Fund HoldingsDiversify Advisory Services, LLC

Total Portfolio Value
$655.00M
Total Bought
$44.19M
Total Sold
$2.55B
Net Transaction
-$2.51B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SERVICENOW INC(NOW)0169,735+169,735015,0882.30%+15,088
MARVELL TECHNOLOGY INC(MRVL)0132,230+132,230020,7033.16%+20,703
ORACLE CORP(ORCL)35,22886,106+50,8786,73214,1072.15%+7,375
ARM HOLDINGS PLC060,893+60,893012,2821.88%+12,282
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)06,875+6,87502,2680.35%+2,268
AFFIRM HLDGS INC(AFRM)0280,693+280,693017,8182.72%+17,818
ANNALY CAPITAL MANAGEMENT IN054,947+54,94701,2390.19%+1,239
AMERICOLD REALTY TRUST INC(COLD)057,845+57,84506940.11%+694
SMUCKER J M CO(SJM)08,039+8,03907780.12%+778
ASTRAZENECA PLC(AZN)02,634+2,63404880.07%+488
DOW HLDGS INC(DOW)038,363+38,36301,5170.23%+1,517
MOLINA HEALTHCARE INC(MOH)02,149+2,14904220.06%+422
KINETIK HOLDINGS INC(KNTK)032,640+32,64001,6200.25%+1,620
WEYERHAEUSER CO(WY)014,499+14,49903520.05%+352
ISHARES TR013,789+13,78903480.05%+348
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
06,546+6,54606740.10%+674
PROSHARES TR
PSHS ULT SEMICDT
03,030+3,03002390.04%+239
HOST HOTELS & RESORTS INC(HST)083,716+83,71601,7630.27%+1,763
ONEOK INC NEW(OKE)016,667+16,66701,4890.23%+1,489
CLEARWAY ENERGY INC(CWEN)034,601+34,60101,3230.20%+1,323
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
026,316+26,31608440.13%+844
SABRA HEALTH CARE REIT INC(SBRA)081,104+81,10401,6500.25%+1,650
SFL CORPORATION LTD
SHS
023,756+23,75602690.04%+269
COHERENT CORP(COHR)0954+95402910.04%+291
PLAINS GP HLDGS L P(PAGP)015,905+15,90503850.06%+385
LTC PPTYS INC(LTC)037,494+37,49401,4340.22%+1,434
MCKESSON CORP(MCK)0322+32202650.04%+265
ROLLINS INC(ROL)05,698+5,69803150.05%+315
MARRIOTT INTL INC NEW(MAR)02,356+2,35608340.13%+834
KINDER MORGAN INC DEL(KMI)036,558+36,55801,1640.18%+1,164
EPR PPTYS(EPR)021,970+21,97001,2390.19%+1,239
NORDIC AMERICAN TANKERS LIMI
COM
010,100+10,1000560.01%+56
BLUE OWL TECHNOLOGY FIN CORP099,432+99,43201,0690.16%+1,069
TORONTO DOMINION BK ONT(TD)02,042+2,04202130.03%+213
FIDELITY COVINGTON TRUST03,721+3,72103410.05%+341
M & T BK CORP(MTB)01,814+1,81403910.06%+391
PALANTIR TECHNOLOGIES INC(PLTR)(Call)000000
ROBINHOOD MKTS INC(HOOD)(Call)000000
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
010,860+10,86002640.04%+264
TIDAL TRUST III
ROCKEFELLER OPP
010,572+10,57202650.04%+265
BANK AMERICA CORP01,212+1,21201,4870.23%+1,487
GLOBAL X FDS
EMERGING MKT GRT
011,177+11,17703830.06%+383
MPLX LP(MPLX)010,331+10,33105740.09%+574
BLACKSTONE MORTGAGE TRUST IN(BXMT)040,708+40,70807770.12%+777
ISHARES TR08,712+8,71203170.05%+317
FIRST AMERN FINL CORP(FAF)03,404+3,40402420.04%+242
SUNPOWER INC000000
IRIDEX CORP000000
SKYX PLATFORMS CORP000000
OMEGA HEALTHCARE INVS INC(OHI)036,231+36,23101,6930.26%+1,693
SENESTECH INC000000
SPOTIFY TECHNOLOGY S A(SPOT)0802+80203560.05%+356
INNVENTURE INC000000
RICHTECH ROBOTICS INC000000
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
014,628+14,62802440.04%+244
VIRTRA INC000000
UNITED RENTALS INC(URI)01,506+1,50601,4340.22%+1,434
IMMUNITYBIO INC(IBRX)000000
WEST FRASER TIMBER LTD(WFG)05,462+5,46203450.05%+345
AGNC INVT CORP(AGNC)079,691+79,69108740.13%+874
FRANKLIN BSP RLTY TR INC021,035+21,03501890.03%+189
CURIOSITYSTREAM INC000000
INTELLICHECK INC000000
IZEA WORLDWIDE INC000000
PROSHARES TR
ULTRAPRO QQQ
05,680+5,68003510.05%+351
GLOBAL NET LEASE INC(GNL)042,404+42,40404040.06%+404
HERCULES CAPITAL INC(HCXY)020,917+20,91703240.05%+324
BRIGHTSPIRE CAPITAL INC010,548+10,5480610.01%+61
CION INVT CORP(CICB)000000
WESTERN UN CO(WU)000000
BLACKROCK ENHANCED EQUITY DI(BDJ)000000
RITHM CAPITAL CORP(RITM)049,525+49,52504780.07%+478
LINCOLN NATL CORP IND(LNC)022,445+22,44508300.13%+830
ARCTURUS THERAPEUTICS HLDGS000000
BOEING CO018,064+18,06401,2930.20%+1,293
ULTA BEAUTY INC(ULTA)0387+38702050.03%+205
DXP ENTERPRISES INC(DXPE)06,263+6,26301,0340.16%+1,034
CREXENDO INC000000
HEICO CORP NEW01,357+1,35702730.04%+273
DNP SELECT INCOME FD INC(DNP)000000
STATE STR SPDR DOW JONES IND(DIA)0705+70503450.05%+345
SIXTH STREET SPECIALTY LENDI(TSLX)038,336+38,33607260.11%+726
PINTEREST INC(PINS)019,989+19,98903940.06%+394
TRANSUNION(TRU)04,590+4,59003230.05%+323
TECHPRECISION CORP000000
QUEST DIAGNOSTICS INC(DGX)02,556+2,55604840.07%+484
HEALTHPEAK PROPERTIES INC(DOC)071,739+71,73901,1470.18%+1,147
INSEEGO CORP000000
BANCO SANTANDER SA(SAN)000000
WILLIAMS SONOMA INC(WSM)02,473+2,47304480.07%+448
BROOKFIELD RENEWABLE CORP(BEPC)035,969+35,96901,2660.19%+1,266
SILA REALTY TRUST INC038,323+38,32301,1660.18%+1,166
YATSEN HLDG LTD000000
KENVUE INC(KVUE)042,442+42,44207310.11%+731
CLEVELAND-CLIFFS INC NEW(CLF)000000
TARGET CORP(TGT)01,609+1,60902060.03%+206
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