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, AAPL, BKLN, and represent 24.47% of Diversify Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SPHY (+$31M), IWM (+$22M), META (+$16M), SPY (+$15M), INDA (+$13M), AVGO (+$10M), NVDA (+$9.4M), EEM (+$6.7M), SNOW (+$6.7M), LQD (+$5.8M).
- Started 63 new stock positions in BIIB, HPQ, SPTI, VST, IUSV, SRLN, SPYD, NSC, VTMX, BCS.
- Reduced shares in these 10 stocks: QQQ (-$49M), AMZN (-$22M), PDBC (-$21M), XLU (-$19M), PINK (-$15M), , GOOGL (-$12M), XLE (-$11M), OWL (-$6.3M), URA (-$5.3M).
- Sold out of its positions in NVBW, ARM, AIZ, ADSK, AVTR, AVY, BP, OWL, XHLF, BAM.
- Diversify Advisory Services was a net seller of stock by $-35M.
- Diversify Advisory Services has $1.9B in assets under management (AUM), dropping by 0.78%.
- Central Index Key (CIK): 0002021232
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Portfolio Holdings for Diversify Advisory Services
Diversify Advisory Services holds 631 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Diversify Advisory Services has 631 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Diversify Advisory Services Sept. 30, 2024 positions
- Download the Diversify Advisory Services September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $140M | +7% | 977k | 143.59 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $108M | +16% | 186k | 583.32 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.0 | $75M | -39% | 151k | 495.96 |
|
| Apple (AAPL) | 3.7 | $68M | 288k | 235.86 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 3.4 | $64M | +5% | 3.0M | 21.02 |
|
| Meta Platforms Cl A (META) | 2.6 | $49M | +47% | 84k | 582.01 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 2.5 | $47M | +189% | 2.0M | 23.75 |
|
| Ishares Tr Msci India Etf (INDA) | 2.3 | $43M | +42% | 764k | 55.59 |
|
| Microsoft Corporation (MSFT) | 2.1 | $39M | 92k | 427.51 |
|
|
| Amazon (AMZN) | 1.9 | $35M | -38% | 185k | 189.70 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.5 | $28M | +25% | 257k | 109.61 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $25M | +17% | 48k | 536.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $23M | -6% | 39k | 586.12 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $23M | +2593% | 102k | 221.26 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $21M | -2% | 24k | 893.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $21M | -35% | 125k | 165.14 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $19M | -7% | 115k | 166.82 |
|
| Palo Alto Networks (PANW) | 1.0 | $18M | -7% | 48k | 376.10 |
|
| Advanced Micro Devices (AMD) | 1.0 | $18M | -7% | 115k | 154.09 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $15M | +6% | 907k | 16.38 |
|
| SM Energy (SM) | 0.8 | $14M | +8% | 338k | 42.33 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $13M | +7% | 159k | 81.92 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $12M | +22% | 146k | 84.84 |
|
| Pfizer (PFE) | 0.6 | $12M | +3% | 406k | 28.84 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $12M | +12% | 220k | 53.26 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $12M | +8% | 221k | 52.57 |
|
| Broadcom (AVGO) | 0.6 | $11M | +925% | 63k | 179.38 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $11M | -11% | 243k | 46.06 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $11M | +8% | 44k | 253.93 |
|
| Snowflake Cl A (SNOW) | 0.6 | $11M | +164% | 93k | 115.50 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $11M | +8% | 72k | 150.52 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $10M | +12% | 139k | 73.37 |
|
| Op Bancorp Cmn (OPBK) | 0.5 | $9.8M | 737k | 13.30 |
|
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.5 | $9.7M | -61% | 300k | 32.25 |
|
| Johnson & Johnson (JNJ) | 0.5 | $9.4M | -3% | 58k | 163.45 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $9.3M | +4% | 183k | 50.81 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $9.1M | 46k | 198.48 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $8.8M | -6% | 243k | 36.32 |
|
| Sofi Technologies (SOFI) | 0.5 | $8.6M | +7% | 814k | 10.58 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $8.3M | -56% | 92k | 90.28 |
|
| Visa Com Cl A (V) | 0.4 | $8.2M | -7% | 29k | 284.79 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $8.1M | +13% | 8.9k | 909.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $7.9M | +29% | 28k | 287.64 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $7.6M | +10% | 83k | 92.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $7.0M | -32% | 31k | 224.12 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $7.0M | -10% | 12k | 576.99 |
|
| Valaris Cl A (VAL) | 0.4 | $6.9M | +14% | 138k | 50.35 |
|
| Tesla Motors (TSLA) | 0.4 | $6.8M | -2% | 31k | 217.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $6.7M | NEW | 148k | 45.50 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $6.7M | +9% | 145k | 46.07 |
|
| Coca-Cola Company (KO) | 0.3 | $6.5M | +59% | 93k | 69.45 |
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.3 | $6.4M | -24% | 62k | 102.39 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $6.3M | -14% | 132k | 47.43 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $6.2M | 53k | 117.35 |
|
|
| Verizon Communications (VZ) | 0.3 | $6.1M | +16% | 147k | 41.50 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $5.9M | +53% | 26k | 231.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $5.9M | +13% | 33k | 179.51 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $5.9M | 285k | 20.60 |
|
|
| Chevron Corporation (CVX) | 0.3 | $5.9M | -5% | 39k | 150.92 |
|
| Philip Morris International (PM) | 0.3 | $5.8M | -10% | 44k | 131.41 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $5.7M | +51% | 57k | 100.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $5.7M | -12% | 58k | 98.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $5.6M | -16% | 31k | 181.38 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $5.4M | +20% | 11k | 493.12 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $5.3M | -78% | 66k | 81.34 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $5.3M | NEW | 53k | 100.46 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $5.2M | +3% | 103k | 50.98 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.0M | 42k | 120.70 |
|
|
| Ross Stores (ROST) | 0.3 | $5.0M | -2% | 35k | 145.75 |
|
| Cisco Systems (CSCO) | 0.3 | $5.0M | -4% | 88k | 56.60 |
|
| Paypal Holdings (PYPL) | 0.3 | $5.0M | +27% | 62k | 80.91 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $4.9M | +19% | 214k | 22.90 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.3 | $4.8M | -10% | 122k | 39.55 |
|
| UnitedHealth (UNH) | 0.3 | $4.8M | -22% | 8.4k | 569.83 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $4.7M | +17% | 107k | 43.99 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $4.7M | +2% | 90k | 51.92 |
|
| Jd.com Spon Ads Cl A (JD) | 0.3 | $4.7M | NEW | 115k | 40.35 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $4.7M | -27% | 221k | 21.10 |
|
| Abbvie (ABBV) | 0.2 | $4.6M | -14% | 25k | 188.76 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $4.4M | -7% | 63k | 70.60 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $4.3M | +25% | 84k | 51.34 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $4.2M | -13% | 83k | 50.97 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.2M | -8% | 99k | 42.30 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $4.1M | -11% | 92k | 44.92 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.1M | -39% | 27k | 151.11 |
|
| Medtronic SHS (MDT) | 0.2 | $4.0M | -7% | 44k | 91.12 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $4.0M | NEW | 43k | 91.98 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $3.9M | -12% | 38k | 103.18 |
|
| Procter & Gamble Company (PG) | 0.2 | $3.9M | -13% | 23k | 169.70 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.8M | +3% | 8.3k | 461.44 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $3.8M | +24% | 76k | 49.72 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.7M | +21% | 21k | 175.31 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $3.6M | 143k | 25.06 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.6M | -14% | 21k | 168.50 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.6M | -15% | 6.9k | 513.03 |
|
| International Business Machines (IBM) | 0.2 | $3.5M | -19% | 15k | 232.25 |
|
| Amgen (AMGN) | 0.2 | $3.5M | -7% | 11k | 319.67 |
|
| Walt Disney Company (DIS) | 0.2 | $3.5M | -6% | 36k | 96.74 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $3.5M | 178k | 19.45 |
|
|
| Home Depot (HD) | 0.2 | $3.4M | -3% | 8.5k | 401.86 |
|
| McDonald's Corporation (MCD) | 0.2 | $3.4M | -16% | 11k | 314.68 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $3.4M | -14% | 36k | 93.45 |
|
| Pepsi (PEP) | 0.2 | $3.4M | -17% | 19k | 174.37 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $3.3M | -18% | 132k | 25.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.3M | -18% | 8.9k | 371.80 |
|
| Altria (MO) | 0.2 | $3.3M | +9% | 65k | 50.06 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.2M | +53% | 51k | 62.98 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.1M | 54k | 56.83 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $3.1M | -2% | 169k | 18.16 |
|
| Air Products & Chemicals (APD) | 0.2 | $3.0M | -22% | 9.2k | 330.38 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $3.0M | +49% | 42k | 70.91 |
|
| Zoetis Cl A (ZTS) | 0.2 | $3.0M | -13% | 16k | 189.51 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.0M | +237% | 30k | 98.85 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.9M | -4% | 32k | 92.32 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.9M | +250% | 127k | 23.01 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $2.9M | +22% | 88k | 33.20 |
|
| Qualcomm (QCOM) | 0.2 | $2.9M | -18% | 17k | 173.18 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $2.9M | +7% | 52k | 55.67 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $2.8M | +7% | 47k | 59.86 |
|
| Essex Property Trust (ESS) | 0.2 | $2.8M | -20% | 9.6k | 293.40 |
|
| salesforce (CRM) | 0.2 | $2.8M | -32% | 9.8k | 288.34 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.8M | -16% | 12k | 241.45 |
|
| United Parcel Service CL B (UPS) | 0.1 | $2.8M | -12% | 21k | 131.33 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $2.8M | 89k | 31.08 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.7M | +6% | 43k | 62.74 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.6M | 44k | 60.38 |
|
|
| Moelis & Co Cl A (MC) | 0.1 | $2.6M | -21% | 37k | 70.39 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.6M | -16% | 5.1k | 517.54 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $2.6M | -20% | 18k | 141.92 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $2.6M | 71k | 36.25 |
|
|
| Zscaler Incorporated (ZS) | 0.1 | $2.6M | +87% | 14k | 186.16 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.6M | +419% | 96k | 26.69 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) | 0.1 | $2.5M | -12% | 71k | 35.69 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | -13% | 20k | 125.53 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.5M | -5% | 19k | 135.59 |
|
| Nike CL B (NKE) | 0.1 | $2.5M | -26% | 31k | 81.42 |
|
| Servicenow (NOW) | 0.1 | $2.5M | -2% | 2.7k | 917.82 |
|
| ConocoPhillips (COP) | 0.1 | $2.5M | +754% | 24k | 105.00 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $2.5M | +32% | 16k | 158.95 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $2.5M | +17% | 42k | 58.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.5M | -3% | 19k | 130.17 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.4M | -4% | 59k | 41.55 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.4M | -8% | 12k | 198.53 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.4M | -15% | 8.3k | 291.33 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.4M | -9% | 35k | 68.61 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $2.4M | +6% | 51k | 47.04 |
|
| Workday Cl A (WDAY) | 0.1 | $2.4M | +33% | 9.6k | 246.76 |
|
| Lam Research Corporation (LRCX) | 0.1 | $2.3M | NEW | 32k | 73.00 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.3M | -13% | 15k | 156.27 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.3M | -9% | 4.8k | 474.91 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.3M | +9% | 30k | 75.03 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.2M | +7% | 48k | 47.15 |
|
| Intuit (INTU) | 0.1 | $2.2M | -14% | 3.7k | 609.60 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.2M | -14% | 40k | 55.63 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $2.2M | 17k | 127.85 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $2.2M | -10% | 35k | 63.66 |
|
| Lowe's Companies (LOW) | 0.1 | $2.1M | -13% | 7.9k | 272.22 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.1M | +257% | 3.0k | 720.91 |
|
| Merck & Co (MRK) | 0.1 | $2.1M | -8% | 20k | 106.64 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.1M | -15% | 20k | 107.25 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.1M | +6% | 36k | 57.75 |
|
| Goldman Sachs (GS) | 0.1 | $2.1M | -14% | 4.0k | 518.31 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | -6% | 3.5k | 586.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.0M | +12% | 18k | 115.39 |
|
| Amcor Ord (AMCR) | 0.1 | $2.0M | -19% | 181k | 10.99 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.9M | -23% | 16k | 122.13 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.9M | +81% | 7.5k | 251.67 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $1.9M | +9% | 62k | 30.29 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.1 | $1.9M | -2% | 51k | 36.95 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.1 | $1.9M | -5% | 49k | 38.27 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.8M | -6% | 16k | 116.12 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.8M | +34% | 45k | 40.96 |
|
| Innovator Etfs Trust Us Eqty Buf Oct (BOCT) | 0.1 | $1.8M | -4% | 42k | 42.89 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.8M | -4% | 27k | 64.81 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.1 | $1.8M | +243% | 82k | 21.75 |
|
| Dynatrace Com New (DT) | 0.1 | $1.8M | +9% | 33k | 53.56 |
|
| Altshares Trust Merger Arbitrage (ARB) | 0.1 | $1.8M | +3% | 63k | 27.91 |
|
| Netflix (NFLX) | 0.1 | $1.8M | -10% | 2.3k | 764.28 |
|
| Korn Ferry Com New (KFY) | 0.1 | $1.8M | +40% | 25k | 69.89 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.7M | -9% | 16k | 110.32 |
|
| Waste Management (WM) | 0.1 | $1.7M | -7% | 8.0k | 211.04 |
|
| Deere & Company (DE) | 0.1 | $1.7M | 4.2k | 406.67 |
|
|
| Southern Copper Corporation (SCCO) | 0.1 | $1.7M | +4% | 15k | 114.57 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.7M | -10% | 17k | 98.97 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $1.6M | +33% | 75k | 21.98 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.6M | +5% | 23k | 71.35 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $1.6M | 13k | 129.53 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.6M | -16% | 14k | 116.47 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | +6% | 28k | 56.85 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.6M | -14% | 32k | 50.46 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.6M | +2% | 19k | 82.02 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.6M | +74% | 26k | 59.88 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.5M | -8% | 30k | 50.60 |
|
| Arista Networks (ANET) | 0.1 | $1.5M | -32% | 3.8k | 396.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | +8% | 3.8k | 393.78 |
|
| Edwards Lifesciences (EW) | 0.1 | $1.5M | -7% | 22k | 69.24 |
|
| American Express Company (AXP) | 0.1 | $1.5M | 5.5k | 272.42 |
|
|
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.1 | $1.5M | 50k | 29.56 |
|
|
| Invesco Exchange Traded Fd T Leisure And Ente (PEJ) | 0.1 | $1.5M | +7% | 30k | 49.02 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.5M | -8% | 63k | 23.23 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.1 | $1.4M | 42k | 34.73 |
|
|
| At&t (T) | 0.1 | $1.4M | +23% | 67k | 21.50 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $1.4M | +8% | 34k | 41.42 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.4M | +77% | 20k | 72.45 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $1.4M | -3% | 30k | 47.44 |
|
| East West Ban (EWBC) | 0.1 | $1.4M | +11% | 15k | 90.38 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.4M | -14% | 18k | 78.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.4M | -47% | 4.5k | 308.51 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.4M | -9% | 23k | 59.12 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $1.4M | +26% | 46k | 30.12 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.4M | +8% | 23k | 59.60 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $1.3M | NEW | 13k | 100.18 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $1.3M | +5% | 52k | 25.50 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $1.3M | -25% | 17k | 77.00 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.3M | -14% | 26k | 50.58 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.3M | +4% | 14k | 91.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | 7.3k | 175.85 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.3M | +25% | 27k | 47.44 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.2M | 11k | 118.32 |
|
|
| Keurig Dr Pepper (KDP) | 0.1 | $1.2M | -20% | 34k | 36.92 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.2M | +25% | 18k | 68.49 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $1.2M | -33% | 81k | 15.22 |
|
| Applied Materials (AMAT) | 0.1 | $1.2M | +211% | 6.7k | 183.01 |
|
| Williams Companies (WMB) | 0.1 | $1.2M | 24k | 52.30 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.2M | +273% | 43k | 28.33 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.2M | -38% | 42k | 28.97 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.2M | +14% | 52k | 23.59 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.2M | 16k | 77.32 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.2M | +301% | 3.4k | 353.40 |
|
| Corning Incorporated (GLW) | 0.1 | $1.2M | -4% | 25k | 47.31 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $1.2M | 22k | 52.83 |
|
|
| Caterpillar (CAT) | 0.1 | $1.2M | 3.0k | 388.43 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.2M | -4% | 13k | 91.64 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.1M | +270% | 45k | 25.80 |
|
| Shopify Cl A (SHOP) | 0.1 | $1.1M | +38% | 14k | 81.61 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $1.1M | -2% | 15k | 76.78 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.1M | +30% | 4.7k | 241.62 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $1.1M | 26k | 43.95 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.1M | 31k | 34.78 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.1M | +15% | 11k | 95.99 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | -17% | 5.4k | 200.79 |
|
| General Mills (GIS) | 0.1 | $1.1M | +87% | 16k | 69.08 |
|
| SYSCO Corporation (SYY) | 0.1 | $1.1M | -10% | 14k | 74.77 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.1M | -3% | 26k | 41.75 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $1.1M | 35k | 31.00 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.1M | -2% | 13k | 83.70 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.1M | -6% | 20k | 52.10 |
|
| AmerisourceBergen (COR) | 0.1 | $1.1M | -15% | 4.5k | 234.16 |
|
| Southern Company (SO) | 0.1 | $1.0M | +40% | 11k | 93.08 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $1.0M | 21k | 49.29 |
|
Past Filings by Diversify Advisory Services
SEC 13F filings are viewable for Diversify Advisory Services going back to 2024
- 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