Diversify Advisory Services
Latest statistics and disclosures from Diversify Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, META, AVGO, AMD, and represent 34.00% of Diversify Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$12M), ORCL (+$8.3M), AFRM, MPT, CDNS, NLY, SOFI, COLD, SJM, AZN.
- Started 9 new stock positions in USD, GPK, MPT, COLD, MOH, WY, SNY, IBDX, AZN.
- Reduced shares in these 10 stocks: SPY (-$215M), NVDA (-$141M), QQQ (-$112M), BKLN (-$91M), GLD (-$82M), AAPL (-$60M), VOO (-$48M), GLDM (-$45M), AMZN (-$42M), GOOGL (-$37M).
- Sold out of its positions in CAM, AES, AMLP, SDOG, T, ARKQ, ARKW, ARKX, ASTS, ABT.
- Diversify Advisory Services was a net seller of stock by $-2.6B.
- Diversify Advisory Services has $655M in assets under management (AUM), dropping by -79.31%.
- Central Index Key (CIK): 0002021232
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Portfolio Holdings for Diversify Advisory Services
Diversify Advisory Services holds 210 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.3 | $94M | -59% | 449k | 209.25 |
|
| Apple (AAPL) | 5.5 | $36M | -62% | 132k | 270.17 |
|
| Meta Platforms Cl A (META) | 4.9 | $32M | -29% | 48k | 669.12 |
|
| Broadcom (AVGO) | 4.7 | $31M | -47% | 76k | 405.45 |
|
| Advanced Micro Devices (AMD) | 4.6 | $30M | -34% | 89k | 337.11 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.6 | $30M | -31% | 76k | 393.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $28M | -57% | 79k | 349.94 |
|
| Amazon (AMZN) | 4.1 | $27M | -60% | 103k | 263.04 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $26M | -34% | 74k | 347.31 |
|
| Marvell Technology (MRVL) | 3.2 | $21M | -10% | 132k | 156.57 |
|
| Affirm Hldgs Com Cl A (AFRM) | 2.7 | $18M | +26% | 281k | 63.48 |
|
| Micron Technology (MU) | 2.6 | $17M | -18% | 32k | 518.45 |
|
| Microsoft Corporation (MSFT) | 2.5 | $16M | -64% | 38k | 424.46 |
|
| Servicenow (NOW) | 2.3 | $15M | +373% | 170k | 88.89 |
|
| Oracle Corporation (ORCL) | 2.2 | $14M | +144% | 86k | 163.83 |
|
| Sofi Technologies (SOFI) | 2.1 | $14M | +7% | 899k | 15.53 |
|
| Arm Holdings Sponsored Ads (ARM) | 1.9 | $12M | -6% | 61k | 201.69 |
|
| Snowflake Com Shs (SNOW) | 1.9 | $12M | +2% | 87k | 141.22 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 1.7 | $11M | -37% | 53k | 213.14 |
|
| Talen Energy Corp (TLN) | 1.4 | $9.1M | -6% | 26k | 351.92 |
|
| Palo Alto Networks (PANW) | 1.3 | $8.4M | -54% | 46k | 181.54 |
|
| Super Micro Computer Com New (SMCI) | 1.2 | $7.9M | +2% | 302k | 26.32 |
|
| Tesla Motors (TSLA) | 1.0 | $6.7M | -58% | 18k | 372.80 |
|
| Coca-Cola Company (KO) | 0.7 | $4.3M | -42% | 54k | 78.87 |
|
| Cisco Systems (CSCO) | 0.6 | $3.8M | -61% | 42k | 89.57 |
|
| Celestica (CLS) | 0.5 | $3.2M | -41% | 8.6k | 376.54 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $2.9M | -38% | 17k | 175.77 |
|
| Visa Com Cl A (V) | 0.4 | $2.8M | -74% | 8.5k | 334.86 |
|
| Kla Corp Com New (KLAC) | 0.4 | $2.8M | -52% | 1.5k | 1816.21 |
|
| Citigroup Com New (C) | 0.4 | $2.3M | -36% | 18k | 127.61 |
|
| Cadence Design Systems (CDNS) | 0.3 | $2.3M | +198% | 6.9k | 329.95 |
|
| Okta Cl A (OKTA) | 0.3 | $2.0M | 27k | 76.16 |
|
|
| Outfront Media Com New (OUT) | 0.3 | $2.0M | -27% | 65k | 30.46 |
|
| Host Hotels & Resorts (HST) | 0.3 | $1.8M | 84k | 21.06 |
|
|
| Tempus Ai Cl A (TEM) | 0.3 | $1.7M | -28% | 35k | 50.02 |
|
| Omega Healthcare Investors (OHI) | 0.3 | $1.7M | -6% | 36k | 46.73 |
|
| Sabra Health Care REIT (SBRA) | 0.3 | $1.7M | 81k | 20.35 |
|
|
| Kinetik Holdings Com New Cl A (KNTK) | 0.2 | $1.6M | 33k | 49.63 |
|
|
| Ftai Aviation SHS (FTAI) | 0.2 | $1.6M | -25% | 7.5k | 213.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | -98% | 2.4k | 661.57 |
|
| Medical Properties Trust (MPT) | 0.2 | $1.6M | NEW | 304k | 5.13 |
|
| Philip Morris International (PM) | 0.2 | $1.5M | -77% | 9.5k | 162.71 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.5M | -59% | 2.4k | 643.43 |
|
| Dow (DOW) | 0.2 | $1.5M | -3% | 38k | 39.55 |
|
| Oneok (OKE) | 0.2 | $1.5M | -6% | 17k | 89.32 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $1.5M | 1.2k | 1227.25 |
|
|
| United Rentals (URI) | 0.2 | $1.4M | -7% | 1.5k | 952.33 |
|
| LTC Properties (LTC) | 0.2 | $1.4M | 38k | 38.24 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | -85% | 4.5k | 309.26 |
|
| Clearway Energy Cl A (CWEN.A) | 0.2 | $1.3M | 35k | 38.25 |
|
|
| Boeing Dep Conv Pfd A (BA.PA) | 0.2 | $1.3M | 18k | 71.60 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -81% | 2.5k | 525.23 |
|
| Pepsi (PEP) | 0.2 | $1.3M | -59% | 8.2k | 155.28 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $1.3M | 36k | 35.20 |
|
|
| Starwood Property Trust (STWD) | 0.2 | $1.3M | -17% | 69k | 18.05 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.2 | $1.2M | 22k | 56.40 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.2 | $1.2M | +566% | 55k | 22.54 |
|
| Sila Realty Trust Common Stock (SILA) | 0.2 | $1.2M | -31% | 38k | 30.43 |
|
| Kinder Morgan (KMI) | 0.2 | $1.2M | -8% | 37k | 31.84 |
|
| Peak (DOC) | 0.2 | $1.1M | 72k | 15.99 |
|
|
| Pfizer (PFE) | 0.2 | $1.1M | -54% | 42k | 26.26 |
|
| TJX Companies (TJX) | 0.2 | $1.1M | -61% | 6.9k | 156.07 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | -95% | 7.8k | 137.97 |
|
| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.2 | $1.1M | +32% | 99k | 10.75 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | -91% | 6.9k | 154.67 |
|
| Dxp Enterprises Com New (DXPE) | 0.2 | $1.0M | -32% | 6.3k | 165.04 |
|
| Travel Leisure Ord (TNL) | 0.2 | $1.0M | -7% | 16k | 63.15 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.0M | -42% | 52k | 19.76 |
|
| Altria (MO) | 0.2 | $1.0M | -81% | 15k | 68.20 |
|
| Caterpillar (CAT) | 0.2 | $1.0M | -69% | 1.3k | 809.86 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $954k | -42% | 11k | 83.90 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $938k | -58% | 7.7k | 121.26 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $924k | -96% | 925.00 | 998.67 |
|
| Wells Fargo & Company (WFC) | 0.1 | $915k | -56% | 11k | 81.51 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $874k | 80k | 10.97 |
|
|
| Abbvie (ABBV) | 0.1 | $868k | -86% | 4.3k | 203.90 |
|
| Msc Income Fund (MSIF) | 0.1 | $865k | -24% | 69k | 12.54 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $850k | -91% | 610.00 | 1394.08 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.1 | $844k | -2% | 26k | 32.08 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $834k | -2% | 2.4k | 353.95 |
|
| Whirlpool Corporation (WHR) | 0.1 | $833k | 15k | 54.64 |
|
|
| Lincoln National Corporation (LNC) | 0.1 | $830k | 22k | 36.98 |
|
|
| UnitedHealth (UNH) | 0.1 | $828k | -95% | 2.2k | 370.74 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $790k | -92% | 34k | 23.49 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $789k | -42% | 7.4k | 106.61 |
|
| Smucker J M Com New (SJM) | 0.1 | $778k | +185% | 8.0k | 96.79 |
|
| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.1 | $777k | 41k | 19.08 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $759k | -88% | 892.00 | 851.21 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $742k | -61% | 2.8k | 269.19 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $741k | -83% | 4.7k | 159.11 |
|
| Kenvue (KVUE) | 0.1 | $731k | -19% | 42k | 17.23 |
|
| Sixth Street Specialty Lending (TSLX) | 0.1 | $726k | 38k | 18.94 |
|
|
| Chevron Corporation (CVX) | 0.1 | $713k | -94% | 3.7k | 192.24 |
|
| Johnson & Johnson (JNJ) | 0.1 | $704k | -94% | 3.1k | 227.39 |
|
| Americold Rlty Tr (COLD) | 0.1 | $694k | NEW | 58k | 12.00 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $674k | +33% | 6.5k | 103.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $667k | -89% | 5.6k | 119.83 |
|
| Anthem (ELV) | 0.1 | $664k | -24% | 1.8k | 376.63 |
|
| Goldman Sachs (GS) | 0.1 | $649k | -87% | 717.00 | 905.60 |
|
| Trane Technologies SHS (TT) | 0.1 | $648k | -51% | 1.4k | 479.51 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $639k | -93% | 2.6k | 248.75 |
|
| Verizon Communications (VZ) | 0.1 | $622k | -90% | 13k | 46.61 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $596k | -56% | 14k | 42.55 |
|
| Blackrock (BLK) | 0.1 | $594k | -55% | 571.00 | 1039.38 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $574k | 10k | 55.52 |
|
|
| Rambus (RMBS) | 0.1 | $565k | -58% | 5.0k | 112.16 |
|
| Applied Materials (AMAT) | 0.1 | $558k | -77% | 1.5k | 382.48 |
|
| Synopsys (SNPS) | 0.1 | $549k | -19% | 1.1k | 481.22 |
|
| Wp Carey (WPC) | 0.1 | $545k | -63% | 7.6k | 72.06 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $544k | -18% | 39k | 14.04 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $541k | -89% | 16k | 33.50 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $536k | -95% | 9.1k | 59.03 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $529k | -88% | 1.1k | 475.38 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $528k | -94% | 7.9k | 67.08 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $505k | -79% | 2.9k | 172.79 |
|
| International Business Machines (IBM) | 0.1 | $497k | -81% | 2.2k | 227.13 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $496k | -83% | 973.00 | 509.81 |
|
| Astrazeneca Ord (AZN) | 0.1 | $488k | NEW | 2.6k | 185.20 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $484k | -23% | 2.6k | 189.29 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $478k | 50k | 9.66 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $448k | -14% | 2.5k | 181.16 |
|
| Honeywell International (HON) | 0.1 | $446k | -49% | 2.1k | 210.34 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $445k | -95% | 5.8k | 76.97 |
|
| Qualcomm (QCOM) | 0.1 | $445k | -88% | 2.9k | 156.02 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $432k | -74% | 8.6k | 50.21 |
|
| Cintas Corporation (CTAS) | 0.1 | $429k | -80% | 2.5k | 173.97 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $425k | -22% | 3.0k | 142.51 |
|
| Molina Healthcare (MOH) | 0.1 | $422k | NEW | 2.1k | 196.49 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $420k | -56% | 2.3k | 180.29 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $415k | -86% | 981.00 | 423.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $410k | -94% | 4.4k | 93.39 |
|
| Global Net Lease Com New (GNL) | 0.1 | $404k | -18% | 42k | 9.52 |
|
| MercadoLibre (MELI) | 0.1 | $398k | -60% | 225.00 | 1767.02 |
|
| Pinterest Cl A (PINS) | 0.1 | $394k | -2% | 20k | 19.73 |
|
| Williams Companies (WMB) | 0.1 | $394k | -85% | 5.4k | 73.32 |
|
| M&T Bank Corporation (MTB) | 0.1 | $391k | 1.8k | 215.50 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $385k | 16k | 24.19 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $384k | -38% | 10k | 38.45 |
|
| Global X Fds Emerging Mkt Grt (EMC) | 0.1 | $383k | -8% | 11k | 34.28 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $381k | -46% | 6.6k | 57.59 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $370k | -45% | 2.9k | 126.51 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $370k | -29% | 20k | 18.67 |
|
| Home Depot (HD) | 0.1 | $361k | -92% | 1.1k | 322.81 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $356k | +3% | 802.00 | 443.57 |
|
| Penumbra (PEN) | 0.1 | $354k | -62% | 1.1k | 324.82 |
|
| Weyerhaeuser Com New (WY) | 0.1 | $352k | NEW | 15k | 24.25 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $351k | -29% | 5.7k | 61.86 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $348k | NEW | 14k | 25.23 |
|
| West Fraser Timb (WFG) | 0.1 | $345k | -5% | 5.5k | 63.09 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $345k | -25% | 705.00 | 488.67 |
|
| Capital One Financial (COF) | 0.1 | $343k | -66% | 1.8k | 190.84 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $342k | -91% | 10k | 32.70 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $341k | 3.7k | 91.67 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $339k | -89% | 1.2k | 290.20 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $337k | -83% | 2.3k | 148.38 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $329k | -76% | 7.0k | 46.95 |
|
| Unilever Spon Adr New (UL) | 0.0 | $327k | -57% | 5.7k | 56.90 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $324k | -4% | 21k | 15.50 |
|
| Transunion (TRU) | 0.0 | $324k | -15% | 4.6k | 70.47 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $322k | -89% | 3.9k | 82.65 |
|
| Cooper Cos (COO) | 0.0 | $321k | -59% | 5.2k | 61.34 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $318k | -72% | 9.9k | 31.94 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $317k | 8.7k | 36.34 |
|
|
| Casey's General Stores (CASY) | 0.0 | $316k | -49% | 404.00 | 781.50 |
|
| Rollins (ROL) | 0.0 | $315k | +33% | 5.7k | 55.33 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $313k | -68% | 5.2k | 60.76 |
|
| Procter & Gamble Company (PG) | 0.0 | $307k | -88% | 2.1k | 146.48 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $296k | NEW | 31k | 9.60 |
|
| Coherent Corp (COHR) | 0.0 | $291k | -17% | 954.00 | 304.93 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $283k | -99% | 398.00 | 711.58 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $280k | -85% | 1.0k | 272.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $276k | -94% | 3.8k | 73.39 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $275k | -99% | 658.00 | 417.41 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $273k | -4% | 1.4k | 201.28 |
|
| Medtronic SHS (MDT) | 0.0 | $272k | -90% | 3.4k | 79.36 |
|
| Netflix (NFLX) | 0.0 | $270k | -93% | 2.9k | 92.12 |
|
| Sfl Corporation SHS (SFL) | 0.0 | $269k | 24k | 11.34 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $269k | -85% | 2.9k | 91.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $267k | -91% | 1.3k | 203.59 |
|
| Tidal Trust Iii Rockefeller Opp (RMOP) | 0.0 | $265k | -2% | 11k | 25.09 |
|
| McKesson Corporation (MCK) | 0.0 | $265k | +29% | 322.00 | 823.31 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $264k | 11k | 24.28 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $260k | -66% | 807.00 | 322.49 |
|
| Starbucks Corporation (SBUX) | 0.0 | $259k | -83% | 2.5k | 105.50 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $255k | -97% | 4.4k | 58.08 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $247k | NEW | 5.4k | 46.03 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $244k | -17% | 15k | 16.69 |
|
| Zoetis Cl A (ZTS) | 0.0 | $244k | -91% | 2.1k | 113.83 |
|
| First American Financial (FAF) | 0.0 | $242k | -20% | 3.4k | 71.12 |
|
| Morgan Stanley Com New (MS) | 0.0 | $240k | -89% | 1.3k | 187.08 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $240k | -46% | 8.7k | 27.44 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $239k | NEW | 3.0k | 78.91 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $236k | -94% | 2.7k | 86.23 |
|
| Booking Holdings (BKNG) | 0.0 | $235k | +581% | 1.4k | 173.98 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $234k | -85% | 2.6k | 91.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $231k | -99% | 353.00 | 654.24 |
|
| Moody's Corporation (MCO) | 0.0 | $223k | -63% | 484.00 | 460.11 |
|
| Eaton Corp SHS (ETN) | 0.0 | $218k | -78% | 530.00 | 410.77 |
|
| Metropcs Communications (TMUS) | 0.0 | $215k | -89% | 1.1k | 198.17 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $213k | -8% | 2.0k | 104.31 |
|
| Ross Stores (ROST) | 0.0 | $210k | -96% | 935.00 | 225.08 |
|
| Agnico (AEM) | 0.0 | $207k | -83% | 1.1k | 183.56 |
|
| Target Corporation (TGT) | 0.0 | $206k | -53% | 1.6k | 127.88 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $205k | -19% | 387.00 | 530.23 |
|
| Nextera Energy (NEE) | 0.0 | $205k | -85% | 2.2k | 94.17 |
|
| Intercontinental Exchange (ICE) | 0.0 | $201k | -65% | 1.3k | 156.19 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $189k | -17% | 21k | 8.97 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $161k | -80% | 15k | 10.68 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $61k | -59% | 11k | 5.80 |
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $56k | 10k | 5.53 |
|
Past Filings by Diversify Advisory Services
SEC 13F filings are viewable for Diversify Advisory Services going back to 2024
- Diversify Advisory Services 2026 Q1 filed May 4, 2026
- Diversify Advisory Services 2025 Q4 filed Jan. 23, 2026
- 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