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
VFMO
Vanguard Wellington Fd U S Mom

ETFs
356
+ 12.7%
$134.25 - $172.52 $47.8K - $61.4K
3.16K $566M
AAL
American Airlines Group Inc.

Industrials
10.5K
New
N/A
10.5K $136M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.05K
+ 44.59%
$45.88 - $54.4 $93.8K - $111K
6.63K $370M
MMM
3 M CO

Industrials
635
+ 38.96%
$126.09 - $154.15 $80.1K - $97.9K
2.27K $357M
VBR
Vanguard Small Cap Value ETF

ETFs
153
+ 3.34%
$162.76 - $195.77 $24.9K - $30K
4.73K $958M
AMPL
Amplitude, Inc.

Technology
11.5K
New
$7.71 - $12.97 $88.8K - $149K
11.5K $129M
HMY
Harmony Gold Mining CO LTD

Basic Materials
7.98K
+ 24.82%
$12.96 - $17.99 $103K - $144K
40.1K $623M
CXDO
Crexendo, Inc.

Communication Services
21.8K
New
$4.12 - $6.07 $89.9K - $132K
21.8K $125M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.61K
+ 7.43%
$21.55 - $22.2 $121K - $124K
81.1K $1.79B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.01K
+ 24.24%
$12.23 - $15.46 $61.3K - $77.4K
25.7K $419M
IDN
Intellicheck, Inc.

Technology
23.7K
New
$2.27 - $6.07 $53.7K - $144K
23.7K $119M
AES
Aes Corp

Utilities
5.08K
+ 24.3%
$9.63 - $12.55 $48.9K - $63.7K
26K $335M
PAM
Pampa Energy Inc.

Utilities
1.35K
+ 23.25%
$62.85 - $85.07 $85K - $115K
7.17K $546M
STE
Steris PLC

Healthcare
314
+ 14.95%
$208.55 - $252.55 $65.5K - $79.3K
2.42K $589M
DNP
Dnp Select Income Fund Inc

Financial Services
11.7K
New
$8.89 - $9.88 $104K - $115K
11.7K $115M
Atlassian Corporation
1.23K
+ 105.58%
N/A
2.39K $378M
Aegon LTD
10.5K
+ 30.55%
N/A
45K $335M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.53K
+ 7.65%
$20.42 - $25.3 $31.3K - $38.8K
21.6K $569M
BMY
Bristol Myers Squibb CO

Healthcare
2.95K
+ 28.58%
$44.12 - $59.6 $130K - $176K
13.3K $618M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
127
+ 0.07%
$14.97 - $16.79 $1.9K - $2.13K
171K $2.9B
KT
Kt Corp

Communication Services
4.3K
+ 27.76%
$16.71 - $20.78 $71.9K - $89.4K
19.8K $398M
SAN
Banco Santander, S.A.

Financial Services
11.1K
New
$5.72 - $8.32 $63.4K - $92.2K
11.1K $104M
VOOV
Vanguard S&P 500 Value ETF

ETFs
111
+ 2.31%
$162.65 - $188.71 $18.1K - $20.9K
4.92K $953M
PEG
Public Service Enterprise Group Inc

Utilities
874
+ 23.19%
$77.13 - $84.18 $67.4K - $73.6K
4.64K $408M
Atlanta Braves Hldgs Inc
681
+ 4.43%
N/A
16K $712M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.29K
+ 27.03%
$107.83 - $119.94 $139K - $155K
6.07K $655M
EOSE
Eos Energy Enterprises, Inc.

Industrials
16.1K
New
$3.3 - $7.11 $53K - $114K
16.1K $98.2M
First Tr Exchng Traded Fd Vi
62
+ 0.15%
N/A
41.6K $1.61B
SHEL
Shell PLC

Energy
881
+ 20.94%
$59.75 - $73.05 $52.6K - $64.4K
5.09K $368M
SCHV
Schwab Strategic Tr Us Large C

ETFs
164
+ 0.46%
$23.55 - $27.67 $3.86K - $4.54K
35.5K $1B
ACN
Accenture PLC

Technology
2.61K
+ 29.8%
$279.23 - $323.21 $728K - $842K
11.4K $2.7B
KC
Kingsoft Cloud Holdings LTD

Technology
5.51K
+ 36.04%
$10.98 - $15.9 $60.5K - $87.7K
20.8K $278M
CDW
Cdw Corp

Technology
495
+ 32.35%
$144.49 - $190.68 $71.5K - $94.4K
2.03K $332M
FSMD
Fidelity Covington Tr Small Mi

ETFs
877
+ 7.86%
$34.67 - $41.47 $30.4K - $36.4K
12K $514M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
830
+ 14.65%
$102.02 - $103.5 $84.7K - $85.9K
6.5K $669M
LVHI
Franklin International Low Vol

ETFs
69
+ 0.19%
$28.91 - $33.28 $1.99K - $2.3K
36K $1.24B
VV
Vanguard Large Cap ETF

ETFs
163
+ 20.27%
$228.25 - $285.3 $37.2K - $46.5K
967 $287M
Sila Realty Trust Inc
3.14K
+ 24.41%
N/A
16K $406M
MSCI
Msci Inc.

Financial Services
115
+ 10.07%
$506.56 - $576.74 $58.3K - $66.3K
1.26K $692M
MPC
Marathon Petroleum Corp

Energy
50
+ 1.58%
$118.55 - $170.08 $5.93K - $8.5K
3.22K $513M
UFPT
Ufp Technologies Inc

Healthcare
287
+ 25.83%
$186.83 - $253.3 $53.6K - $72.7K
1.4K $307M
Lithium Argentina Ag
19.3K
New
N/A
19.3K $69.7M
Ishares Tr
857
+ 9.95%
N/A
9.47K $275M
Blackrock ETF Trust
1.67K
+ 7.39%
N/A
24.3K $656M
First Tr Exchng Traded Fd Vi
382
+ 1.92%
N/A
20.3K $803M
HALO
Halozyme Therapeutics, Inc.

Healthcare
727
+ 11.72%
$47.91 - $70.14 $34.8K - $51K
6.93K $444M
TDY
Teledyne Technologies Inc

Technology
26
+ 4.55%
$435.54 - $512.31 $11.3K - $13.3K
597 $330M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
183
+ 4.56%
$86.58 - $104.98 $15.8K - $19.2K
4.2K $453M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
180
+ 5.35%
$83.8 - $101.39 $15.1K - $18.3K
3.54K $375M
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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