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 6 of 32

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Zoetis Inc.

ZTS|98978V103

Shares:16.3K

Value:$2.5M

464288588

Shares:26.8K

Value:$2.5M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:4.5K

Value:$2.5M

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:36.6K

Value:$2.4M

MCDONALDS CORP

MCD|580135101

Shares:7.7K

Value:$2.4M

Salesforce, Inc.

CRM|79466L302

Shares:9.0K

Value:$2.4M

ADOBE INC.

ADBE|00724F101

Shares:6.4K

Value:$2.4M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:5.0K

Value:$2.4M

46434G103

IEMG|46434G103

Shares:43.1K

Value:$2.3M

464287408

IVE|464287408

Shares:12.3K

Value:$2.3M

Medtronic plc

MDT|G5960L103

Shares:26.5K

Value:$2.2M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.5K

Value:$2.2M

Airbnb, Inc.

ABNB|009066101

Shares:17.8K

Value:$2.2M

Walt Disney Co

DIS|254687106

Shares:24.5K

Value:$2.2M

Blackstone Inc.

BX|09260D107

Shares:16.7K

Value:$2.2M

INTUIT INC.

INTU|461202103

Shares:3.5K

Value:$2.2M

QUALCOMM INC/DE

QCOM|747525103

Shares:14.2K

Value:$2.1M

808524300

SCHG|808524300

Shares:81.8K

Value:$2.1M

808524797

SCHD|808524797

Shares:79.3K

Value:$2.1M

LAM RESEARCH CORP

LRCX|512807306

Shares:28.6K

Value:$2.0M

Instrument	Shares		Other Manager	Value
Zoetis Inc.(ZTScusip98978V103)	16.3K	QoQ +24.67% (+3.2K) YoY -29.91% (-6.9K)	All Managers (Combined)	$2.5M	QoQ +18.65% (+$397.4K) YoY -34.78% (-$1.3M)
(cusip464288588)✕	26.8K	QoQ -15.63% (-5.0K) YoY -31.10% (-12.1K)	All Managers (Combined)	$2.5M	QoQ -12.61% (-$362.7K) YoY -29.45% (-$1.0M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	4.5K	QoQ +30.39% (+1.1K) YoY +4.65% (+201)	All Managers (Combined)	$2.5M	QoQ +27.84% (+$540.1K) YoY +38.93% (+$694.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	36.6K	QoQ -30.05% (-15.7K) YoY -34.72% (-19.5K)	All Managers (Combined)	$2.4M	QoQ -44.35% (-$1.9M) YoY -33.43% (-$1.2M)
MCDONALDS CORP(MCDcusip580135101)	7.7K	QoQ +11.98% (+822) YoY -48.05% (-7.1K)	All Managers (Combined)	$2.4M	QoQ +24.75% (+$479.2K) YoY -41.70% (-$1.7M)
Salesforce, Inc.(CRMcusip79466L302)	9.0K	QoQ +22.00% (+1.6K) YoY -57.90% (-12.3K)	All Managers (Combined)	$2.4M	QoQ +2.77% (+$64.8K) YoY -62.70% (-$4.0M)
ADOBE INC.(ADBEcusip00724F101)	6.4K	QoQ +18.06% (+985) YoY -40.73% (-4.4K)	All Managers (Combined)	$2.4M	QoQ +7.89% (+$174.9K) YoY -56.21% (-$3.1M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.0K	QoQ -54.34% (-6.0K) YoY -67.03% (-10.2K)	All Managers (Combined)	$2.4M	QoQ -53.58% (-$2.7M) YoY -65.35% (-$4.5M)
(IEMGcusip46434G103)	43.1K	QoQ -5.83% (-2.7K) YoY -12.18% (-6.0K)	All Managers (Combined)	$2.3M	QoQ -0.47% (-$11.2K) YoY -8.09% (-$205.2K)
(IVEcusip464287408)	12.3K	QoQ +9.50% (+1.1K) YoY -5.25% (-684)	All Managers (Combined)	$2.3M	QoQ +6.68% (+$141.5K) YoY -6.46% (-$156.1K)
Medtronic plc(MDTcusipG5960L103)	26.5K	QoQ -19.00% (-6.2K) YoY -56.63% (-34.6K)	All Managers (Combined)	$2.2M	QoQ -15.04% (-$397.0K) YoY -57.84% (-$3.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.5K	QoQ -13.01% (-818) YoY -54.97% (-6.7K)	All Managers (Combined)	$2.2M	QoQ -31.64% (-$1.0M) YoY -62.37% (-$3.7M)
Airbnb, Inc.(ABNBcusip009066101)	17.8K	QoQ +16.77% (+2.6K) YoY -39.15% (-11.5K)	All Managers (Combined)	$2.2M	QoQ +13.04% (+$258.1K) YoY -53.26% (-$2.5M)
Walt Disney Co(DIScusip254687106)	24.5K	QoQ -14.28% (-4.1K) YoY -47.24% (-22.0K)	All Managers (Combined)	$2.2M	QoQ -28.07% (-$872.4K) YoY -60.42% (-$3.4M)
Blackstone Inc.(BXcusip09260D107)	16.7K	QoQ +31.88% (+4.0K) YoY -46.02% (-14.3K)	All Managers (Combined)	$2.2M	QoQ +6.83% (+$142.8K) YoY -44.99% (-$1.8M)
INTUIT INC.(INTUcusip461202103)	3.5K	QoQ +20.66% (+607) YoY -32.06% (-1.7K)	All Managers (Combined)	$2.2M	QoQ +20.64% (+$377.9K) YoY -33.82% (-$1.1M)
QUALCOMM INC/DE(QCOMcusip747525103)	14.2K	QoQ +13.83% (+1.7K) YoY -52.25% (-15.5K)	All Managers (Combined)	$2.1M	QoQ +6.50% (+$127.5K) YoY -59.15% (-$3.0M)
(SCHGcusip808524300)	81.8K	QoQ -14.26% (-13.6K) YoY +339.73% (+63.2K)	All Managers (Combined)	$2.1M	QoQ -21.38% (-$565.2K) YoY +20.40% (+$352.2K)
(SCHDcusip808524797)	79.3K	QoQ +69.30% (+32.5K) YoY +839.03% (+70.8K)	All Managers (Combined)	$2.1M	QoQ +62.28% (+$787.7K) YoY +203.36% (+$1.4M)
LAM RESEARCH CORP(LRCXcusip512807306)	28.6K	QoQ -23.18% (-8.6K) YoY NEW(+28.6K)	All Managers (Combined)	$2.0M	QoQ -27.04% (-$752.4K) YoY NEW(+$2.0M)