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Diversify Advisory Services, LLC Top Holdings and 13F Report (2025)

About Diversify Advisory Services, LLC

Investment Activity

  • Diversify Advisory Services, LLC has $1.60 billion in total holdings as of March 31, 2025.
  • Diversify Advisory Services, LLC owns shares of 630 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
  • Approximately 11.07% of the portfolio was purchased this quarter.
  • About 18.85% of the portfolio was sold this quarter.
  • This quarter, Diversify Advisory Services, LLC has purchased 611 new stocks and bought additional shares in 276 stocks.
  • Diversify Advisory Services, LLC sold shares of 234 stocks and completely divested from 75 stocks this quarter.

Largest Holdings

NVIDIA
$88,748,081
SPDR Gold Shares
$81,916,339
Invesco QQQ
$64,728,987

Largest New Holdings this Quarter

127387108 - Cadence Design Systems
$1,142,694 Holding
770700102 - Robinhood Markets
$979,619 Holding
291011104 - Emerson Electric
$899,953 Holding
70975L107 - Penumbra
$857,773 Holding
231021106 - Cummins
$825,422 Holding

Largest Purchases this Quarter

PALANTIR TECHNOLOGIES INC
102,030 shares (about $11.84M)
SPDR Gold Shares
28,293 shares (about $8.66M)
Broadcom
32,142 shares (about $6.14M)
Taiwan Semiconductor Manufacturing
35,607 shares (about $5.86M)
SoFi Technologies
416,869 shares (about $5.53M)

Largest Sales this Quarter

Invesco QQQ
110,180 shares (about $52.39M)
SPDR Portfolio High Yield Bond ETF
2,201,227 shares (about $51.44M)
SPDR S&P 500 ETF Trust
50,598 shares (about $23.49M)
Meta Platforms
30,820 shares (about $17.09M)
NVIDIA
136,261 shares (about $14.86M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDiversify Advisory Services, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$114,215,246$23,491,553 -17.1%246,0067.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$88,748,081$14,855,178 -14.3%814,0535.5%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$81,916,339$8,659,355 11.8%267,6485.1%Finance
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$81,093,466$4,643,168 6.1%3,911,8895.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$64,728,987$52,393,769 -44.7%136,1204.0%Finance
Apple Inc. stock logo
AAPL
Apple
$49,487,735$5,178,232 -9.5%234,3063.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$33,777,309$140,918 -0.4%180,2512.1%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$33,114,051$3,451,014 -9.4%84,0372.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$29,004,685$464,654 -1.6%56,9291.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$27,836,880$17,087,909 -38.0%50,2071.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$24,261,412$6,144,593 33.9%126,9101.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$22,142,212$488,647 2.3%138,2511.4%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$21,762,953$5,031,523 30.1%226,5561.4%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$21,071,057$2,483,265 -10.5%21,2471.3%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$19,302,379$5,856,637 43.6%117,3541.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$18,762,842$2,688,919 -12.5%33,6891.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$18,124,377$4,851,265 36.5%221,0561.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$17,163,280$58,017 0.3%105,9071.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$15,932,086$1,004,551 -5.9%85,3581.0%Computer and Technology
PALANTIR TECHNOLOGIES INC
$14,696,256$11,843,600 415.2%126,6050.9%CL A
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$14,691,839$3,915,085 36.3%298,6750.9%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$13,932,010$2,148,530 -13.4%86,8850.9%Computer and Technology
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$13,894,208$5,531,852 66.2%1,047,0390.9%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$12,019,670$317,554 2.7%76,8370.8%ETF
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$11,243,938$5,360,091 91.1%223,0940.7%Business Services
SUPER MICRO COMPUTER INC
$9,960,948$4,314,276 76.4%276,6930.6%COM NEW
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$9,781,271$2,093,672 27.2%258,0810.6%ETF
Visa Inc. stock logo
V
Visa
$9,523,439$841,860 9.7%27,8850.6%Business Services
OP Bancorp stock logo
OPBK
OP Bancorp
$9,310,6240.0%736,6000.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,790,128$1,051,391 13.6%32,2380.5%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$8,674,279$2,085,837 -19.4%188,1210.5%Manufacturing
TALEN ENERGY CORP
$8,546,661$2,958,073 52.9%39,9470.5%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,044,912$293,265 -3.5%51,6000.5%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$7,738,533$23,057 0.3%84,2430.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$7,642,780$227,508 3.1%92,3820.5%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$7,627,786$683,451 9.8%164,6760.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$7,582,376$1,810,612 -19.3%25,9640.5%Auto/Tires/Trucks
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$7,419,133$1,242,882 20.1%146,7970.5%ETF
ARM HOLDINGS PLC
$7,365,662$2,861,254 63.5%65,9710.5%SPONSORED ADS
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$7,242,370$1,363,336 23.2%71,9490.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,650,325$221,873 3.5%27,1860.4%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6,521,683$1,256,238 23.9%282,8140.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$6,345,025$1,041,573 19.6%101,2940.4%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,292,602$670,523 11.9%139,3710.4%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$6,286,278$570,335 10.0%86,8870.4%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,224,103$811,763 15.0%7,0310.4%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,906,909$2,185,742 58.7%11,4720.4%Medical
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$5,714,392$1,224,727 27.3%112,0690.4%Manufacturing
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5,303,980$961,065 22.1%82,9650.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,209,695$489,930 10.4%121,2970.3%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,206,992$324,434 -5.9%30,8310.3%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$5,127,255$133,988 -2.5%43,0500.3%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$4,954,155$51,442,628 -91.2%211,9880.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$4,932,742$2,982,157 152.9%51,3610.3%Retail/Wholesale
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$4,924,010$570,726 -10.4%238,1050.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,920,995$566,111 -10.3%28,9030.3%Consumer Staples
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$4,830,451$850,660 21.4%97,3290.3%ETF
BNY Mellon US Mid Cap Core Equity ETF stock logo
BKMC
BNY Mellon US Mid Cap Core Equity ETF
$4,804,246$1,005,207 26.5%51,3160.3%ETF
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$4,734,236$18,083 0.4%145,0440.3%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,644,467$640,142 16.0%80,9990.3%Computer and Technology
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$4,623,056$1,364,815 41.9%50,4100.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,575,835$129,622 -2.8%86,4180.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$4,494,896$1,217,491 37.1%8,3290.3%Business Services
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,488,977$349,450 8.4%26,5780.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$3,974,397$210,515 5.6%67,6260.2%Consumer Staples
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,965,378$870,864 -18.0%41,8820.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,957,324$129,897 3.4%7,4030.2%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$3,933,232$765,980 -16.3%27,9390.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,851,608$232,104 6.4%35,5450.2%Energy
Chevron Co. stock logo
CVX
Chevron
$3,851,167$543,122 -12.4%27,6470.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$3,849,560$346,002 9.9%19,8930.2%Medical
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$3,777,686$2,514,866 199.1%8,7650.2%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,775,602$1,123,522 -22.9%18,0560.2%ETF
APPLOVIN CORP
$3,764,395$64,131 -1.7%13,0310.2%COM CL A
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,694,454$2,885,016 356.4%37,2760.2%Finance
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$3,657,082$18,861 0.5%187,4950.2%ETF
Bank of America Co. stock logo
BAC
Bank of America
$3,610,889$372,506 11.5%90,2950.2%Finance
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$3,596,972$362,235 -9.1%90,5810.2%Transportation
Netflix, Inc. stock logo
NFLX
Netflix
$3,434,611$477,311 16.1%3,0510.2%Consumer Discretionary
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$3,375,486$328,672 10.8%59,0530.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,323,794$255,071 8.3%45,1910.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,286,464$336,481 11.4%41,6960.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,208,827$557,183 21.0%8,9380.2%Retail/Wholesale
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$3,184,593$261,786 -7.6%126,6240.2%ETF
ASML Holding stock logo
ASML
ASML
$3,154,660$1,139,701 56.6%4,7360.2%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,129,213$405,996 14.9%79,6030.2%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$3,071,844$479,134 -13.5%63,3110.2%ETF
Okta, Inc. stock logo
OKTA
Okta
$3,026,876$900 0.0%26,8960.2%Computer and Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$2,992,568$3,230 -0.1%89,8670.2%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,906,460$416,359 16.7%5,7730.2%Medical
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$2,904,485$112,835 -3.7%50,5040.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,860,593$83,223 3.0%50,1150.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,852,929$317,389 -10.0%17,5820.2%Consumer Staples
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,821,367$529,474 -15.8%31,2790.2%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$2,789,541$18,338 0.7%171,1370.2%Manufacturing
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,788,266$75,120 2.8%34,0740.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,772,896$1,023,911 -27.0%45,2720.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,736,442$17,090 -0.6%124,8950.2%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,708,972$446,938 19.8%2,8730.2%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,636,791$512,795 -16.3%36,6830.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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