Sponsored

The Analysis of Diversify Advisory Services, LLC's Holdings & P&L

Currently, Diversify Advisory Services, LLC holds 210 types of securities in its portfolio with a total value $655.0M. In the most recent quarter, they have increased their positions in NOW (+133.9K shares, valued at $11.9M), ORCL (+50.9K shares, valued at $8.3M), AFRM (+59.5K shares, valued at $3.8M); decreased their positions in SPY (-302.3K shares, valued at $215.1M), NVDA (-673.1K shares, valued at $140.8M), N/A (-168.8K shares, valued at $111.6M); initiated new positions in MPW (+303.8K shares, valued at $1.6M), COLD (+57.8K shares, valued at $694.1K), N/A (+2.6K shares, valued at $487.8K).

1M P&L

+57.7M+10.70%

3M P&L

+88.9M+17.49%

HY P&L

+78.3M+15.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors187.7M

36.0%

2Software - Infrastructure60.1M

11.5%

3Consumer Electronics35.7M

6.9%

Top Industries by Stock Count

1N/A37 stocks

20.3%

2Semiconductors9 stocks

4.9%

3Oil & Gas Midstream8 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION448.9K shares-59.99%2026-03-312026-05-04

AAPL APPLE INC132.3K shares-62.70%2026-03-312026-05-04

META META PLATFORMS INC48.2K shares-29.30%2026-03-312026-05-04

BROADCOM INC BROADCOM INC76.0K shares-45.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC89.0K shares-34.73%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC76.0K shares-31.82%2026-03-312026-05-04

ALPHABET INC ALPHABET INC78.6K shares-57.02%2026-03-312026-05-04

AMZN AMAZON COM INC102.9K shares-60.85%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC73.7K shares-34.51%2026-03-312026-05-04

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC132.2K shares-10.38%2026-03-312026-05-04

AFRM AFFIRM HLDGS INC280.7K shares26.92%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC32.4K shares-18.03%2026-03-312026-05-04

MSFT MICROSOFT CORP38.0K shares-64.85%2026-03-312026-05-04

NOW SERVICENOW INC169.7K shares373.66%2026-03-312026-05-04

ORCL ORACLE CORP86.1K shares144.42%2026-03-312026-05-04

SOFI SOFI TECHNOLOGIES INC898.6K shares7.92%2026-03-312026-05-04

Sponsored

ARM ARM HOLDINGS PLC60.9K shares-6.97%2026-03-312026-05-04

SNOW SNOWFLAKE INC86.9K shares2.05%2026-03-312026-05-04

ITA ISHARES TR53.1K shares-37.13%2026-03-312026-05-04

TLN TALEN ENERGY CORP25.8K shares-6.40%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC46.2K shares-54.39%2026-03-312026-05-04

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC301.6K shares2.20%2026-03-312026-05-04

TSLA TESLA INC18.0K shares-58.31%2026-03-312026-05-04

KO COCA COLA CO54.1K shares-42.68%2026-03-312026-05-04

Sponsored

CSCO CISCO SYS INC42.2K shares-61.70%2026-03-312026-05-04

CELESTICA INC CELESTICA INC8.6K shares-41.52%2026-03-312026-05-04

CRDO CREDO TECHNOLOGY GROUP HOLDI16.7K shares-38.44%2026-03-312026-05-04

V VISA INC8.5K shares-74.71%2026-03-312026-05-04

KLAC KLA CORP1.5K shares-52.45%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC18.2K shares-36.41%2026-03-312026-05-04

CDNS CADENCE DESIGN SYSTEM INC6.9K shares198.39%2026-03-312026-05-04

OKTA OKTA INC26.7K shares-1.76%2026-03-312026-05-04

Sponsored

OUTFRONT MEDIA INC OUTFRONT MEDIA INC65.1K shares-27.59%2026-03-312026-05-04

HST HOST HOTELS & RESORTS INC83.7K shares-0.95%2026-03-312026-05-04

TEM TEMPUS AI INC34.7K shares-28.41%2026-03-312026-05-04

OHI OMEGA HEALTHCARE INVS INC36.2K shares-6.10%2026-03-312026-05-04

SBRA SABRA HEALTH CARE REIT INC81.1K shares-0.92%2026-03-312026-05-04

KNTK KINETIK HOLDINGS INC32.6K shares0.77%2026-03-312026-05-04

FTAI AVIATION LTD FTAI AVIATION LTD7.5K shares-25.51%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-98.60%2026-03-312026-05-04

Sponsored

MPW MEDICAL PROPERTIES TRUST INC303.8K sharesnew addition2026-03-312026-05-04

PM PHILIP MORRIS INTL INC9.5K shares-77.18%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.4K shares-59.25%2026-03-312026-05-04

DOW DOW HLDGS INC38.4K shares-3.01%2026-03-312026-05-04

OKE ONEOK INC NEW16.7K shares-6.26%2026-03-312026-05-04

BAC-PL BANK AMERICA CORP1.2K shares0.41%2026-03-312026-05-04

URI UNITED RENTALS INC1.5K shares-7.04%2026-03-312026-05-04

LTC LTC PPTYS INC37.5K shares0.50%2026-03-312026-05-04

Sponsored

JPM JPMORGAN CHASE & CO4.5K shares-85.97%2026-03-312026-05-04

CWEN.A CLEARWAY ENERGY INC34.6K shares0.31%2026-03-312026-05-04

BA-PA BOEING CO18.1K shares0.39%2026-03-312026-05-04

MA MASTERCARD INCORPORATED2.5K shares-81.57%2026-03-312026-05-04

PEP PEPSICO INC8.2K shares-59.44%2026-03-312026-05-04

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP36.0K shares-0.60%2026-03-312026-05-04

STWD STARWOOD PPTY TR INC69.4K shares-17.58%2026-03-312026-05-04

EPR EPR PPTYS22.0K shares0.98%2026-03-312026-05-04

Sponsored

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN54.9K shares566.59%2026-03-312026-05-04

SILA SILA REALTY TRUST INC38.3K shares-31.18%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL36.6K shares-8.83%2026-03-312026-05-04

DOC HEALTHPEAK PROPERTIES INC71.7K shares-1.53%2026-03-312026-05-04

PFE PFIZER INC42.4K shares-54.10%2026-03-312026-05-04

TJX TJX COS INC NEW6.9K shares-61.95%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC7.8K shares-94.90%2026-03-312026-05-04

OTF BLUE OWL TECHNOLOGY FIN CORP99.4K shares32.24%2026-03-312026-05-04

Sponsored

XOM EXXON MOBIL CORP6.9K shares-91.49%2026-03-312026-05-04

DXPE DXP ENTERPRISES INC6.3K shares-32.37%2026-03-312026-05-04

TNL TRAVEL PLUS LEISURE CO16.4K shares-7.40%2026-03-312026-05-04

ET ENERGY TRANSFER L P52.2K shares-42.30%2026-03-312026-05-04

MO ALTRIA GROUP INC15.1K shares-81.00%2026-03-312026-05-04

CAT CATERPILLAR INC1.3K shares-69.59%2026-03-312026-05-04

CVS CVS HEALTH CORP11.4K shares-42.57%2026-03-312026-05-04

SHOP SHOPIFY INC7.7K shares-58.03%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION925 shares-96.74%2026-03-312026-05-04

WFC WELLS FARGO & CO11.2K shares-56.23%2026-03-312026-05-04

AGNC AGNC INVT CORP79.7K shares1.66%2026-03-312026-05-04

ABBV ABBVIE INC4.3K shares-86.02%2026-03-312026-05-04

MSIF MSC INCOME FUND INC69.0K shares-24.53%2026-03-312026-05-04

ASML ASML HLDG NV610 shares-91.12%2026-03-312026-05-04

BEP BROOKFIELD RENEWABLE ENERGY26.3K shares-2.70%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW2.4K shares-2.93%2026-03-312026-05-04

Sponsored

WHR WHIRLPOOL CORP15.2K shares-0.85%2026-03-312026-05-04

LNC LINCOLN NATL CORP IND22.4K shares-1.63%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC2.2K shares-95.92%2026-03-312026-05-04

SPHY SPDR SERIES TRUST33.6K shares-92.07%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC7.4K shares-42.88%2026-03-312026-05-04

SJM SMUCKER J M CO8.0K shares185.58%2026-03-312026-05-04

BXMT BLACKSTONE MORTGAGE TRUST IN40.7K shares0.73%2026-03-312026-05-04

LLY ELI LILLY & CO892 shares-88.24%2026-03-312026-05-04

Sponsored

TXN TEXAS INSTRS INC2.8K shares-61.27%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR4.7K shares-83.11%2026-03-312026-05-04

KVUE KENVUE INC42.4K shares-19.56%2026-03-312026-05-04

TSLX SIXTH STREET SPECIALTY LENDI38.3K shares-0.31%2026-03-312026-05-04

CVX CHEVRON CORPORATION3.7K shares-94.31%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON3.1K shares-94.60%2026-03-312026-05-04

COLD AMERICOLD REALTY TRUST INC57.8K sharesnew addition2026-03-312026-05-04

NVDL GRANITESHARES ETF TR6.5K shares33.02%2026-03-312026-05-04

Sponsored

BLACKSTONE INC BLACKSTONE INC5.6K shares-89.15%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares-24.49%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC717 shares-87.14%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC1.4K shares-51.78%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares-93.63%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC13.4K shares-90.75%2026-03-312026-05-04

SHYG ISHARES TR14.0K shares-56.37%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC571 shares-55.04%2026-03-312026-05-04

Sponsored

MPLX MPLX LP10.3K shares-0.65%2026-03-312026-05-04

RMBS RAMBUS INC DEL5.0K shares-58.99%2026-03-312026-05-04

AMAT APPLIED MATLS INC1.5K shares-77.36%2026-03-312026-05-04

SNPS SYNOPSYS INC1.1K shares-19.93%2026-03-312026-05-04

WPC WP CAREY INC7.6K shares-63.62%2026-03-312026-05-04

NU NU HLDGS LTD38.7K shares-18.79%2026-03-312026-05-04

SPIB SPDR SERIES TRUST16.2K shares-89.59%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR9.1K shares-95.10%2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-88.80%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS7.9K shares-94.63%2026-03-312026-05-04

RTX RTX CORPORATION2.9K shares-79.31%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-81.40%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP973 shares-83.46%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC2.6K sharesnew addition2026-03-312026-05-04

DGX QUEST DIAGNOSTICS INC2.6K shares-23.13%2026-03-312026-05-04

RITM RITHM CAPITAL CORP49.5K shares0.75%2026-03-312026-05-04

Sponsored

WSM WILLIAMS SONOMA INC2.5K shares-14.07%2026-03-312026-05-04

HON HONEYWELL INTL INC2.1K shares-49.15%2026-03-312026-05-04

IEMG ISHARES INC5.8K shares-95.45%2026-03-312026-05-04

QCOM QUALCOMM INC2.9K shares-88.79%2026-03-312026-05-04

AHR AMERICAN HEALTHCARE REIT INC8.6K shares-74.05%2026-03-312026-05-04

CTAS CINTAS CORP2.5K shares-80.88%2026-03-312026-05-04

CBRE CBRE GROUP INC3.0K shares-22.05%2026-03-312026-05-04

MOH MOLINA HEALTHCARE INC2.1K sharesnew addition2026-03-312026-05-04

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K shares-56.72%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC981 shares-86.24%2026-03-312026-05-04

IEFA ISHARES TR4.4K shares-94.77%2026-03-312026-05-04

GNL GLOBAL NET LEASE INC42.4K shares-18.49%2026-03-312026-05-04

MELI MERCADOLIBRE INC225 shares-60.80%2026-03-312026-05-04

PINS PINTEREST INC20.0K shares-2.42%2026-03-312026-05-04

WMB WILLIAMS COS INC5.4K shares-85.47%2026-03-312026-05-04

MTB M & T BK CORP1.8K shares-1.09%2026-03-312026-05-04

Sponsored

PAGP PLAINS GP HLDGS L P15.9K shares0.04%2026-03-312026-05-04

BARRICK MNG CORP BARRICK MNG CORP10.0K shares-38.37%2026-03-312026-05-04

EMC GLOBAL X FDS11.2K shares-8.93%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO6.6K shares-46.21%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares-45.85%2026-03-312026-05-04

ARCC ARES CAPITAL CORP19.8K shares-29.76%2026-03-312026-05-04

HD HOME DEPOT INC1.1K shares-92.03%2026-03-312026-05-04

SPOT SPOTIFY TECHNOLOGY S A802 shares3.22%2026-03-312026-05-04

Sponsored

PEN PENUMBRA INC1.1K shares-62.31%2026-03-312026-05-04

WY WEYERHAEUSER CO14.5K sharesnew addition2026-03-312026-05-04

TQQQ PROSHARES TR5.7K shares-29.29%2026-03-312026-05-04

IBDX ISHARES TR13.8K sharesnew addition2026-03-312026-05-04

WFG WEST FRASER TIMBER LTD5.5K shares-5.50%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND705 shares-25.95%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.8K shares-66.33%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR10.4K shares-91.74%2026-03-312026-05-04

Sponsored

FIDU FIDELITY COVINGTON TRUST3.7K shares-0.96%2026-03-312026-05-04

MCD MCDONALDS CORP1.2K shares-89.27%2026-03-312026-05-04

APH AMPHENOL CORP2.3K shares-83.46%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F7.0K shares-76.62%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC5.7K shares-57.56%2026-03-312026-05-04

HTGC HERCULES CAPITAL INC20.9K shares-4.94%2026-03-312026-05-04

TRU TRANSUNION4.6K shares-15.44%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS3.9K shares-89.90%2026-03-312026-05-04

Sponsored

COOPER COS INC COOPER COS INC5.2K shares-59.43%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR9.9K shares-72.11%2026-03-312026-05-04

FXI ISHARES TR8.7K shares1.33%2026-03-312026-05-04

CASY CASEYS GEN STORES INC404 shares-49.94%2026-03-312026-05-04

ROL ROLLINS INC5.7K shares33.66%2026-03-312026-05-04

OXY OCCIDENTAL PETE CORP5.2K shares-68.44%2026-03-312026-05-04

PG PROCTER & GAMBLE CO2.1K shares-88.50%2026-03-312026-05-04

GPK GRAPHIC PACKAGING HLDG CO30.8K sharesnew addition2026-03-312026-05-04

Sponsored

COHERENT CORP COHERENT CORP954 shares-17.47%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T398 shares-99.87%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II1.0K shares-85.63%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS3.8K shares-94.41%2026-03-312026-05-04

GLD SPDR GOLD TR658 shares-99.67%2026-03-312026-05-04

HEI.A HEICO CORP NEW1.4K shares-4.91%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC3.4K shares-90.17%2026-03-312026-05-04

NFLX NETFLIX INC.2.9K shares-93.78%2026-03-312026-05-04

Sponsored

SFL SFL CORPORATION LTD23.8K shares-1.00%2026-03-312026-05-04

BIL SPDR SERIES TRUST2.9K shares-85.97%2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.3K shares-91.90%2026-03-312026-05-04

RMOP TIDAL TRUST III10.6K shares-2.91%2026-03-312026-05-04

MCK MCKESSON CORP322 shares29.32%2026-03-312026-05-04

VRP INVESCO EXCH TRADED FD TR II10.9K shares0.00%2026-03-312026-05-04

AON PLC AON PLC807 shares-66.36%2026-03-312026-05-04

SBUX STARBUCKS CORP2.5K shares-83.30%2026-03-312026-05-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.4K shares-97.97%2026-03-312026-05-04

SNY SANOFI SA5.4K sharesnew addition2026-03-312026-05-04

BSCU INVESCO EXCH TRD SLF IDX FD14.6K shares-17.57%2026-03-312026-05-04

ZTS ZOETIS INC2.1K shares-91.76%2026-03-312026-05-04

FAF FIRST AMERN FINL CORP3.4K shares-20.91%2026-03-312026-05-04

MS MORGAN STANLEY1.3K shares-89.34%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR8.7K shares-46.99%2026-03-312026-05-04

USD PROSHARES TR3.0K sharesnew addition2026-03-312026-05-04

Sponsored

IDEV ISHARES TR2.7K shares-94.80%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC1.4K shares581.82%2026-03-312026-05-04

NDAQ NASDAQ INC2.6K shares-85.58%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS353 shares-99.52%2026-03-312026-05-04

MCO MOODYS CORP484 shares-63.85%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC530 shares-78.71%2026-03-312026-05-04

TMUS T-MOBILE US INC1.1K shares-89.27%2026-03-312026-05-04

TD TORONTO DOMINION BK ONT2.0K shares-8.43%2026-03-312026-05-04

Sponsored

ROST ROSS STORES INC935 shares-96.73%2026-03-312026-05-04

AEM AGNICO EAGLE MINES LTD1.1K shares-83.30%2026-03-312026-05-04

TGT TARGET CORP1.6K shares-53.87%2026-03-312026-05-04

ULTA ULTA BEAUTY INC387 shares-19.54%2026-03-312026-05-04

NEE NEXTERA ENERGY INC2.2K shares-85.08%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN1.3K shares-65.59%2026-03-312026-05-04

FBRT FRANKLIN BSP RLTY TR INC21.0K shares-17.96%2026-03-312026-05-04

FSK FS KKR CAP CORP15.0K shares-80.81%2026-03-312026-05-04

Sponsored

BRSP BRIGHTSPIRE CAPITAL INC10.5K shares-59.06%2026-03-312026-05-04

NAT NORDIC AMERICAN TANKERS LIMI10.1K shares0.00%2026-03-312026-05-04

NVDA

NVIDIA CORPORATION

-59.99%

Shares448.9K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-62.70%

Shares132.3K

Event2026-03-31

Filed2026-05-04