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
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12.1K
New
$21.89 - $23.17 $266K - $281K
12.1K $283M
CWENA
Clearway Energy Inc Cl A
6.22K
+ 21.65%
N/A
34.9K $1.07B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.96K
+ 19.11%
$55.61 - $57.37 $276K - $285K
30.9K $1.74B
USD
Proshares Ultra Semiconductors

ETFs
2.26K
New
$70.42 - $99.02 $159K - $224K
2.26K $279M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.2K
+ 59.26%
$62.54 - $68.42 $200K - $219K
8.59K $627M
FAF
First American Financial Corp

Financial Services
4.44K
New
$54.73 - $68.13 $243K - $303K
4.44K $276M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.9K
+ 27.06%
$19.61 - $19.79 $272K - $274K
65.1K $1.28B
HLNE
Hamilton Lane Inc

Financial Services
3.72K
+ 104.52%
$134.79 - $160.88 $502K - $599K
7.29K $837M
IEF
Ishares Barclays

ETFs
2.02K
+ 2.98%
$93.91 - $97.26 $190K - $197K
69.8K $6.73B
CYBR
Cyber Ark Software Ltd.

Technology
145
+ 7.51%
$374.8 - $491.1 $54.3K - $71.2K
2.08K $1.08B
SLV
I Shares Silver Trust

ETFs
4.75K
+ 76.63%
$32.73 - $42.5 $156K - $202K
11K $479M
WMT
Walmart Inc.

Consumer Defensive
3.32K
+ 9.24%
$94.4 - $104.27 $313K - $346K
39.2K $3.98B
Nebius Group N.V.
2.18K
New
N/A
2.18K $262M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.36K
+ 13.93%
N/A
27.5K $1.85B
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.04K
+ 76.46%
$56.05 - $67.13 $171K - $204K
7.03K $495M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
25.6K
New
$10.08 - $11.67 $258K - $299K
25.6K $259M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.09K
+ 4.51%
$42.67 - $46.91 $89.2K - $98K
48.4K $2.31B
MPC
Marathon Petroleum Corp

Energy
719
+ 22.31%
$158.59 - $198.69 $114K - $143K
3.94K $772M
GFI
Gold Fields LTD

Basic Materials
4.03K
+ 26.69%
$23.36 - $42.3 $94.1K - $170K
19.1K $727M
IXUS
Ishares Tr

ETFs
554
+ 1.25%
$76.35 - $82.58 $42.3K - $45.7K
44.7K $3.76B
FNDX
Schwab Fundamental U S Large C

ETFs
9.51K
New
$24.38 - $26.34 $232K - $250K
9.51K $252M
CGDV
Capital Group Divid Value ETF

ETFs
5.89K
New
$39.59 - $42.21 $233K - $249K
5.89K $252M
RMD
Resmed Inc

Healthcare
1.35K
+ 54.37%
$252.01 - $293.73 $340K - $396K
3.83K $953M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.85K
+ 16.96%
$76.29 - $80.63 $217K - $229K
19.6K $1.56B
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
10K
New
$19.14 - $25.0 $192K - $251K
10K $250M
BWXT
Bwx Technologies, Inc.

Industrials
658
+ 22.67%
$136.45 - $184.37 $89.8K - $121K
3.56K $769M
BEP
Brookfield Renewable Partners L.P.

Utilities
2.15K
+ 8.18%
$24.32 - $27.58 $52.2K - $59.2K
28.4K $895M
RGEN
Repligen Corp

Healthcare
1.3K
+ 75.74%
$111.43 - $134.0 $145K - $174K
3.01K $453M
Volatility Shs Tr
5.3K
New
N/A
5.3K $242M
TRV
Travelers Companies, Inc.

Financial Services
904
New
$250.62 - $279.43 $227K - $253K
904 $242M
VEEV
Veeva Systems Inc

Healthcare
824
New
$269.2 - $297.91 $222K - $245K
824 $241M
GE
General Electric CO

Industrials
556
+ 23.24%
$244.75 - $305.63 $136K - $170K
2.95K $910M
Acuren Corp
19.7K
New
N/A
19.7K $241M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
978
+ 4.26%
$133.48 - $144.38 $131K - $141K
23.9K $3.4B
Innovator Etfs Trust
8.1K
New
N/A
8.1K $237M
REET
Ishares Global Reit ETF

ETFs
9.38K
New
$24.45 - $25.91 $229K - $243K
9.38K $237M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.85K
+ 50.61%
$38.1 - $40.7 $223K - $238K
17.4K $692M
IYG
Ishares Tr

ETFs
2.64K
New
$85.16 - $90.57 $225K - $239K
2.64K $232M
AEM
Agnico Eagle Mines LTD

Basic Materials
398
+ 6.46%
$116.14 - $168.56 $46.2K - $67.1K
6.56K $1.07B
EMR
Emerson Electric CO

Industrials
1.03K
+ 8.37%
$128.6 - $149.63 $132K - $154K
13.3K $1.86B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
383
+ 6.26%
$225.11 - $247.9 $86.2K - $94.9K
6.5K $1.69B
IGBH
Ishares Interest Rate Hedged L

ETFs
9.29K
New
$24.05 - $24.63 $224K - $229K
9.29K $228M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.46K
+ 14.76%
$79.89 - $83.25 $196K - $205K
19.1K $1.57B
VLO
Valero Energy Corp

Energy
1.3K
New
$131.77 - $175.63 $171K - $228K
1.3K $223M
NVT
N Vent Electric PLC

Industrials
712
+ 10.24%
$72.16 - $100.25 $51.4K - $71.4K
7.66K $861M
WFC
Wells Fargo & Company

Financial Services
241
+ 0.94%
$77.05 - $85.16 $18.6K - $20.5K
26K $2.27B
AMP
Ameriprise Financial Inc

Financial Services
606
+ 74.63%
$486.13 - $544.55 $295K - $330K
1.42K $641M
VGT
Vanguard Information Technolog

ETFs
46
+ 2.23%
$656.44 - $753.15 $30.2K - $34.6K
2.11K $1.68B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.26K
New
$21.69 - $23.34 $201K - $216K
9.26K $221M
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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