Diversify Advisory Services
Latest statistics and disclosures from Diversify Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, GLD, BKLN, QQQ, and represent 27.73% of Diversify Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: PLTR (+$12M), GLD (+$8.7M), IWM (+$8.3M), AVGO (+$6.1M), TSM (+$5.9M), SOFI (+$5.5M), AFRM (+$5.4M), AMD (+$5.0M), SPYG, BKLN.
- Started 94 new stock positions in CDNS, ARCT, MAS, QTOP, DGX, CBRE, MMYT, FSMD, VPLS, USHY.
- Reduced shares in these 10 stocks: QQQ (-$52M), SPHY (-$51M), SPY (-$28M), META (-$17M), NVDA (-$15M), ET (-$14M), SM (-$7.1M), XLI (-$6.9M), AAPL (-$5.2M), MSFT.
- Sold out of its positions in AMLP, KNTK, ARCC, AZO, CAR, BKR, BAX, BXMT, COF, CFG.
- Diversify Advisory Services was a net seller of stock by $-121M.
- Diversify Advisory Services has $1.6B in assets under management (AUM), dropping by -11.03%.
- Central Index Key (CIK): 0002021232
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Portfolio Holdings for Diversify Advisory Services
Diversify Advisory Services holds 630 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Diversify Advisory Services has 630 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Diversify Advisory Services March 31, 2025 positions
- Download the Diversify Advisory Services March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.4 | $136M | -17% | 246k | 554.32 |
|
| NVIDIA Corporation (NVDA) | 5.4 | $89M | -14% | 814k | 109.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 5.0 | $82M | +11% | 268k | 306.06 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 5.0 | $81M | +6% | 3.9M | 20.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.0 | $65M | -44% | 136k | 475.53 |
|
| Apple (AAPL) | 3.0 | $50M | -9% | 234k | 211.21 |
|
| Amazon (AMZN) | 2.1 | $34M | 180k | 187.39 |
|
|
| Microsoft Corporation (MSFT) | 2.0 | $33M | -9% | 84k | 394.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $29M | 57k | 509.49 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $28M | -38% | 50k | 554.44 |
|
| Broadcom (AVGO) | 1.5 | $24M | +33% | 127k | 191.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $22M | +2% | 138k | 160.16 |
|
| Advanced Micro Devices (AMD) | 1.3 | $22M | +30% | 227k | 96.06 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $21M | -10% | 21k | 991.72 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $19M | +43% | 117k | 164.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $19M | -12% | 34k | 556.94 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $18M | +36% | 221k | 81.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $17M | 106k | 162.06 |
|
|
| Palo Alto Networks (PANW) | 1.0 | $16M | -5% | 85k | 186.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.9 | $15M | +415% | 127k | 116.08 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $15M | +36% | 299k | 49.19 |
|
| Snowflake Cl A (SNOW) | 0.9 | $14M | -13% | 87k | 160.35 |
|
| Sofi Technologies (SOFI) | 0.9 | $14M | +66% | 1.0M | 13.27 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $12M | +2% | 77k | 156.43 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.7 | $11M | +91% | 223k | 50.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $10M | +421% | 52k | 196.10 |
|
| Super Micro Computer Com New (SMCI) | 0.6 | $10M | +76% | 277k | 36.00 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $9.8M | +27% | 258k | 37.90 |
|
| Visa Com Cl A (V) | 0.6 | $9.5M | +9% | 28k | 341.53 |
|
| Op Bancorp Cmn (OPBK) | 0.6 | $9.3M | 737k | 12.64 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.8M | +13% | 32k | 272.66 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $8.7M | -19% | 188k | 46.11 |
|
| Talen Energy Corp (TLN) | 0.5 | $8.5M | +52% | 40k | 213.95 |
|
| Johnson & Johnson (JNJ) | 0.5 | $8.0M | -3% | 52k | 155.91 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $7.7M | 84k | 91.86 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $7.6M | +3% | 92k | 82.73 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $7.6M | +9% | 165k | 46.32 |
|
| Tesla Motors (TSLA) | 0.5 | $7.6M | -19% | 26k | 292.03 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $7.4M | +20% | 147k | 50.54 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $7.4M | +63% | 66k | 111.65 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $7.2M | +23% | 72k | 100.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.7M | +3% | 27k | 244.62 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $6.5M | +23% | 283k | 23.06 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $6.3M | +19% | 101k | 62.64 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $6.3M | +11% | 139k | 45.15 |
|
| Coca-Cola Company (KO) | 0.4 | $6.3M | +9% | 87k | 72.35 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $6.2M | +14% | 7.0k | 885.24 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $5.9M | +58% | 12k | 514.90 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $5.7M | +27% | 112k | 50.99 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $5.3M | +22% | 83k | 63.93 |
|
| Verizon Communications (VZ) | 0.3 | $5.2M | +10% | 121k | 42.95 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $5.2M | -5% | 31k | 168.89 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $5.1M | -2% | 43k | 119.10 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.3 | $5.0M | -91% | 212k | 23.37 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.9M | +152% | 51k | 96.04 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $4.9M | -10% | 238k | 20.68 |
|
| Philip Morris International (PM) | 0.3 | $4.9M | -10% | 29k | 170.26 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $4.8M | +21% | 97k | 49.63 |
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.3 | $4.8M | +26% | 51k | 93.62 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.3 | $4.7M | 145k | 32.64 |
|
|
| Cisco Systems (CSCO) | 0.3 | $4.6M | +15% | 81k | 57.34 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $4.6M | +41% | 50k | 91.71 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $4.6M | -2% | 86k | 52.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.5M | +37% | 8.3k | 539.67 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.5M | +8% | 27k | 168.90 |
|
| Altria (MO) | 0.2 | $4.0M | +5% | 68k | 58.77 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $4.0M | -18% | 42k | 94.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.0M | +3% | 7.4k | 534.56 |
|
| Ross Stores (ROST) | 0.2 | $3.9M | -16% | 28k | 140.78 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.9M | +6% | 36k | 108.36 |
|
| Chevron Corporation (CVX) | 0.2 | $3.9M | -12% | 28k | 139.30 |
|
| Abbvie (ABBV) | 0.2 | $3.8M | +9% | 20k | 193.51 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.8M | +199% | 8.8k | 431.00 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $3.8M | -22% | 18k | 209.11 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $3.8M | 13k | 288.88 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.7M | +356% | 37k | 99.11 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $3.7M | 188k | 19.50 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $3.6M | +11% | 90k | 39.99 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.2 | $3.6M | -9% | 91k | 39.71 |
|
| Netflix (NFLX) | 0.2 | $3.4M | +16% | 3.1k | 1125.73 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $3.4M | +10% | 59k | 57.16 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.3M | +8% | 45k | 73.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.3M | +11% | 42k | 78.82 |
|
| Home Depot (HD) | 0.2 | $3.2M | +21% | 8.9k | 359.01 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $3.2M | -7% | 127k | 25.15 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $3.2M | +56% | 4.7k | 666.10 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $3.1M | +14% | 80k | 39.31 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $3.1M | -13% | 63k | 48.52 |
|
| Okta Cl A (OKTA) | 0.2 | $3.0M | 27k | 112.54 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $3.0M | 90k | 33.30 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.9M | +16% | 5.8k | 503.46 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $2.9M | -3% | 51k | 57.51 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.9M | +2% | 50k | 57.08 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.9M | -10% | 18k | 162.26 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.8M | -15% | 31k | 90.20 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $2.8M | 171k | 16.30 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.8M | +2% | 34k | 81.83 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $2.8M | -26% | 45k | 61.25 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.7M | 125k | 21.91 |
|
|
| Servicenow (NOW) | 0.2 | $2.7M | +19% | 2.9k | 942.91 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.6M | -16% | 37k | 71.88 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.6M | +15% | 8.7k | 298.48 |
|
| Zoetis Cl A (ZTS) | 0.2 | $2.5M | +24% | 16k | 155.43 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.5M | -15% | 27k | 93.76 |
|
| Goldman Sachs (GS) | 0.2 | $2.5M | +30% | 4.5k | 548.96 |
|
| Paypal Holdings (PYPL) | 0.1 | $2.4M | -30% | 37k | 66.32 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.4M | +11% | 7.7k | 314.50 |
|
| salesforce (CRM) | 0.1 | $2.4M | +22% | 9.0k | 267.76 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.4M | +18% | 6.4k | 370.98 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.4M | -54% | 5.0k | 475.84 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.3M | -5% | 43k | 54.10 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.3M | +9% | 12k | 183.31 |
|
| Medtronic SHS (MDT) | 0.1 | $2.2M | -19% | 27k | 84.60 |
|
| UnitedHealth (UNH) | 0.1 | $2.2M | -13% | 5.5k | 409.20 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.2M | +16% | 18k | 125.49 |
|
| Walt Disney Company (DIS) | 0.1 | $2.2M | -14% | 25k | 91.17 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | +31% | 17k | 133.54 |
|
| Intuit (INTU) | 0.1 | $2.2M | +20% | 3.5k | 623.21 |
|
| Qualcomm (QCOM) | 0.1 | $2.1M | +13% | 14k | 146.88 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.1M | -14% | 82k | 25.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.1M | +69% | 79k | 25.89 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | -23% | 29k | 70.90 |
|
| Waste Management (WM) | 0.1 | $2.0M | +4% | 8.9k | 228.79 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.0M | +6% | 14k | 140.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.0M | -43% | 19k | 103.95 |
|
| Amgen (AMGN) | 0.1 | $1.9M | -8% | 6.7k | 288.56 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.9M | +4% | 16k | 120.83 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.9M | +27% | 15k | 120.34 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.1 | $1.8M | +9% | 109k | 16.56 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.8M | -5% | 4.8k | 378.74 |
|
| Edwards Lifesciences (EW) | 0.1 | $1.8M | +24% | 24k | 76.28 |
|
| Cme (CME) | 0.1 | $1.8M | +57% | 6.5k | 272.37 |
|
| At&t (T) | 0.1 | $1.8M | -4% | 65k | 27.30 |
|
| Altshares Trust Merger Arbitrage (ARB) | 0.1 | $1.8M | 62k | 28.12 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.7M | -23% | 36k | 48.67 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $1.7M | 33k | 51.86 |
|
|
| International Business Machines (IBM) | 0.1 | $1.7M | +2% | 7.2k | 239.40 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $1.7M | +2% | 37k | 47.01 |
|
| Essex Property Trust (ESS) | 0.1 | $1.7M | +17% | 6.2k | 275.15 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $1.7M | +25% | 14k | 123.53 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.7M | -14% | 48k | 35.67 |
|
| Innovator Etfs Trust Us Eqty Buf Oct (BOCT) | 0.1 | $1.7M | -3% | 40k | 41.79 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.7M | -25% | 14k | 124.31 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $1.7M | +5% | 76k | 22.03 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.6M | -14% | 7.4k | 214.54 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.6M | 9.4k | 166.27 |
|
|
| Korn Ferry Com New (KFY) | 0.1 | $1.5M | 25k | 61.72 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.5M | +76% | 21k | 71.71 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) | 0.1 | $1.5M | -28% | 42k | 36.52 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.5M | -17% | 11k | 142.85 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $1.5M | +21% | 9.4k | 159.69 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.5M | +7% | 43k | 35.04 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $1.5M | +6% | 51k | 29.43 |
|
| Williams Companies (WMB) | 0.1 | $1.5M | +6% | 25k | 59.67 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.5M | -30% | 11k | 139.28 |
|
| Pepsi (PEP) | 0.1 | $1.5M | +30% | 11k | 134.32 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.5M | -21% | 11k | 130.49 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $1.5M | -12% | 46k | 32.25 |
|
| Shopify Cl A (SHOP) | 0.1 | $1.5M | +11% | 15k | 98.92 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.5M | +13% | 4.3k | 341.42 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.4M | +20% | 28k | 50.62 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 3.3k | 427.56 |
|
|
| Merck & Co (MRK) | 0.1 | $1.4M | +14% | 17k | 84.71 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | -6% | 11k | 125.74 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.4M | +16% | 35k | 39.34 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.4M | +12% | 4.7k | 295.78 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $1.4M | 15k | 92.87 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.4M | -11% | 14k | 95.41 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $1.4M | 54k | 25.13 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.3M | -4% | 18k | 72.42 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $1.3M | 55k | 24.21 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.3M | 36k | 37.05 |
|
|
| Pfizer (PFE) | 0.1 | $1.3M | +2% | 55k | 23.79 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.3M | -22% | 12k | 104.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.3M | -27% | 13k | 100.84 |
|
| American Express Company (AXP) | 0.1 | $1.3M | +14% | 4.8k | 267.01 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.1 | $1.3M | -9% | 38k | 34.32 |
|
| Proshares Tr Ultrashrt S&p500 (SDS) | 0.1 | $1.3M | -53% | 62k | 20.81 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.1 | $1.3M | -25% | 33k | 38.45 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $1.3M | +19% | 20k | 64.17 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.2M | 17k | 71.64 |
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|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.2M | +12% | 17k | 71.86 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.2M | -21% | 22k | 56.54 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.1 | $1.2M | -31% | 33k | 36.63 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.2M | +58% | 26k | 47.48 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.2M | +18% | 13k | 94.38 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.2M | -13% | 13k | 92.68 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | -11% | 25k | 49.00 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 17k | 71.10 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $1.2M | +7% | 38k | 31.95 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $1.2M | -6% | 25k | 47.98 |
|
| PG&E Corporation (PCG) | 0.1 | $1.2M | +181% | 69k | 17.35 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.2M | -92% | 70k | 17.04 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $1.2M | -3% | 22k | 52.30 |
|
| Zscaler Incorporated (ZS) | 0.1 | $1.2M | -68% | 5.2k | 223.85 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $1.2M | +9% | 36k | 32.08 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | -5% | 4.2k | 270.94 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.1M | NEW | 3.8k | 302.22 |
|
| Workday Cl A (WDAY) | 0.1 | $1.1M | -58% | 4.7k | 243.39 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $1.1M | +7% | 15k | 71.71 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $1.1M | 35k | 31.41 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $1.1M | +32% | 36k | 30.24 |
|
| Southern Company (SO) | 0.1 | $1.1M | +21% | 12k | 91.45 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $1.1M | +148% | 19k | 55.89 |
|
| Moelis & Co Cl A (MC) | 0.1 | $1.1M | +30% | 20k | 53.31 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.1M | +156% | 10k | 103.12 |
|
| SM Energy (SM) | 0.1 | $1.1M | -86% | 46k | 23.26 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $1.1M | -25% | 18k | 60.17 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.1M | +31% | 39k | 26.66 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.1M | -21% | 13k | 80.73 |
|
| Deere & Company (DE) | 0.1 | $1.0M | -37% | 2.3k | 460.56 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.0M | +76% | 12k | 84.85 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.0M | +4% | 27k | 38.14 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.0M | +12% | 3.8k | 269.36 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.0M | +58% | 9.3k | 110.39 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.0M | +23% | 18k | 56.92 |
|
| Amcor Ord (AMCR) | 0.1 | $1.0M | +29% | 107k | 9.33 |
|
| Corning Incorporated (GLW) | 0.1 | $990k | -8% | 22k | 44.46 |
|
| Marvell Technology (MRVL) | 0.1 | $988k | +349% | 17k | 58.68 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $988k | +43% | 20k | 49.43 |
|
| Morgan Stanley Com New (MS) | 0.1 | $983k | -14% | 8.5k | 116.22 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $983k | +6% | 19k | 52.55 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $981k | +8% | 3.4k | 292.51 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $980k | NEW | 20k | 49.37 |
|
| Intel Corporation (INTC) | 0.1 | $971k | +338% | 48k | 20.34 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $970k | -12% | 21k | 46.56 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $956k | 49k | 19.62 |
|
|
| Boeing Company (BA) | 0.1 | $934k | -19% | 5.1k | 182.00 |
|
| American Electric Power Company (AEP) | 0.1 | $929k | +206% | 8.6k | 108.50 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $928k | +6% | 473.00 | 1961.50 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $923k | -31% | 15k | 59.83 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $917k | +19% | 1.7k | 548.17 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $916k | +107% | 4.4k | 209.33 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $912k | -6% | 35k | 25.79 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $904k | -20% | 8.9k | 101.71 |
|
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.1 | $901k | -5% | 32k | 27.86 |
|
| Emerson Electric (EMR) | 0.1 | $900k | NEW | 8.6k | 105.09 |
|
| Copart (CPRT) | 0.1 | $898k | +151% | 15k | 60.51 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $897k | +14% | 21k | 42.51 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $886k | -41% | 18k | 50.65 |
|
| Sempra Energy (SRE) | 0.1 | $881k | +335% | 12k | 75.35 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $878k | -21% | 38k | 23.01 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $878k | +4% | 2.8k | 315.79 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $877k | -12% | 27k | 32.35 |
|
| Lowe's Companies (LOW) | 0.1 | $873k | -41% | 3.9k | 223.28 |
|
| Penumbra (PEN) | 0.1 | $858k | NEW | 2.9k | 296.91 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $852k | -6% | 4.8k | 177.17 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $849k | +39% | 14k | 59.98 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $845k | +272% | 16k | 54.67 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $840k | -28% | 4.2k | 199.08 |
|
Past Filings by Diversify Advisory Services
SEC 13F filings are viewable for Diversify Advisory Services going back to 2024
- 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