Diversify Advisory Services, LLC
CIK Number: 0002021232
Main Sectors:
Top Industries:
Filing Date: May 5, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 206.01K | -30.55% | 114.19M | 553.19 | 7.13% | Share |
| 2 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 814.05K | -14.34% | 88.75M | 98.72 | 5.54% | Share |
| 3 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 267.65K | +11.82% | 81.92M | 241.99 | 5.12% | Share |
| 4 | BKLN | Invesco Senior ... | 20.95 | -0.07% | 3.91M | +6.07% | 81.09M | 21.1 | 5.07% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 136.12K | -32.88% | 64.73M | 475.39 | 4.04% | Share |
| 6 | AAPL | Apple Inc. | 232.81 | -0.22% | 234.31K | -9.47% | 49.49M | 171.8 | 3.09% | Share |
| 7 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 180.25K | -0.42% | 33.78M | 186.35 | 2.11% | Share |
| 8 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 84.04K | -9.44% | 33.11M | 425 | 2.07% | Share |
| 9 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 56.93K | -1.58% | 29M | 496.51 | 1.81% | Share |
| 10 | META | Meta Platforms,... | 781.96 | +0.24% | 50.21K | -38.04% | 27.84M | 519.16 | 1.74% | Share |
| 11 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 126.91K | +33.92% | 24.26M | 169.48 | 1.52% | Share |
| 12 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 138.25K | +2.26% | 22.14M | 167.41 | 1.38% | Share |
| 13 | AMD | Advanced Micro ... | 180.97 | -1.87% | 226.56K | +30.07% | 21.76M | 147.01 | 1.36% | Share |
| 14 | COST | Costco Wholesal... | 975.42 | -0.35% | 21.25K | -10.54% | 21.07M | 723.44 | 1.32% | Share |
| 15 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 117.35K | +43.56% | 19.3M | 173.62 | 1.21% | Share |
| 16 | IVV | iShares Core S&... | 648.15 | +0.01% | 33.69K | -12.53% | 18.76M | 524.88 | 1.17% | Share |
| 17 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 221.06K | +36.55% | 18.12M | 77.39 | 1.13% | Share |
| 18 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 105.91K | +0.34% | 17.16M | 156.5 | 1.07% | Share |
| 19 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 85.36K | -5.93% | 15.93M | 139.71 | 1.00% | Share |
| 20 | PLTR | Palantir Techno... | 181.00 | -1.83% | 126.61K | +415.18% | 14.7M | 75.99 | 0.92% | Share |
| 21 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 298.68K | +36.33% | 14.69M | 50.39 | 0.92% | Share |
| 22 | SNOW | Snowflake Inc. | 194.85 | -1.02% | 86.89K | -13.36% | 13.93M | 133.64 | 0.87% | Share |
| 23 | SOFI | SoFi Technologi... | 23.29 | -2.18% | 1.05M | +66.15% | 13.89M | 9 | 0.87% | Share |
| 24 | ITA | iShares U.S. Ae... | 195.97 | -0.43% | 76.84K | +2.71% | 12.02M | 133.59 | 0.75% | Share |
| 25 | AFRM | Affirm Holdings... | 76.98 | -0.94% | 223.09K | +91.10% | 11.24M | 41.29 | 0.70% | Share |
| 26 | SMCI | Super Micro Com... | 45.49 | -1.26% | 276.69K | +76.40% | 9.96M | 32.11 | 0.62% | Share |
| 27 | SPDW | SPDR Portfolio ... | 41.64 | -0.19% | 258.08K | +27.23% | 9.78M | 35.84 | 0.61% | Share |
| 28 | V | Visa Inc. | 345.40 | +0.83% | 27.89K | +9.70% | 9.52M | 284.66 | 0.59% | Share |
| 29 | OPBK | OP Bancorp | 13.92 | -0.22% | 736.6K | 0.00% | 9.31M | 9.97 | 0.58% | Share |
| 30 | VTI | Vanguard Total ... | 317.25 | -0.13% | 32.24K | +13.59% | 8.79M | 266.86 | 0.55% | Share |
| 31 | IUSB | iShares Core To... | 46.20 | -0.26% | 188.12K | -19.38% | 8.67M | 45.11 | 0.54% | Share |
| 32 | TLN | Talen Energy Co... | 380.60 | +0.09% | 39.95K | +52.93% | 8.55M | 200.85 | 0.53% | Share |
| 33 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 51.6K | -3.52% | 8.04M | 157.78 | 0.50% | Share |
| 34 | USMV | iShares MSCI US... | 93.24 | -0.35% | 84.24K | +0.30% | 7.74M | 84.21 | 0.48% | Share |
| 35 | XLE | Energy Select S... | 85.55 | -0.11% | 92.38K | +3.07% | 7.64M | 93.51 | 0.48% | Share |
| 36 | VMBS | Vanguard Mortga... | 46.32 | -0.3% | 164.68K | +9.84% | 7.63M | 45.46 | 0.48% | Share |
| 37 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 25.96K | -19.28% | 7.58M | 189.37 | 0.47% | Share |
| 38 | JAAA | Janus Henderson... | 50.70 | +0.13% | 146.8K | +20.12% | 7.42M | 50.64 | 0.46% | Share |
| 39 | ARM | Arm Holdings pl... | 140.53 | -0.76% | 65.97K | +63.52% | 7.37M | 116.92 | 0.46% | Share |
| 40 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 71.95K | +23.19% | 7.24M | 100.49 | 0.45% | Share |
| 41 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 27.19K | +3.45% | 6.65M | 200.49 | 0.42% | Share |
| 42 | GOVT | iShares U.S. Tr... | 22.89 | -0.26% | 282.81K | +23.86% | 6.52M | 22.73 | 0.41% | Share |
| 43 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 101.29K | +19.64% | 6.35M | 45.29 | 0.40% | Share |
| 44 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 139.37K | +11.93% | 6.29M | 42.29 | 0.39% | Share |
| 45 | KO | The Coca-Cola C... | 69.52 | -1.33% | 86.89K | +9.98% | 6.29M | 65.45 | 0.39% | Share |
| 46 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 7.03K | +15.00% | 6.22M | 853.55 | 0.39% | Share |
| 47 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 11.47K | +58.74% | 5.91M | 455.85 | 0.37% | Share |
| 48 | USIG | iShares Broad U... | 51.58 | -0.27% | 112.07K | +27.28% | 5.71M | 50.76 | 0.36% | Share |
| 49 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 82.97K | +22.13% | 5.3M | 61.26 | 0.33% | Share |
| 50 | VZ | Verizon Communi... | 43.49 | -0.49% | 121.3K | +10.38% | 5.21M | 42.91 | 0.33% | Share |
| 51 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 30.83K | -5.87% | 5.21M | 166.92 | 0.33% | Share |
| 52 | IEI | iShares 3-7 Yea... | 118.85 | -0.21% | 43.05K | -2.55% | 5.13M | 114.95 | 0.32% | Share |
| 53 | SPHY | SPDR Portfolio ... | 23.70 | -0.19% | 211.99K | -91.22% | 4.95M | 23.71 | 0.31% | Share |
| 54 | WMT | Walmart Inc. | 100.84 | -0.15% | 51.36K | +152.89% | 4.93M | 77.94 | 0.31% | Share |
| 55 | BSCP | Invesco BulletS... | 20.72 | -0.02% | 238.1K | -10.39% | 4.92M | 20.47 | 0.31% | Share |
| 56 | PM | Philip Morris I... | 165.25 | -0.38% | 28.9K | -10.32% | 4.92M | 91.44 | 0.31% | Share |
| 57 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 97.33K | +21.37% | 4.83M | 49.57 | 0.30% | Share |
| 58 | BKMC | BNY Mellon US M... | 105.37 | -1.3% | 51.32K | +26.46% | 4.8M | 97.63 | 0.30% | Share |
| 59 | KD | Kyndryl Holding... | 30.11 | -1.46% | 145.04K | +0.38% | 4.73M | 34.59 | 0.30% | Share |
| 60 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 81K | +15.99% | 4.64M | 51.65 | 0.29% | Share |
| 61 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 50.41K | +41.89% | 4.62M | 91.52 | 0.29% | Share |
| 62 | VEA | Vanguard Develo... | 58.60 | -0.18% | 86.42K | -2.75% | 4.58M | 50.06 | 0.29% | Share |
| 63 | MA | Mastercard Inco... | 583.65 | +0.99% | 8.33K | +37.15% | 4.49M | 497.28 | 0.28% | Share |
| 64 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 26.58K | +8.44% | 4.49M | 168.54 | 0.28% | Share |
| 65 | MO | Altria Group, I... | 65.54 | +0.06% | 67.63K | +5.59% | 3.97M | 44.72 | 0.25% | Share |
| 66 | IVW | iShares S&P 500... | 115.82 | +0.14% | 41.88K | -18.01% | 3.97M | 92.29 | 0.25% | Share |
| 67 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 7.4K | +3.39% | 3.96M | 424.76 | 0.25% | Share |
| 68 | ROST | Ross Stores, In... | 147.38 | -1.93% | 27.94K | -16.3% | 3.93M | 145.09 | 0.25% | Share |
| 69 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 35.55K | +6.41% | 3.85M | 117.11 | 0.24% | Share |
| 70 | CVX | Chevron Corpora... | 155.20 | -0.43% | 27.65K | -12.36% | 3.85M | 159.08 | 0.24% | Share |
| 71 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 19.89K | +9.88% | 3.85M | 183.34 | 0.24% | Share |
| 72 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 8.77K | +199.15% | 3.78M | 342.35 | 0.24% | Share |
| 73 | XLK | Technology Sele... | 267.74 | -0.21% | 18.06K | -22.93% | 3.78M | 216.62 | 0.24% | Share |
| 74 | APP | AppLovin Corpor... | 433.49 | -2.89% | 13.03K | -1.68% | 3.76M | 91.27 | 0.24% | Share |
| 75 | AGG | iShares Core U.... | 99.10 | -0.27% | 37.28K | +356.42% | 3.69M | 99.15 | 0.23% | Share |
| 76 | BSCQ | Invesco BulletS... | 19.57 | +0.03% | 187.5K | +0.52% | 3.66M | 19.21 | 0.23% | Share |
| 77 | BAC | Bank of America... | 47.70 | +0.97% | 90.3K | +11.50% | 3.61M | 37.95 | 0.23% | Share |
| 78 | PMAR | Innovator S&P 5... | 43.23 | -0.02% | 90.58K | -9.15% | 3.6M | 38 | 0.22% | Share |
| 79 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 3.05K | +16.14% | 3.43M | 688.31 | 0.21% | Share |
| 80 | VGLT | Vanguard Long-T... | 55.48 | -0.7% | 59.05K | +10.79% | 3.38M | 57.65 | 0.21% | Share |
| 81 | BND | Vanguard Total ... | 73.54 | -0.28% | 45.19K | +8.31% | 3.32M | 72.36 | 0.21% | Share |
| 82 | IEFA | iShares Core MS... | 85.61 | -0.04% | 41.7K | +11.41% | 3.29M | 73.44 | 0.21% | Share |
| 83 | HD | The Home Depot,... | 400.32 | -1.68% | 8.94K | +21.01% | 3.21M | 367.76 | 0.20% | Share |
| 84 | IBDQ | iShares iBonds ... | 25.12 | -0.04% | 126.62K | -7.6% | 3.18M | 24.78 | 0.20% | Share |
| 85 | ASML | ASML Holding N.... | 755.11 | -0.06% | 4.74K | +56.56% | 3.15M | 797.58 | 0.20% | Share |
| 86 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 79.6K | +14.91% | 3.13M | 42.37 | 0.20% | Share |
| 87 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 63.31K | -13.49% | 3.07M | 45.97 | 0.19% | Share |
| 88 | OKTA | Okta, Inc. | 88.61 | -2.6% | 26.9K | +0.03% | 3.03M | 78.81 | 0.19% | Share |
| 89 | SPIB | SPDR Portfolio ... | 33.65 | -0.15% | 89.87K | -0.11% | 2.99M | 32.67 | 0.19% | Share |
| 90 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 5.77K | +16.72% | 2.91M | 429.29 | 0.18% | Share |
| 91 | LRGF | iShares U.S. Eq... | 66.72 | -0.11% | 50.5K | -3.74% | 2.9M | 54.72 | 0.18% | Share |
| 92 | IJH | iShares Core S&... | 63.85 | -1.31% | 50.12K | +3.00% | 2.86M | 60.47 | 0.18% | Share |
| 93 | PG | The Procter & G... | 153.70 | -1.1% | 17.58K | -10.01% | 2.85M | 160.58 | 0.18% | Share |
| 94 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 31.28K | -15.8% | 2.82M | 91.77 | 0.18% | Share |
| 95 | QYLD | Global X NASDAQ... | 16.93 | +0.03% | 171.14K | +0.66% | 2.79M | 17.93 | 0.17% | Share |
| 96 | VCIT | Vanguard Interm... | 83.12 | -0.25% | 34.07K | +2.77% | 2.79M | 79.89 | 0.17% | Share |
| 97 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 45.27K | -26.97% | 2.77M | 53.99 | 0.17% | Share |
| 98 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 124.89K | -0.62% | 2.74M | 22.06 | 0.17% | Share |
| 99 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 2.87K | +19.76% | 2.71M | 772.95 | 0.17% | Share |
| 100 | IXUS | iShares Core MS... | 79.61 | -0.46% | 36.68K | -16.28% | 2.64M | 67.68 | 0.16% | Share |
| 101 | ACN | Accenture plc | 246.13 | +0.18% | 8.74K | +15.19% | 2.61M | 335.59 | 0.16% | Share |
| 102 | ZTS | Zoetis Inc. | 153.05 | +0.40% | 16.27K | +24.67% | 2.53M | 166.55 | 0.16% | Share |
| 103 | MBB | iShares MBS ETF | 93.62 | -0.34% | 26.79K | -15.64% | 2.51M | 91.51 | 0.16% | Share |
| 104 | GS | The Goldman Sac... | 746.99 | +0.31% | 4.52K | +30.40% | 2.48M | 447.39 | 0.15% | Share |
| 105 | PYPL | PayPal Holdings... | 69.35 | -1.81% | 36.58K | -30.06% | 2.43M | 67.79 | 0.15% | Share |
| 106 | MCD | McDonald's Corp... | 308.84 | +1.24% | 7.68K | +11.99% | 2.42M | 283.66 | 0.15% | Share |
| 107 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 8.98K | +22.00% | 2.4M | 296.15 | 0.15% | Share |
| 108 | ADBE | Adobe Inc. | 348.58 | -0.71% | 6.44K | +18.06% | 2.39M | 486.23 | 0.15% | Share |
| 109 | LMT | Lockheed Martin... | 437.38 | -1.17% | 5K | -54.34% | 2.38M | 452.79 | 0.15% | Share |
| 110 | IEMG | iShares Core MS... | 61.97 | -1.17% | 43.05K | -5.83% | 2.33M | 51.9 | 0.15% | Share |
| 111 | IVE | iShares S&P 500... | 202.03 | -0.1% | 12.32K | +9.51% | 2.26M | 186 | 0.14% | Share |
| 112 | MDT | Medtronic plc | 91.95 | -1.03% | 26.5K | -19% | 2.24M | 87.02 | 0.14% | Share |
| 113 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 5.46K | -13.02% | 2.24M | 489.7 | 0.14% | Share |
| 114 | ABNB | Airbnb, Inc. | 124.71 | +0.13% | 17.82K | +16.78% | 2.24M | 157.06 | 0.14% | Share |
| 115 | DIS | The Walt Disney... | 116.33 | -0.27% | 24.52K | -14.28% | 2.24M | 121.53 | 0.14% | Share |
| 116 | BX | Blackstone Inc. | 174.53 | -1.17% | 16.72K | +31.88% | 2.23M | 133.15 | 0.14% | Share |
| 117 | INTU | Intuit Inc. | 710.55 | -0.16% | 3.54K | +20.67% | 2.21M | 635.41 | 0.14% | Share |
| 118 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 14.2K | +13.84% | 2.09M | 169.52 | 0.13% | Share |
| 119 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 81.77K | -14.27% | 2.08M | 25.5 | 0.13% | Share |
| 120 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 79.27K | +69.31% | 2.05M | 27.82 | 0.13% | Share |
| 121 | LRCX | Lam Research Co... | 107.35 | +0.57% | 28.63K | -23.18% | 2.03M | 72.23 | 0.13% | Share |
| 122 | WM | Waste Managemen... | 225.97 | -1.71% | 8.87K | +4.06% | 2.03M | 212.99 | 0.13% | Share |
| 123 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 14.06K | +6.99% | 1.98M | 133.9 | 0.12% | Share |
| 124 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 18.76K | -43.86% | 1.95M | 103.01 | 0.12% | Share |
| 125 | AMGN | Amgen Inc. | 290.28 | +0.33% | 6.71K | -8.39% | 1.94M | 283.27 | 0.12% | Share |
| 126 | ESGU | iShares ESG Awa... | 140.78 | -0.12% | 15.59K | +4.07% | 1.88M | 115.02 | 0.12% | Share |
| 127 | VSS | Vanguard FTSE A... | 137.96 | -0.48% | 15.41K | +27.86% | 1.85M | 116.63 | 0.12% | Share |
| 128 | SVOL | Simplify Volati... | 17.46 | -0.65% | 109.31K | +9.68% | 1.81M | 21.56 | 0.11% | Share |
| 129 | VUG | Vanguard Growth... | 463.54 | +0.15% | 4.76K | -5.1% | 1.8M | 362.49 | 0.11% | Share |
| 130 | EW | Edwards Lifesci... | 78.18 | +0.64% | 23.65K | +24.47% | 1.8M | 89.97 | 0.11% | Share |
| 131 | CME | CME Group Inc. | 274.71 | +0.29% | 6.5K | +57.63% | 1.77M | 244.32 | 0.11% | Share |
| 132 | T | AT&T Inc. | 28.75 | +1.27% | 64.68K | -4.4% | 1.77M | 18.41 | 0.11% | Share |
| 133 | ARB | AltShares Merge... | 28.90 | 0.00% | 62.32K | +0.15% | 1.75M | 27.21 | 0.11% | Share |
| 134 | XLF | Financial Selec... | 53.01 | +0.47% | 35.9K | -23.31% | 1.75M | 41.93 | 0.11% | Share |
| 135 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 33.36K | -1.57% | 1.73M | 57.77 | 0.11% | Share |
| 136 | IBM | International B... | 237.04 | -1.26% | 7.19K | +2.61% | 1.72M | 191.33 | 0.11% | Share |
| 137 | JCPB | JPMorgan Core P... | 47.01 | -0.23% | 36.51K | +2.78% | 1.72M | 46.05 | 0.11% | Share |
| 138 | ESS | Essex Property ... | 256.12 | -1.01% | 6.22K | +17.46% | 1.71M | 249.61 | 0.11% | Share |
| 139 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 13.78K | +25.52% | 1.7M | 121.02 | 0.11% | Share |
| 140 | PFEB | Innovator U.S. ... | 38.96 | -0.05% | 47.52K | -14.25% | 1.7M | 34.88 | 0.11% | Share |
| 141 | BOCT | Innovator S&P 5... | 46.99 | +0.09% | 40.26K | -3.13% | 1.68M | 40.44 | 0.11% | Share |
| 142 | VYM | Vanguard High D... | 137.35 | -0.17% | 13.49K | -25.5% | 1.68M | 120.23 | 0.10% | Share |
| 143 | SPMB | SPDR Portfolio ... | 22.05 | -0.32% | 75.46K | +5.08% | 1.66M | 21.77 | 0.10% | Share |
| 144 | UNP | Union Pacific C... | 221.35 | -0.82% | 7.38K | -14.8% | 1.58M | 243.3 | 0.10% | Share |
| 145 | VTV | Vanguard Value ... | 180.44 | -0.2% | 9.38K | -0.57% | 1.56M | 163.99 | 0.10% | Share |
| 146 | KFY | Korn Ferry | 73.27 | -1.68% | 25.11K | -0.1% | 1.55M | 69.04 | 0.10% | Share |
| 147 | AZN | AstraZeneca PLC | 78.49 | +0.71% | 21.38K | +76.87% | 1.53M | 71.25 | 0.10% | Share |
| 148 | XMAR | First Trust Exc... | 38.84 | +0.05% | 41.57K | -28.71% | 1.52M | 34.61 | 0.09% | Share |
| 149 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 10.56K | -17.76% | 1.51M | 137.41 | 0.09% | Share |
| 150 | ATO | Atmos Energy Co... | 166.10 | -0.53% | 9.43K | +21.95% | 1.51M | 124.46 | 0.09% | Share |