Diversify-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "ASND",
  "PINS",
  "SE",
  "SPSC",
  "HOOD",
  "AZEK",
  "TEM",
  "MC",
  "GLOB",
  "TRU",
  null,
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  null,
  null,
  null,
  "MORN",
  "FTAI",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "TEVA",
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  null,
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  "OMF",
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  "ANET",
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  null,
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  null,
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  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
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  "EFAV",
  "BXSL",
  null,
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  null,
  "DGX",
  null,
  "IEFA",
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  "RELX",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
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  "SLB",
  "SPG",
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  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
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  "RITM",
  null,
  "SPYG",
  null,
  "AMT",
  null,
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  "SPLG",
  null,
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  "IBM",
  null,
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  "TMO",
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  "UFPT",
  "SM",
  "AGNC",
  "VV",
  "VOE",
  "SCHW",
  "PCT",
  "IVOO",
  "TLN",
  null,
  "VWO",
  null,
  "VSS",
  null,
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  null,
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  "SBAC",
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  "VCIT",
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  "LYG",
  null,
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  "TSCO",
  "GNL",
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  null,
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  "IT",
  "OHI",
  null,
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  null,
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  "FSK",
  "VYM",
  "AHR",
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  "MGC",
  null,
  "EW",
  "TT",
  "VRT",
  "VNET",
  "GGAL",
  "MEDP",
  null,
  "RRC",
  "LECO",
  "PEN",
  null,
  "UGI",
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  "THC",
  "AMCR",
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  "APH",
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  "SONY",
  "ALLE",
  "FI",
  "NTRA",
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  "F",
  "WEC",
  "AJG",
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  "IWP",
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  null,
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  "AEP",
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  "INSG",
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  "KC",
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  null,
  "IDXX",
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  "RACE",
  "PEG",
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  "SCHB",
  null,
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  null,
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  "IVE",
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  "SBRA",
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  null,
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  "KD",
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  "OGS",
  null,
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  null,
  "VGT",
  "USB",
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  "VLO",
  "VEA",
  "VMI",
  null,
  "MGK",
  null,
  "VOOV",
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  "VOOG",
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  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
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  "VB",
  "VOO",
  "VRNA",
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  "V",
  null,
  "VIRT",
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  null,
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  null,
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  "OPFI",
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  null,
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  "IXUS",
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  null,
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  null,
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  "BJ",
  null,
  null,
  null,
  null,
  "BA",
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  "C",
  "CLX",
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  "KO",
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  "ED",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 630
Total Value: 1486340150
Accession Number: 0001085146-25-002578
Form Type: 13F-HR
CIK: diversify-advisory-services
Manager Name: Diversify-Advisory-Services

Data Enrichment

71% identified

445 identified185 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

630 positions • $1,486,340.15K total value

630 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 32

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SOUTHERN CO

SO|842587107

Shares:11.9K

Value:$1.1M

46641Q761

Shares:19.2K

Value:$1.1M

Moelis & Co

MC|60786M105

Shares:20.0K

Value:$1.1M

464288653

Shares:10.3K

Value:$1.1M

SM Energy Co

SM|78454L100

Shares:45.5K

Value:$1.1M

09290C509

Shares:17.6K

Value:$1.1M

316092857

Shares:39.4K

Value:$1.1M

Arista Networks, Inc.

ANET|040413205

Shares:13.0K

Value:$1.1M

DEERE & CO

DE|244199105

Shares:2.3K

Value:$1.0M

STARBUCKS CORP

SBUX|855244109

Shares:12.2K

Value:$1.0M

37954Y673

Shares:27.2K

Value:$1.0M

464287101

Shares:3.8K

Value:$1.0M

464287176

Shares:9.3K

Value:$1.0M

464288240

Shares:17.8K

Value:$1.0M

Amcor plc

AMCR|G0250X107

Shares:107.4K

Value:$1.0M

CORNING INC /NY

GLW|219350105

Shares:22.3K

Value:$990.4K

Marvell Technology, Inc.

MRVL|573874104

Shares:16.8K

Value:$988.3K

92203J407

BNDX|92203J407

Shares:20.0K

Value:$987.9K

MORGAN STANLEY

MS|617446448

Shares:8.5K

Value:$983.2K

464288638

Shares:18.7K

Value:$983.0K

Instrument	Shares		Other Manager	Value
SOUTHERN CO(SOcusip842587107)	11.9K	QoQ +21.37% (+2.1K) YoY +58.37% (+4.4K)	All Managers (Combined)	$1.1M	QoQ +36.50% (+$290.0K) YoY +103.69% (+$552.2K)
(cusip46641Q761)✕	19.2K	QoQ +148.31% (+11.5K) YoY +21.39% (+3.4K)	All Managers (Combined)	$1.1M	QoQ +144.89% (+$634.1K) YoY +28.82% (+$239.8K)
Moelis & Co(MCcusip60786M105)	20.0K	QoQ +30.92% (-4.7K) YoY -69.05% (-44.6K)	All Managers (Combined)	$1.1M	QoQ -2.30% (-$25.1K) YoY -70.62% (-$2.6M)
(cusip464288653)✕	10.3K	QoQ +156.24% (+6.3K) YoY +211.28% (+7.0K)	All Managers (Combined)	$1.1M	QoQ +170.60% (+$670.9K) YoY +211.52% (+$722.5K)
SM Energy Co(SMcusip78454L100)	45.5K	QoQ -86.96% (-303.7K) YoY -27.97% (-17.7K)	All Managers (Combined)	$1.1M	QoQ -93.00% (-$14.1M) YoY -66.87% (-$2.1M)
(cusip09290C509)✕	17.6K	QoQ -25.25% (-5.9K) YoY -54.74% (-21.3K)	All Managers (Combined)	$1.1M	QoQ -29.05% (-$433.0K) YoY -52.40% (-$1.2M)
(cusip316092857)✕	39.4K	QoQ +31.56% (+9.5K) YoY -69.79% (-91.1K)	All Managers (Combined)	$1.1M	QoQ +35.01% (+$272.7K) YoY -68.59% (-$2.3M)
Arista Networks, Inc.(ANETcusip040413205)	13.0K	QoQ -21.21% (-3.5K) YoY NEW(+13.0K)	All Managers (Combined)	$1.1M	QoQ -44.37% (-$838.5K) YoY NEW(+$1.1M)
DEERE & CO(DEcusip244199105)	2.3K	QoQ -37.39% (-1.4K) YoY -48.62% (-2.1K)	All Managers (Combined)	$1.0M	QoQ -29.42% (-$434.9K) YoY -41.45% (-$738.6K)
STARBUCKS CORP(SBUXcusip855244109)	12.2K	QoQ +76.12% (+5.3K) YoY -51.24% (-12.9K)	All Managers (Combined)	$1.0M	QoQ +61.99% (+$397.7K) YoY -54.80% (-$1.3M)
(cusip37954Y673)✕	27.2K	QoQ +4.13% (-1.1K) YoY +5.57% (+1.4K)	All Managers (Combined)	$1.0M	QoQ -0.85% (-$9.0K) YoY +1.91% (+$19.6K)
(cusip464287101)✕	3.8K	QoQ +12.06% (+413) YoY +126.12% (+2.1K)	All Managers (Combined)	$1.0M	QoQ +5.65% (+$55.3K) YoY +146.49% (+$613.9K)
(cusip464287176)✕	9.3K	QoQ +58.44% (+3.4K) YoY +34.53% (+2.4K)	All Managers (Combined)	$1.0M	QoQ +64.65% (+$403.1K) YoY +39.25% (+$289.4K)
(cusip464288240)✕	17.8K	QoQ +23.05% (+3.3K) YoY -61.88% (-28.9K)	All Managers (Combined)	$1.0M	QoQ +35.73% (+$267.0K) YoY -59.46% (-$1.5M)
Amcor plc(AMCRcusipG0250X107)	107.4K	QoQ +29.06% (+24.2K) YoY -62.92% (-182.3K)	All Managers (Combined)	$1.0M	QoQ +27.96% (+$219.0K) YoY -63.39% (-$1.7M)
CORNING INC /NY(GLWcusip219350105)	22.3K	QoQ -8.97% (-2.2K) YoY -37.57% (-13.4K)	All Managers (Combined)	$990.4K	QoQ -14.11% (-$162.7K) YoY -15.03% (-$175.3K)
Marvell Technology, Inc.(MRVLcusip573874104)	16.8K	QoQ +349.98% (+13.1K) YoY +129.62% (+9.5K)	All Managers (Combined)	$988.3K	QoQ +131.00% (+$560.5K) YoY +84.07% (+$451.4K)
(BNDXcusip92203J407)	20.0K	QoQ +43.91% (+6.1K) YoY +36.86% (+5.4K)	All Managers (Combined)	$987.9K	QoQ +46.58% (+$313.9K) YoY +38.39% (+$274.1K)
MORGAN STANLEY(MScusip617446448)	8.5K	QoQ -14.70% (-1.5K) YoY -18.02% (-1.9K)	All Managers (Combined)	$983.2K	QoQ -19.69% (-$241.2K) YoY +1.85% (-$17.9K)
(cusip464288638)✕	18.7K	QoQ +6.22% (+1.1K) YoY -85.57% (-110.9K)	All Managers (Combined)	$983.0K	QoQ +9.58% (+$85.9K) YoY -85.15% (-$5.6M)