Diversify Advisory Services, LLC Purchases in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GRMN
Garmin LTD

Technology
1.1K
New
$161.91 - $220.77 $178K - $243K
1.1K $230M
DVY
Ishares Tr

ETFs
1.79K
New
$129.55 - $143.41 $232K - $257K
1.79K $230M
AJG
Arthur J. Gallagher & Co.

Financial Services
794
New
$278.49 - $315.16 $221K - $250K
794 $228M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.21K
+ 16.29%
$87.1 - $98.49 $453K - $513K
37.1K $3.17B
CNC
Centene Corp

Healthcare
3.62K
New
$56.71 - $73.94 $205K - $268K
3.62K $224M
Listed Fd Tr
4.11K
New
N/A
4.11K $224M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.07K
+ 71.55%
$74.5 - $78.37 $229K - $241K
7.37K $545M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
179
New
$1146.59 - $1270.6 $205K - $227K
179 $214M
CFG
Citizens Financial Group Inc

Financial Services
4.95K
New
$39.92 - $48.46 $198K - $240K
4.95K $214M
PCB
Pcb Bancorp

Financial Services
11.5K
New
$17.81 - $21.99 $205K - $254K
11.5K $214M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
9.02K
New
$23.48 - $23.73 $212K - $214K
9.02K $213M
NTAP
Net App, Inc.

Technology
1.89K
+ 77.75%
$115.31 - $131.11 $218K - $248K
4.32K $503M
SRE
Sempra Energy

Utilities
2.68K
New
$80.81 - $94.77 $217K - $254K
2.68K $211M
AZO
Autozone Inc

Consumer Cyclical
62
+ 52.54%
$2981.19 - $3370.27 $185K - $209K
180 $585M
PULS
Pgim ETF Tr

ETFs
4.4K
+ 5.8%
$49.51 - $49.79 $218K - $219K
80.2K $3.98B
Brookfield Renewable Corp
7.72K
New
N/A
7.72K $208M
IBMO
Ishares Tr Ibonds December 202

ETFs
8.03K
New
$25.4 - $25.62 $204K - $206K
8.03K $205M
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.65K
New
$44.03 - $46.65 $205K - $217K
4.65K $203M
LNC
Lincoln National Corp

Financial Services
6.75K
New
$30.46 - $36.84 $206K - $249K
6.75K $203M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
12.2K
New
$16.73 - $19.67 $204K - $240K
12.2K $202M
GE
General Electric CO

Industrials
1.22K
+ 74.36%
$159.95 - $194.23 $195K - $237K
2.86K $490M
CHKP
Check Point Software Technologies LTD

Technology
1.1K
New
$170.18 - $209.01 $188K - $230K
1.1K $201M
OUT
Outfront Media Inc.

Real Estate
12.7K
+ 82.2%
$17.48 - $19.36 $222K - $246K
28.2K $483M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.5K
New
$18.41 - $40.87 $193K - $429K
10.5K $193M
VGT
Vanguard Information Technolog

ETFs
297
+ 27.05%
$571.78 - $647.97 $170K - $192K
1.4K $856M
NRZ
New Residential Investment Corp.

Real Estate
17.7K
New
N/A
17.7K $189M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.1K
+ 6.58%
$22.39 - $23.45 $316K - $331K
228K $5.09B
HON
Honeywell International Inc

Industrials
845
+ 43.76%
$202.84 - $236.0 $171K - $199K
2.78K $606M
TT
Trane Technologies PLC

Industrials
501
+ 49.9%
$369.35 - $419.14 $185K - $210K
1.51K $567M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10K
New
$17.41 - $19.29 $175K - $194K
10K $172M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.84K
+ 4.98%
$19.38 - $19.58 $171K - $173K
187K $3.63B
OKE
Oneok Inc

Energy
1.5K
+ 36.95%
$92.28 - $117.05 $138K - $175K
5.55K $565M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.64K
+ 84.33%
$104.52 - $115.08 $171K - $188K
3.58K $375M
EPR
Epr Properties

Real Estate
4.79K
+ 35.67%
$43.17 - $49.39 $207K - $237K
18.2K $808M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.74K
+ 3.07%
$100.16 - $100.7 $174K - $175K
58.4K $5.87B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
352
+ 10.28%
$340.59 - $380.5 $120K - $134K
3.78K $1.38B
ERIC
Ericsson Lm Telephone CO

Technology
20.4K
New
$7.36 - $8.59 $150K - $175K
20.4K $166M
ETN
Eaton Corp PLC

Industrials
491
+ 45.13%
$326.96 - $377.52 $161K - $185K
1.58K $539M
UAL
United Airlines Holdings, Inc.

Industrials
101
+ 2.18%
$55.62 - $102.44 $5.62K - $10.3K
4.74K $508M
MRVL
Marvell Technology, Inc.

Technology
538
+ 16.79%
$70.31 - $124.78 $37.8K - $67.1K
3.74K $428M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.61K
+ 33.7%
$100.24 - $101.35 $161K - $163K
6.37K $641M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.05K
+ 36.08%
$160.89 - $176.18 $170K - $186K
3.98K $633M
Inseego Corp
12.8K
New
N/A
12.8K $142M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
852
+ 15.41%
$129.96 - $144.97 $111K - $124K
6.38K $884M
BLDR
Builders First Source, Inc.

Industrials
1.37K
+ 103.08%
$142.93 - $198.25 $196K - $272K
2.7K $378M
VLO
Valero Energy Corp

Energy
1.34K
+ 26.47%
$118.59 - $144.02 $159K - $193K
6.39K $813M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.8K
+ 14.48%
$55.73 - $66.16 $212K - $251K
30K $1.7B
PAM
Pampa Energy Inc.

Utilities
38
+ 0.88%
$59.98 - $91.79 $2.28K - $3.49K
4.37K $414M
TXN
Texas Instruments Inc

Technology
694
+ 20.09%
N/A
4.15K $789M
Activity Summary
Buys All Purchases 250 New Holdings 72 Increased Positions 178 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 1 Puts 0
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