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
SBUX
Starbucks Corp

Consumer Cyclical
5.29K
+ 76.13%
$91.75 - $115.81 $486K - $613K
12.2K $1.04B
ZTS
Zoetis Inc.

Healthcare
3.22K
+ 24.67%
$156.48 - $175.67 $504K - $565K
16.3K $2.53B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.63K
+ 88.81%
$81.83 - $82.73 $379K - $383K
9.85K $818M
XEL
Xcel Energy Inc

Utilities
5.4K
New
$63.37 - $72.1 $342K - $390K
5.4K $382M
INTU
Intuit Inc

Technology
607
+ 20.67%
$555.63 - $630.23 $337K - $383K
3.54K $2.21B
DUOL
Duolingo, Inc.

Technology
972
New
$272.49 - $441.39 $265K - $429K
972 $374M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
251
+ 0.3%
$87.68 - $94.52 $22K - $23.7K
84.2K $7.74B
MELI
Mercadolibre Inc

Consumer Cyclical
123
+ 71.51%
$1739.0 - $2260.0 $214K - $278K
295 $673M
PJT
Pjt Partners Inc.

Financial Services
2.59K
New
$135.97 - $177.59 $352K - $460K
2.59K $366M
Blackrock ETF Trust Ii
12.4K
New
N/A
12.4K $364M
TTD
Trade Desk, Inc.

Technology
11.3K
+ 272.58%
$53.59 - $126.58 $606K - $1.43M
15.5K $845M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.47K
+ 8.31%
$71.17 - $73.66 $247K - $255K
45.2K $3.32B
JPM
Jpmorgan Chase & CO

Financial Services
907
+ 3.45%
$225.19 - $279.95 $204K - $254K
27.2K $6.65B
MGV
Vanguard Mega Cap Value

ETFs
2.8K
+ 25.52%
$123.61 - $133.01 $346K - $373K
13.8K $1.7B
FISV
Fiserv Inc

Technology
1.86K
New
N/A
1.86K $345M
ASND
Ascendis Pharma A/S

Healthcare
1.99K
New
$119.49 - $168.84 $238K - $336K
1.99K $332M
Ishares Bitcoin Trust ETF
6.11K
New
N/A
6.11K $332M
HD
Home Depot, Inc.

Consumer Cyclical
1.55K
+ 21.01%
$347.25 - $424.87 $539K - $659K
8.94K $3.21B
VRNA
Verona Pharma PLC

Healthcare
2.1K
+ 34.04%
$44.81 - $69.63 $94.1K - $146K
8.27K $605M
APH
Amphenol Corp

Technology
4.24K
New
$61.62 - $78.55 $261K - $333K
4.24K $325M
BNDX
Vanguard Total International B

ETFs
6.1K
+ 43.92%
$48.33 - $49.5 $295K - $302K
20K $988M
NDAQ
Nasdaq, Inc.

Financial Services
4.11K
New
$72.17 - $83.76 $296K - $344K
4.11K $312M
PEG
Public Service Enterprise Group Inc

Utilities
3.77K
New
$78.2 - $90.39 $295K - $341K
3.77K $308M
DHR
Danaher Corp

Healthcare
1.53K
New
$201.62 - $250.59 $309K - $384K
1.53K $305M
Kenvue Inc
13K
New
N/A
13K $304M
MMYT
Make My Trip LTD

Consumer Cyclical
2.88K
New
N/A
2.88K $303M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.81K
New
$142.8 - $176.36 $258K - $319K
1.81K $300M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.15K
New
$91.76 - $103.26 $289K - $325K
3.15K $299M
XOM
Exxon Mobil Corp

Energy
2.14K
+ 6.41%
$105.44 - $118.93 $226K - $255K
35.5K $3.85B
KT
Kt Corp

Communication Services
15.5K
New
$15.57 - $18.63 $241K - $289K
15.5K $293M
SO
Southern CO

Utilities
2.09K
+ 21.38%
$80.96 - $92.96 $169K - $194K
11.9K $1.08B
VMI
Valmont Industries Inc

Industrials
965
New
$285.37 - $376.98 $275K - $364K
965 $285M
XCEM
Columbia ETF Tr Ii

ETFs
8.75K
+ 32.18%
$29.18 - $30.72 $255K - $269K
35.9K $1.09B
FPX
First Trust Us Equity Opportun

ETFs
3.23K
New
$106.21 - $143.53 $343K - $463K
3.23K $283M
HCA
Hca Healthcare, Inc.

Healthcare
821
New
$296.7 - $345.55 $244K - $284K
821 $280M
PEP
Pepsico Inc

Consumer Defensive
2.58K
+ 30.35%
$142.64 - $156.42 $369K - $404K
11.1K $1.49B
SE
Sea LTD

Consumer Cyclical
1.55K
+ 58.52%
$104.87 - $146.31 $162K - $227K
4.2K $562M
NOK
Nokia Corp

Technology
55.1K
New
$4.43 - $5.42 $244K - $298K
55.1K $274M
FREL
Fidelity Covington Tr Msci Rea

ETFs
9.46K
+ 31.57%
$25.98 - $28.59 $246K - $271K
39.4K $1.05B
ESS
Essex Property Trust, Inc.

Real Estate
925
+ 17.46%
N/A
6.22K $1.71B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.34K
+ 23.05%
$51.39 - $57.43 $172K - $192K
17.8K $1.01B
Atlassian Corporation
1.16K
New
N/A
1.16K $266M
TMUS
T Mobile Us, Inc.

Communication Services
1.09K
New
$211.3 - $272.83 $231K - $298K
1.09K $264M
KMB
Kimberly Clark Corp

Consumer Defensive
2.02K
New
$124.46 - $147.4 $252K - $298K
2.02K $264M
KNSL
Kinsale Capital Group, Inc.

Financial Services
606
New
$416.48 - $494.72 $252K - $300K
606 $263M
Tidal Trust Iii
10.7K
New
N/A
10.7K $263M
WM
Waste Management Inc

Industrials
346
+ 4.06%
$200.54 - $233.78 $69.4K - $80.9K
8.87K $2.03B
HMY
Harmony Gold Mining CO LTD

Basic Materials
6.31K
+ 24.42%
$8.25 - $14.77 $52.1K - $93.2K
32.2K $495M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.56K
+ 16.78%
$119.38 - $161.42 $306K - $413K
17.8K $2.24B
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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