Diversify Advisory Services

Latest statistics and disclosures from Diversify Advisory Services's latest quarterly 13F-HR filing:

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Positions held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Diversify Advisory Services

Diversify Advisory Services holds 628 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Diversify Advisory Services has 628 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $66M 126k 522.16
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NVIDIA Corporation (NVDA) 3.9 $66M 73k 903.63
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 3.5 $59M 2.8M 21.14
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $50M 112k 444.95
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Apple (AAPL) 2.8 $47M 278k 170.03
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Microsoft Corporation (MSFT) 2.2 $38M 89k 424.57
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Amazon (AMZN) 2.1 $36M 200k 180.97
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Ishares Tr Core S&p500 Etf (IVV) 1.7 $29M 55k 524.88
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $28M 384k 71.92
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Ishares Tr Russell 2000 Etf (IWM) 1.5 $26M 123k 208.32
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Ishares Tr Msci India Etf (INDA) 1.4 $24M 463k 51.49
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Alphabet Cap Stk Cl C (GOOG) 1.4 $24M 151k 156.50
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Meta Platforms Cl A (META) 1.3 $23M 47k 491.35
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Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $22M 269k 83.54
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Advanced Micro Devices (AMD) 1.2 $20M 110k 183.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $19M 40k 480.07
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $19M 121k 155.49
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $19M 127k 146.47
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $18M 370k 49.79
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Costco Wholesale Corporation (COST) 1.1 $18M 25k 721.23
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $18M 177k 99.15
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $17M 234k 73.27
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Spdr Ser Tr Portfli High Yld (SPHY) 1.0 $17M 718k 23.23
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Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 1.0 $16M 167k 98.16
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $16M 436k 35.68
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Charles Schwab Corporation (SCHW) 0.9 $15M 203k 72.37
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Palo Alto Networks (PANW) 0.9 $15M 52k 279.42
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Occidental Petroleum Corporation (OXY) 0.8 $14M 208k 66.38
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Energy Transfer Com Ut Ltd Ptn (ET) 0.8 $13M 829k 15.69
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $13M 313k 41.15
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Ishares Tr Pfd And Incm Sec (PFF) 0.7 $13M 388k 32.13
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Ishares Tr Core Total Usd (IUSB) 0.7 $11M 251k 45.14
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JPMorgan Chase & Co. (JPM) 0.6 $10M 52k 198.94
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Select Sector Spdr Tr Energy (XLE) 0.6 $10M 107k 95.11
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $9.7M 231k 41.94
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Snowflake Cl A (SNOW) 0.6 $9.7M 60k 160.52
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Visa Com Cl A (V) 0.6 $9.6M 34k 278.28
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Johnson & Johnson (JNJ) 0.6 $9.4M 60k 157.78
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.5 $9.2M 59k 156.00
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Valaris Cl A (VAL) 0.5 $8.7M 119k 73.73
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $8.2M 191k 42.61
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Healthequity (HQY) 0.5 $7.8M 96k 81.63
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $7.8M 98k 79.66
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Chevron Corporation (CVX) 0.5 $7.7M 48k 159.08
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Op Bancorp Cmn (OPBK) 0.4 $7.4M 738k 9.97
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Spdr Gold Tr Gold Shs (GLD) 0.4 $7.3M 35k 207.82
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Broadcom (AVGO) 0.4 $7.3M 5.4k 1350.20
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $7.2M 28k 259.70
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Verizon Communications (VZ) 0.4 $7.0M 166k 42.28
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Ishares Tr Us Aer Def Etf (ITA) 0.4 $6.9M 53k 130.89
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Sofi Technologies (SOFI) 0.4 $6.9M 957k 7.22
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Lockheed Martin Corporation (LMT) 0.4 $6.9M 15k 452.80
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Pfizer (PFE) 0.4 $6.8M 245k 27.72
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Blue Owl Capital Com Cl A (OWL) 0.4 $6.7M 363k 18.57
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.4 $6.6M 77k 85.65
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $6.6M 130k 51.06
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salesforce (CRM) 0.4 $6.4M 21k 302.26
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $6.2M 138k 45.20
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Abbvie (ABBV) 0.4 $6.2M 34k 180.76
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UnitedHealth (UNH) 0.4 $5.9M 12k 489.69
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Walt Disney Company (DIS) 0.3 $5.6M 47k 121.53
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Philip Morris International (PM) 0.3 $5.6M 62k 91.44
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Mastercard Incorporated Cl A (MA) 0.3 $5.5M 11k 478.38
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Adobe Systems Incorporated (ADBE) 0.3 $5.5M 11k 502.10
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Ross Stores (ROST) 0.3 $5.4M 37k 145.09
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Medtronic SHS (MDT) 0.3 $5.3M 61k 87.02
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Global X Fds Global X Uranium (URA) 0.3 $5.3M 176k 30.12
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Sprott Fds Tr Uranium Miners E (URNM) 0.3 $5.3M 101k 52.12
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Exxon Mobil Corporation (XOM) 0.3 $5.2M 45k 116.99
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Qualcomm (QCOM) 0.3 $5.1M 30k 171.72
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $5.1M 15k 339.17
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $5.1M 44k 114.95
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Cisco Systems (CSCO) 0.3 $5.1M 101k 50.04
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $5.0M 100k 49.97
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $5.0M 60k 83.28
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Airbnb Com Cl A (ABNB) 0.3 $4.8M 29k 163.37
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Nike CL B (NKE) 0.3 $4.8M 52k 92.56
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Bank of America Corporation (BAC) 0.3 $4.7M 126k 37.52
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International Business Machines (IBM) 0.3 $4.6M 24k 189.83
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Tesla Motors (TSLA) 0.3 $4.6M 26k 175.22
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $4.5M 38k 116.92
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Ishares Tr Eafe Value Etf (EFV) 0.3 $4.4M 81k 54.05
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Procter & Gamble Company (PG) 0.3 $4.3M 27k 160.58
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United Parcel Service CL B (UPS) 0.3 $4.3M 29k 147.62
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Pepsi (PEP) 0.2 $4.2M 24k 172.98
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Novo-nordisk A S Adr (NVO) 0.2 $4.2M 33k 127.55
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McDonald's Corporation (MCD) 0.2 $4.1M 15k 280.22
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Blackstone Group Inc Com Cl A (BX) 0.2 $4.1M 31k 131.03
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Servicenow (NOW) 0.2 $4.1M 5.3k 768.37
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Coca-Cola Company (KO) 0.2 $4.0M 66k 60.68
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.9M 24k 163.87
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Zoetis Cl A (ZTS) 0.2 $3.9M 23k 167.02
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Ishares Gold Tr Ishares New (IAU) 0.2 $3.8M 90k 42.46
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.8M 169k 22.51
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Essex Property Trust (ESS) 0.2 $3.8M 16k 239.67
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Home Depot (HD) 0.2 $3.7M 10k 368.04
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Ishares Tr Core Msci Total (IXUS) 0.2 $3.6M 54k 67.70
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Paypal Holdings (PYPL) 0.2 $3.6M 56k 65.03
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Moelis & Co Cl A (MC) 0.2 $3.6M 65k 56.17
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Union Pacific Corporation (UNP) 0.2 $3.6M 15k 243.30
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Affirm Hldgs Com Cl A (AFRM) 0.2 $3.6M 103k 34.83
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Atmos Energy Corporation (ATO) 0.2 $3.6M 30k 117.85
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Ishares Tr Mbs Etf (MBB) 0.2 $3.6M 39k 91.57
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Air Products & Chemicals (APD) 0.2 $3.5M 14k 243.41
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Raytheon Technologies Corp (RTX) 0.2 $3.4M 35k 97.76
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Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $3.4M 67k 50.21
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $3.3M 131k 25.64
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.3M 20k 168.37
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Intuit (INTU) 0.2 $3.3M 5.2k 639.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.3M 7.8k 420.20
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Amgen (AMGN) 0.2 $3.3M 12k 283.03
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Bill Com Holdings Ord (BILL) 0.2 $3.2M 50k 64.50
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Thermo Fisher Scientific (TMO) 0.2 $3.2M 5.6k 577.40
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SM Energy (SM) 0.2 $3.2M 63k 50.58
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Merck & Co (MRK) 0.2 $3.2M 24k 130.99
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $3.2M 31k 103.40
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Comcast Corp Cl A (CMCSA) 0.2 $3.1M 74k 42.28
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $3.1M 27k 114.74
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Ishares Tr National Mun Etf (MUB) 0.2 $3.1M 29k 107.02
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Netflix (NFLX) 0.2 $3.1M 5.0k 614.34
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Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $3.1M 172k 17.94
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.1M 51k 60.19
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $3.0M 33k 92.55
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $3.0M 61k 49.47
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CVS Caremark Corporation (CVS) 0.2 $3.0M 38k 79.56
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Lowe's Companies (LOW) 0.2 $3.0M 12k 249.28
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Select Sector Spdr Tr Technology (XLK) 0.2 $3.0M 14k 208.85
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Automatic Data Processing (ADP) 0.2 $2.9M 12k 245.30
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Intuitive Surgical Com New (ISRG) 0.2 $2.9M 7.2k 394.87
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Edwards Lifesciences (EW) 0.2 $2.8M 30k 94.25
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Amcor Ord (AMCR) 0.2 $2.7M 290k 9.45
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Abbott Laboratories (ABT) 0.2 $2.7M 24k 112.09
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Blackstone Secd Lending Common Stock (BXSL) 0.2 $2.7M 87k 30.79
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.7M 53k 50.34
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.6M 8.3k 319.59
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Altria (MO) 0.2 $2.6M 61k 43.22
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Ishares Core Msci Emkt (IEMG) 0.1 $2.5M 49k 51.69
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Ishares Tr U S Equity Factr (LRGF) 0.1 $2.5M 47k 53.74
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $2.5M 47k 53.53
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Oracle Corporation (ORCL) 0.1 $2.4M 19k 125.48
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.4M 17k 141.49
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.4M 13k 185.67
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Cigna Corp (CI) 0.1 $2.4M 6.6k 364.06
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.4M 38k 61.98
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.4M 5.7k 420.48
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Eli Lilly & Co. (LLY) 0.1 $2.4M 3.1k 760.60
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Owl Rock Capital Corporation (OBDC) 0.1 $2.3M 152k 15.28
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Starbucks Corporation (SBUX) 0.1 $2.3M 25k 91.53
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $2.2M 39k 57.21
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $2.2M 69k 32.44
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $2.2M 43k 50.44
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.2M 36k 60.37
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.1M 15k 135.55
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Ishares Tr Short Treas Bd (SHV) 0.1 $2.0M 19k 110.06
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.0M 17k 120.53
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Mccormick & Co Com Non Vtg (MKC) 0.1 $2.0M 26k 76.62
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Sap Se Spon Adr (SAP) 0.1 $2.0M 10k 196.02
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Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.1 $1.9M 48k 40.44
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Wells Fargo & Company (WFC) 0.1 $1.9M 33k 57.61
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Waste Management (WM) 0.1 $1.8M 8.6k 212.92
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Diamondback Energy (FANG) 0.1 $1.8M 9.0k 199.44
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $1.8M 31k 58.09
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.8M 18k 100.76
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Goldman Sachs (GS) 0.1 $1.8M 4.3k 413.53
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Deere & Company (DE) 0.1 $1.8M 4.4k 404.12
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $1.8M 40k 44.40
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Ishares Msci Emrg Chn (EMXC) 0.1 $1.8M 31k 57.42
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Ishares Tr Intl Eqty Factor (INTF) 0.1 $1.8M 59k 29.71
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Pool Corporation (POOL) 0.1 $1.7M 4.3k 401.30
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.7M 19k 92.80
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Workday Cl A (WDAY) 0.1 $1.7M 6.3k 272.44
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SYSCO Corporation (SYY) 0.1 $1.7M 21k 80.57
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American Express Company (AXP) 0.1 $1.7M 7.3k 227.60
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $1.6M 28k 58.02
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Altshares Trust Merger Arbitrage (ARB) 0.1 $1.6M 60k 27.19
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Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 23k 69.76
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $1.6M 22k 72.09
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $1.6M 18k 86.63
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Relx Sponsored Adr (RELX) 0.1 $1.5M 36k 42.78
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.5M 26k 58.04
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Pinterest Cl A (PINS) 0.1 $1.5M 43k 35.32
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MercadoLibre (MELI) 0.1 $1.5M 982.00 1528.95
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $1.5M 13k 119.03
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $1.5M 70k 21.50
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AmerisourceBergen (COR) 0.1 $1.5M 6.1k 243.02
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.5M 14k 109.39
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.5M 33k 44.95
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Southern Copper Corporation (SCCO) 0.1 $1.4M 13k 107.04
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M 8.7k 162.23
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Freeport-mcmoran CL B (FCX) 0.1 $1.4M 30k 47.33
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.4M 1.4k 993.22
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.4M 61k 22.73
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Microchip Technology (MCHP) 0.1 $1.4M 15k 89.74
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.4M 38k 36.30
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.4M 24k 57.27
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.4M 32k 43.24
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Ishares Tr Us Infrastruc (IFRA) 0.1 $1.4M 31k 43.11
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M 18k 73.89
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Autodesk (ADSK) 0.1 $1.3M 5.2k 259.44
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Williams Companies (WMB) 0.1 $1.3M 35k 38.87
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Copart (CPRT) 0.1 $1.3M 22k 58.07
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.3M 16k 81.34
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $1.3M 33k 38.91
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General Dynamics Corporation (GD) 0.1 $1.3M 4.4k 291.55
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.3M 31k 41.89
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Intel Corporation (INTC) 0.1 $1.3M 28k 44.52
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.3M 3.6k 344.30
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Booking Holdings (BKNG) 0.1 $1.2M 344.00 3565.34
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.2M 23k 53.96
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Bristol Myers Squibb (BMY) 0.1 $1.2M 23k 52.99
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.2M 13k 91.42
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.2M 26k 46.59
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.2M 24k 50.23
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Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.1 $1.2M 26k 46.12
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Enbridge (ENB) 0.1 $1.2M 34k 35.83
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Us Bancorp Del Com New (USB) 0.1 $1.2M 27k 43.95
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Humana (HUM) 0.1 $1.2M 3.4k 351.42
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $1.2M 48k 25.00
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Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $1.2M 60k 19.63
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Williams-Sonoma (WSM) 0.1 $1.2M 3.7k 314.91
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.2M 13k 93.53
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Corning Incorporated (GLW) 0.1 $1.2M 36k 32.67
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Dollar General (DG) 0.1 $1.2M 7.4k 157.35
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AFLAC Incorporated (AFL) 0.1 $1.1M 13k 85.19
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.1M 11k 107.47
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $1.1M 23k 50.08
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W.W. Grainger (GWW) 0.1 $1.1M 1.1k 1010.04
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $1.1M 39k 29.25
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Sherwin-Williams Company (SHW) 0.1 $1.1M 3.3k 338.15
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New Oriental Ed & Technology Spon Adr (EDU) 0.1 $1.1M 13k 87.51
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $1.1M 16k 70.15
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M 5.9k 190.14
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.1M 13k 86.77
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PG&E Corporation (PCG) 0.1 $1.1M 67k 16.56
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Sony Group Corp Sponsored Adr (SONY) 0.1 $1.1M 13k 86.17
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.1M 11k 96.94
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.1M 26k 42.17
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CSX Corporation (CSX) 0.1 $1.1M 30k 36.78
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Marsh & McLennan Companies (MMC) 0.1 $1.0M 5.1k 203.89
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Insulet Corporation (PODD) 0.1 $1.0M 6.2k 168.10
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Catalent (CTLT) 0.1 $1.0M 18k 56.39
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At&t (T) 0.1 $1.0M 59k 17.50
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Ubs Group SHS (UBS) 0.1 $1.0M 34k 30.48
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Citigroup Com New (C) 0.1 $1.0M 16k 63.46
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.0M 16k 65.48
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Vanguard World Mega Grwth Ind (MGK) 0.1 $1.0M 3.6k 286.56
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.0M 26k 39.51
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Gartner (IT) 0.1 $1.0M 2.1k 477.44
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $1.0M 86k 11.74
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Wal-Mart Stores (WMT) 0.1 $1.0M 17k 60.00
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Past Filings by Diversify Advisory Services

SEC 13F filings are viewable for Diversify Advisory Services going back to 2024