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 8 of 32

Sort by:

921946406

VYM|921946406

Shares:13.5K

Value:$1.7M

78464A383

Shares:75.5K

Value:$1.7M

UNION PACIFIC CORP

UNP|907818108

Shares:7.4K

Value:$1.6M

922908744

VTV|922908744

Shares:9.4K

Value:$1.6M

KORN FERRY

KFY|500643200

Shares:25.1K

Value:$1.5M

ASTRAZENECA PLC

AZN|046353108

Shares:21.4K

Value:$1.5M

33740F474

Shares:41.6K

Value:$1.5M

464287721

Shares:10.6K

Value:$1.5M

ATMOS ENERGY CORP

ATO|049560105

Shares:9.4K

Value:$1.5M

Hims & Hers Health, Inc.

HIMS|433000106

Shares:43.0K

Value:$1.5M

33740F755

Shares:51.2K

Value:$1.5M

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:25.2K

Value:$1.5M

81369Y209

Shares:10.7K

Value:$1.5M

PEPSICO INC

PEP|713448108

Shares:11.1K

Value:$1.5M

ABBOTT LABORATORIES

ABT|002824100

Shares:11.3K

Value:$1.5M

46434V274

Shares:45.5K

Value:$1.5M

SHOPIFY INC.

SHOP|82509L107

Shares:14.8K

Value:$1.5M

921932505

VOOG|921932505

Shares:4.3K

Value:$1.5M

46641Q837

Shares:28.3K

Value:$1.4M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:3.3K

Value:$1.4M

Instrument	Shares		Other Manager	Value
(VYMcusip921946406)	13.5K	QoQ -25.49% (-4.6K) YoY -19.89% (-3.4K)	All Managers (Combined)	$1.7M	QoQ -26.55% (-$606.5K) YoY -17.37% (-$352.8K)
(cusip78464A383)✕	75.5K	QoQ +5.07% (+3.6K) YoY +8.43% (+5.9K)	All Managers (Combined)	$1.7M	QoQ +8.78% (+$134.2K) YoY +11.10% (+$166.2K)
UNION PACIFIC CORP(UNPcusip907818108)	7.4K	QoQ -14.80% (-1.3K) YoY -50.16% (-7.4K)	All Managers (Combined)	$1.6M	QoQ -18.83% (-$367.4K) YoY -56.05% (-$2.0M)
(VTVcusip922908744)	9.4K	QoQ -0.57% (-54) YoY +7.33% (+641)	All Managers (Combined)	$1.6M	QoQ -1.43% (-$22.8K) YoY +10.00% (+$141.9K)
KORN FERRY(KFYcusip500643200)	25.1K	QoQ -0.09% (-25) YoY NEW(+25.1K)	All Managers (Combined)	$1.5M	QoQ -5.74% (-$94.5K) YoY NEW(+$1.5M)
ASTRAZENECA PLC(AZNcusip046353108)	21.4K	QoQ +76.86% (+9.3K) YoY +72.04% (+9.0K)	All Managers (Combined)	$1.5M	QoQ +89.27% (+$723.1K) YoY +83.45% (+$697.4K)
(cusip33740F474)✕	41.6K	QoQ -28.71% (-16.7K) YoY NEW(+41.6K)	All Managers (Combined)	$1.5M	QoQ -28.06% (-$592.2K) YoY NEW(+$1.5M)
(cusip464287721)✕	10.6K	QoQ -17.75% (-2.3K) YoY -30.76% (-4.7K)	All Managers (Combined)	$1.5M	QoQ -25.57% (-$518.5K) YoY -27.03% (-$559.3K)
ATMOS ENERGY CORP(ATOcusip049560105)	9.4K	QoQ +21.95% (+1.7K) YoY -68.78% (-20.8K)	All Managers (Combined)	$1.5M	QoQ +42.11% (+$446.4K) YoY -57.70% (-$2.1M)
Hims & Hers Health, Inc.(HIMScusip433000106)	43.0K	QoQ +7.11% (+2.9K) YoY -3.98% (-1.8K)	All Managers (Combined)	$1.5M	QoQ +47.71% (+$486.5K) YoY +114.84% (-$805.1K)
(cusip33740F755)✕	51.2K	QoQ +6.73% (+3.2K) YoY NEW(+51.2K)	All Managers (Combined)	$1.5M	QoQ +3.60% (+$52.4K) YoY NEW(+$1.5M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	25.2K	QoQ +6.60% (+1.6K) YoY -27.06% (-9.4K)	All Managers (Combined)	$1.5M	QoQ +14.57% (+$191.3K) YoY +11.96% (-$160.8K)
(cusip81369Y209)✕	10.7K	QoQ -30.84% (-4.8K) YoY -91.54% (-116.4K)	All Managers (Combined)	$1.5M	QoQ -31.02% (-$673.1K) YoY -91.96% (-$17.1M)
PEPSICO INC(PEPcusip713448108)	11.1K	QoQ +30.34% (+2.6K) YoY -54.60% (-13.3K)	All Managers (Combined)	$1.5M	QoQ +22.74% (+$276.2K) YoY -64.75% (-$2.7M)
ABBOTT LABORATORIES(ABTcusip002824100)	11.3K	QoQ -21.91% (-3.2K) YoY -52.74% (-12.6K)	All Managers (Combined)	$1.5M	QoQ -9.27% (-$151.2K) YoY -44.98% (-$1.2M)
(cusip46434V274)✕	45.5K	QoQ -12.75% (-6.7K) YoY -22.98% (-13.6K)	All Managers (Combined)	$1.5M	QoQ -1.20% (-$17.9K) YoY -16.40% (-$288.1K)
SHOPIFY INC.(SHOPcusip82509L107)	14.8K	QoQ +11.95% (+1.6K) YoY +112.46% (+7.8K)	All Managers (Combined)	$1.5M	QoQ +6.78% (+$93.0K) YoY +168.78% (+$919.3K)
(VOOGcusip921932505)	4.3K	QoQ +13.34% (+504) YoY +260.05% (+3.1K)	All Managers (Combined)	$1.5M	QoQ +6.15% (+$84.8K) YoY +302.88% (+$1.1M)
(cusip46641Q837)✕	28.3K	QoQ +20.01% (+4.7K) YoY +17.82% (+4.3K)	All Managers (Combined)	$1.4M	QoQ +20.49% (+$243.9K) YoY +18.73% (+$226.2K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	3.3K	QoQ -0.98% (-33) YoY -40.27% (-2.2K)	All Managers (Combined)	$1.4M	QoQ -21.94% (-$398.6K) YoY -55.77% (-$1.8M)