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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.73K
+ 3.25%
$45.17 - $47.23 $213K - $223K
150K $6.71B
QFIN
360 Digi Tech, Inc.

Financial Services
232
+ 2.87%
$29.37 - $39.79 $6.81K - $9.23K
8.31K $300M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
781
+ 0.46%
$17.93 - $18.8 $14K - $14.7K
170K $3.1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
328
+ 8.78%
$69.3 - $74.3 $22.7K - $24.4K
4.06K $288M
SECT
Sector 10, Inc.

ETFs
360
+ 6.28%
$53.17 - $57.82 $19.1K - $20.8K
6.09K $332M
SLB
Schlumberger Limited

Energy
1.33K
+ 13.34%
$36.83 - $45.59 $48.9K - $60.5K
11.3K $435M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
454
+ 3.87%
$41.09 - $45.94 $18.7K - $20.9K
12.2K $506M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
155
+ 2.2%
$100.22 - $100.73 $15.5K - $15.6K
7.21K $724M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
681
+ 1.99%
$40.82 - $45.39 $27.8K - $30.9K
34.9K $1.43B
SHBI
Shore Bancshares Inc

Financial Services
144
+ 0.73%
$13.3 - $17.43 $1.92K - $2.51K
20K $294M
ARCC
Ares Capital Corp

Financial Services
106
+ 0.6%
$20.74 - $22.27 $2.2K - $2.36K
17.8K $391M
ELV
Elevance Health, Inc.

Healthcare
92
+ 13.12%
$365.96 - $514.62 $33.7K - $47.3K
793 $302M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
135
+ 1.63%
$44.57 - $46.43 $6.02K - $6.27K
8.42K $383M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2K
+ 2.27%
$32.65 - $33.68 $65.3K - $67.4K
90K $2.93B
SLF
Sun Life Financial Inc

Financial Services
23
+ 0.4%
$55.43 - $62.69 $1.27K - $1.44K
5.71K $327M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
467
+ 2.94%
N/A
16.3K $1.03B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
289
+ 8.38%
$75.65 - $83.47 $21.9K - $24.1K
3.74K $282M
DOW
Dow Inc.

Basic Materials
2.74K
+ 35.42%
$39.1 - $55.34 $107K - $152K
10.5K $404M
Global X Fds
72
+ 1.15%
N/A
6.35K $238M
JUPW
Jupiter Wellness, Inc.

Healthcare
685
+ 5.06%
N/A
14.2K $8.53M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
96
+ 1.01%
$39.3 - $41.34 $3.77K - $3.97K
9.63K $376M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.28%
$261.5 - $284.63 $1.83K - $1.99K
2.55K $671M
Aegon LTD
379
+ 1.45%
N/A
26.4K $157M
BERY
Berry Global Group, Inc.

Consumer Cyclical
23
+ 0.57%
$64.2 - $72.31 $1.48K - $1.66K
4.06K $265M
AES
Aes Corp

Utilities
5.02K
+ 33.71%
$12.44 - $20.24 $62.4K - $102K
19.9K $239M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
178
+ 1.15%
$42.79 - $44.9 $7.62K - $7.99K
15.6K $663M
BNDX
Vanguard Total International B

ETFs
56
+ 0.4%
$48.91 - $50.61 $2.74K - $2.83K
13.9K $674M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
192
+ 1.09%
$113.92 - $127.38 $21.9K - $24.5K
17.9K $2.02B
PAVE
Global X Fds Us Infrastructure

ETFs
380
+ 1.47%
$40.41 - $45.95 $15.4K - $17.5K
26.2K $1.05B
TSCO
Tractor Supply CO

Consumer Cyclical
3.96K
+ 374.62%
$52.59 - $303.74 $208K - $1.2M
5.01K $274M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
61
+ 0.71%
$70.1 - $76.53 $4.28K - $4.67K
8.69K $607M
CSX
Csx Corp

Industrials
273
+ 1.15%
$31.58 - $36.88 $8.62K - $10.1K
24.1K $766M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.02%
$25.79 - $80.4 $155 - $482
37.9K $976M
Atlanta Braves Hldgs Inc
474
+ 3.15%
N/A
15.5K $560M
PSX
Phillips 66

Energy
3
+ 0.1%
$110.35 - $138.93 $331 - $417
2.88K $328M
STWD
Starwood Property Trust, Inc.

Real Estate
269
+ 0.7%
$18.95 - $20.37 $5.1K - $5.48K
38.9K $717M
XLP
Consumer Staples Sector Spdr

ETFs
104
+ 0.99%
N/A
10.6K $806M
COP
Conocophillips

Energy
209
+ 0.89%
$95.12 - $114.72 $19.9K - $24K
23.8K $2.43B
ORCC
Owl Rock Capital Corp

Financial Services
159
+ 0.2%
N/A
81K $1.18B
HMY
Harmony Gold Mining CO LTD

Basic Materials
2.16K
+ 9.13%
$8.14 - $12.23 $17.6K - $26.5K
25.8K $235M
America Movil Sab De Cv
299
+ 1.19%
N/A
25.4K $349M
XCEM
Columbia ETF Tr Ii

ETFs
108
+ 0.4%
$29.6 - $32.67 $3.2K - $3.53K
27.2K $803M
KFY
Korn Ferry

Industrials
53
+ 0.21%
$66.56 - $79.4 $3.53K - $4.21K
25.1K $1.64B
FCX
Freeport Mcmoran Inc

Basic Materials
806
+ 4.86%
$38.08 - $50.82 $30.7K - $41K
17.4K $678M
CSL
Carlisle Companies Inc

Industrials
26
+ 1.67%
$368.67 - $480.91 $9.59K - $12.5K
1.59K $586M
MSFT
Microsoft Corp

Technology
1.29K
+ 1.41%
$406.35 - $454.46 $525K - $588K
92.8K $38.9B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
131
+ 2.72%
$396.64 - $516.74 $52K - $67.7K
4.95K $2.03B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.05K
+ 1.26%
$88.59 - $94.57 $92.7K - $98.9K
84K $7.36B
PANW
Palo Alto Networks Inc

Technology
42.9K
+ 89.55%
$181.96 - $405.9 $7.8M - $17.4M
90.7K $15.7B
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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