Diversify Advisory Services, LLC Purchases in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
352
+ 73.95%
$415.82 - $510.91 $146K - $180K
828 $430M
MLN
Vaneck Long Muni ETF

ETFs
12.4K
New
$16.49 - $17.52 $205K - $218K
12.4K $209M
LUV
Southwest Airlines CO

Industrials
6.8K
New
$24.04 - $34.36 $164K - $234K
6.8K $209M
BWXT
Bwx Technologies, Inc.

Industrials
43
+ 1.5%
$89.24 - $144.06 $3.84K - $6.19K
2.9K $521M
RGEN
Repligen Corp

Healthcare
1.72K
New
$108.89 - $145.23 $187K - $249K
1.72K $208M
AVUV
American Centy ETF Tr Avantis

ETFs
2.17K
New
$75.17 - $91.21 $163K - $198K
2.17K $207M
Listed Fds Tr
2.4K
+ 54.28%
N/A
6.82K $413M
Brookfield Asset Managmt LTD
3.3K
New
N/A
3.3K $207M
MKL
Markel Corp

Financial Services
107
New
$1678.5 - $1997.36 $180K - $214K
107 $206M
XLI
Industrial Sector Spdr

ETFs
581
+ 10.76%
$116.42 - $147.52 $67.6K - $85.7K
5.98K $909M
FANG
Diamondback Energy, Inc.

Energy
1.47K
New
$119.25 - $161.49 $176K - $238K
1.47K $204M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.19K
New
$88.49 - $92.4 $194K - $202K
2.19K $203M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.28K
New
$75.29 - $91.16 $172K - $208K
2.28K $202M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
4.39K
+ 55.17%
$42.73 - $45.32 $188K - $199K
12.4K $557M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.98K
+ 54.42%
$73.02 - $90.22 $145K - $179K
5.62K $510M
GWRE
Guidewire Software, Inc.

Technology
964
New
$172.73 - $257.37 $167K - $248K
964 $200M
PECO
Phillips Edison & Company, Inc.

Real Estate
5.93K
New
$33.53 - $37.33 $199K - $221K
5.93K $200M
SO
Southern CO

Utilities
1.8K
+ 15.18%
$84.91 - $92.56 $153K - $167K
13.7K $1.28B
VMI
Valmont Industries Inc

Industrials
301
+ 31.19%
$263.86 - $333.86 $79.4K - $100K
1.27K $480M
DOW
Dow Inc.

Basic Materials
12.1K
+ 154.73%
$25.81 - $34.89 $312K - $422K
19.9K $433M
VB
Vanguard Small Cap ETF

ETFs
518
+ 23.88%
$193.73 - $237.37 $100K - $123K
2.69K $659M
IWB
Ishares Tr Russell 1000 ETF

ETFs
357
+ 28.22%
$272.36 - $339.57 $97.2K - $121K
1.62K $572M
F
Ford Motor CO

Consumer Cyclical
12.2K
+ 27.18%
$8.69 - $10.85 $106K - $132K
57K $641M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
615
+ 16.23%
$103.49 - $133.44 $63.6K - $82.1K
4.4K $585M
PJT
Pjt Partners Inc.

Financial Services
395
+ 15.25%
$125.44 - $166.41 $49.5K - $65.7K
2.99K $546M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.64K
+ 15.68%
$22.92 - $28.05 $83.5K - $102K
26.9K $775M
SFL
Sfl Corp Ltd.

Industrials
19.5K
New
$7.1 - $8.92 $138K - $173K
19.5K $179M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.11K
+ 13.18%
$30.87 - $39.17 $65.1K - $82.6K
18.1K $734M
CB
Chubb LTD

Financial Services
688
+ 86.65%
$274.32 - $302.46 $189K - $208K
1.48K $400M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.4K
+ 5.32%
$72.02 - $73.82 $173K - $177K
47.6K $3.5B
OXY
Occidental Petroleum Corp

Energy
2.57K
+ 16.5%
$36.11 - $49.33 $92.9K - $127K
18.2K $802M
IAU
Ishares Gold Trust

ETFs
1.99K
+ 1.97%
$56.1 - $64.74 $112K - $129K
103K $6.52B
ALLE
Allegion PLC

Industrials
758
+ 50.87%
$118.52 - $145.64 $89.8K - $110K
2.25K $374M
POOL
Pool Corp

Industrials
456
+ 33.63%
$285.0 - $325.66 $130K - $149K
1.81K $567M
YPF
Ypf Sociedad Anonima

Energy
3.73K
+ 26.01%
$27.16 - $36.96 $101K - $138K
18.1K $614M
VZ
Verizon Communications Inc

Communication Services
3.02K
+ 2.49%
$41.67 - $45.62 $126K - $138K
124K $5.38B
Natwest Group PLC
11.4K
New
N/A
11.4K $167M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.42K
+ 18.65%
$105.23 - $109.61 $149K - $155K
9K $987M
CVLT
Commvault Systems Inc

Technology
619
+ 33.14%
$139.35 - $190.99 $86.3K - $118K
2.49K $479M
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.7K
+ 43.27%
$25.48 - $27.78 $171K - $186K
22.2K $582M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.68K
+ 20.51%
$73.0 - $85.5 $122K - $143K
9.86K $833M
SLF
Sun Life Financial Inc

Financial Services
2.9K
+ 51.16%
$53.39 - $66.45 $155K - $193K
8.57K $494M
Franklin Templeton ETF Tr
671
+ 13.63%
N/A
5.6K $455M
LECO
Lincoln Electric Holdings Inc

Industrials
350
+ 29.76%
$167.18 - $211.38 $58.5K - $74K
1.53K $369M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3.3K
+ 39.95%
$32.99 - $38.56 $109K - $127K
11.6K $457M
ASND
Ascendis Pharma A/S

Healthcare
467
+ 23.46%
$137.41 - $179.1 $64.2K - $83.6K
2.46K $482M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.73K
+ 9.69%
$105.69 - $140.64 $183K - $243K
19.5K $2.38B
Techprecision Corp
25.1K
New
N/A
25.1K $140M
GILD
Gilead Sciences, Inc.

Healthcare
674
+ 18.61%
$96.91 - $113.0 $65.3K - $76.2K
4.3K $516M
Activity Summary
Buys All Purchases 675 New Holdings 243 Increased Positions 432 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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