Diversify-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "ASND",
  "PINS",
  "SE",
  "SPSC",
  "HOOD",
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  "TEM",
  "MC",
  "GLOB",
  "TRU",
  null,
  "POOL",
  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,
  null,
  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,
  null,
  null,
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  null,
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  null,
  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,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  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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  "DUOL",
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  "TEVA",
  "OXY",
  null,
  null,
  null,
  "OMF",
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  "IJR",
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  "ANET",
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  "OKE",
  null,
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  null,
  null,
  null,
  null,
  null,
  "PANW",
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  null,
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  null,
  null,
  "VGSH",
  "PGR",
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  null,
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  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "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",
  "SPGI",
  "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,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SMFG",
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  "ERIC",
  "CI",
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  "TMO",
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  "UBS",
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  "VO",
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  "UFPT",
  "SM",
  "AGNC",
  "VV",
  "VOE",
  "SCHW",
  "PCT",
  "IVOO",
  "TLN",
  null,
  "VWO",
  null,
  "VSS",
  null,
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  null,
  null,
  null,
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  "VCIT",
  null,
  null,
  null,
  null,
  "LYG",
  null,
  null,
  "TSCO",
  "GNL",
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  null,
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  "OHI",
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  "AHR",
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  "MGC",
  null,
  "EW",
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  "VRT",
  "VNET",
  "GGAL",
  "MEDP",
  null,
  "RRC",
  "LECO",
  "PEN",
  null,
  "UGI",
  "ATO",
  "AON",
  "THC",
  "AMCR",
  "STWD",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "FI",
  "NTRA",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "WM",
  "IWP",
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  null,
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  "AEP",
  null,
  null,
  "INSG",
  null,
  null,
  "KC",
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  null,
  "IDXX",
  "PJT",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  "SBRA",
  "RMBS",
  "SQM",
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  null,
  null,
  "KD",
  "TPL",
  "HIMS",
  "HDB",
  "OGS",
  null,
  null,
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  null,
  "MGK",
  null,
  "VOOV",
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VRNA",
  "VTV",
  "V",
  null,
  "VIRT",
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  "WMT",
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  null,
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  "YPF",
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  null,
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  "OPFI",
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  null,
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  null,
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  "TTD",
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  null,
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  null,
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  "IXUS",
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  null,
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  null,
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  null,
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  null,
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  "STE",
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  null,
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  "BCS",
  null,
  "BRK-B",
  "BJ",
  null,
  null,
  null,
  null,
  "BA",
  "BMY",
  "BLDR",
  "WHD",
  "BWXT",
  "CDNS",
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  "CBRE",
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  "CASY",
  "CNC",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CSGP",
  "CRDO",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
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  "CW",
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  "DE",
  null,
  "DFAC",
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  "RSP",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "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

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Page 12 of 32

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SAP SE

SAP|803054204

Shares:3.4K

Value:$981.1K

Robinhood Markets, Inc.

HOOD|770700102

Shares:19.8K

Value:$979.6K

INTEL CORP

INTC|458140100

Shares:47.7K

Value:$970.8K

46436E767

Shares:20.8K

Value:$970.0K

46138J783

Shares:48.7K

Value:$956.0K

BOEING CO

BA|097023105

Shares:5.1K

Value:$934.2K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:8.6K

Value:$928.5K

FAIR ISAAC CORP

FICO|303250104

Shares:473

Value:$927.8K

92206C706

VGIT|92206C706

Shares:15.4K

Value:$923.0K

92204A702

VGT|92204A702

Shares:1.7K

Value:$916.5K

46432F396

MTUM|46432F396

Shares:4.4K

Value:$915.6K

808524409

Shares:35.4K

Value:$912.4K

464288570

Shares:8.9K

Value:$903.7K

74316P645

Shares:32.3K

Value:$901.0K

EMERSON ELECTRIC CO

EMR|291011104

Shares:8.6K

Value:$900.0K

COPART INC

CPRT|217204106

Shares:14.8K

Value:$898.3K

46434V407

Shares:21.1K

Value:$896.9K

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:17.5K

Value:$886.4K

SEMPRA

SRE|816851109

Shares:11.7K

Value:$881.4K

46435G193

Shares:38.2K

Value:$878.4K

Instrument	Shares		Other Manager	Value
SAP SE(SAPcusip803054204)	3.4K	QoQ +8.33% (+258) YoY -66.30% (-6.6K)	All Managers (Combined)	$981.1K	QoQ +26.00% (+$202.5K) YoY -49.72% (-$970.3K)
Robinhood Markets, Inc.(HOODcusip770700102)	19.8K	QoQ NEW(+19.8K) YoY NEW(+19.8K)	All Managers (Combined)	$979.6K	QoQ NEW(+$979.6K) YoY NEW(+$979.6K)
INTEL CORP(INTCcusip458140100)	47.7K	QoQ +338.70% (+36.8K) YoY +67.99% (-19.3K)	All Managers (Combined)	$970.8K	QoQ +365.94% (+$762.4K) YoY -23.24% (-$294.0K)
(cusip46436E767)✕	20.8K	QoQ -12.88% (-3.1K) YoY -36.13% (-11.8K)	All Managers (Combined)	$970.0K	QoQ -17.77% (-$209.7K) YoY -33.84% (-$496.4K)
(cusip46138J783)✕	48.7K	QoQ +0.32% (+159) YoY NEW(+48.7K)	All Managers (Combined)	$956.0K	QoQ +1.25% (+$11.9K) YoY NEW(+$956.0K)
BOEING CO(BAcusip097023105)	5.1K	QoQ -19.98% (-1.3K) YoY +49.60% (+1.7K)	All Managers (Combined)	$934.2K	QoQ -15.33% (-$169.2K) YoY +43.68% (+$284.0K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	8.6K	QoQ +206.51% (+5.8K) YoY +193.68% (+5.6K)	All Managers (Combined)	$928.5K	QoQ +255.66% (+$667.4K) YoY +276.78% (+$682.1K)
FAIR ISAAC CORP(FICOcusip303250104)	473	QoQ +6.53% (+29) YoY +19.44% (+77)	All Managers (Combined)	$927.8K	QoQ +8.96% (+$76.4K) YoY +86.77% (+$431.1K)
(VGITcusip92206C706)	15.4K	QoQ -31.96% (-7.2K) YoY -41.43% (-10.9K)	All Managers (Combined)	$923.0K	QoQ -29.22% (-$381.1K) YoY -39.63% (-$606.0K)
(VGTcusip92204A702)	1.7K	QoQ +19.85% (+277) YoY +29.61% (+382)	All Managers (Combined)	$916.5K	QoQ +7.06% (+$60.5K) YoY +35.17% (+$238.5K)
(MTUMcusip46432F396)	4.4K	QoQ +107.59% (+2.3K) YoY NEW(+4.4K)	All Managers (Combined)	$915.6K	QoQ +110.00% (+$479.6K) YoY NEW(+$915.6K)
(cusip808524409)✕	35.4K	QoQ -6.62% (-2.5K) YoY +253.68% (+25.4K)	All Managers (Combined)	$912.4K	QoQ -6.55% (-$64.0K) YoY +20.71% (+$156.6K)
(cusip464288570)✕	8.9K	QoQ -20.95% (-2.4K) YoY -50.13% (-8.9K)	All Managers (Combined)	$903.7K	QoQ -26.33% (-$323.1K) YoY -49.66% (-$891.7K)
(cusip74316P645)✕	32.3K	QoQ -5.04% (-1.7K) YoY NEW(+32.3K)	All Managers (Combined)	$901.0K	QoQ -11.73% (-$119.8K) YoY NEW(+$901.0K)
EMERSON ELECTRIC CO(EMRcusip291011104)	8.6K	QoQ NEW(+8.6K) YoY +65.42% (+3.4K)	All Managers (Combined)	$900.0K	QoQ NEW(+$900.0K) YoY +53.12% (+$312.2K)
COPART INC(CPRTcusip217204106)	14.8K	QoQ +151.49% (+8.9K) YoY -33.67% (-7.5K)	All Managers (Combined)	$898.3K	QoQ +173.51% (+$569.9K) YoY -30.88% (-$401.4K)
(cusip46434V407)✕	21.1K	QoQ +14.66% (+2.7K) YoY -18.29% (-4.7K)	All Managers (Combined)	$896.9K	QoQ +14.37% (+$112.7K) YoY -17.63% (-$192.0K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	17.5K	QoQ -41.73% (-12.5K) YoY NEW(+17.5K)	All Managers (Combined)	$886.4K	QoQ -47.77% (-$810.7K) YoY NEW(+$886.4K)
SEMPRA(SREcusip816851109)	11.7K	QoQ +335.80% (+9.0K) YoY -7.12% (-897)	All Managers (Combined)	$881.4K	QoQ +317.17% (+$670.1K) YoY -1.92% (-$17.3K)
(cusip46435G193)✕	38.2K	QoQ -21.04% (-10.2K) YoY -37.30% (-22.7K)	All Managers (Combined)	$878.4K	QoQ -19.15% (-$208.1K) YoY -36.53% (-$505.7K)