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,
  "POOL",
  null,
  null,
  null,
  "MORN",
  "FTAI",
  "AES",
  "STRL",
  "OLLI",
  "INTA",
  "BEPC",
  "PCG",
  "FTI",
  "SMCI",
  "ARM",
  "SNOW",
  "MU",
  null,
  "ACN",
  "ZS",
  null,
  "PBH",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "VONG",
  "GOOGL",
  "AXP",
  "QQQX",
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  "ARCT",
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  "AIG",
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  "TEAM",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  "CMI",
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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,
  "FCX",
  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,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
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  null,
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  null,
  null,
  "EMXC",
  null,
  null,
  "AMAT",
  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,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  "LIN",
  null,
  null,
  null,
  null,
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  null,
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  "SLF",
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  "SILA",
  "MA",
  null,
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  "UI",
  "MDT",
  "BMI",
  "MSFT",
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  "MUFG",
  "MS",
  "DXPE",
  "TMUS",
  "DUOL",
  "NDAQ",
  "ELF",
  "EPR",
  "EXC",
  "FICO",
  "GE",
  "HMY",
  "NVS",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "OMF",
  "ORLY",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IRM",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  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",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TSN",
  "UBS",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "UFPT",
  "SM",
  "AGNC",
  "VV",
  "VOE",
  "SCHW",
  "PCT",
  "IVOO",
  "TLN",
  null,
  "VWO",
  null,
  "VSS",
  null,
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "LYG",
  null,
  null,
  "TSCO",
  "GNL",
  "GDDY",
  "IEF",
  null,
  "TSM",
  "IT",
  "OHI",
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  "AHR",
  "VRTX",
  "MGC",
  null,
  "EW",
  "TT",
  "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",
  "IWR",
  null,
  null,
  "AEP",
  null,
  null,
  "INSG",
  null,
  null,
  "KC",
  "KT",
  null,
  "IDXX",
  "PJT",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  "SBRA",
  "RMBS",
  "SQM",
  "ESGD",
  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",
  "VST",
  "WMT",
  "WFG",
  "WFC",
  "WMB",
  null,
  null,
  "XEL",
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  "YPF",
  "IUSG",
  null,
  null,
  "OPFI",
  "GRMN",
  "PTC",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "CHKP",
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  null,
  null,
  "SCHA",
  "MSCI",
  "NSC",
  "NOK",
  "HST",
  "KDP",
  "SO",
  "TTD",
  "OKTA",
  "PSX",
  "ROL",
  "CRM",
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  "PSO",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
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  null,
  "MELI",
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  "NVT",
  "SPYV",
  null,
  "EXR",
  null,
  "ESGU",
  null,
  "NTAP",
  "PAYC",
  "STE",
  "KMB",
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  "BAC",
  null,
  "BBVA",
  "BCS",
  null,
  "BRK-B",
  "BJ",
  null,
  null,
  null,
  null,
  "BA",
  "BMY",
  "BLDR",
  "WHD",
  "BWXT",
  "CDNS",
  "CSL",
  "CBRE",
  "CDW",
  "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",
  "CSX",
  "CW",
  "CYBR",
  "DHR",
  "DE",
  null,
  "DFAC",
  "DFS",
  "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

Search and click to pin securities to the top

Page 2 of 32

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Snowflake Inc.

SNOW|833445109

Shares:86.9K

Value:$13.9M

SoFi Technologies, Inc.

SOFI|83406F102

Shares:1.0M

Value:$13.9M

464288760

Shares:76.8K

Value:$12.0M

Affirm Holdings, Inc.

AFRM|00827B106

Shares:223.1K

Value:$11.2M

Super Micro Computer, Inc.

SMCI|86800U302

Shares:276.7K

Value:$10.0M

78463X889

SPDW|78463X889

Shares:258.1K

Value:$9.8M

VISA INC.

V|92826C839

Shares:27.9K

Value:$9.5M

OP Bancorp

OPBK|67109R109

Shares:736.6K

Value:$9.3M

922908769

VTI|922908769

Shares:32.2K

Value:$8.8M

46434V613

Shares:188.1K

Value:$8.7M

Talen Energy Corp

TLN|87422Q109

Shares:39.9K

Value:$8.5M

JOHNSON & JOHNSON

JNJ|478160104

Shares:51.6K

Value:$8.0M

46429B697

USMV|46429B697

Shares:84.2K

Value:$7.7M

81369Y506

Shares:92.4K

Value:$7.6M

92206C771

Shares:164.7K

Value:$7.6M

Tesla, Inc.

TSLA|88160R101

Shares:26.0K

Value:$7.6M

47103U845

Shares:146.8K

Value:$7.4M

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:66.0K

Value:$7.4M

46436E718

Shares:71.9K

Value:$7.2M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:27.2K

Value:$6.7M

Instrument	Shares		Other Manager	Value
Snowflake Inc.(SNOWcusip833445109)	86.9K	QoQ -13.36% (-13.4K) YoY +44.32% (+26.7K)	All Managers (Combined)	$13.9M	QoQ -14.48% (-$2.4M) YoY +44.17% (+$4.3M)
SoFi Technologies, Inc.(SOFIcusip83406F102)	1.0M	QoQ +66.15% (+416.9K) YoY +9.36% (+89.7K)	All Managers (Combined)	$13.9M	QoQ +55.81% (+$5.0M) YoY +101.01% (+$7.0M)
(cusip464288760)✕	76.8K	QoQ +2.71% (+2.0K) YoY +45.14% (+23.9K)	All Managers (Combined)	$12.0M	QoQ +10.74% (+$1.2M) YoY +73.46% (+$5.1M)
Affirm Holdings, Inc.(AFRMcusip00827B106)	223.1K	QoQ +91.09% (+106.4K) YoY +116.25% (+119.9K)	All Managers (Combined)	$11.2M	QoQ +74.13% (+$4.8M) YoY +212.92% (+$7.7M)
Super Micro Computer, Inc.(SMCIcusip86800U302)	276.7K	QoQ +76.40% (+119.8K) YoY NEW(+276.7K)	All Managers (Combined)	$10.0M	QoQ +94.80% (+$4.8M) YoY NEW(+$10.0M)
(SPDWcusip78463X889)	258.1K	QoQ +27.23% (+55.2K) YoY -40.75% (-177.5K)	All Managers (Combined)	$9.8M	QoQ +42.16% (+$2.9M) YoY -37.06% (-$5.8M)
VISA INC.(Vcusip92826C839)	27.9K	QoQ +9.69% (+2.5K) YoY -18.94% (-6.5K)	All Managers (Combined)	$9.5M	QoQ +21.75% (+$1.7M) YoY -0.52% (-$50.2K)
OP Bancorp(OPBKcusip67109R109)	736.6K	QoQ 0.00% (-0) YoY -0.12% (-900)	All Managers (Combined)	$9.3M	QoQ -13.48% (-$1.5M) YoY +26.62% (-$2.0M)
(VTIcusip922908769)	32.2K	QoQ +13.58% (+3.9K) YoY +16.52% (+4.6K)	All Managers (Combined)	$8.8M	QoQ +7.79% (+$636.0K) YoY +22.34% (+$1.6M)
(cusip46434V613)✕	188.1K	QoQ -19.38% (-45.2K) YoY -25.12% (-63.1K)	All Managers (Combined)	$8.7M	QoQ -16.97% (-$1.8M) YoY -23.51% (-$2.7M)
Talen Energy Corp(TLNcusip87422Q109)	39.9K	QoQ +52.93% (+13.8K) YoY NEW(+39.9K)	All Managers (Combined)	$8.5M	QoQ +47.51% (+$2.8M) YoY NEW(+$8.5M)
JOHNSON & JOHNSON(JNJcusip478160104)	51.6K	QoQ -3.51% (-1.9K) YoY -13.50% (-8.1K)	All Managers (Combined)	$8.0M	QoQ +5.88% (-$447.3K) YoY -14.53% (-$1.4M)
(USMVcusip46429B697)	84.2K	QoQ +0.29% (+251) YoY +40.39% (+24.2K)	All Managers (Combined)	$7.7M	QoQ +5.08% (+$374.1K) YoY +54.85% (+$2.7M)
(cusip81369Y506)✕	92.4K	QoQ +3.06% (-2.8K) YoY -13.47% (-14.4K)	All Managers (Combined)	$7.6M	QoQ -3.53% (-$279.8K) YoY -24.73% (-$2.5M)
(cusip92206C771)✕	164.7K	QoQ +9.84% (+14.8K) YoY +19.17% (+26.5K)	All Managers (Combined)	$7.6M	QoQ +13.64% (+$915.8K) YoY +22.12% (+$1.4M)
Tesla, Inc.(TSLAcusip88160R101)	26.0K	QoQ -19.27% (-6.2K) YoY -0.56% (-147)	All Managers (Combined)	$7.6M	QoQ -40.27% (-$5.1M) YoY +65.73% (-$3.0M)
(cusip47103U845)✕	146.8K	QoQ +20.12% (+24.6K) YoY NEW(+146.8K)	All Managers (Combined)	$7.4M	QoQ +19.53% (+$1.2M) YoY NEW(+$7.4M)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	66.0K	QoQ +63.52% (+25.6K) YoY +1893.08% (+62.7K)	All Managers (Combined)	$7.4M	QoQ +29.95% (+$1.7M) YoY +1653.24% (+$6.9M)
(cusip46436E718)✕	71.9K	QoQ +23.18% (+13.5K) YoY NEW(+71.9K)	All Managers (Combined)	$7.2M	QoQ +23.44% (+$1.4M) YoY NEW(+$7.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	27.2K	QoQ +3.45% (+907) YoY -47.80% (-24.9K)	All Managers (Combined)	$6.7M	QoQ +5.50% (+$346.7K) YoY -35.82% (-$3.7M)