Fund Holdings — Diversify Advisory Services, LLC

Total Portfolio Value
$655.00M
Total Bought
$43.95M
Total Sold
$2.53B
Net Transaction
-$2.49B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SERVICENOW INC(NOW)35,835169,735+133,9004,56215,0882.30%+10,526
MARVELL TECHNOLOGY INC(MRVL)147,542132,230-15,31211,87120,7033.16%+8,832
ORACLE CORP(ORCL)35,22886,106+50,8786,73214,1072.15%+7,375
ARM HOLDINGS PLC65,45560,893-4,5626,92412,2821.88%+5,358
MICRON TECHNOLOGY INC(MU)39,58332,447-7,13614,35916,8222.57%+2,463
MEDICAL PROPERTIES TRUST INC(MPT)0303,781+303,78101,5580.24%+1,558
CADENCE DESIGN SYSTEM INC(CDNS)2,3046,875+4,5717312,2680.35%+1,537
AFFIRM HLDGS INC(AFRM)221,156280,693+59,53716,53417,8182.72%+1,285
ANNALY CAPITAL MANAGEMENT IN8,24354,947+46,7042011,2390.19%+1,037
AMERICOLD REALTY TRUST INC(COLD)057,845+57,84506940.11%+694
SMUCKER J M CO(SJM)2,8158,039+5,2242877780.12%+491
ASTRAZENECA PLC(AZN)02,634+2,63404880.07%+488
DOW HLDGS INC(DOW)39,55338,363-1,1901,0901,5170.23%+427
MOLINA HEALTHCARE INC(MOH)02,149+2,14904220.06%+422
KINETIK HOLDINGS INC(KNTK)32,38932,640+2511,2521,6200.25%+368
WEYERHAEUSER CO(WY)014,499+14,49903520.05%+352
GRAPHIC PACKAGING HLDG CO(GPK)030,780+30,78002950.05%+295
SANOFI SA(SNY)05,359+5,35902470.04%+247
GRANITESHARES ETF TR
2X LONG NVDA ETF
4,9216,546+1,6254296740.10%+245
PROSHARES TR
PSHS ULT SEMICDT
03,030+3,03002390.04%+239
HOST HOTELS & RESORTS INC(HST)84,51983,716-8031,5711,7630.27%+192
ONEOK INC NEW(OKE)17,78016,667-1,1131,3231,4890.23%+166
CLEARWAY ENERGY INC(CWEN)34,49434,601+1071,1691,3230.20%+154
ISHARES TR10,82613,789+2,9632393480.05%+109
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
27,04526,316-7297638440.13%+82
SABRA HEALTH CARE REIT INC(SBRA)81,86181,104-7571,5751,6500.25%+75
SFL CORPORATION LTD
SHS
23,99723,756-2411982690.04%+71
COHERENT CORP(COHR)1,156954-2022212910.04%+70
PLAINS GP HLDGS L P(PAGP)15,89915,905+63273850.06%+58
LTC PPTYS INC(LTC)37,30937,494+1851,3771,4340.22%+56
MCKESSON CORP(MCK)249322+732092650.04%+56
ROLLINS INC(ROL)4,2635,698+1,4352673150.05%+48
MARRIOTT INTL INC NEW(MAR)2,4272,356-717918340.13%+43
KINDER MORGAN INC DEL(KMI)40,10036,558-3,5421,1211,1640.18%+43
EPR PPTYS(EPR)21,75621,970+2141,2161,2390.19%+23
NORDIC AMERICAN TANKERS LIMI
COM
10,10010,100041560.01%+15
BLUE OWL TECHNOLOGY FIN CORP75,18899,432+24,2441,0641,0690.16%+5
TORONTO DOMINION BK ONT(TD)2,2302,042-1882092130.03%+4
FIDELITY COVINGTON TRUST3,7573,721-363383410.05%+3
M & T BK CORP(MTB)1,8341,814-203893910.06%+2
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
10,86010,86002652640.04%-2
TIDAL TRUST III
ROCKEFELLER OPP
10,88910,572-3172742650.04%-8
BANK AMERICA CORP1,2071,212+51,5001,4870.23%-12
GLOBAL X FDS
EMERGING MKT GRT
12,27311,177-1,0963973830.06%-14
MPLX LP(MPLX)10,39910,331-685885740.09%-15
BLACKSTONE MORTGAGE TRUST IN(BXMT)40,41440,708+2947937770.12%-16
ISHARES TR8,5988,712+1143383170.05%-21
FIRST AMERN FINL CORP(FAF)4,3043,404-9002642420.04%-21
SUNPOWER INC(SPWR)14,8190-14,819260—-26
IRIDEX CORP(IRIX)19,1340-19,134270—-27
SKYX PLATFORMS CORP12,1950-12,195310—-31
OMEGA HEALTHCARE INVS INC(OHI)38,58436,231-2,3531,7251,6930.26%-32
SENESTECH INC(SNES)16,0320-16,032340—-34
SPOTIFY TECHNOLOGY S A(SPOT)777802+253923560.05%-36
INNVENTURE INC(INV)10,4240-10,424390—-39
RICHTECH ROBOTICS INC(RR)11,9200-11,920460—-46
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
17,74614,628-3,1183002440.04%-56
VIRTRA INC(VTSI)11,9990-11,999580—-58
UNITED RENTALS INC(URI)1,6201,506-1141,4931,4340.22%-58
IMMUNITYBIO INC(IBRX)10,8960-10,896600—-60
WEST FRASER TIMBER LTD(WFG)5,7805,462-3184053450.05%-60
AGNC INVT CORP(AGNC)78,39079,691+1,3019358740.13%-61
FRANKLIN BSP RLTY TR INC(FBRT)25,63921,035-4,6042641890.03%-75
CURIOSITYSTREAM INC(CURI)20,6480-20,648760—-76
INTELLICHECK INC(IDN)13,2330-13,233780—-78
IZEA WORLDWIDE INC(IZEA)19,6340-19,634820—-82
PROSHARES TR
ULTRAPRO QQQ
8,0335,680-2,3534353510.05%-84
GLOBAL NET LEASE INC(GNL)52,02042,404-9,6164934040.06%-89
HERCULES CAPITAL INC(HCXY)22,00320,917-1,0864163240.05%-92
BRIGHTSPIRE CAPITAL INC(BRSP)25,76310,548-15,215154610.01%-92
CION INVT CORP(CICB)10,0420-10,042950—-95
WESTERN UN CO(WU)10,3470-10,347960—-96
BLACKROCK ENHANCED EQUITY DI(BDJ)10,3010-10,301980—-98
RITHM CAPITAL CORP(RITM)49,15849,525+3675784780.07%-100
LINCOLN NATL CORP IND(LNC)22,81822,445-3739338300.13%-103
ARCTURUS THERAPEUTICS HLDGS(ARCT)15,0000-15,0001090—-109
BOEING CO17,99418,064+701,4031,2930.20%-110
ULTA BEAUTY INC(ULTA)481387-943192050.03%-114
DXP ENTERPRISES INC(DXPE)9,2606,263-2,9971,1481,0340.16%-114
CREXENDO INC(CXDO)15,7210-15,7211140—-114
HEICO CORP NEW1,4271,357-703892730.04%-116
DNP SELECT INCOME FD INC(DNP)11,6790-11,6791170—-117
STATE STR SPDR DOW JONES IND(DIA)952705-2474703450.05%-125
SIXTH STREET SPECIALTY LENDI(TSLX)38,45438,336-1188587260.11%-131
PINTEREST INC(PINS)20,48519,989-4965313940.06%-136
TRANSUNION(TRU)5,4284,590-8384683230.05%-145
TECHPRECISION CORP(TPCS)29,0380-29,0381450—-145
QUEST DIAGNOSTICS INC(DGX)3,3252,556-7696304840.07%-146
HEALTHPEAK PROPERTIES INC(DOC)72,85671,739-1,1171,2991,1470.18%-152
INSEEGO CORP(INSG)12,7000-12,7001540—-154
BANCO SANTANDER SA(SAN)12,7410-12,7411560—-156
WILLIAMS SONOMA INC(WSM)2,8782,473-4056094480.07%-161
BROOKFIELD RENEWABLE CORP(BEPC)36,18735,969-2181,4291,2660.19%-163
SILA REALTY TRUST INC55,68938,323-17,3661,3351,1660.18%-169
YATSEN HLDG LTD(YSG)41,5590-41,5591750—-175
KENVUE INC(KVUE)52,76542,442-10,3239087310.11%-176
CLEVELAND-CLIFFS INC NEW(CLF)12,7800-12,7801790—-179
TARGET CORP(TGT)3,4881,609-1,8793882060.03%-182
SYNOPSYS INC(SNPS)1,4251,141-2847365490.08%-187
ARGENX SE(ARGX)2500-2502000—-200
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Diversify Advisory Services, LLC — 13F Holdings — Q1 2026 | TickerTrail