Diversify Advisory Services, LLC Purchases in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
172
+ 7.05%
$131.73 - $166.97 $22.7K - $28.7K
2.61K $416M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.61K
+ 5.29%
$24.8 - $25.75 $64.8K - $67.2K
52K $1.33B
CSL
Carlisle Companies Inc

Industrials
25
+ 1.63%
$376.5 - $449.34 $9.41K - $11.2K
1.56K $719M
DUK
Duke Energy Corp

Utilities
323
+ 11.72%
$99.35 - $117.71 $32.1K - $38K
3.08K $369M
XCEM
Columbia ETF Tr Ii

ETFs
3.02K
+ 12.53%
$30.17 - $33.79 $91K - $102K
27.1K $878M
DFUS
Dimensional ETF Tr U S Equity

ETFs
723
+ 5.71%
$56.04 - $62.2 $40.5K - $45K
13.4K $846M
MMM
3 M CO

Industrials
38
+ 1.5%
$99.69 - $139.42 $3.79K - $5.3K
2.57K $339M
CVS
Cvs Health Corp

Healthcare
1.8K
+ 6.79%
$55.81 - $63.18 $100K - $114K
28.3K $1.61B
VXF
Vanguard Extended Market ETF

ETFs
129
+ 3.89%
$163.98 - $182.92 $21.2K - $23.6K
3.44K $636M
Profesionally Managed Portfo
749
+ 1.52%
N/A
50K $1.48B
Viper Energy Inc
22
+ 0.42%
N/A
5.25K $277M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7
+ 0.02%
$31.05 - $34.29 $217 - $240
31K $1.08B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1.76K
+ 23.03%
$77.05 - $98.48 $135K - $173K
9.38K $738M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
4.87K
+ 39.94%
$11.52 - $12.52 $56.1K - $60.9K
17.1K $210M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
408
+ 7.97%
$116.79 - $133.54 $47.7K - $54.5K
5.53K $745M
SF
Stifel Financial Corp

Financial Services
93
+ 2.95%
$78.91 - $93.87 $7.34K - $8.73K
3.25K $326M
JMIA
Jumia Technologies Ag

Consumer Cyclical
13.9K
New
$4.16 - $14.56 $57.8K - $202K
13.9K $67.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
102
+ 5.23%
$156.14 - $187.2 $15.9K - $19.1K
2.05K $382M
DFS
Discover Financial Services

Financial Services
92
+ 2.65%
$123.41 - $144.72 $11.4K - $13.3K
3.56K $518M
LYG
Lloyds Banking Group PLC

Financial Services
19.2K
+ 119.57%
$2.73 - $3.17 $52.5K - $60.9K
35.3K $113M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.46K
+ 22.03%
$24.38 - $25.2 $59.9K - $61.9K
13.6K $339M
Amplify ETF Tr
201
+ 2.41%
N/A
8.54K $604M
SCCO
Southern Copper Corp

Basic Materials
612
+ 4.34%
$94.1 - $120.43 $57.6K - $73.7K
14.7K $1.69B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
315
+ 3.79%
$69.31 - $77.34 $21.8K - $24.4K
8.63K $645M
SHBI
Shore Bancshares Inc

Financial Services
166
+ 0.84%
$11.07 - $14.73 $1.84K - $2.45K
19.8K $284M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
577
+ 4.29%
$91.42 - $91.82 $52.7K - $53K
14K $1.28B
VLO
Valero Energy Corp

Energy
733
+ 16.96%
$132.81 - $163.48 $97.3K - $120K
5.06K $686M
VOT
Vanguard Mid Cap Growth Index

ETFs
104
+ 7.5%
$218.05 - $243.47 $22.7K - $25.3K
1.49K $371M
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.35%
$211.35 - $255.11 $1.27K - $1.53K
1.74K $461M
DFAS
Dimensional ETF Tr U S Small C

ETFs
432
+ 10.93%
$59.25 - $65.33 $25.6K - $28.2K
4.39K $284M
OEF
Ishares S&P 100 ETF

ETFs
96
+ 4.85%
$266.03 - $266.03 $25.5K - $25.5K
2.08K $587M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 7.81%
$3305.62 - $4268.05 $16.5K - $21.3K
69 $302M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
518
+ 17.69%
$75.63 - $84.89 $39.2K - $44K
3.45K $279M
FVD
First Tr Value Line Divid Inde

ETFs
285
+ 4.42%
$40.45 - $45.49 $11.5K - $13K
6.74K $306M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
251
+ 1.16%
$32.04 - $37.11 $8.04K - $9.31K
21.9K $791M
PTC
Ptc Inc.

Technology
192
+ 12.2%
$164.85 - $187.32 $31.7K - $36K
1.77K $323M
LVHI
Franklin International Low Vol

ETFs
4
+ 0.01%
$28.72 - $31.28 $115 - $125
32.7K $1.02B
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.98K
+ 10.01%
$15.41 - $17.22 $30.5K - $34.1K
21.7K $366M
CHH
Choice Hotels International Inc

Consumer Cyclical
27
+ 1.25%
$117.06 - $133.72 $3.16K - $3.61K
2.19K $298M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
375
+ 0.21%
$19.2 - $19.63 $7.2K - $7.36K
178K $3.46B
GE
General Electric CO

Industrials
85
+ 5.47%
$156.66 - $189.66 $13.3K - $16.1K
1.64K $289M
CYBR
Cyber Ark Software Ltd.

Technology
3
+ 0.26%
$241.52 - $291.61 $725 - $875
1.15K $344M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
472
+ 12.33%
$55.06 - $62.25 $26K - $29.4K
4.3K $258M
Global X Fds
16
+ 0.26%
N/A
6.28K $243M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
383
+ 0.56%
$8.98 - $10.08 $3.44K - $3.86K
69K $666M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
859
+ 8.35%
$28.09 - $30.4 $24.1K - $26.1K
11.2K $343M
VGSH
Vanguard

ETFs
456
+ 7.18%
$57.74 - $59.13 $26.3K - $27K
6.81K $399M
Franklin Templeton ETF Tr
750
+ 9.35%
N/A
8.78K $559M
BMI
Badger Meter Inc

Technology
20
+ 1.06%
$184.77 - $219.63 $3.7K - $4.39K
1.91K $381M
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email