Diversify Advisory Services, LLC Purchases in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIV
Telefonica Brasil S.A.

Communication Services
35K
New
$10.79 - $12.8 $377K - $447K
35K $420M
STRL
Sterling Construction CO Inc

Industrials
458
+ 16.19%
$222.54 - $371.84 $102K - $170K
3.29K $1.29B
SCHW
Schwab Charles Corp

Financial Services
5.52K
+ 30.75%
$91.03 - $98.69 $503K - $545K
23.5K $2.19B
PLMR
Palomar Holdings, Inc.

Financial Services
3.93K
+ 110.49%
$112.26 - $148.79 $441K - $585K
7.49K $851M
GRFS
Grifols Sa

Healthcare
43.7K
New
$8.87 - $10.85 $388K - $474K
43.7K $412M
UPS
United Parcel Service Inc

Industrials
3.91K
+ 64.97%
$82.58 - $105.54 $323K - $412K
9.92K $933M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.45K
New
$70.77 - $73.59 $386K - $401K
5.45K $402M
XCEM
Columbia ETF Tr Ii

ETFs
6.43K
+ 17.12%
$33.85 - $36.86 $218K - $237K
44K $1.71B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2.11K
+ 3.39%
$102.72 - $110.12 $217K - $232K
64.4K $6.94B
LHX
L3 Harris Technologies, Inc.

Industrials
1.11K
+ 27.27%
$252.18 - $305.41 $279K - $338K
5.17K $1.49B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.6K
New
$20.41 - $20.67 $380K - $385K
18.6K $383M
GWW
W.W. Grainger, Inc.

Industrials
394
New
$932.44 - $1059.49 $367K - $417K
394 $381M
SHYD
Vaneck Short High Yield Muni E

ETFs
16.5K
+ 62.49%
$22.31 - $23.01 $369K - $380K
43K $979M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.12K
+ 68.11%
$50.85 - $51.35 $362K - $366K
17.6K $909M
Bitmine Immersion Tecnologie
8.73K
New
N/A
8.73K $374M
Blue Owl Technology Fin Corp
26.6K
+ 172.77%
N/A
41.9K $595M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.3K
+ 45.74%
$30.02 - $30.29 $368K - $372K
39.1K $1.18B
HWM
Howmet Aerospace Inc.

Industrials
1.77K
New
$171.0 - $196.23 $303K - $348K
1.77K $366M
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.4K
+ 169.36%
$46.69 - $59.27 $346K - $439K
11.8K $617M
Vanguard Instl Index Fd
4.76K
+ 92.57%
N/A
9.91K $747M
NVBW
Aim ETF Prods Tr Allianzim U S
10.5K
New
N/A
10.5K $351M
Veon LTD
7.24K
New
N/A
7.24K $348M
SEIC
Sei Investments CO

Financial Services
4.86K
+ 76.54%
$84.85 - $93.8 $412K - $456K
11.2K $907M
FREL
Fidelity Covington Tr Msci Rea

ETFs
12.8K
+ 25.56%
$26.84 - $28.32 $343K - $362K
62.8K $1.7B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.78K
+ 4.09%
$92.18 - $95.14 $349K - $360K
96.3K $8.93B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.79K
New
$156.24 - $190.88 $279K - $341K
1.79K $341M
CBSH
Commerce Bancshares Inc

Financial Services
7.9K
+ 96.64%
$58.61 - $66.11 $463K - $522K
16.1K $842M
PAC
Pacific Airport Group

Industrials
1.59K
New
$218.82 - $256.99 $347K - $408K
1.59K $339M
QBTS
D Wave Quantum Inc.

Technology
2.22K
+ 12.37%
$14.81 - $27.72 $32.9K - $61.6K
20.2K $668M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.13K
+ 19.82%
$76.16 - $78.59 $314K - $324K
25K $1.94B
CCJ
Cameco Corp

Energy
2.53K
+ 78.23%
$70.47 - $86.89 $179K - $220K
5.77K $582M
IONQ
Ion Q, Inc.

Technology
5.54K
New
$36.79 - $75.14 $204K - $416K
5.54K $323M
INTC
Intel Corp

Technology
8.16K
New
$19.31 - $35.5 $158K - $290K
8.16K $322M
ALL
Allstate Corp

Financial Services
1.78K
+ 148.17%
$192.0 - $214.65 $342K - $382K
2.98K $570M
EQT
Eqt Corp

Energy
4.91K
+ 47.89%
$49.19 - $59.19 $242K - $291K
15.2K $847M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.04K
+ 58.26%
$415.15 - $489.89 $432K - $509K
2.83K $1.1B
ALB
Albemarle Corp

Basic Materials
2.74K
+ 97.57%
$62.9 - $88.1 $172K - $241K
5.54K $535M
Gsk PLC
6.78K
New
N/A
6.78K $314M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.18K
New
$126.64 - $135.65 $276K - $296K
2.18K $305M
GNL
Global Net Lease, Inc.

Real Estate
39.6K
+ 318.84%
$6.85 - $8.33 $271K - $330K
52K $397M
AMAT
Applied Materials Inc

Technology
366
+ 8.47%
$156.25 - $204.95 $57.2K - $75K
4.69K $1.11B
CW
Curtiss Wright Corp

Industrials
197
+ 11.01%
$472.43 - $542.94 $93.1K - $107K
1.99K $1.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
825
+ 4.51%
$134.94 - $145.86 $111K - $120K
19.1K $2.87B
AOA
Ishares Tr Core Aggressive All

ETFs
3.27K
New
$82.71 - $88.14 $270K - $288K
3.27K $292M
QTUM
ETF Ser Solutions Defiance Qua
2.56K
New
N/A
2.56K $292M
BAR
Granite Shares Gold Trust

ETFs
7.35K
New
$32.23 - $38.06 $237K - $280K
7.35K $290M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.03K
New
$37.2 - $39.61 $262K - $279K
7.03K $289M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 0.26%
$366.54 - $479.53 $6.96K - $9.11K
7.31K $3.11B
IGM
Ishares Expanded Tech Sector E

ETFs
624
+ 4.69%
$110.96 - $127.67 $69.2K - $79.7K
13.9K $1.87B
Activity Summary
Buys All Purchases 499 New Holdings 97 Increased Positions 402 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 2 Puts 1
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