Diversify Advisory Services, LLC Purchases in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PCG
Pg&E Corp

Utilities
44.4K
+ 181.56%
$15.16 - $20.4 $673K - $906K
68.9K $1.19B
DXPE
Dxp Enterprises Inc

Industrials
8.76K
New
$76.67 - $107.03 $672K - $938K
8.76K $766M
INTC
Intel Corp

Technology
36.8K
+ 338.71%
$19.1 - $27.39 $704K - $1.01M
47.7K $971M
OKTA
Okta, Inc.

Technology
8
+ 0.03%
$78.83 - $116.72 $631 - $934
26.9K $3.03B
CRDO
Credo Technology Group Holding LTD

Technology
17K
New
$39.45 - $85.5 $671K - $1.45M
17K $735M
CTAS
Cintas Corp

Industrials
3.47K
New
$182.09 - $208.14 $631K - $722K
3.47K $726M
AZN
Astrazeneca PLC

Healthcare
9.29K
+ 76.87%
$65.37 - $77.96 $607K - $724K
21.4K $1.53B
MO
Altria Group, Inc.

Consumer Defensive
3.58K
+ 5.59%
$50.81 - $60.02 $182K - $215K
67.6K $3.97B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
10.7K
+ 26.46%
$93.1 - $106.93 $1M - $1.15M
51.3K $4.8B
ABBV
Abb Vie Inc.

Healthcare
1.79K
+ 9.88%
$169.2 - $216.66 $303K - $387K
19.9K $3.85B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.29K
+ 156.25%
$97.25 - $104.79 $612K - $659K
10.3K $1.06B
SRE
Sempra Energy

Utilities
9.01K
+ 335.8%
$67.85 - $87.67 $612K - $790K
11.7K $881M
AEP
American Electric Power CO Inc

Utilities
5.77K
+ 206.52%
$90.32 - $109.27 $521K - $630K
8.56K $929M
HDB
Hdfc Bank LTD

Financial Services
9.15K
New
$58.06 - $66.85 $531K - $612K
9.15K $663M
VTI
Vanguard Total Stock Market Et

ETFs
3.86K
+ 13.59%
$271.18 - $303.12 $1.05M - $1.17M
32.2K $8.79B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.5K
+ 148.32%
$55.41 - $60.74 $635K - $696K
19.2K $1.07B
TSN
Tyson Foods, Inc.

Consumer Defensive
10.4K
New
$54.27 - $63.81 $563K - $662K
10.4K $629M
Vanguard Malvern Fds
7.96K
New
N/A
7.96K $618M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
17.2K
New
$34.08 - $35.99 $586K - $619K
17.2K $589M
CPRT
Copart Inc

Consumer Cyclical
8.94K
+ 151.5%
$52.3 - $59.83 $468K - $535K
14.8K $898M
RACE
Ferrari N.V.

Consumer Cyclical
1.23K
New
$413.73 - $508.15 $508K - $624K
1.23K $568M
MRVL
Marvell Technology, Inc.

Technology
13.1K
+ 349.99%
$61.57 - $126.06 $807K - $1.65M
16.8K $988M
CSCO
Cisco Systems, Inc.

Technology
11.2K
+ 15.99%
$58.74 - $64.87 $656K - $724K
81K $4.64B
GS
Goldman Sachs Group Inc

Financial Services
1.05K
+ 30.4%
$524.81 - $672.19 $553K - $708K
4.52K $2.48B
OPFI
Opp Fi Inc.

Technology
56K
New
$7.18 - $16.94 $402K - $949K
56K $531M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.4K
New
$41.74 - $43.57 $518K - $541K
12.4K $522M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.36K
+ 27.86%
$110.75 - $119.78 $372K - $402K
15.4K $1.85B
VGLT
Vanguard Long Term Treasury Et

ETFs
5.75K
+ 10.79%
$53.99 - $58.43 $310K - $336K
59.1K $3.38B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.86K
+ 7.12%
$25.2 - $68.74 $72K - $196K
43K $1.51B
CBRE
Cbre Group, Inc.

Real Estate
3.99K
New
$121.79 - $147.13 $486K - $587K
3.99K $486M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.27K
+ 107.59%
$196.12 - $229.48 $445K - $520K
4.37K $916M
MCD
Mcdonalds Corp

Consumer Cyclical
822
+ 11.99%
$279.74 - $321.29 $230K - $264K
7.68K $2.42B
TPL
Texas Pacific Land Corp

Energy
358
New
$1180.08 - $1431.01 $422K - $512K
358 $476M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.47K
+ 58.46%
$45.92 - $47.58 $435K - $450K
25.7K $1.22B
AON
Aon PLC

Financial Services
1.35K
+ 168.2%
$348.44 - $409.32 $470K - $552K
2.15K $753M
MCO
Moodys Corp

Financial Services
1.04K
New
$437.8 - $527.48 $457K - $551K
1.04K $466M
TRU
Trans Union

Industrials
5.62K
New
$80.45 - $100.25 $452K - $563K
5.62K $463M
FNGS
Bank Of Montreal

ETFs
8.41K
New
$49.78 - $61.24 $419K - $515K
8.41K $452M
ATO
Atmos Energy Corp

Utilities
1.7K
+ 21.95%
$136.51 - $154.58 $232K - $262K
9.43K $1.51B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.5K
New
$21.23 - $23.75 $436K - $488K
20.5K $439M
SPGI
S&P Global Inc.

Financial Services
874
New
$478.26 - $543.77 $418K - $475K
874 $430M
EXC
Exelon Corp

Utilities
9.17K
New
$37.3 - $46.08 $342K - $423K
9.17K $430M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.8K
New
$147.38 - $176.39 $413K - $495K
2.8K $429M
FSMD
Fidelity Covington Tr Small Mi

ETFs
11.2K
New
$38.04 - $43.22 $424K - $482K
11.2K $429M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.62K
New
$79.66 - $108.41 $288K - $392K
3.62K $421M
EW
Edwards Lifesciences Corp

Healthcare
4.65K
+ 24.47%
$67.95 - $76.19 $316K - $354K
23.7K $1.8B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.43K
+ 58.44%
$106.22 - $111.09 $364K - $381K
9.3K $1.03B
HEIA
Heico Crp Cl A
2.03K
New
N/A
2.03K $403M
IDXX
Idexx Laboratories Inc

Healthcare
919
New
$406.29 - $469.04 $373K - $431K
919 $402M
Activity Summary
Buys All Purchases 369 New Holdings 94 Increased Positions 275 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 2
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