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",
  "AEG",
  "ARCT",
  "AFRM",
  "AIG",
  "BATRK",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BDJ",
  "BMA",
  null,
  "WRB",
  null,
  null,
  null,
  "DBEF",
  null,
  "CMI",
  "KFY",
  null,
  "DUK",
  null,
  "ESS",
  "ERJ",
  "SMPL",
  null,
  "EOG",
  "QFIN",
  "TIGR",
  null,
  null,
  null,
  "MMYT",
  null,
  "FCX",
  null,
  null,
  null,
  "GD",
  "AOD",
  "GILD",
  null,
  "GIS",
  null,
  "HON",
  null,
  "HD",
  "BRSP",
  null,
  null,
  "AZN",
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "SCCO",
  null,
  "ISRG",
  "HEI-A",
  null,
  null,
  "EMXC",
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "BCSF",
  "BKNG",
  null,
  null,
  null,
  "ICE",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  "NAT",
  "SPXX",
  "IVW",
  "OPBK",
  null,
  "PAM",
  "PCB",
  "IJH",
  null,
  "SHBI",
  null,
  null,
  null,
  null,
  null,
  null,
  "RMT",
  "DIAX",
  null,
  null,
  "KNSL",
  "KMI",
  null,
  "SHOT",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  "FNGS",
  null,
  "MPC",
  "SLF",
  "MRVL",
  "SILA",
  "MA",
  null,
  "PODD",
  "UI",
  "MDT",
  "BMI",
  "MSFT",
  "MAA",
  "MDLZ",
  "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",
  "WDAY",
  "YPF",
  "IUSG",
  null,
  null,
  "OPFI",
  "GRMN",
  "PTC",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHA",
  "MSCI",
  "NSC",
  "NOK",
  "HST",
  "KDP",
  "SO",
  "TTD",
  "OKTA",
  "PSX",
  "ROL",
  "CRM",
  "TDY",
  "PSO",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "HALO",
  null,
  "MELI",
  "GAP",
  "NVT",
  "SPYV",
  null,
  "EXR",
  null,
  "ESGU",
  null,
  "NTAP",
  "PAYC",
  "STE",
  "KMB",
  "ADP",
  "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

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464287481

IWP|464287481

Shares:1.7K

Value:$208.3K

78464A649

Shares:8.1K

Value:$207.4K

Extra Space Storage Inc.

EXR|30225T102

Shares:1.5K

Value:$206.9K

46438G570

Shares:8.6K

Value:$206.6K

46435U259

Shares:8.1K

Value:$206.2K

53656G498

Shares:4.4K

Value:$206.1K

46435U853

Shares:5.6K

Value:$206.0K

Allegion plc

ALLE|G0176J109

Shares:1.5K

Value:$205.9K

US BANCORP \DE\

USB|902973304

Shares:5.1K

Value:$205.3K

922908637

VV|922908637

Shares:804

Value:$205.1K

Brookfield Renewable Corp

BEPC|11285B108

Shares:7.0K

Value:$202.6K

Simply Good Foods Co

SMPL|82900L102

Shares:5.6K

Value:$200.8K

STRYKER CORP

SYK|863667101

Shares:540

Value:$200.4K

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:14.2K

Value:$198.7K

Global Net Lease, Inc.

GNL|379378201

Shares:25.7K

Value:$193.7K

Kingsoft Cloud Holdings Ltd

KC|49639K101

Shares:15.3K

Value:$190.0K

69007J304

Shares:12.3K

Value:$188.5K

Blue Owl Capital Corp

OBDC|69121K104

Shares:13.3K

Value:$188.5K

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:10.3K

Value:$160.4K

Rithm Capital Corp.

RITM|64828T201

Shares:14.2K

Value:$158.3K

Instrument	Shares		Other Manager	Value
(IWPcusip464287481)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$208.3K	QoQ NEW(+$208.3K) YoY NEW(+$208.3K)
(cusip78464A649)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$207.4K	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
Extra Space Storage Inc.(EXRcusip30225T102)	1.5K	QoQ NEW(+1.5K) YoY -76.71% (-4.8K)	All Managers (Combined)	$206.9K	QoQ NEW(+$206.9K) YoY -77.55% (-$715.1K)
(cusip46438G570)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$206.6K	QoQ NEW(+$206.6K) YoY NEW(+$206.6K)
(cusip46435U259)✕	8.1K	QoQ +0.58% (+47) YoY NEW(+8.1K)	All Managers (Combined)	$206.2K	QoQ +0.76% (+$1.6K) YoY NEW(+$206.2K)
(cusip53656G498)✕	4.4K	QoQ +7.51% (-309) YoY NEW(+4.4K)	All Managers (Combined)	$206.1K	QoQ -7.88% (-$17.6K) YoY NEW(+$206.1K)
(cusip46435U853)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$206.0K	QoQ NEW(+$206.0K) YoY NEW(+$206.0K)
Allegion plc(ALLEcusipG0176J109)	1.5K	QoQ NEW(+1.5K) YoY -76.48% (-4.8K)	All Managers (Combined)	$205.9K	QoQ NEW(+$205.9K) YoY -75.44% (-$632.6K)
US BANCORP \DE\(USBcusip902973304)	5.1K	QoQ -70.24% (-12.0K) YoY -81.37% (-22.1K)	All Managers (Combined)	$205.3K	QoQ -74.56% (-$602.1K) YoY -82.83% (-$990.8K)
(VVcusip922908637)	804	QoQ +2.81% (-22) YoY NEW(+804)	All Managers (Combined)	$205.1K	QoQ -1.95% (-$4.1K) YoY NEW(+$205.1K)
Brookfield Renewable Corp(BEPCcusip11285B108)	7.0K	QoQ -8.87% (-685) YoY NEW(+7.0K)	All Managers (Combined)	$202.6K	QoQ -2.65% (-$5.5K) YoY NEW(+$202.6K)
Simply Good Foods Co(SMPLcusip82900L102)	5.6K	QoQ NEW(+5.6K) YoY -33.12% (-2.8K)	All Managers (Combined)	$200.8K	QoQ NEW(+$200.8K) YoY -29.89% (-$85.6K)
STRYKER CORP(SYKcusip863667101)	540	QoQ NEW(+540) YoY NEW(+540)	All Managers (Combined)	$200.4K	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$198.7K	QoQ NEW(+$198.7K) YoY NEW(+$198.7K)
Global Net Lease, Inc.(GNLcusip379378201)	25.7K	QoQ +2.17% (+548) YoY -27.25% (-9.6K)	All Managers (Combined)	$193.7K	QoQ +8.05% (+$14.4K) YoY -28.67% (-$77.9K)
Kingsoft Cloud Holdings Ltd(KCcusip49639K101)	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$190.0K	QoQ NEW(+$190.0K) YoY NEW(+$190.0K)
(cusip69007J304)✕	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$188.5K	QoQ NEW(+$188.5K) YoY NEW(+$188.5K)
Blue Owl Capital Corp(OBDCcusip69121K104)	13.3K	QoQ -83.60% (-67.7K) YoY -91.26% (-138.9K)	All Managers (Combined)	$188.5K	QoQ -84.00% (-$990.1K) YoY -91.89% (-$2.1M)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	10.3K	QoQ -49.42% (-10.1K) YoY +1.21% (+124)	All Managers (Combined)	$160.4K	QoQ -62.37% (-$265.9K) YoY +13.37% (+$18.9K)
Rithm Capital Corp.(RITMcusip64828T201)	14.2K	QoQ -19.57% (-3.5K) YoY NEW(+14.2K)	All Managers (Combined)	$158.3K	QoQ -16.27% (-$30.8K) YoY NEW(+$158.3K)