Diversify Advisory Services, LLC
- SEC CIK
- 0002021232
- Latest filing
- Aug 7, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 30, 2024. Long positions only.
- Positions
- 628
- No filing for Q4 2023
- Portfolio value
- $1.70B
- No filing for Q4 2023
Diversify Advisory Services, LLC did not file a 13F for Q4 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FAFFirst American Financial Corp | Stock | 5,292 | $316.2K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 4,340 | $316.3K | <0.1% | – | – | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,694 | $316.4K | <0.1% | – | – | – |
| VMIValmont Industries Inc | COM | 1,402 | $316.5K | <0.1% | – | – | History |
| DBX ETF Tr233051283 | XTRACKERS SHRT | 7,213 | $318.5K | <0.1% | – | – | – |
| RGENRepligen Corp | COM | 1,766 | $323.1K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 1,329 | $324.4K | <0.1% | – | – | History |
| DVDoubleVerify Holdings, Inc. | COM | 9,544 | $325.2K | <0.1% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 2,292 | $325.3K | <0.1% | – | – | History |
| SMCISuper Micro Computer, Inc. | COM | 314 | $325.7K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,447 | $328.0K | <0.1% | – | – | – |
| FASTFastenal Co | Stock | 4,286 | $328.2K | <0.1% | – | – | History |
| APPAppLovin Corp | COM CL A | 4,752 | $328.6K | <0.1% | – | – | History |
| KNSLKinsale Capital Group, Inc. | Stock | 642 | $329.2K | <0.1% | – | – | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 3,944 | $329.6K | <0.1% | – | – | History |
| ARCCAres Capital Corp | CEF | 16,215 | $330.6K | <0.1% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,105 | $330.7K | <0.1% | – | – | – |
| GXOGXO Logistics, Inc. | Stock | 6,303 | $331.7K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 653 | $337.0K | <0.1% | – | – | History |
| ICLRIcon PLC | COM | 1,019 | $338.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 1,676 | $338.6K | <0.1% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,203 | $340.2K | <0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 3,315 | $341.6K | <0.1% | – | – | – |
| HALOHalozyme Therapeutics, Inc. | COM | 8,331 | $344.2K | <0.1% | – | – | History |
| RRCRange Resources Corp | COM | 9,904 | $344.8K | <0.1% | – | – | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 13,650 | $348.1K | <0.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,662 | $349.5K | <0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 11,929 | $350.4K | <0.1% | – | – | History |
| LSCCLattice Semiconductor Corp | COM | 4,501 | $350.9K | <0.1% | – | – | History |
| KBRKBR, Inc. | COM | 5,565 | $352.4K | <0.1% | – | – | History |
| CWHCamping World Holdings, Inc. | CL A | 12,629 | $353.0K | <0.1% | – | – | History |
| CLXClorox Co | Stock | 2,349 | $356.3K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 3,734 | $358.7K | <0.1% | – | – | History |
| UTZUtz Brands, Inc. | COM CL A | 19,296 | $359.1K | <0.1% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,341 | $360.2K | <0.1% | – | – | – |
| RMDResmed Inc | COM | 1,904 | $360.5K | <0.1% | – | – | History |
| GAPGap Inc | COM | 13,285 | $362.0K | <0.1% | – | – | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,189 | $362.8K | <0.1% | – | – | – |
| AIZAssurant, Inc. | Stock | 1,975 | $369.8K | <0.1% | – | – | History |
| BLBlackline, Inc. | COM | 5,791 | $370.6K | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,189 | $371.0K | <0.1% | – | – | History |
| NCNOnCino, Inc. | COM | 10,548 | $372.9K | <0.1% | – | – | History |
| BlackRock ETF Trust09290C608 | ISHA WORL EX ETF | 8,263 | $375.8K | <0.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,741 | $376.6K | <0.1% | – | – | – |
| WHDCactus, Inc. | CL A | 7,650 | $379.8K | <0.1% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,990 | $380.8K | <0.1% | – | – | – |
| CHHChoice Hotels International Inc | COM | 3,091 | $382.4K | <0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 6,670 | $382.9K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 2,995 | $385.4K | <0.1% | – | – | History |
| AVYAvery Dennison Corp | COM | 1,735 | $387.9K | <0.1% | – | – | History |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 7,743 | $389.5K | <0.1% | – | – | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 26,891 | $392.3K | <0.1% | – | – | History |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,940 | $395.9K | <0.1% | – | – | – |
| LKQLKQ Corp | COM | 7,506 | $399.2K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 1,616 | $400.5K | <0.1% | – | – | History |
| SUMSummit Materials, Inc. | CL A | 9,366 | $403.8K | <0.1% | – | – | History |
| Franklin Templeton ETF Tr35473P512 | INTEL MACHI ETF | 6,925 | $404.9K | <0.1% | – | – | – |
| APPFAppfolio Inc | COM CL A | 1,683 | $405.9K | <0.1% | – | – | History |
| iShares Tr464287127 | MORNINGSTR US EQ | 5,687 | $411.1K | <0.1% | – | – | – |
| TYLTyler Technologies Inc | COM | 991 | $412.9K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,593 | $413.0K | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 7,178 | $414.0K | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,442 | $414.4K | <0.1% | – | – | – |
| ALGNAlign Technology Inc | COM | 1,301 | $415.9K | <0.1% | – | – | History |
| SHELShell plc | ADR | 6,156 | $418.1K | <0.1% | – | – | History |
| iShares S&P 100 ETF464287101 | ETF | 1,696 | $419.1K | <0.1% | – | – | – |
| PBHPrestige Consumer Healthcare Inc. | COM | 5,851 | $419.4K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 7,915 | $419.6K | <0.1% | – | – | – |
| ARMArm Holdings PLC | ADR | 3,310 | $420.1K | <0.1% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 2,241 | $426.5K | <0.1% | – | – | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 6,101 | $428.8K | <0.1% | – | – | – |
| FSVFirstService Corp | COM | 2,601 | $428.9K | <0.1% | – | – | History |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,650 | $429.4K | <0.1% | – | – | – |
| UFPTUfp Technologies Inc | COM | 1,713 | $429.7K | <0.1% | – | – | History |
| CWCurtiss Wright Corp | Stock | 1,682 | $432.3K | <0.1% | – | – | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,710 | $435.4K | <0.1% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 11,159 | $444.5K | <0.1% | – | – | – |
| CBChubb Ltd | Stock | 1,729 | $445.1K | <0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,150 | $448.4K | <0.1% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 2,697 | $459.7K | <0.1% | – | – | History |
| NVTnVent Electric plc | SHS | 6,174 | $464.0K | <0.1% | – | – | History |
| PIIPolaris Inc. | Stock | 4,708 | $465.9K | <0.1% | – | – | History |
| EVREvercore Inc. | CLASS A | 2,476 | $468.6K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 1,866 | $468.9K | <0.1% | – | – | History |
| AZEKAZEK Co Inc. | CL A | 9,548 | $469.3K | <0.1% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 1,771 | $471.1K | <0.1% | – | – | History |
| AMXAmerica Movil SAB de CV | SPON ADS RP CL B | 25,194 | $472.4K | <0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,630 | $474.2K | <0.1% | – | – | – |
| CUBECubeSmart | REIT | 10,589 | $476.8K | <0.1% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,835 | $480.2K | <0.1% | – | – | – |
| ZSZscaler, Inc. | Stock | 2,509 | $482.1K | <0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 4,639 | $487.3K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,161 | $489.1K | <0.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,914 | $492.0K | <0.1% | – | – | – |
| FMCFMC Corp | COM NEW | 7,851 | $492.7K | <0.1% | – | – | History |
| FICOFair Isaac Corp | COM | 396 | $496.7K | <0.1% | – | – | History |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 49,584 | $496.8K | <0.1% | – | – | History |
| TSCOTractor Supply Co | COM | 1,926 | $497.4K | <0.1% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 4,291 | $497.9K | <0.1% | – | – | History |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 39,574 | $499.8K | <0.1% | – | – | History |