Diversify Advisory Services, LLC
Top Portfolio Positions
174 positions ·
$519,461,217 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
448,932 | $78,293,740 | 15.07% | |
| AAPL |
Apple Inc.
Technology
|
132,290 | $33,573,879 | 6.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
48,173 | $27,561,218 | 5.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
75,981 | $25,677,778 | 4.94% | |
| AVGO |
Broadcom Inc.
Technology
|
75,982 | $23,517,188 | 4.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,630 | $22,610,842 | 4.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
102,942 | $21,439,730 | 4.13% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
88,965 | $18,098,149 | 3.48% | |
| NOW |
ServiceNow, Inc.
Technology
|
169,735 | $17,745,794 | 3.42% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
898,614 | $14,269,990 | 2.75% |
Portfolio Trend
9 quarters · across all stocks
Holdings in MSIF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $840,407 | 68,999 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,201,298 | 91,423 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,147,890 | 87,425 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||