M | +10% | 4.2k | 676.19 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.8M | -15% | 5.8k | 487.91 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.8M | +37% | 2.3k | 1218.90 |
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| TJX Companies (TJX) | 0.1 | $2.8M | -26% | 20k | 140.41 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.8M | +27% | 54k | 52.15 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.7M | +82% | 13k | 208.80 |
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| Essex Property Trust (ESS) | 0.1 | $2.7M | +4% | 11k | 254.32 |
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| At&t (T) | 0.1 | $2.7M | +38% | 110k | 24.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | -5% | 11k | 248.44 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $2.6M | -34% | 128k | 20.70 |
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| Duolingo Cl A Com (DUOL) | 0.1 | $2.6M | +665% | 9.8k | 264.93 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.6M | +20% | 20k | 125.49 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $2.5M | -3% | 5.6k | 452.19 |
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| Atmos Energy Corporation (ATO) | 0.1 | $2.5M | +7% | 15k | 172.70 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $2.5M | +45% | 24k | 103.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.5M | -9% | 13k | 187.48 |
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| Principal Exchange Traded Active High Yl (YLD) | 0.1 | $2.5M | NEW | 130k | 19.06 |
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| Okta Cl A (OKTA) | 0.1 | $2.5M | 27k | 91.08 |
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| Paypal Holdings (PYPL) | 0.1 | $2.5M | -15% | 36k | 68.34 |
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| Southern Copper Corporation (SCCO) | 0.1 | $2.5M | -10% | 18k | 138.29 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | -2% | 14k | 177.04 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.4M | +509% | 21k | 118.22 |
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| Procter & Gamble Company (PG) | 0.1 | $2.4M | -26% | 16k | 148.02 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.4M | +57% | 21k | 115.76 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.4M | -4% | 19k | 126.80 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.3M | +4% | 48k | 47.67 |
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| Williams Companies (WMB) | 0.1 | $2.3M | 39k | 59.03 |
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| Pfizer (PFE) | 0.1 | $2.3M | +5% | 93k | 24.66 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.3M | -14% | 14k | 163.65 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.3M | 26k | 87.30 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $2.3M | +6% | 25k | 91.47 |
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| Cme (CME) | 0.1 | $2.3M | +8% | 8.6k | 264.15 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.2M | +57% | 8.6k | 257.17 |
|
| Cintas Corporation (CTAS) | 0.1 | $2.2M | +20% | 12k | 182.04 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $2.2M | 60k | 36.40 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.2M | +30% | 24k | 93.15 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.2M | -6% | 16k | 139.73 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.2M | -52% | 41k | 52.80 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.2M | -9% | 14k | 157.59 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $2.2M | +53% | 45k | 48.12 |
|
| Caterpillar (CAT) | 0.1 | $2.1M | +7% | 3.7k | 570.57 |
|
| Astera Labs (ALAB) | 0.1 | $2.1M | +3% | 11k | 191.56 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $2.0M | +77% | 62k | 33.03 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.0M | -23% | 7.6k | 263.95 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.0M | 17k | 118.04 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $2.0M | 5.1k | 391.93 |
|
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $2.0M | 20k | 100.10 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.9M | +19% | 25k | 77.90 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.9M | +126% | 10k | 191.39 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.9M | 42k | 45.30 |
|
|
| Medpace Hldgs (MEDP) | 0.1 | $1.9M | +21% | 3.2k | 594.02 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $1.9M | -18% | 37k | 50.60 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.9M | +4% | 14k | 134.03 |
|
| Emerson Electric (EMR) | 0.1 | $1.9M | +8% | 13k | 140.03 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.9M | +27% | 13k | 141.55 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.9M | -40% | 19k | 100.40 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $1.9M | -28% | 74k | 25.11 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $1.9M | +13% | 28k | 67.46 |
|
| Moelis & Co Cl A (MC) | 0.1 | $1.8M | +14% | 29k | 63.40 |
|
| Innovator Etfs Trust Us Eqty Buf Oct (BOCT) | 0.1 | $1.8M | 37k | 48.94 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.8M | +201% | 65k | 27.99 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.1 | $1.8M | 81k | 22.46 |
|
|
| Vistra Energy (VST) | 0.1 | $1.8M | -21% | 9.4k | 193.04 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $1.8M | -29% | 21k | 86.39 |
|
| Cummins (CMI) | 0.1 | $1.8M | +19% | 4.1k | 437.75 |
|
| Edwards Lifesciences (EW) | 0.1 | $1.8M | -24% | 21k | 83.07 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.1 | $1.8M | NEW | 36k | 48.93 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $1.8M | +121% | 45k | 38.83 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.8M | -2% | 44k | 39.80 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.7M | +19% | 31k | 56.39 |
|
| Ftai Aviation SHS (FTAI) | 0.1 | $1.7M | -3% | 10k | 172.71 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $1.7M | +17% | 44k | 38.99 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.7M | +84% | 8.4k | 203.31 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.7M | +25% | 63k | 27.04 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.7M | -8% | 1.7k | 977.68 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $1.7M | 50k | 33.78 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.7M | -12% | 21k | 81.72 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.7M | +6% | 6.5k | 260.21 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.7M | +85% | 6.6k | 253.51 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.1 | $1.7M | NEW | 42k | 39.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.7M | +2% | 2.1k | 795.88 |
|
| Teradyne (TER) | 0.1 | $1.7M | +6% | 9.1k | 183.06 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.7M | -19% | 4.3k | 386.58 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $1.6M | -19% | 66k | 24.85 |
|
| Merck & Co (MRK) | 0.1 | $1.6M | -38% | 20k | 82.49 |
|
| Wp Carey (WPC) | 0.1 | $1.6M | -6% | 25k | 65.91 |
|
Past Filings by Diversify Advisory Services
SEC 13F filings are viewable for Diversify Advisory Services going back to 2024
- Diversify Advisory Services 2025 Q3 filed Nov. 13, 2025
- Diversify Advisory Services 2025 Q2 filed Aug. 14, 2025
- Diversify Advisory Services 2025 Q1 filed May 5, 2025
- Diversify Advisory Services 2024 Q4 filed Jan. 16, 2025
- Diversify Advisory Services 2024 Q3 filed Oct. 25, 2024
- Diversify Advisory Services 2024 Q2 filed July 12, 2024
- Diversify Advisory Services 2024 Q1 filed April 30, 2024