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",
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  "PCG",
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  "SMCI",
  "ARM",
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  null,
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  null,
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  "VONG",
  "GOOGL",
  "AXP",
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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,
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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,
  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,
  null,
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  null,
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  "MA",
  null,
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  "UI",
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  "BMI",
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  "MS",
  "DXPE",
  "TMUS",
  "DUOL",
  "NDAQ",
  "ELF",
  "EPR",
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  "GE",
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  "TEVA",
  "OXY",
  null,
  null,
  null,
  "OMF",
  "ORLY",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
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  "NOC",
  "OKE",
  null,
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  null,
  null,
  null,
  null,
  null,
  "PANW",
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  "PEP",
  null,
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  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,
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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",
  "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,
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  "SCHA",
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  "NOK",
  "HST",
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  "SO",
  "TTD",
  "OKTA",
  "PSX",
  "ROL",
  "CRM",
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  null,
  null,
  null,
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  "IXUS",
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  null,
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  null,
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  null,
  "ESGU",
  null,
  "NTAP",
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  "STE",
  "KMB",
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  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

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SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.3K

Value:$445.6K

Sony Group Corp

SONY|835699307

Shares:17.2K

Value:$443.5K

Duke Energy CORP

DUK|26441C204

Shares:3.6K

Value:$442.4K

92840R101

Shares:38.1K

Value:$441.6K

Marathon Petroleum Corp

MPC|56585A102

Shares:3.2K

Value:$438.8K

808524102

SCHB|808524102

Shares:20.5K

Value:$438.6K

S&P Global Inc.

SPGI|78409V104

Shares:874

Value:$429.9K

EXELON CORP

EXC|30161N101

Shares:9.2K

Value:$429.7K

921935508

Shares:2.8K

Value:$429.3K

316092527

Shares:11.2K

Value:$429.2K

Pampa Energy Inc.

PAM|697660207

Shares:5.8K

Value:$427.9K

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.9K

Value:$426.5K

46436E619

Shares:9.8K

Value:$423.2K

Spotify Technology S.A.

SPOT|L8681T102

Shares:733

Value:$423.2K

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:3.6K

Value:$420.9K

78464A664

Shares:15.5K

Value:$418.8K

UBS Group AG

UBS|H42097107

Shares:13.6K

Value:$415.7K

46435G243

Shares:16.6K

Value:$415.1K

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.3K

Value:$409.9K

BlackRock, Inc.

BLK|09290D101

Shares:441

Value:$406.3K

Instrument	Shares		Other Manager	Value
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.3K	QoQ +77.53% (+559) YoY -61.75% (-2.1K)	All Managers (Combined)	$445.6K	QoQ +87.18% (+$207.5K) YoY -60.63% (-$686.2K)
Sony Group Corp(SONYcusip835699307)	17.2K	QoQ +9.43% (+1.5K) YoY +35.31% (-4.5K)	All Managers (Combined)	$443.5K	QoQ +38.47% (+$123.2K) YoY -59.56% (-$653.3K)
Duke Energy CORP(DUKcusip26441C204)	3.6K	QoQ -2.83% (-106) YoY -2.62% (-98)	All Managers (Combined)	$442.4K	QoQ +11.69% (-$46.3K) YoY +23.34% (-$83.7K)
(cusip92840R101)✕	38.1K	QoQ 0.00% (-0) YoY -3.80% (-1.5K)	All Managers (Combined)	$441.6K	QoQ -6.90% (-$32.7K) YoY -11.64% (-$58.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.2K	QoQ +4.85% (+147) YoY -35.09% (-1.7K)	All Managers (Combined)	$438.8K	QoQ +1.91% (+$8.3K) YoY -56.09% (-$560.6K)
(SCHBcusip808524102)	20.5K	QoQ NEW(+20.5K) YoY NEW(+20.5K)	All Managers (Combined)	$438.6K	QoQ NEW(+$438.6K) YoY NEW(+$438.6K)
S&P Global Inc.(SPGIcusip78409V104)	874	QoQ NEW(+874) YoY NEW(+874)	All Managers (Combined)	$429.9K	QoQ NEW(+$429.9K) YoY NEW(+$429.9K)
EXELON CORP(EXCcusip30161N101)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$429.7K	QoQ NEW(+$429.7K) YoY NEW(+$429.7K)
(cusip921935508)✕	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$429.3K	QoQ NEW(+$429.3K) YoY NEW(+$429.3K)
(cusip316092527)✕	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$429.2K	QoQ NEW(+$429.2K) YoY NEW(+$429.2K)
Pampa Energy Inc.(PAMcusip697660207)	5.8K	QoQ +33.31% (+1.5K) YoY -63.86% (-10.3K)	All Managers (Combined)	$427.9K	QoQ +3.31% (+$13.7K) YoY -37.79% (-$260.0K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.9K	QoQ +6.16% (+227) YoY +41.81% (+1.2K)	All Managers (Combined)	$426.5K	QoQ +24.08% (+$82.8K) YoY +89.77% (+$201.7K)
(cusip46436E619)✕	9.8K	QoQ -18.54% (-2.2K) YoY -41.84% (-7.0K)	All Managers (Combined)	$423.2K	QoQ -16.12% (-$81.4K) YoY -40.44% (-$287.4K)
Spotify Technology S.A.(SPOTcusipL8681T102)	733	QoQ -13.86% (-118) YoY NEW(+733)	All Managers (Combined)	$423.2K	QoQ +8.26% (-$32.3K) YoY NEW(+$423.2K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	3.6K	QoQ NEW(+3.6K) YoY -14.67% (-622)	All Managers (Combined)	$420.9K	QoQ NEW(+$420.9K) YoY +61.96% (-$161.0K)
(cusip78464A664)✕	15.5K	QoQ -15.87% (-2.9K) YoY -34.29% (-8.1K)	All Managers (Combined)	$418.8K	QoQ -11.21% (-$52.9K) YoY -35.00% (-$225.6K)
UBS Group AG(UBScusipH42097107)	13.6K	QoQ +11.70% (+1.4K) YoY -59.89% (-20.3K)	All Managers (Combined)	$415.7K	QoQ +5.48% (+$21.6K) YoY -59.85% (-$619.8K)
(cusip46435G243)✕	16.6K	QoQ -5.94% (-1.0K) YoY +85.40% (+7.6K)	All Managers (Combined)	$415.1K	QoQ -4.26% (-$18.5K) YoY +90.81% (+$197.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	5.3K	QoQ -8.08% (-469) YoY -10.41% (-620)	All Managers (Combined)	$409.9K	QoQ -28.86% (-$166.3K) YoY -44.59% (-$329.8K)
BlackRock, Inc.(BLKcusip09290D101)	441	QoQ -25.25% (-149) YoY NEW(+441)	All Managers (Combined)	$406.3K	QoQ -27.96% (-$157.7K) YoY NEW(+$406.3K)