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",
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  "SMCI",
  "ARM",
  "SNOW",
  "MU",
  null,
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  "ZS",
  null,
  "PBH",
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  "ABNB",
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  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "VONG",
  "GOOGL",
  "AXP",
  "QQQX",
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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,
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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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  null,
  null,
  null,
  null,
  null,
  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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  null,
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  null,
  null,
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  null,
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  "LIN",
  null,
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  null,
  null,
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  null,
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  "MA",
  null,
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  "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",
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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,
  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",
  "TDY",
  "PSO",
  "SPOT",
  null,
  null,
  null,
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  null,
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  "IXUS",
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  null,
  "MELI",
  "GAP",
  "NVT",
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  null,
  "EXR",
  null,
  "ESGU",
  null,
  "NTAP",
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  "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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46432F842

IEFA|46432F842

Shares:41.7K

Value:$3.3M

HOME DEPOT, INC.

HD|437076102

Shares:8.9K

Value:$3.2M

46434VBD1

Shares:126.6K

Value:$3.2M

ASML HOLDING NV

ASML|N07059210

Shares:4.7K

Value:$3.2M

78468R853

Shares:79.6K

Value:$3.1M

09290C103

Shares:63.3K

Value:$3.1M

Okta, Inc.

OKTA|679295105

Shares:26.9K

Value:$3.0M

78464A375

Shares:89.9K

Value:$3.0M

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:5.8K

Value:$2.9M

46434V282

Shares:50.5K

Value:$2.9M

464287507

IJH|464287507

Shares:50.1K

Value:$2.9M

PROCTER & GAMBLE Co

PG|742718109

Shares:17.6K

Value:$2.9M

464287432

Shares:31.3K

Value:$2.8M

37954Y483

Shares:171.1K

Value:$2.8M

92206C870

VCIT|92206C870

Shares:34.1K

Value:$2.8M

464288877

Shares:45.3K

Value:$2.8M

808524201

SCHX|808524201

Shares:124.9K

Value:$2.7M

ServiceNow, Inc.

NOW|81762P102

Shares:2.9K

Value:$2.7M

46432F834

IXUS|46432F834

Shares:36.7K

Value:$2.6M

Accenture plc

ACN|G1151C101

Shares:8.7K

Value:$2.6M

Instrument	Shares		Other Manager	Value
(IEFAcusip46432F842)	41.7K	QoQ +11.40% (+4.3K) YoY +127.69% (+23.4K)	All Managers (Combined)	$3.3M	QoQ +25.89% (+$675.9K) YoY +142.88% (+$1.9M)
HOME DEPOT, INC.(HDcusip437076102)	8.9K	QoQ +21.01% (+1.6K) YoY -10.70% (-1.1K)	All Managers (Combined)	$3.2M	QoQ +11.42% (+$329.1K) YoY -12.89% (-$475.2K)
(cusip46434VBD1)✕	126.6K	QoQ -7.59% (-10.4K) YoY NEW(+126.6K)	All Managers (Combined)	$3.2M	QoQ -7.33% (-$252.2K) YoY NEW(+$3.2M)
ASML HOLDING NV(ASMLcusipN07059210)	4.7K	QoQ +56.56% (+1.7K) YoY +234.22% (+3.3K)	All Managers (Combined)	$3.2M	QoQ +41.10% (+$918.9K) YoY +124.14% (+$1.7M)
(cusip78468R853)✕	79.6K	QoQ +14.90% (+10.3K) YoY -58.39% (-111.7K)	All Managers (Combined)	$3.1M	QoQ +2.35% (+$72.1K) YoY -61.61% (-$5.0M)
(cusip09290C103)✕	63.3K	QoQ -13.49% (-9.9K) YoY +58.42% (+23.3K)	All Managers (Combined)	$3.1M	QoQ -17.29% (-$642.3K) YoY +73.12% (+$1.3M)
Okta, Inc.(OKTAcusip679295105)	26.9K	QoQ +0.02% (+8) YoY NEW(+26.9K)	All Managers (Combined)	$3.0M	QoQ +33.42% (+$758.3K) YoY NEW(+$3.0M)
(cusip78464A375)✕	89.9K	QoQ -0.10% (-97) YoY +31.20% (+21.4K)	All Managers (Combined)	$3.0M	QoQ +2.22% (-$65.2K) YoY +34.68% (+$770.7K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	5.8K	QoQ +16.72% (+827) YoY +2.14% (+121)	All Managers (Combined)	$2.9M	QoQ +43.48% (+$880.8K) YoY +22.29% (+$529.9K)
(cusip46434V282)✕	50.5K	QoQ -3.73% (-2.0K) YoY +7.73% (+3.6K)	All Managers (Combined)	$2.9M	QoQ -7.70% (-$242.4K) YoY +15.29% (+$385.3K)
(IJHcusip464287507)	50.1K	QoQ +2.99% (-1.5K) YoY +39.24% (+14.1K)	All Managers (Combined)	$2.9M	QoQ -5.00% (-$150.8K) YoY +31.65% (+$687.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	17.6K	QoQ -10.01% (-2.0K) YoY -34.21% (-9.1K)	All Managers (Combined)	$2.9M	QoQ -7.90% (-$245.0K) YoY -33.52% (-$1.4M)
(cusip464287432)✕	31.3K	QoQ -15.80% (-5.9K) YoY -4.68% (-1.5K)	All Managers (Combined)	$2.8M	QoQ -11.13% (-$353.4K) YoY -7.10% (-$215.9K)
(cusip37954Y483)✕	171.1K	QoQ +0.66% (-1.1K) YoY -0.29% (-505)	All Managers (Combined)	$2.8M	QoQ -9.89% (-$306.4K) YoY -9.40% (-$289.7K)
(VCITcusip92206C870)	34.1K	QoQ +2.76% (+918) YoY -65.23% (-63.9K)	All Managers (Combined)	$2.8M	QoQ +5.92% (+$156.0K) YoY -64.28% (-$5.0M)
(cusip464288877)✕	45.3K	QoQ -26.96% (-16.7K) YoY -44.07% (-35.7K)	All Managers (Combined)	$2.8M	QoQ -13.77% (-$443.1K) YoY -36.62% (-$1.6M)
(SCHXcusip808524201)	124.9K	QoQ -0.62% (-780) YoY +225.10% (+86.5K)	All Managers (Combined)	$2.7M	QoQ -5.41% (-$156.6K) YoY +14.92% (+$355.4K)
ServiceNow, Inc.(NOWcusip81762P102)	2.9K	QoQ +19.75% (+474) YoY -45.53% (-2.4K)	All Managers (Combined)	$2.7M	QoQ +10.19% (+$250.6K) YoY -33.16% (-$1.3M)
(IXUScusip46432F834)	36.7K	QoQ -16.28% (-7.1K) YoY -31.92% (-17.2K)	All Managers (Combined)	$2.6M	QoQ -7.87% (-$225.3K) YoY -27.72% (-$1.0M)
Accenture plc(ACNcusipG1151C101)	8.7K	QoQ +15.18% (-1.2K) YoY -41.83% (-6.3K)	All Managers (Combined)	$2.6M	QoQ -1.70% (-$45.3K) YoY -48.80% (-$2.5M)