Diversify Advisory Services, LLC Top Holdings and 13F Report (2025) About Diversify Advisory Services, LLCInvestment ActivityDiversify Advisory Services, LLC has $2.61 billion in total holdings as of June 30, 2025.Diversify Advisory Services, LLC owns shares of 825 different stocks, but just 149 companies or ETFs make up 80% of its holdings.Approximately 29.24% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Diversify Advisory Services, LLC has purchased 630 new stocks and bought additional shares in 432 stocks.Diversify Advisory Services, LLC sold shares of 128 stocks and completely divested from 48 stocks this quarter.Largest Holdings NVIDIA $200,230,493SPDR S&P 500 ETF Trust $161,156,417Invesco QQQ $104,699,087Invesco Senior Loan ETF $85,530,578SPDR Gold Shares $75,824,623 Largest New Holdings this Quarter 315948109 - FIDELITY WISE ORIGIN BITCOIN $22,330,612 Holding78464A888 - SPDR S&P Homebuilders ETF $15,344,819 Holding886364231 - TIDAL TRUST I $11,591,260 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $4,613,633 Holding808524839 - Schwab U.S. Aggregate Bond ETF $3,099,093 Holding Largest Purchases this Quarter NVIDIA 279,147 shares (about $51.13M)SPDR Gold MiniShares Trust 459,697 shares (about $30.46M)Invesco QQQ 44,380 shares (about $25.74M)Microsoft 48,330 shares (about $25.58M)FIDELITY WISE ORIGIN BITCOIN 213,854 shares (about $22.33M) Largest Sales this Quarter SPDR Gold Shares 21,680 shares (about $6.68M)iShares 0-3 Month Treasury Bond ETF 40,883 shares (about $4.11M)TALEN ENERGY CORP 8,864 shares (about $3.37M)Vanguard Total International Stock ETF 41,840 shares (about $2.97M)SoFi Technologies 105,824 shares (about $2.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiversify Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$200,230,493$51,128,560 ▲34.3%1,093,2007.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$161,156,417$3,050,849 ▲1.9%250,7536.2%FinanceQQQInvesco QQQ$104,699,087$25,742,634 ▲32.6%180,5004.0%FinanceBKLNInvesco Senior Loan ETF$85,530,578$3,537,378 ▲4.3%4,080,6573.3%ETFGLDSPDR Gold Shares$75,824,623$6,683,300 ▼-8.1%245,9682.9%FinanceMSFTMicrosoft$70,054,043$25,578,217 ▲57.5%132,3672.7%Computer and TechnologyAAPLApple$68,004,660$14,196,277 ▲26.4%296,1232.6%Computer and TechnologyAMZNAmazon.com$59,089,564$19,169,349 ▲48.0%266,8062.3%Retail/WholesaleGOOGLAlphabet$47,436,979$19,325,024 ▲68.7%233,2891.8%Computer and TechnologyMETAMeta Platforms$43,790,165$4,126,929 ▲10.4%55,4311.7%Computer and TechnologyVOOVanguard S&P 500 ETF$42,398,854$8,766,534 ▲26.1%71,7681.6%ETFAVGOBroadcom$41,609,140$1,907,947 ▲4.8%133,0091.6%Computer and TechnologyAMDAdvanced Micro Devices$37,259,582$2,376,343 ▼-6.0%212,9731.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$32,469,821$3,801,399 ▲13.3%132,9151.2%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$31,130,442$30,464,098 ▲4,571.8%469,7521.2%FinancePALANTIR TECHNOLOGIES INC$28,363,139$4,691,821 ▲19.8%151,6991.1%CL ACOSTCostco Wholesale$27,158,612$6,097,256 ▲28.9%27,3981.0%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$26,530,003$4,360,306 ▲19.7%264,5331.0%ETFGOOGAlphabet$23,422,626$1,800,688 ▲8.3%114,7270.9%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$22,330,612$22,330,612 ▲New Holding213,8540.9%SHSSOFISoFi Technologies$22,259,735$2,502,738 ▼-10.1%941,2150.9%FinanceIVViShares Core S&P 500 ETF$21,979,975$225,366 ▲1.0%34,0380.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$20,735,619$4,690,782 ▲29.2%385,9940.8%ETFAFRMAffirm$19,656,113$2,503,530 ▲14.6%255,6560.8%Computer and TechnologySNOWSnowflake$18,445,532$1,671,514 ▲10.0%95,5430.7%Computer and TechnologyPANWPalo Alto Networks$17,973,294$3,001,454 ▲20.0%102,4700.7%Computer and TechnologyIWMiShares Russell 2000 ETF$16,254,502$4,375,148 ▲36.8%71,6660.6%FinanceITAiShares U.S. Aerospace & Defense ETF$15,955,808$723,579 ▲4.8%80,4870.6%ETFXHBSPDR S&P Homebuilders ETF$15,344,819$15,344,819 ▲New Holding137,7450.6%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$14,516,061$8,742,269 ▲151.4%281,7560.6%ManufacturingSUPER MICRO COMPUTER INC$14,095,869$1,249,013 ▲9.7%303,5940.5%COM NEWSPDWSPDR Portfolio Developed World ex-US ETF$13,481,511$2,765,981 ▲25.8%324,6990.5%ETFUNHUnitedHealth Group$12,962,053$11,532,578 ▲806.8%49,5550.5%MedicalMRVLMarvell Technology$12,930,870$11,620,315 ▲886.7%166,1850.5%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$12,558,030$11,601,638 ▲1,213.1%55,3850.5%FinanceVVisa$12,221,348$2,831,320 ▲30.2%36,2930.5%Business ServicesJPMJPMorgan Chase & Co.$11,877,346$3,915,969 ▲49.2%40,5580.5%FinanceTALEN ENERGY CORP$11,830,501$3,373,727 ▼-22.2%31,0830.5%COMTIDAL TRUST I$11,591,260$11,591,260 ▲New Holding483,9770.4%FUNDSTRAT GRANNYVMBSVanguard Mortgage-Backed Securities ETF$10,992,919$3,376,662 ▲44.3%237,6850.4%ETFJNJJohnson & Johnson$10,676,459$1,760,980 ▲19.8%61,7920.4%MedicalSMHVanEck Semiconductor ETF$10,301,307$9,405,802 ▲1,050.3%34,3260.4%ManufacturingOPBKOP Bancorp$10,255,972$186,650 ▲1.9%750,2540.4%FinanceVWOVanguard FTSE Emerging Markets ETF$10,157,938$3,020,732 ▲42.3%198,3580.4%ETFARM HOLDINGS PLC$10,115,386$721,775 ▲7.7%71,0400.4%SPONSORED ADSTSLATesla$9,974,271$1,124,764 ▲12.7%29,2640.4%Auto/Tires/TrucksBXBlackstone$9,855,629$6,950,680 ▲239.3%56,7260.4%FinanceVGLTVanguard Long-Term Treasury ETF$9,461,719$6,187,822 ▲189.0%170,6660.4%ETFVEAVanguard FTSE Developed Markets ETF$8,743,690$3,693,414 ▲73.1%149,6180.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,709,791$3,595,888 ▲70.3%73,3210.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$8,586,034$765,755 ▲9.8%92,4920.3%ETFMBBiShares MBS ETF$8,568,016$6,060,208 ▲241.7%91,5290.3%ETFAPPLOVIN CORP$8,274,002$2,188,405 ▲36.0%17,7170.3%COM CL AVTIVanguard Total Stock Market ETF$8,159,735$2,031,793 ▼-19.9%25,8110.3%ETFGOVTiShares U.S. Treasury Bond ETF$7,902,483$1,431,694 ▲22.1%345,3880.3%ETFXLEEnergy Select Sector SPDR Fund$7,896,647$75,601 ▲1.0%93,2750.3%ETFIDEViShares Core MSCI International Developed Markets ETF$7,759,613$6,401,578 ▲471.4%99,6610.3%ETFCSCOCisco Systems$7,726,924$1,945,240 ▲33.6%108,2510.3%Computer and TechnologyKOCocaCola$7,479,230$1,335,433 ▲21.7%105,7730.3%Consumer StaplesORCLOracle$7,261,517$3,692,955 ▲103.5%28,6040.3%Computer and TechnologyMAMastercard$6,930,846$2,148,557 ▲44.9%12,0710.3%Business ServicesCVXChevron$6,817,817$2,547,975 ▲59.7%44,1450.3%EnergySPHYSPDR Portfolio High Yield Bond ETF$6,664,297$1,644,413 ▲32.8%281,4310.3%ETFIUSBiShares Core Total USD Bond Market ETF$6,632,372$2,051,308 ▼-23.6%143,6820.3%ManufacturingBKMCBNY Mellon US Mid Cap Core Equity ETF$6,536,406$1,151,471 ▲21.4%62,2890.3%ETFIAUiShares Gold Trust$6,517,473$125,821 ▲2.0%103,2880.2%FinanceIEFiShares 7-10 Year Treasury Bond ETF$6,462,958$5,697,358 ▲744.2%67,7530.2%ETFPULSPGIM Ultra Short Bond ETF$6,354,996$1,518,723 ▲31.4%127,8930.2%ETFPMPhilip Morris International$6,278,504$1,405,452 ▲28.8%37,2390.2%Consumer StaplesGSThe Goldman Sachs Group$6,150,792$2,792,909 ▲83.2%8,2740.2%FinanceABBVAbbVie$6,113,258$2,161,768 ▲54.7%30,7760.2%MedicalTEMPUS AI INC$6,088,685$5,083,302 ▲505.6%91,7800.2%CL AJAAAJanus Henderson AAA CLO ETF$5,980,016$1,458,180 ▼-19.6%118,0190.2%ETFXOMExxon Mobil$5,907,825$2,135,439 ▲56.6%55,6660.2%EnergyIJHiShares Core S&P Mid-Cap ETF$5,759,671$2,566,827 ▲80.4%90,4040.2%ETFHDHome Depot$5,725,694$2,186,289 ▲61.8%14,4590.2%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$5,694,326$4,330,246 ▲317.4%224,2740.2%ETFXLKTechnology Select Sector SPDR Fund$5,628,463$785,598 ▲16.2%20,9850.2%ETFCRWDCrowdStrike$5,550,392$1,730,575 ▲45.3%12,7360.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,493,326$1,940,405 ▲54.6%64,4680.2%ETFVZVerizon Communications$5,376,729$130,615 ▲2.5%124,3170.2%Computer and TechnologyNKENIKE$5,357,141$4,485,231 ▲514.4%71,5240.2%Consumer DiscretionaryUNPUnion Pacific$5,322,975$3,708,666 ▲229.7%24,3280.2%TransportationMOAltria Group$5,140,728$676,735 ▲15.2%77,8780.2%Consumer StaplesISRGIntuitive Surgical$5,139,710$346,218 ▼-6.3%10,7480.2%MedicalNFLXNetflix$5,113,044$1,374,751 ▲36.8%4,1730.2%Consumer DiscretionaryBINCiShares Flexible Income Active ETF$5,104,534$3,922,161 ▲331.7%96,5670.2%ETFASMLASML$5,026,631$1,513,330 ▲43.1%6,7760.2%Computer and TechnologyKDKyndryl$4,968,242$674,939 ▲15.7%167,8460.2%Business ServicesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,947,834$1,926,498 ▲63.8%147,1690.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,795,552$2,075,844 ▲76.3%55,1530.2%ETFLLYEli Lilly and Company$4,767,012$271,122 ▲6.0%7,4550.2%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,613,633$4,613,633 ▲New Holding87,4460.2%ManufacturingBACBank of America$4,608,272$319,248 ▲7.4%97,0160.2%FinanceQCOMQUALCOMM$4,474,887$2,291,787 ▲105.0%29,1090.2%Computer and TechnologyBRK.BBerkshire Hathaway$4,385,685$903,572 ▲25.9%9,3240.2%FinanceZTSZoetis$4,368,596$1,932,462 ▲79.3%29,1690.2%MedicalIEMGiShares Core MSCI Emerging Markets ETF$4,275,935$1,604,616 ▲60.1%68,9110.2%ETFROSTRoss Stores$4,228,220$93,240 ▲2.3%28,5690.2%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$4,219,162$1,553,236 ▼-26.9%22,5350.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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