Diversify Advisory Services, LLC Top Holdings and 13F Report (2025) About Diversify Advisory Services, LLCInvestment ActivityDiversify Advisory Services, LLC has $1.81 billion in total holdings as of December 31, 2024.Diversify Advisory Services, LLC owns shares of 611 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 17.02% of the portfolio was purchased this quarter.About 18.13% of the portfolio was sold this quarter.This quarter, Diversify Advisory Services, LLC has purchased 631 new stocks and bought additional shares in 178 stocks.Diversify Advisory Services, LLC sold shares of 339 stocks and completely divested from 92 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $172,175,939NVIDIA $129,157,109Invesco QQQ $102,864,749Invesco Senior Loan ETF $77,814,818Apple $61,302,301 Largest New Holdings this Quarter TALEN ENERGY CORP $5,793,638 HoldingARM HOLDINGS PLC $5,667,929 HoldingKyndryl $5,308,563 HoldingSUPER MICRO COMPUTER INC $5,113,375 HoldingLAM RESEARCH CORP $2,782,187 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 110,999 shares (about $64.43M)SPDR Gold Shares 195,520 shares (about $48.53M)Invesco QQQ 95,333 shares (about $39.81M)Invesco Senior Loan ETF 664,344 shares (about $14.02M)SPDR Portfolio High Yield Bond ETF 440,771 shares (about $10.33M) Largest Sales this Quarter iShares MSCI India ETF 756,301 shares (about $38.73M)iShares iBoxx $ Investment Grade Corporate Bond ETF 251,469 shares (about $26.50M)iShares Russell 2000 ETF 92,014 shares (about $19.95M)iShares 5-10 Year Investment Grade Corporate Bond ETF 203,636 shares (about $10.37M)Vanguard Intermediate-Term Corporate Bond ETF 125,969 shares (about $10.00M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$172,175,939$64,433,915 ▲59.8%296,6049.5%FinanceNVDANVIDIA$129,157,109$3,577,965 ▼-2.7%950,3147.1%Computer and TechnologyQQQInvesco QQQ$102,864,749$39,814,881 ▲63.1%246,3005.7%FinanceBKLNInvesco Senior Loan ETF$77,814,818$14,017,659 ▲22.0%3,687,9064.3%ETFAAPLApple$61,302,301$6,993,241 ▼-10.2%258,8233.4%Computer and TechnologyGLDSPDR Gold Shares$59,410,300$48,530,015 ▲446.0%239,3553.3%FinanceSPHYSPDR Portfolio High Yield Bond ETF$56,541,618$10,327,263 ▲22.3%2,413,2153.1%ETFMETAMeta Platforms$49,901,553$1,904,865 ▼-3.7%81,0272.8%Computer and TechnologyAMZNAmazon.com$39,628,736$788,402 ▼-2.0%181,0032.2%Retail/WholesaleMSFTMicrosoft$38,876,616$541,704 ▲1.4%92,7952.1%Computer and TechnologyVOOVanguard S&P 500 ETF$30,880,805$5,543,393 ▲21.9%57,8411.7%ETFGOOGLAlphabet$25,963,714$1,986,070 ▲8.3%135,2001.4%Computer and TechnologyIVViShares Core S&P 500 ETF$22,467,841$341,244 ▼-1.5%38,5171.2%ETFCOSTCostco Wholesale$22,253,212$251,099 ▲1.1%23,7511.2%Retail/WholesaleAVGOBroadcom$21,257,432$7,063,978 ▲49.8%94,7681.2%Computer and TechnologyGOOGAlphabet$20,388,924$1,766,155 ▼-8.0%105,5491.1%Computer and TechnologyAMDAdvanced Micro Devices$20,211,527$6,817,127 ▲50.9%174,1771.1%Computer and TechnologyETEnergy Transfer$17,823,961$214,125 ▲1.2%917,8151.0%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$17,033,702$7,480,101 ▲78.3%81,7470.9%Computer and TechnologySNOWSnowflake$16,292,139$1,124,548 ▲7.4%100,2840.9%Computer and TechnologyPANWPalo Alto Networks$15,736,126$7,434,166 ▲89.5%90,7400.9%Computer and TechnologySMSM Energy$15,140,758$485,130 ▲3.3%349,2680.8%Oils/EnergySPYGSPDR Portfolio S&P 500 Growth ETF$14,169,937$1,392,512 ▲10.9%161,8870.8%ETFTSLATesla$12,696,254$452,761 ▲3.7%32,1640.7%Auto/Tires/TrucksSPYVSPDR Portfolio S&P 500 Value ETF$11,046,201$23,092 ▼-0.2%219,0840.6%ETFITAiShares U.S. Aerospace & Defense ETF$10,853,014$481,086 ▲4.6%74,8070.6%ETFOPBKOP Bancorp$10,761,7260.0%736,6000.6%FinanceIUSBiShares Core Total USD Bond Market ETF$10,447,374$435,343 ▼-4.0%233,3570.6%ManufacturingSOFISoFi Technologies$8,916,906$2,595,379 ▼-22.5%630,1700.5%FinanceVTIVanguard Total Stock Market ETF$8,154,114$257,707 ▲3.3%28,3820.4%ETFXLEEnergy Select Sector SPDR Fund$7,922,538$244,751 ▼-3.0%89,6320.4%ETFVVisa$7,821,980$1,047,751 ▼-11.8%25,4200.4%Business ServicesXLIIndustrial Select Sector SPDR Fund$7,691,694$6,735,354 ▲704.3%58,5680.4%ETFJNJJohnson & Johnson$7,597,579$604,329 ▼-7.4%53,4810.4%MedicalUSMViShares MSCI USA Min Vol Factor ETF$7,364,387$91,713 ▲1.3%83,9920.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,880,291$1,377,286 ▼-16.7%202,8390.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$6,711,954$211,583 ▲3.3%149,9210.4%ETFAFRMAffirm$6,457,055$517,923 ▲8.7%116,7430.4%Business ServicesJPMJPMorgan Chase & Co.$6,303,623$1,164,583 ▼-15.6%26,2790.3%FinanceJAAAJanus Henderson AAA CLO ETF$6,206,784$3,073,908 ▼-33.1%122,2050.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$5,866,792$174,482 ▲3.1%58,4050.3%ETFTALEN ENERGY CORP$5,793,638$5,793,638 ▲New Holding26,1210.3%COMQUALiShares MSCI USA Quality Factor ETF$5,775,758$367,686 ▲6.8%32,7520.3%ETFARM HOLDINGS PLC$5,667,929$5,667,929 ▲New Holding40,3440.3%SPONSORED ADSBSCPInvesco BulletShares 2025 Corporate Bond ETF$5,497,398$405,628 ▼-6.9%265,7030.3%ETFXLKTechnology Select Sector SPDR Fund$5,360,059$490,502 ▼-8.4%23,4290.3%ETFVWOVanguard FTSE Emerging Markets ETF$5,330,687$337,684 ▼-6.0%124,5200.3%ETFKDKyndryl$5,308,563$5,308,563 ▲New Holding144,4900.3%Business ServicesIVWiShares S&P 500 Growth ETF$5,163,121$713,720 ▼-12.1%51,0800.3%ETFLMTLockheed Martin$5,125,451$528,411 ▼-9.3%10,9510.3%AerospaceSUPER MICRO COMPUTER INC$5,113,375$5,113,375 ▲New Holding156,8520.3%COM NEWGOVTiShares U.S. Treasury Bond ETF$5,085,060$313,895 ▲6.6%228,3370.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,065,989$1,007,234 ▼-16.6%44,1750.3%ETFROSTRoss Stores$5,065,039$185,576 ▼-3.5%33,3800.3%Retail/WholesaleLLYEli Lilly and Company$4,890,826$2,238,229 ▼-31.4%6,1140.3%MedicalCVXChevron$4,830,933$1,114,548 ▼-18.7%31,5460.3%Oils/EnergyKOCoca-Cola$4,824,774$861,148 ▼-15.1%79,0040.3%Consumer StaplesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$4,382,240$225,010 ▲5.4%88,0500.2%ManufacturingPYPLPayPal$4,359,811$768,412 ▼-15.0%52,3010.2%Computer and TechnologyIAUiShares Gold Trust$4,299,339$291,122 ▼-6.3%84,6660.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$4,246,129$1,463,597 ▼-25.6%24,5090.2%ETFVEAVanguard FTSE Developed Markets ETF$4,223,807$649,593 ▼-13.3%88,8660.2%ETFAPPLOVIN CORP$4,220,815$731,230 ▼-14.8%13,2530.2%COM CL AVZVerizon Communications$4,154,945$1,390,767 ▼-25.1%109,8900.2%Computer and TechnologyBKMCBNY Mellon US Mid Cap Core Equity ETF$4,105,778$2,204,811 ▼-34.9%40,5790.2%ETFCSCOCisco Systems$4,102,117$1,079,761 ▼-20.8%69,8350.2%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$3,993,105$878,697 ▼-18.0%99,7030.2%TransportationPULSPGIM Ultra Short Bond ETF$3,978,174$218,135 ▲5.8%80,1890.2%ETFISRGIntuitive Surgical$3,956,785$1,177,673 ▲42.4%7,2270.2%MedicalVXUSVanguard Total International Stock ETF$3,955,688$975,587 ▲32.7%67,9320.2%ETFPMPhilip Morris International$3,775,465$1,354,941 ▼-26.4%32,2280.2%Consumer StaplesDYNFiShares U.S. Equity Factor Rotation Active ETF$3,714,172$490,192 ▼-11.7%73,1860.2%ETFBACBank of America$3,652,986$801,916 ▼-18.0%80,9800.2%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,626,102$171,849 ▲5.0%186,5280.2%ETFXOMExxon Mobil$3,558,714$896,950 ▼-20.1%33,4030.2%Oils/EnergyIBDQiShares iBonds Dec 2025 Term Corporate ETF$3,436,781$139,720 ▼-3.9%137,0330.2%ETFUNHUnitedHealth Group$3,271,735$1,110,192 ▼-25.3%6,2830.2%MedicalMOAltria Group$3,257,909$61,298 ▼-1.8%64,0440.2%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,252,230$1,969,481 ▲153.5%35,5280.2%ETFEFGiShares MSCI EAFE Growth ETF$3,232,059$449,123 ▼-12.2%33,4200.2%ETFEFViShares MSCI EAFE Value ETF$3,215,992$544,844 ▲20.4%61,9890.2%ETFTLTiShares 20+ Year Treasury Bond ETF$3,174,723$444,815 ▲16.3%37,1490.2%ETFABBVAbbVie$3,171,377$1,133,673 ▼-26.3%18,1050.2%MedicalBRK.BBerkshire Hathaway$3,169,543$494,024 ▼-13.5%7,1600.2%FinanceLRGFiShares U.S. Equity Factor ETF$3,146,911$314,895 ▲11.1%52,4660.2%ETFDISWalt Disney$3,107,477$775,647 ▼-20.0%28,6010.2%Consumer DiscretionaryZSZscaler$3,100,664$486,919 ▲18.6%16,3210.2%Computer and TechnologyPGProcter & Gamble$3,097,920$520,707 ▼-14.4%19,5380.2%Consumer StaplesQYLDGlobal X Nasdaq 100 Covered Call ETF$3,095,915$14,222 ▲0.5%170,0120.2%ManufacturingMAMastercard$3,064,851$434,519 ▼-12.4%6,0730.2%Business ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,057,107$1,013,755 ▼-24.9%69,2750.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,011,412$373,015 ▲14.1%48,6570.2%ETFSCHWCharles Schwab$3,006,405$71,533 ▼-2.3%41,3140.2%FinanceBNDVanguard Total Bond Market ETF$2,972,372$6,922,379 ▼-70.0%41,7230.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,927,412$65,080 ▲2.3%89,9640.2%ETFSCHXSchwab US Large-Cap ETF$2,893,043$36,717 ▼-1.3%125,6750.2%ETFVGLTVanguard Long-Term Treasury Index ETF$2,887,443$593,545 ▲25.9%53,3030.2%ETFHDHome Depot$2,879,739$424,202 ▼-12.8%7,3860.2%Retail/WholesaleMBBiShares MBS ETF$2,874,527$414,035 ▼-12.6%31,7560.2%ETFIXUSiShares Core MSCI Total International Stock ETF$2,862,141$1,243,634 ▼-30.3%43,8170.2%ManufacturingShowing 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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