Diversify Advisory Services, LLC Purchases in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHK
Chesapeake Energy Corp

Energy
8.12K
New
N/A
8.12K $779M
LNC
Lincoln National Corp

Financial Services
19.6K
New
$28.95 - $37.27 $567K - $730K
19.6K $777M
ADBE
Adobe Inc.

Technology
2.91K
+ 45.19%
$340.0 - $420.68 $989K - $1.22M
9.35K $3.16B
ATO
Atmos Energy Corp

Utilities
4.26K
+ 45.17%
$145.06 - $162.66 $618K - $693K
13.7K $2.27B
D
Dominion Energy, Inc

Utilities
12.4K
New
$49.66 - $58.0 $616K - $719K
12.4K $760M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.9K
+ 172.92%
$63.54 - $68.5 $819K - $883K
20.4K $1.25B
VONG
Vanguard Russell 1000 Growth E

ETFs
4.12K
+ 32.08%
$82.51 - $109.2 $340K - $450K
17K $1.97B
CLSK
Cleanspark, Inc.

Technology
75.8K
New
$6.74 - $11.03 $511K - $837K
75.8K $752M
Blackrock ETF Trust
20.4K
New
N/A
20.4K $752M
BK
Bank Of New York Mellon Corp

Financial Services
7.25K
New
$73.31 - $91.62 $531K - $664K
7.25K $751M
FIX
Comfort Systems Usa Inc

Industrials
354
+ 23.08%
$296.51 - $536.21 $105K - $190K
1.89K $1.36B
PODD
Insulet Corp

Healthcare
2.18K
+ 184.82%
$238.57 - $327.47 $520K - $714K
3.36K $1.04B
DIS
Walt Disney CO

Communication Services
1.63K
+ 6.65%
$81.72 - $124.01 $133K - $202K
26.1K $2.97B
MCO
Moodys Corp

Financial Services
1.29K
+ 123.47%
$396.7 - $501.59 $511K - $647K
2.33K $1.2B
EMR
Emerson Electric CO

Industrials
3.72K
+ 43.43%
$94.15 - $133.33 $350K - $496K
12.3K $1.63B
CMS
Cms Energy Corp

Utilities
10K
New
$68.57 - $75.51 $688K - $757K
10K $730M
ONON
On Holding Ag

Consumer Cyclical
14.6K
New
$37.65 - $60.68 $548K - $884K
14.6K $726M
WMB
Williams Companies, Inc.

Energy
13.4K
+ 53.02%
$54.33 - $62.87 $726K - $840K
38.6K $2.23B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.23K
+ 52.51%
$248.61 - $294.96 $554K - $657K
6.47K $1.87B
KMI
Kinder Morgan, Inc.

Energy
27K
+ 227.49%
$25.21 - $29.4 $682K - $795K
38.9K $1.03B
DELL
Dell Technologies Inc.

Technology
5.01K
New
$71.63 - $125.98 $359K - $631K
5.01K $709M
IBM
International Business Machines Corp

Technology
3.15K
+ 43.86%
$221.03 - $294.78 $697K - $930K
10.3K $2.43B
RMD
Resmed Inc

Healthcare
2.48K
New
$204.54 - $258.0 $507K - $640K
2.48K $703M
IDCC
Inter Digital, Inc.

Communication Services
2.56K
New
$183.37 - $234.7 $469K - $600K
2.56K $700M
CRH.L
Crh PLC

Basic Materials
5.79K
+ 224.96%
N/A
8.36K $936M
MDT
Medtronic PLC

Healthcare
5.38K
+ 20.32%
$80.68 - $88.86 $434K - $478K
31.9K $2.94B
NET
Cloudflare, Inc.

Technology
3.41K
New
$97.08 - $195.83 $331K - $667K
3.41K $689M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.71K
+ 17.41%
$108.06 - $135.3 $293K - $367K
18.3K $2.57B
AMCR
Amcor PLC

Consumer Cyclical
65.4K
+ 60.84%
$8.57 - $9.81 $560K - $641K
173K $1.69B
OKE
Oneok Inc

Energy
10.3K
+ 176.42%
$78.71 - $100.37 $810K - $1.03M
16.1K $1.19B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 53.55%
$171.4 - $227.1 $366K - $485K
6.12K $1.46B
BXSL
Blackstone Secured Lending Fund

Financial Services
22.2K
+ 107.41%
$26.88 - $32.74 $597K - $727K
42.9K $1.29B
MET
Metlife Inc

Financial Services
8.81K
+ 203.56%
$68.42 - $82.49 $603K - $727K
13.1K $1.01B
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
35.4K
New
$17.17 - $19.9 $608K - $705K
35.4K $673M
CAT
Caterpillar Inc

Industrials
1.01K
+ 41.73%
$273.94 - $388.21 $277K - $392K
3.43K $1.42B
CNI
Canadian National Railway CO

Industrials
7.16K
New
$92.66 - $108.13 $663K - $774K
7.16K $672M
PH
Parker Hannifin Corp

Industrials
789
+ 152.32%
$517.23 - $700.54 $408K - $553K
1.31K $983M
A
Agilent Technologies, Inc.

Healthcare
5.71K
New
$99.29 - $120.52 $567K - $689K
5.71K $670M
WMS
Advanced Drainage Systems, Inc.

Industrials
4.87K
New
$96.79 - $123.55 $472K - $602K
4.87K $666M
MNST
Monster Beverage Corp

Consumer Defensive
10.4K
New
$55.01 - $64.24 $572K - $669K
10.4K $666M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.28K
+ 33.29%
$90.56 - $109.49 $388K - $469K
17.1K $1.96B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.1K
+ 31.52%
$34.72 - $42.74 $385K - $474K
46.3K $2.05B
PNR
Pentair PLC

Industrials
6.15K
New
$76.17 - $103.58 $468K - $637K
6.15K $652M
BEP
Brookfield Renewable Partners L.P.

Utilities
26.2K
New
$20.16 - $26.41 $529K - $693K
26.2K $648M
Linde PLC
1.32K
+ 132.33%
N/A
2.32K $1.1B
Te Connectivity PLC
3.16K
New
N/A
3.16K $644M
MU
Micron Technology Inc

Technology
2.9K
+ 54.36%
$64.72 - $127.91 $188K - $371K
8.23K $1.05B
STWD
Starwood Property Trust, Inc.

Real Estate
31K
+ 87.34%
$17.28 - $20.41 $535K - $632K
66.4K $1.32B
FAST
Fastenal CO

Industrials
13.2K
New
$40.65 - $83.16 $536K - $1.1M
13.2K $639M
Activity Summary
Buys All Purchases 675 New Holdings 243 Increased Positions 432 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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