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
ED
Consolidated Edison Inc

Utilities
286
+ 10.15%
$98.05 - $113.3 $28K - $32.4K
3.1K $322M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
66
+ 0.73%
$23.2 - $23.63 $1.53K - $1.56K
9.17K $216M
IBMO
Ishares Tr Ibonds December 202

ETFs
63
+ 0.78%
$25.32 - $25.63 $1.6K - $1.61K
8.14K $209M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
141
+ 0.87%
$28.21 - $28.85 $3.98K - $4.07K
16.3K $468M
Cooper Cos Inc
737
+ 13.57%
N/A
6.17K $448M
JUPW
Jupiter Wellness, Inc.

Healthcare
4.89K
+ 34.37%
N/A
19.1K $8.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
59
+ 0.73%
$24.98 - $25.66 $1.47K - $1.51K
8.17K $209M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
17
+ 0.17%
$39.34 - $40.41 $669 - $687
9.74K $390M
Tidal Trust Iii
44
+ 0.41%
N/A
10.8K $261M
WFG
West Fraser Timber Co., LTD

Basic Materials
5
+ 0.15%
$70.53 - $78.77 $353 - $394
3.44K $248M
CHKP
Check Point Software Technologies LTD

Technology
317
+ 17.27%
$204.26 - $233.47 $64.8K - $74K
2.15K $390M
BMI
Badger Meter Inc

Technology
178
+ 10.27%
$170.72 - $254.17 $30.4K - $45.2K
1.91K $368M
AIG
American International Group, Inc.

Financial Services
23
+ 0.62%
$77.56 - $87.72 $1.78K - $2.02K
3.73K $293M
AJG
Arthur J. Gallagher & Co.

Financial Services
27
+ 3.34%
$310.86 - $348.77 $8.39K - $9.42K
835 $243M
CI
Cigna Corp

Healthcare
110
+ 10.79%
$301.89 - $340.04 $33.2K - $37.4K
1.13K $317M
PGR
Progressive Corp

Financial Services
11
+ 1.21%
$255.27 - $288.74 $2.81K - $3.18K
918 $223M
SPSC
Sps Commerce Inc

Technology
479
+ 19.87%
$121.61 - $152.67 $58.3K - $73.1K
2.89K $314M
PEN
Penumbra Inc

Healthcare
243
+ 8.41%
$253.22 - $299.78 $61.5K - $72.8K
3.13K $778M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.52K
+ 26.29%
$421.16 - $509.5 $639K - $773K
7.29K $2.83B
NOW
Service Now, Inc.

Technology
204
+ 7.1%
$721.65 - $1040.18 $147K - $212K
3.08K $2.63B
NVO
Novo Nordisk A S

Healthcare
766
+ 9.28%
$58.08 - $81.05 $44.5K - $62.1K
9.02K $449M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
14.6K
+ 23.67%
$16.65 - $26.78 $243K - $391K
76.2K $1.19B
OKTA
Okta, Inc.

Technology
190
+ 0.71%
$91.24 - $127.3 $17.3K - $24.2K
27.1K $2.42B
LLY
Eli Lilly & CO

Healthcare
424
+ 6.03%
$713.71 - $898.95 $303K - $381K
7.46K $4.77B
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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