Diversify Advisory Services, LLC
CIK Number: 0002021232
1.6B
Market Value
592
# of Holdings
4 months
Avg. Holding Period
35.35%
Win Rate
4.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 296.6K | +59.80% | 172.18M | 553.19 | 9.50% |
| 2 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 950.31K | -2.7% | 129.16M | 98.72 | 7.12% |
| 3 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 202.8K | +34.33% | 102.86M | 475.39 | 5.67% |
| 4 | BKLN | Invesco Senior ... | 20.87 | -0.24% | 3.69M | +21.97% | 77.81M | 21.12 | 4.29% |
| 5 | AAPL | Apple Inc. | 196.25 | -1.48% | 258.82K | -10.24% | 61.3M | 171.8 | 3.38% |
| 6 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 239.35K | +446.04% | 59.41M | 236.53 | 3.28% |
| 7 | SPHY | SPDR Portfolio ... | 23.43 | -0.28% | 2.41M | +22.35% | 56.54M | 23.71 | 3.12% |
| 8 | META | Meta Platforms,... | 682.74 | -1.53% | 81.03K | -3.68% | 49.9M | 519.16 | 2.75% |
| 9 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 181K | -1.95% | 39.63M | 186.35 | 2.19% |
| 10 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 92.8K | +1.41% | 38.88M | 425 | 2.14% |
| 11 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 57.84K | +21.88% | 30.88M | 496.51 | 1.70% |
| 12 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 135.2K | +8.28% | 25.96M | 167.69 | 1.43% |
| 13 | IVV | iShares Core S&... | 599.72 | -1.12% | 38.52K | -1.5% | 22.47M | 524.88 | 1.24% |
| 14 | COST | Costco Wholesal... | 990.08 | -1.26% | 23.75K | +1.14% | 22.25M | 723.44 | 1.23% |
| 15 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 94.77K | +49.77% | 21.26M | 170.17 | 1.17% |
| 16 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 105.55K | -7.97% | 20.39M | 156.5 | 1.12% |
| 17 | AMD | Advanced Micro ... | 116.17 | -1.96% | 174.18K | +50.90% | 20.21M | 160.32 | 1.11% |
| 18 | ET | Energy Transfer... | 18.32 | -0.73% | 917.82K | +1.22% | 17.82M | 15.78 | 0.98% |
| 19 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 81.75K | +78.30% | 17.03M | 176.94 | 0.94% |
| 20 | SNOW | Snowflake Inc. | 208.25 | -1.43% | 100.28K | +7.41% | 16.29M | 133.64 | 0.90% |
| 21 | PANW | Palo Alto Netwo... | 196.25 | -0.72% | 90.74K | +89.55% | 15.74M | 139.71 | 0.87% |
| 22 | SM | SM Energy Compa... | 28.26 | +4.17% | 349.27K | +3.31% | 15.14M | 44.46 | 0.83% |
| 23 | SPYG | SPDR Portfolio ... | 91.02 | -1.25% | 161.89K | +10.90% | 14.17M | 76.3 | 0.78% |
| 24 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 32.16K | +3.70% | 12.7M | 189.37 | 0.70% |
| 25 | SPYV | SPDR Portfolio ... | 51.23 | -1.01% | 219.08K | -0.21% | 11.05M | 50.14 | 0.61% |
| 26 | ITA | iShares U.S. Ae... | 180.19 | +0.40% | 74.81K | +4.64% | 10.85M | 133.06 | 0.60% |
| 27 | OPBK | OP Bancorp | 11.85 | -4.71% | 736.6K | 0.00% | 10.76M | 9.97 | 0.59% |
| 28 | IUSB | iShares Core To... | 45.63 | -0.38% | 233.36K | -4% | 10.45M | 45.11 | 0.58% |
| 29 | SOFI | SoFi Technologi... | 14.09 | -5.47% | 630.17K | -22.54% | 8.92M | 7.26 | 0.49% |
| 30 | VTI | Vanguard Total ... | 293.55 | -1.19% | 28.38K | +3.26% | 8.15M | 265.78 | 0.45% |
| 31 | XLE | Energy Select S... | 88.08 | +1.72% | 89.63K | -3% | 7.92M | 93.52 | 0.44% |
| 32 | V | Visa Inc. | 352.88 | -4.99% | 25.42K | -11.81% | 7.82M | 278.28 | 0.43% |
| 33 | XLI | Industrial Sele... | 142.65 | -0.84% | 58.57K | +704.28% | 7.69M | 130.94 | 0.42% |
| 34 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 53.48K | -7.37% | 7.6M | 157.78 | 0.42% |
| 35 | USMV | iShares MSCI US... | 93.01 | -0.85% | 83.99K | +1.26% | 7.36M | 84.19 | 0.41% |
| 36 | SPDW | SPDR Portfolio ... | 40.24 | -1.23% | 202.84K | -16.68% | 6.88M | 35.68 | 0.38% |
| 37 | VMBS | Vanguard Mortga... | 45.69 | -0.4% | 149.92K | +3.25% | 6.71M | 45.37 | 0.37% |
| 38 | AFRM | Affirm Holdings... | 59.06 | -3.26% | 116.74K | +8.72% | 6.46M | 37.74 | 0.36% |
| 39 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 26.28K | -15.59% | 6.3M | 198.94 | 0.35% |
| 40 | JAAA | Janus Henderson... | 50.65 | -0.02% | 122.2K | -33.12% | 6.21M | 50.63 | 0.34% |
| 41 | SGOV | iShares 0-3 Mon... | 100.53 | +0.04% | 58.41K | +3.07% | 5.87M | 100.45 | 0.32% |
| 42 | TLN | Talen Energy Co... | 277.27 | +0.83% | 26.12K | +100.00% | 5.79M | 201.47 | 0.32% |
| 43 | QUAL | iShares MSCI US... | 178.22 | -1.64% | 32.75K | +6.80% | 5.78M | 166.92 | 0.32% |
| 44 | ARM | Arm Holdings pl... | 135.47 | -2.27% | 40.34K | +100.00% | 5.67M | 123.36 | 0.31% |
| 45 | BSCP | Invesco BulletS... | 20.72 | +0.02% | 265.7K | -6.87% | 5.5M | 20.47 | 0.30% |
| 46 | XLK | Technology Sele... | 239.10 | -1.43% | 23.43K | -8.38% | 5.36M | 216.62 | 0.30% |
| 47 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 124.52K | -5.96% | 5.33M | 41.94 | 0.29% |
| 48 | KD | Kyndryl Holding... | 39.26 | -2.27% | 144.49K | +100.00% | 5.31M | 34.6 | 0.29% |
| 49 | IVW | iShares S&P 500... | 105.11 | -1.22% | 51.08K | -12.14% | 5.16M | 92.29 | 0.28% |
| 50 | LMT | Lockheed Martin... | 486.25 | +3.62% | 10.95K | -9.35% | 5.13M | 452.79 | 0.28% |
| 51 | SMCI | Super Micro Com... | 41.58 | -4.12% | 156.85K | +100.00% | 5.11M | 30.48 | 0.28% |
| 52 | GOVT | iShares U.S. Tr... | 22.70 | -0.29% | 228.34K | +6.58% | 5.09M | 22.67 | 0.28% |
| 53 | IEI | iShares 3-7 Yea... | 117.75 | -0.19% | 44.17K | -16.58% | 5.07M | 114.95 | 0.28% |
| 54 | ROST | Ross Stores, In... | 131.77 | -1.27% | 33.38K | -3.53% | 5.07M | 145.09 | 0.28% |
| 55 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 6.11K | -31.4% | 4.89M | 857.7 | 0.27% |
| 56 | CVX | Chevron Corpora... | 145.87 | +0.62% | 31.55K | -18.75% | 4.83M | 159.08 | 0.27% |
| 57 | KO | The Coca-Cola C... | 70.99 | -1.73% | 79K | -15.15% | 4.82M | 64.83 | 0.27% |
| 58 | USIG | iShares Broad U... | 50.72 | -0.43% | 88.05K | +5.41% | 4.38M | 50.67 | 0.24% |
| 59 | PYPL | PayPal Holdings... | 70.83 | -5.32% | 52.3K | -14.98% | 4.36M | 67.79 | 0.24% |
| 60 | IAU | iShares Gold Tr... | 64.73 | +1.32% | 84.67K | -6.34% | 4.3M | 42.61 | 0.24% |
| 61 | RSP | Invesco S&P 500... | 177.34 | -1.21% | 24.51K | -25.63% | 4.25M | 168.14 | 0.23% |
| 62 | VEA | Vanguard Develo... | 56.17 | -1.21% | 88.87K | -13.33% | 4.22M | 50.06 | 0.23% |
| 63 | APP | AppLovin Corpor... | 364.32 | -4.27% | 13.25K | -14.77% | 4.22M | 91.27 | 0.23% |
| 64 | VZ | Verizon Communi... | 43.01 | -0.35% | 109.89K | -25.08% | 4.15M | 42.65 | 0.23% |
| 65 | BKMC | BNY Mellon US M... | 98.52 | -1.88% | 40.58K | -34.94% | 4.11M | 98.16 | 0.23% |
| 66 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 69.83K | -20.84% | 4.1M | 50.04 | 0.23% |
| 67 | PMAR | Innovator S&P 5... | 41.35 | -0.65% | 99.7K | -18.04% | 3.99M | 38 | 0.22% |
| 68 | PULS | PGIM Ultra Shor... | 49.65 | +0.03% | 80.19K | +5.80% | 3.98M | 49.53 | 0.22% |
| 69 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 7.23K | +42.38% | 3.96M | 432.7 | 0.22% |
| 70 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 67.93K | +32.74% | 3.96M | 61.07 | 0.22% |
| 71 | PM | Philip Morris I... | 184.25 | +0.08% | 32.23K | -26.41% | 3.78M | 91.44 | 0.21% |
| 72 | DYNF | BlackRock U.S. ... | 52.33 | -1.17% | 73.19K | -11.66% | 3.71M | 45.97 | 0.20% |
| 73 | BAC | Bank of America... | 44.08 | -1.21% | 80.98K | -18% | 3.65M | 37.52 | 0.20% |
| 74 | BSCQ | Invesco BulletS... | 19.53 | +0.03% | 186.53K | +4.97% | 3.63M | 19.21 | 0.20% |
| 75 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 33.4K | -20.13% | 3.56M | 116.99 | 0.20% |
| 76 | IBDQ | iShares iBonds ... | 25.13 | +0.06% | 137.03K | -3.91% | 3.44M | 24.78 | 0.19% |
| 77 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 6.28K | -25.34% | 3.27M | 489.7 | 0.18% |
| 78 | MO | Altria Group, I... | 59.80 | -0.19% | 64.04K | -1.85% | 3.26M | 43.87 | 0.18% |
| 79 | BIL | SPDR Bloomberg ... | 91.58 | +0.04% | 35.53K | +153.54% | 3.25M | 91.43 | 0.18% |
| 80 | EFG | iShares MSCI EA... | 110.38 | -1.42% | 33.42K | -12.2% | 3.23M | 103.01 | 0.18% |
| 81 | EFV | iShares MSCI EA... | 63.86 | -1.22% | 61.99K | +20.40% | 3.22M | 53.99 | 0.18% |
| 82 | TLT | iShares 20+ Yea... | 86.30 | -1% | 37.15K | +16.29% | 3.17M | 91.77 | 0.18% |
| 83 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 18.11K | -26.33% | 3.17M | 180.76 | 0.17% |
| 84 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 7.16K | -13.48% | 3.17M | 421.1 | 0.17% |
| 85 | LRGF | iShares U.S. Eq... | 61.71 | -1.33% | 52.47K | +11.12% | 3.15M | 54.72 | 0.17% |
| 86 | DIS | The Walt Disney... | 117.89 | -0.6% | 28.6K | -19.97% | 3.11M | 121.53 | 0.17% |
| 87 | ZS | Zscaler, Inc. | 301.92 | +0.16% | 16.32K | +18.63% | 3.1M | 183.9 | 0.17% |
| 88 | PG | The Procter & G... | 160.25 | -1.79% | 19.54K | -14.39% | 3.1M | 160.58 | 0.17% |
| 89 | QYLD | Global X NASDAQ... | 16.59 | -0.26% | 170.01K | +0.46% | 3.1M | 17.94 | 0.17% |
| 90 | MA | Mastercard Inco... | 561.81 | -4.66% | 6.07K | -12.42% | 3.06M | 478.4 | 0.17% |
| 91 | SPSM | SPDR Portfolio ... | 41.46 | -1.99% | 69.28K | -24.9% | 3.06M | 42.61 | 0.17% |
| 92 | IJH | iShares Core S&... | 60.25 | -1.54% | 48.66K | +14.14% | 3.01M | 60.53 | 0.17% |
| 93 | SCHW | The Charles Sch... | 87.35 | -1.3% | 41.31K | -2.32% | 3.01M | 69.87 | 0.17% |
| 94 | BND | Vanguard Total ... | 72.69 | -0.36% | 41.72K | -69.96% | 2.97M | 72.27 | 0.16% |
| 95 | SPIB | SPDR Portfolio ... | 33.19 | -0.26% | 89.96K | +2.27% | 2.93M | 32.67 | 0.16% |
| 96 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 125.67K | -1.25% | 2.89M | 22.06 | 0.16% |
| 97 | VGLT | Vanguard Long-T... | 54.94 | -0.94% | 53.3K | +25.87% | 2.89M | 57.66 | 0.16% |
| 98 | HD | The Home Depot,... | 354.54 | -2.37% | 7.39K | -12.84% | 2.88M | 368.03 | 0.16% |
| 99 | MBB | iShares MBS ETF | 92.55 | -0.49% | 31.76K | -12.59% | 2.87M | 91.51 | 0.16% |
| 100 | IXUS | iShares Core MS... | 76.62 | -1.3% | 43.82K | -30.29% | 2.86M | 67.68 | 0.16% |
| 101 | WDAY | Workday, Inc. | 244.48 | -2.48% | 11.26K | +17.94% | 2.81M | 260.78 | 0.16% |
| 102 | LRCX | Lam Research Co... | 89.55 | -2.3% | 37.27K | +100.00% | 2.78M | 72.23 | 0.15% |
| 103 | SDS | ProShares Ultra... | 18.07 | +2.35% | 132.65K | +100.00% | 2.66M | 19.67 | 0.15% |
| 104 | ACN | Accenture plc | 311.64 | -2.04% | 7.59K | -14.59% | 2.66M | 339.17 | 0.15% |
| 105 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 95.38K | -0.33% | 2.64M | 25.5 | 0.15% |
| 106 | MDT | Medtronic plc | 87.22 | -1.44% | 32.71K | -25.63% | 2.64M | 87.02 | 0.15% |
| 107 | VCIT | Vanguard Interm... | 81.56 | -0.42% | 33.16K | -79.16% | 2.63M | 79.84 | 0.15% |
| 108 | IEFA | iShares Core MS... | 83.03 | -1.26% | 37.43K | +24.32% | 2.61M | 73.19 | 0.14% |
| 109 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 2.4K | -12.6% | 2.46M | 768.37 | 0.14% |
| 110 | COP | ConocoPhillips | 96.95 | +2.39% | 23.8K | +0.89% | 2.43M | 107.94 | 0.13% |
| 111 | IEMG | iShares Core MS... | 58.70 | -1.62% | 45.72K | -15.8% | 2.34M | 51.9 | 0.13% |
| 112 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 7.36K | -24.83% | 2.34M | 302.26 | 0.13% |
| 113 | VYM | Vanguard High D... | 130.54 | -0.99% | 18.11K | -3.89% | 2.28M | 120.23 | 0.13% |
| 114 | OKTA | Okta, Inc. | 97.48 | -2.7% | 26.89K | +100.00% | 2.27M | 78.8 | 0.13% |
| 115 | ASML | ASML Holding N.... | 761.38 | -3.16% | 3.02K | +2.23% | 2.24M | 873.9 | 0.12% |
| 116 | XLF | Financial Selec... | 49.96 | -2.04% | 46.81K | -1.78% | 2.21M | 41.93 | 0.12% |
| 117 | ADBE | Adobe Inc. | 391.76 | -5.3% | 5.45K | -50.46% | 2.21M | 504.77 | 0.12% |
| 118 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 2.63K | +14.27% | 2.2M | 648.9 | 0.12% |
| 119 | IWM | iShares Russell... | 208.90 | -1.82% | 10.05K | -90.15% | 2.18M | 220.42 | 0.12% |
| 120 | XLV | Health Care Sel... | 136.13 | -0.5% | 15.54K | -42.68% | 2.17M | 146.47 | 0.12% |
| 121 | ZTS | Zoetis Inc. | 164.36 | -2.64% | 13.05K | -16.58% | 2.13M | 167.02 | 0.12% |
| 122 | IVE | iShares S&P 500... | 191.02 | -0.95% | 11.25K | -7.42% | 2.12M | 185.56 | 0.12% |
| 123 | XMAR | First Trust Exc... | 37.73 | -0.44% | 58.31K | -18.26% | 2.11M | 34.61 | 0.12% |
| 124 | BX | Blackstone Inc. | 136.37 | -3.14% | 12.68K | -39.95% | 2.09M | 131.03 | 0.12% |
| 125 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 30.1K | -13.77% | 2.06M | 63.14 | 0.11% |
| 126 | PFEB | Innovator U.S. ... | 37.26 | -0.64% | 55.42K | -21.58% | 2.05M | 34.88 | 0.11% |
| 127 | VUG | Vanguard Growth... | 418.25 | -1.39% | 5.02K | +31.55% | 2.04M | 362.49 | 0.11% |
| 128 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 13.14K | -38.23% | 2.03M | 133.49 | 0.11% |
| 129 | IYW | iShares U.S. Te... | 163.30 | -1.47% | 12.85K | -13.45% | 2.03M | 137.41 | 0.11% |
| 130 | PINS | Pinterest, Inc. | 33.83 | -0.57% | 66.11K | +211.28% | 2.03M | 30.99 | 0.11% |
| 131 | VRTX | Vertex Pharmace... | 455.66 | -0.96% | 4.95K | +2.72% | 2.03M | 420.01 | 0.11% |
| 132 | SVOL | Simplify Volati... | 17.08 | -3.99% | 99.66K | +22.24% | 2.02M | 21.88 | 0.11% |
| 133 | IJR | iShares Core S&... | 106.31 | -1.93% | 17.86K | +1.09% | 2.02M | 109.84 | 0.11% |
| 134 | SMH | VanEck Semicond... | 256.93 | -2.36% | 8.03K | +7.04% | 1.98M | 248.39 | 0.11% |
| 135 | ABNB | Airbnb, Inc. | 135.54 | -2.36% | 15.26K | -18.45% | 1.98M | 163.37 | 0.11% |
| 136 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 12.47K | -25.21% | 1.96M | 171.72 | 0.11% |
| 137 | UNP | Union Pacific C... | 223.26 | -0.99% | 8.66K | -25.5% | 1.95M | 243.3 | 0.11% |
| 138 | GS | The Goldman Sac... | 613.30 | -1.89% | 3.46K | -13.38% | 1.94M | 417.33 | 0.11% |
| 139 | MCD | McDonald's Corp... | 301.85 | -0.43% | 6.86K | -36.6% | 1.94M | 280.22 | 0.11% |
| 140 | AMGN | Amgen Inc. | 295.15 | -0.72% | 7.32K | -32.34% | 1.92M | 283.27 | 0.11% |
| 141 | COWZ | Pacer US Cash C... | 54.78 | -0.93% | 33.89K | -5.65% | 1.91M | 57.77 | 0.11% |
| 142 | ESGU | iShares ESG Awa... | 130.45 | -1.21% | 14.98K | -12.99% | 1.91M | 114.74 | 0.11% |
| 143 | ANET | Arista Networks... | 92.31 | -3.62% | 16.52K | +100.00% | 1.89M | 110.53 | 0.10% |
| 144 | WMT | Walmart Inc. | 94.42 | -0.43% | 20.31K | +6.01% | 1.89M | 62.89 | 0.10% |
| 145 | INTU | Intuit Inc. | 753.72 | -1.63% | 2.94K | -19.73% | 1.83M | 639.84 | 0.10% |
| 146 | XDEC | FT Cboe Vest U.... | 38.11 | -0.58% | 49.09K | -2.87% | 1.82M | 36.06 | 0.10% |
| 147 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 3.35K | -4.94% | 1.82M | 577.45 | 0.10% |
| 148 | BOCT | Innovator S&P 5... | 44.06 | -0.87% | 41.56K | 0.00% | 1.79M | 40.44 | 0.10% |
| 149 | WM | Waste Managemen... | 236.43 | -0.3% | 8.52K | +5.99% | 1.77M | 212.23 | 0.10% |
| 150 | AMAT | Applied Materia... | 170.59 | -2.52% | 9.91K | +47.45% | 1.7M | 190.81 | 0.09% |