DIVERSIFY ADVISORY SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROST | 29K | $4.60M |
 | BEP | 28K | $894.52K |
 | PCG | 28K | $444.99K |
 | TPCS | 28K | $131.24K |
 | TLN | 28K | $11.52M |
 | ZTS | 28K | $4.02M |
 | SMFG | 28K | $454.39K |
 | CWAN | 28K | $501.57K |
 | ARCC | 28K | $563.78K |
 | MP | 27K | $1.58M |
 | OKTA | 27K | $2.47M |
 | QCOM | 27K | $4.82M |
 | COST | 26K | $24.23M |
 | BRSP | 26K | $134.98K |
 | WFC | 26K | $2.27M |
 | FBRT | 26K | $259.47K |
 | SONY | 26K | $713.97K |
 | CPRT | 25K | $1.08M |
 | EXC | 25K | $1.16M |
 | FCX | 25K | $1.02M |
Ross Stores, Inc.
ROST
Shares Held
29K
Value
$4.60M
Brookfield Renewable Partners L.P.
BEP
Shares Held
28K
Value
$894.52K
Pacific Gas & Electric Co.
PCG
Shares Held
28K
Value
$444.99K
TechPrecision Corporation
TPCS
Shares Held
28K
Value
$131.24K
Talen Energy Corporation
TLN
Shares Held
28K
Value
$11.52M
Zoetis Inc.
ZTS
Shares Held
28K
Value
$4.02M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
28K
Value
$454.39K
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
28K
Value
$501.57K
Ares Capital Corporation
ARCC
Shares Held
28K
Value
$563.78K
MP Materials Corp.
MP
Shares Held
27K
Value
$1.58M
Okta, Inc.
OKTA
Shares Held
27K
Value
$2.47M
QUALCOMM Incorporated
QCOM
Shares Held
27K
Value
$4.82M
Costco Wholesale Corporation
COST
Shares Held
26K
Value
$24.23M
BrightSpire Capital, Inc.
BRSP
Shares Held
26K
Value
$134.98K
Wells Fargo & Company
WFC
Shares Held
26K
Value
$2.27M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
26K
Value
$259.47K
Sony Group Corporation
SONY
Shares Held
26K
Value
$713.97K
Copart, Inc.
CPRT
Shares Held
25K
Value
$1.08M
Exelon Corporation
EXC
Shares Held
25K
Value
$1.16M
Freeport-McMoRan Inc.
FCX
Shares Held
25K
Value
$1.02M