Diversify Advisory Services, LLC — Q2 2025 13F Holdings

Name: Diversify Advisory Services, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002021232

Total reported value

$655.0M

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Full holdings list this quarter

Showing top 200 holdings (of 825 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SYK	Stryker CORP	Stock-Healthcare	0.07%	—	+811.67%
2	TTD	Trade Desk Inc/the -class A	Stock-Comm Services	0.07%	—	+120.93%
3	SNPS	Synopsys INC	Stock-Tech	0.07%	—	+455.60%
4	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	0.07%	—	+11.34%
5	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-Other	0.07%	—	+7.43%
6	SCHW	Schwab (charles) CORP	Stock-Financials	0.07%	—	+78.75%
7	BOCT	Innovator U.s. Equity Buffer	ETF-Other	0.07%	—	-6.16%
8	PRFZ	Inv Rafi US 1500 Sm-usd INC	ETF-Other	0.07%	—	+15.79%
9	PFEB	Innovator U.s. Equity Power	ETF-Other	0.07%	—	-4.84%
10	OPFI	Oppfi INC	Stock-Other	0.07%	—	+188.82%
11	HIMS	Hims & Hers Health INC	Stock-Healthcare	0.07%	—	-15.74%
12	WPC	Wp Carey INC	Stock-Real Estate	0.07%	—	—
13	VRSK	Verisk Analytics INC	Stock-Industrials	0.07%	—	—
14	AMCR	Amcor plc	Stock-Consumer Disc	0.06%	—	+60.84%
15	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.06%	—	+61.96%
16	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.06%	—	-1.72%
17	ADP	Automatic Data Processing	Stock-Tech	0.06%	—	+17.48%
18	EPR	Epr Properties	Stock-Real Estate	0.06%	—	+86.39%
19	EMR	Emerson Electric Co	Stock-Industrials	0.06%	—	+43.43%
20	XMAR	Ft Vest US Equity Enhance &	ETF-Other	0.06%	—	+0.15%
21	BIV	Vanguard Intermediate-term B	ETF-Other	0.06%	—	+602.66%
22	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.06%	—	—
23	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	0.06%	—	+23.50%
24	IRM	Iron Mountain INC	Stock-Real Estate	0.06%	—	+165.65%
25	IGM	Ishares Expanded Tech Sector	ETF-Tech	0.06%	—	+1.71%
26	SPG	Simon Property Group INC	Stock-Real Estate	0.06%	—	+566.60%
27	JCPB	Jpmorgan Core Plus Bond ETF	ETF-Other	0.06%	—	-8.46%
28	KLAC	Kla CORP	Stock-Tech	0.06%	—	+107.44%
29	ET	Energy Transfer LP	Stock-Energy	0.06%	—	+26.03%
30	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.06%	—	+53.38%
31	RBRK	Rubrik Inc-a	Stock-Tech	0.06%	—	—
32	CDNS	Cadence Design Sys INC	Stock-Tech	0.06%	—	+14.18%
33	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.06%	—	-18.74%
34	URI	United Rentals INC	Stock-Industrials	0.06%	—	+338.73%
35	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.06%	—	+66.22%
36	OUT	Outfront Media INC	Stock-Other	0.06%	—	+605.93%
37	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.06%	—	-5.94%
38	FTAI	FTAI Aviation Ltd.	Stock-Industrials	0.06%	—	+153.63%
39	EOG	Eog Resources INC	Stock-Energy	0.06%	—	+146.94%
40	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.06%	—	+125.20%
41	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.06%	—	-29.83%
42	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.06%	—	+53.55%
43	AHR	American Healthcare Reit INC	Stock-Real Estate	0.06%	—	-4.85%
44	VGT	Vanguard Info Tech ETF	ETF-Tech	0.06%	—	+23.33%
45	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.06%	—	-7.72%
46	JULW	Alianzim US Eq Bfr20 Jul-usd	ETF-Other	0.05%	—	—
47	CAT	Caterpillar INC	Stock-Industrials	0.05%	—	+41.73%
48	SBRA	Sabra Health Care Reit INC	Stock-Real Estate	0.05%	—	+488.69%
49	OHI	Omega Healthcare Investors	Stock-Real Estate	0.05%	—	+480.76%
50	IDXX	Idexx Laboratories INC	Stock-Healthcare	0.05%	—	+135.15%

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