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

Search and click to pin securities to the top

Page 4 of 32

Sort by:

921943858

VEA|921943858

Shares:86.4K

Value:$4.6M

Mastercard Inc

MA|57636Q104

Shares:8.3K

Value:$4.5M

46137V357

RSP|46137V357

Shares:26.6K

Value:$4.5M

ALTRIA GROUP, INC.

MO|02209S103

Shares:67.6K

Value:$4.0M

464287309

IVW|464287309

Shares:41.9K

Value:$4.0M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.4K

Value:$4.0M

ROSS STORES, INC.

ROST|778296103

Shares:27.9K

Value:$3.9M

EXXON MOBIL CORP

XOM|30231G102

Shares:35.5K

Value:$3.9M

CHEVRON CORP

CVX|166764100

Shares:27.6K

Value:$3.9M

AbbVie Inc.

ABBV|00287Y109

Shares:19.9K

Value:$3.8M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:8.8K

Value:$3.8M

81369Y803

XLK|81369Y803

Shares:18.1K

Value:$3.8M

AppLovin Corp

APP|03831W108

Shares:13.0K

Value:$3.8M

464287226

Shares:37.3K

Value:$3.7M

46138J791

Shares:187.5K

Value:$3.7M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:90.3K

Value:$3.6M

45782C383

Shares:90.6K

Value:$3.6M

NETFLIX INC

NFLX|64110L106

Shares:3.1K

Value:$3.4M

92206C847

VGLT|92206C847

Shares:59.1K

Value:$3.4M

921937835

BND|921937835

Shares:45.2K

Value:$3.3M

Instrument	Shares		Other Manager	Value
(VEAcusip921943858)	86.4K	QoQ -2.75% (-2.4K) YoY -13.96% (-14.0K)	All Managers (Combined)	$4.6M	QoQ +8.33% (-$352.0K) YoY -8.83% (-$443.5K)
Mastercard Inc(MAcusip57636Q104)	8.3K	QoQ +37.14% (+2.3K) YoY -27.00% (-3.1K)	All Managers (Combined)	$4.5M	QoQ +46.65% (+$1.4M) YoY -17.65% (-$963.9K)
(RSPcusip46137V357)	26.6K	QoQ +8.44% (+2.1K) YoY +33.84% (+6.7K)	All Managers (Combined)	$4.5M	QoQ +5.71% (+$242.8K) YoY +34.25% (+$1.1M)
ALTRIA GROUP, INC.(MOcusip02209S103)	67.6K	QoQ +5.59% (+3.6K) YoY +11.02% (+6.7K)	All Managers (Combined)	$4.0M	QoQ +21.99% (+$716.5K) YoY +50.97% (+$1.3M)
(IVWcusip464287309)	41.9K	QoQ -18.00% (-9.2K) YoY +484.53% (+34.7K)	All Managers (Combined)	$4.0M	QoQ -23.19% (-$1.2M) YoY +554.36% (+$3.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.4K	QoQ +3.39% (+243) YoY -5.58% (-438)	All Managers (Combined)	$4.0M	QoQ +24.85% (+$787.8K) YoY +20.10% (-$662.5K)
ROSS STORES, INC.(ROSTcusip778296103)	27.9K	QoQ -16.30% (-5.4K) YoY -24.70% (-9.2K)	All Managers (Combined)	$3.9M	QoQ -22.34% (-$1.1M) YoY -26.94% (-$1.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	35.5K	QoQ +6.41% (+2.1K) YoY -20.47% (-9.2K)	All Managers (Combined)	$3.9M	QoQ +8.23% (+$292.9K) YoY -26.34% (-$1.4M)
CHEVRON CORP(CVXcusip166764100)	27.6K	QoQ -12.35% (-3.9K) YoY -42.63% (-20.6K)	All Managers (Combined)	$3.9M	QoQ -20.28% (-$979.8K) YoY -49.77% (-$3.8M)
AbbVie Inc.(ABBVcusip00287Y109)	19.9K	QoQ +9.87% (+1.8K) YoY -42.13% (-14.5K)	All Managers (Combined)	$3.8M	QoQ +21.38% (+$678.2K) YoY -38.05% (-$2.4M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	8.8K	QoQ +199.14% (+5.8K) YoY +5.99% (+496)	All Managers (Combined)	$3.8M	QoQ +269.55% (+$2.8M) YoY +42.94% (+$1.1M)
(XLKcusip81369Y803)	18.1K	QoQ -22.93% (-5.4K) YoY +27.69% (+3.9K)	All Managers (Combined)	$3.8M	QoQ -29.56% (-$1.6M) YoY +27.85% (+$822.5K)
AppLovin Corp(APPcusip03831W108)	13.0K	QoQ -1.67% (-222) YoY +174.22% (+8.3K)	All Managers (Combined)	$3.8M	QoQ -10.81% (-$456.4K) YoY +1045.74% (+$3.4M)
(cusip464287226)✕	37.3K	QoQ +356.42% (+29.1K) YoY +231.07% (+26.0K)	All Managers (Combined)	$3.7M	QoQ +371.51% (+$2.9M) YoY +238.49% (+$2.6M)
(cusip46138J791)✕	187.5K	QoQ +0.51% (+967) YoY NEW(+187.5K)	All Managers (Combined)	$3.7M	QoQ +0.85% (+$31.0K) YoY NEW(+$3.7M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	90.3K	QoQ +11.50% (-9.3K) YoY -28.36% (-35.8K)	All Managers (Combined)	$3.6M	QoQ -1.15% (-$42.1K) YoY -23.65% (-$1.1M)
(cusip45782C383)✕	90.6K	QoQ -9.14% (-9.1K) YoY NEW(+90.6K)	All Managers (Combined)	$3.6M	QoQ -9.92% (-$396.1K) YoY NEW(+$3.6M)
NETFLIX INC(NFLXcusip64110L106)	3.1K	QoQ +16.14% (+424) YoY -39.21% (-2.0K)	All Managers (Combined)	$3.4M	QoQ +56.05% (+$1.2M) YoY +11.39% (-$351.3K)
(VGLTcusip92206C847)	59.1K	QoQ +10.78% (+5.8K) YoY +108.40% (+30.7K)	All Managers (Combined)	$3.4M	QoQ +16.90% (+$488.0K) YoY +105.31% (+$1.7M)
(BNDcusip921937835)	45.2K	QoQ +8.31% (+3.5K) YoY -88.23% (-338.9K)	All Managers (Combined)	$3.3M	QoQ +11.82% (+$351.4K) YoY -87.96% (-$24.3M)