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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
809
+ 1.97%
$68.24 - $73.73 $55.2K - $59.6K
41.9K $3.14B
Advisors Inner Circle Fd Ii
7.78K
New
N/A
7.78K $218M
ARGX
Argenx Se

Healthcare
264
New
$538.64 - $768.0 $142K - $203K
264 $218M
PSN
Parsons Corp

Industrials
2.72K
New
$72.77 - $82.92 $198K - $226K
2.72K $217M
DKNG
Draft Kings Inc.

Consumer Cyclical
7K
New
$37.4 - $48.23 $262K - $338K
7K $214M
CEG
Constellation Energy Corp

Utilities
307
+ 12.46%
$298.82 - $354.89 $91.7K - $109K
2.77K $1.05B
ILCV
Ishares Morningstar Value ETF

ETFs
2.29K
New
$82.86 - $90.02 $189K - $206K
2.29K $210M
Franklin Templeton ETF Tr
1.35K
+ 24.15%
N/A
6.95K $664M
Nextracker Inc
2.05K
New
N/A
2.05K $208M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.21K
New
$138.31 - $165.45 $167K - $200K
1.21K $208M
AFL
Aflac Inc

Financial Services
1.93K
New
$98.09 - $111.7 $190K - $216K
1.93K $207M
VXF
Vanguard Extended Market ETF

ETFs
979
New
$193.58 - $213.07 $190K - $209K
979 $207M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.72K
New
$39.37 - $44.24 $186K - $209K
4.72K $205M
ROLL
Rbc Bearings Inc

Industrials
476
New
N/A
476 $204M
KEYS
Keysight Technologies, Inc.

Technology
1.1K
New
$158.51 - $178.15 $174K - $195K
1.1K $204M
VTV
Vanguard Value ETF

ETFs
537
+ 2.81%
$175.51 - $186.57 $94.2K - $100K
19.7K $3.63B
OTIS
Otis Worldwide Corp

Industrials
2.24K
New
$84.93 - $101.07 $190K - $227K
2.24K $202M
LITE
Lumentum Holdings Inc.

Technology
1.01K
New
$90.44 - $171.5 $91.4K - $173K
1.01K $202M
CL
Colgate Palmolive CO

Consumer Defensive
4.37K
+ 33.33%
$79.36 - $93.33 $347K - $408K
17.5K $1.31B
ERJ
Embraer S.A.

Industrials
1.56K
+ 10.25%
$47.39 - $61.02 $74K - $95.3K
16.8K $1.09B
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
14.9K
+ 64.48%
$14.19 - $15.82 $212K - $236K
38.1K $536M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
16.4K
+ 25.58%
$8.8 - $9.5 $144K - $155K
80.3K $769M
LRGF
Ishares Tr

ETFs
8
+ 0.02%
$64.13 - $69.24 $513 - $554
49K $3.44B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.38K
+ 31.05%
$110.74 - $122.12 $153K - $169K
5.83K $710M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.8K
+ 22.42%
$43.1 - $44.6 $164K - $169K
20.7K $917M
EMB
Ishares Tr

ETFs
1.63K
+ 21.23%
$91.52 - $95.59 $150K - $156K
9.33K $895M
OHI
Omega Healthcare Investors Inc

Real Estate
2.87K
+ 8.23%
$36.29 - $43.34 $104K - $124K
37.7K $1.58B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.84K
+ 13.39%
$48.5 - $50.19 $138K - $142K
24K $1.21B
EOSE
Eos Energy Enterprises, Inc.

Industrials
1.05K
+ 6.53%
$4.63 - $11.17 $4.86K - $11.7K
17.1K $267M
UBER
Uber Technologies, Inc

Technology
937
+ 9.92%
$86.91 - $99.57 $81.4K - $93.3K
10.4K $1.04B
EBAY
Ebay Inc

Consumer Cyclical
2.42K
+ 108.03%
$75.33 - $100.77 $182K - $244K
4.66K $386M
KEP
Korea Electric Power Corp

Utilities
7.19K
+ 28.16%
$12.94 - $14.82 $93.1K - $107K
32.7K $522M
TT
Trane Technologies PLC

Industrials
318
+ 12.18%
$398.96 - $472.54 $127K - $150K
2.93K $1.31B
GD
General Dynamics Corp

Industrials
323
+ 18.07%
$293.92 - $341.0 $94.9K - $110K
2.11K $721M
MSTR
Microstrategy Inc

Technology
970
+ 127.63%
$300.7 - $455.9 $292K - $442K
1.73K $458M
MELI
Mercadolibre Inc

Consumer Cyclical
75
+ 16.52%
$2292.04 - $2514.05 $172K - $189K
529 $1.23B
VNQ
Vanguard Specialized Funds Van

ETFs
1.74K
+ 18.42%
$88.47 - $93.24 $154K - $163K
11.2K $998M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
490
+ 15.51%
$170.68 - $192.95 $83.6K - $94.5K
3.65K $714M
S
Sentinel One, Inc.

Technology
7.14K
+ 48.86%
$15.81 - $19.78 $113K - $141K
21.7K $384M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.74K
+ 9.13%
N/A
68.6K $1.21B
PSX
Phillips 66

Energy
47
+ 0.62%
$118.37 - $139.46 $5.56K - $6.55K
7.66K $1.06B
ICE
Intercontinental Exchange, Inc.

Financial Services
1.42K
+ 78.96%
$167.28 - $188.45 $238K - $268K
3.22K $469M
INTU
Intuit Inc

Technology
415
+ 10.96%
$646.03 - $807.39 $268K - $335K
4.2K $2.84B
VNET
Vnet Group, Inc.

Technology
164
+ 0.28%
$6.61 - $11.13 $1.08K - $1.83K
58.9K $597M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.49K
+ 6.42%
$91.44 - $91.77 $137K - $137K
24.8K $2.27B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
723
+ 1.76%
$40.68 - $46.33 $29.4K - $33.5K
41.9K $1.9B
AVTR
Avantor, Inc.

Basic Materials
11.5K
New
$11.18 - $14.21 $128K - $163K
11.5K $134M
PEP
Pepsico Inc

Consumer Defensive
1.35K
+ 7.26%
$133.81 - $152.16 $181K - $206K
20K $2.87B
Pacer Fds Tr
3.18K
+ 33.85%
N/A
12.6K $461M
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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