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",
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  "PCG",
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  "ARM",
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  null,
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  null,
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  "ABNB",
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  "ABBV",
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  "APD",
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  "AXP",
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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,
  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,
  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,
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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,
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  "BMI",
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  "MS",
  "DXPE",
  "TMUS",
  "DUOL",
  "NDAQ",
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  "EPR",
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  "FICO",
  "GE",
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  "NVS",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "OMF",
  "ORLY",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
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  "NOC",
  "OKE",
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "PANW",
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  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",
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  "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,
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  "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",
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  "WMT",
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  "WFC",
  "WMB",
  null,
  null,
  "XEL",
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  "YPF",
  "IUSG",
  null,
  null,
  "OPFI",
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  "PTC",
  "AEM",
  null,
  "SCHD",
  "ET",
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  null,
  null,
  "SCHA",
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  "KDP",
  "SO",
  "TTD",
  "OKTA",
  "PSX",
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  "CRM",
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  null,
  null,
  null,
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  null,
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  "IXUS",
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  null,
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  null,
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  null,
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  null,
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  "STE",
  "KMB",
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  null,
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  "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 9 of 32

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Merck & Co., Inc.

MRK|58933Y105

Shares:16.6K

Value:$1.4M

RTX Corp

RTX|75513E101

Shares:11.1K

Value:$1.4M

78463X509

Shares:35.2K

Value:$1.4M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:4.7K

Value:$1.4M

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:14.7K

Value:$1.4M

81369Y852

Shares:14.2K

Value:$1.4M

78468R408

Shares:53.7K

Value:$1.4M

46138E354

Shares:18.4K

Value:$1.3M

46435GAA0

Shares:55.1K

Value:$1.3M

46137V597

Shares:35.6K

Value:$1.3M

PFIZER INC

PFE|717081103

Shares:55.3K

Value:$1.3M

464288414

MUB|464288414

Shares:12.4K

Value:$1.3M

464287804

IJR|464287804

Shares:12.9K

Value:$1.3M

AMERICAN EXPRESS CO

AXP|025816109

Shares:4.8K

Value:$1.3M

00888H406

Shares:37.5K

Value:$1.3M

74347G416

Shares:61.6K

Value:$1.3M

33740U844

Shares:32.7K

Value:$1.3M

921946885

Shares:19.5K

Value:$1.3M

46435G326

Shares:17.4K

Value:$1.2M

464288307

Shares:17.3K

Value:$1.2M

Instrument	Shares		Other Manager	Value
Merck & Co., Inc.(MRKcusip58933Y105)	16.6K	QoQ +14.51% (-2.1K) YoY -31.50% (-7.6K)	All Managers (Combined)	$1.4M	QoQ -2.26% (-$32.6K) YoY -55.70% (-$1.8M)
RTX Corp(RTXcusip75513E101)	11.1K	QoQ -6.26% (-739) YoY -68.04% (-23.6K)	All Managers (Combined)	$1.4M	QoQ +2.39% (-$32.5K) YoY -58.90% (-$2.0M)
(cusip78463X509)✕	35.2K	QoQ +16.01% (+4.9K) YoY -7.59% (-2.9K)	All Managers (Combined)	$1.4M	QoQ +22.22% (+$252.0K) YoY +0.13% (-$1.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	4.7K	QoQ +12.44% (+516) YoY -60.10% (-7.0K)	All Managers (Combined)	$1.4M	QoQ +15.93% (+$189.6K) YoY -51.90% (-$1.5M)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	14.7K	QoQ +0.10% (-15) YoY +9.73% (-1.3K)	All Managers (Combined)	$1.4M	QoQ -1.74% (-$24.3K) YoY -4.78% (-$68.9K)
(cusip81369Y852)✕	14.2K	QoQ -11.96% (-1.9K) YoY +143.71% (+8.4K)	All Managers (Combined)	$1.4M	QoQ -12.33% (-$190.8K) YoY +182.56% (+$876.6K)
(cusip78468R408)✕	53.7K	QoQ -1.68% (-923) YoY +12.41% (+5.9K)	All Managers (Combined)	$1.4M	QoQ -2.07% (-$28.7K) YoY +13.00% (+$155.4K)
(cusip46138E354)✕	18.4K	QoQ -4.69% (-907) YoY +17.20% (+2.7K)	All Managers (Combined)	$1.3M	QoQ +1.02% (-$13.6K) YoY +29.62% (+$305.1K)
(cusip46435GAA0)✕	55.1K	QoQ +0.89% (+487) YoY NEW(+55.1K)	All Managers (Combined)	$1.3M	QoQ +1.52% (+$20.0K) YoY NEW(+$1.3M)
(cusip46137V597)✕	35.6K	QoQ +1.99% (-696) YoY +8.13% (+2.7K)	All Managers (Combined)	$1.3M	QoQ -7.67% (-$109.4K) YoY +2.96% (+$37.9K)
PFIZER INC(PFEcusip717081103)	55.3K	QoQ +2.18% (-1.2K) YoY -77.39% (-189.3K)	All Managers (Combined)	$1.3M	QoQ -9.01% (-$130.3K) YoY -80.59% (-$5.5M)
(MUBcusip464288414)	12.4K	QoQ -22.54% (-3.6K) YoY -57.37% (-16.7K)	All Managers (Combined)	$1.3M	QoQ -23.48% (-$398.2K) YoY -58.42% (-$1.8M)
(IJRcusip464287804)	12.9K	QoQ -27.98% (-5.0K) YoY -4.42% (-595)	All Managers (Combined)	$1.3M	QoQ -35.78% (-$722.6K) YoY -11.89% (-$175.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	4.8K	QoQ +14.64% (+617) YoY -34.07% (-2.5K)	All Managers (Combined)	$1.3M	QoQ +4.36% (+$53.9K) YoY -22.66% (-$377.9K)
(cusip00888H406)✕	37.5K	QoQ -9.63% (-4.0K) YoY NEW(+37.5K)	All Managers (Combined)	$1.3M	QoQ -11.31% (-$164.2K) YoY NEW(+$1.3M)
(cusip74347G416)✕	61.6K	QoQ -53.52% (-71.0K) YoY NEW(+61.6K)	All Managers (Combined)	$1.3M	QoQ -51.81% (-$1.4M) YoY NEW(+$1.3M)
(cusip33740U844)✕	32.7K	QoQ -25.20% (-11.0K) YoY NEW(+32.7K)	All Managers (Combined)	$1.3M	QoQ -25.41% (-$428.2K) YoY NEW(+$1.3M)
(cusip921946885)✕	19.5K	QoQ +19.49% (+3.2K) YoY +38.70% (+5.5K)	All Managers (Combined)	$1.3M	QoQ +21.73% (+$223.9K) YoY +40.72% (+$362.8K)
(cusip46435G326)✕	17.4K	QoQ +0.73% (+128) YoY +15.20% (+2.3K)	All Managers (Combined)	$1.2M	QoQ +12.85% (+$142.3K) YoY +23.46% (+$237.5K)
(cusip464288307)✕	17.3K	QoQ +12.09% (+1.9K) YoY +9.09% (+1.4K)	All Managers (Combined)	$1.2M	QoQ +6.93% (+$80.8K) YoY +11.75% (+$131.1K)