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
INVH
Invitation Homes Inc.

Real Estate
21.2K
New
$30.53 - $35.47 $647K - $752K
21.2K $637M
ITW
Illinois Tool Works Inc

Industrials
2.44K
New
$218.41 - $252.43 $532K - $615K
2.44K $635M
ARCC
Ares Capital Corp

Financial Services
28.3K
New
$18.91 - $22.43 $534K - $634K
28.3K $635M
NLOK
Norton Life Lock Inc.

Technology
19.8K
New
N/A
19.8K $631M
Kenvue Inc
29.4K
+ 226.59%
N/A
42.4K $929M
ADSK
Autodesk, Inc.

Technology
2.2K
New
N/A
2.2K $622M
PG
Procter & Gamble CO

Consumer Defensive
4.82K
+ 27.4%
$157.66 - $172.39 $759K - $830K
22.4K $3.47B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.39K
+ 61.96%
$97.29 - $105.63 $622K - $675K
16.7K $1.68B
INTF
Ishares Tr

ETFs
13.8K
+ 30.35%
$27.6 - $34.51 $381K - $477K
59.4K $2.09B
FHI
Federated Hermes, Inc.

Financial Services
11.8K
New
$35.85 - $44.32 $424K - $524K
11.8K $617M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.28K
+ 24.31%
$114.78 - $133.31 $377K - $437K
16.8K $2.29B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14K
+ 66.22%
$40.82 - $43.14 $570K - $603K
35.1K $1.51B
XP
Xp Inc.

Financial Services
34.6K
New
$12.69 - $20.62 $439K - $714K
34.6K $603M
NTES
Net Ease, Inc.

Communication Services
4.6K
New
$91.37 - $134.58 $420K - $619K
4.6K $603M
ADI
Analog Devices Inc

Technology
2.59K
New
$164.6 - $238.02 $427K - $617K
2.59K $602M
OMF
One Main Holdings, Inc.

Financial Services
9.59K
+ 157.96%
$40.42 - $57.0 $388K - $547K
15.7K $896M
SHYD
Vaneck Short High Yield Muni E

ETFs
26.5K
New
$21.84 - $22.79 $578K - $603K
26.5K $599M
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.78K
New
$100.44 - $129.37 $580K - $747K
5.78K $599M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.44K
New
$54.28 - $67.95 $458K - $574K
8.44K $596M
PSX
Phillips 66

Energy
4.56K
+ 149.46%
$92.87 - $125.73 $423K - $573K
7.61K $914M
SCCO
Southern Copper Corp

Basic Materials
5.15K
+ 34.93%
$75.63 - $104.64 $389K - $539K
19.9K $1.95B
CEG
Constellation Energy Corp

Utilities
1.35K
+ 121.1%
$170.96 - $322.76 $231K - $435K
2.46K $834M
JKHY
Henry Jack & Associates Inc

Technology
3.58K
New
$163.54 - $186.02 $586K - $666K
3.58K $572M
Ishares Tr
12K
+ 35.02%
N/A
46.2K $1.39B
HLNE
Hamilton Lane Inc

Financial Services
3.56K
New
$126.65 - $175.49 $451K - $625K
3.56K $565M
CG
Carlyle Group Inc.

Financial Services
8.72K
New
$34.78 - $51.4 $303K - $448K
8.72K $565M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.73K
New
$137.62 - $174.44 $375K - $476K
2.73K $564M
LMT
Lockheed Martin Corp

Industrials
1.82K
+ 36.38%
$430.82 - $486.45 $784K - $885K
6.82K $2.94B
WEC
Wec Energy Group, Inc.

Utilities
5.11K
+ 130.71%
$102.24 - $109.76 $522K - $561K
9.01K $986M
SEIC
Sei Investments CO

Financial Services
6.35K
New
$66.45 - $89.86 $422K - $571K
6.35K $559M
DAL
Delta Air Lines, Inc.

Industrials
9.45K
New
$35.88 - $52.99 $339K - $501K
9.45K $552M
AGNC
Agnc Investment Corp.

Real Estate
57.9K
+ 572.01%
$8.12 - $9.49 $470K - $549K
68K $643M
PSA
Public Storage

Real Estate
1.96K
New
$266.31 - $309.77 $522K - $607K
1.96K $550M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.99K
+ 53.38%
$51.1 - $53.29 $510K - $532K
28.7K $1.53B
LII
Lennox International Inc

Industrials
926
New
$508.76 - $605.77 $471K - $561K
926 $547M
TT
Trane Technologies PLC

Industrials
910
+ 53.5%
$315.21 - $437.41 $287K - $398K
2.61K $1.15B
VGT
Vanguard Information Technolog

ETFs
390
+ 23.33%
$470.37 - $663.28 $183K - $259K
2.06K $1.46B
CMI
Cummins Inc

Industrials
599
+ 21.27%
$267.12 - $336.65 $160K - $202K
3.42K $1.36B
NVS
Novartis Ag

Healthcare
4.33K
+ 142.39%
$101.96 - $121.01 $442K - $524K
7.38K $880M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.5K
New
$50.09 - $51.09 $524K - $534K
10.5K $534M
INDA
Ishares Msci India Index Fund

ETFs
10.1K
New
$49.13 - $55.86 $496K - $564K
10.1K $530M
EQT
Eqt Corp

Energy
10.3K
New
$46.11 - $60.44 $473K - $620K
10.3K $526M
GGG
Graco Inc

Industrials
6.1K
New
$74.02 - $87.26 $451K - $532K
6.1K $520M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.18K
+ 194.55%
$419.99 - $501.97 $495K - $592K
1.79K $781M
VO
Vanguard Mid Cap ETF

ETFs
1.67K
+ 120.74%
$228.54 - $279.83 $381K - $466K
3.04K $870M
EXP
Eagle Materials Inc

Basic Materials
2.2K
New
$193.68 - $241.95 $426K - $532K
2.2K $514M
FTCS
First Trust Capital Strength E

ETFs
5.54K
New
$81.6 - $92.39 $452K - $512K
5.54K $511M
ENB
Enbridge Inc

Energy
10.6K
+ 93.14%
$41.09 - $47.16 $436K - $501K
22K $1.04B
CBSH
Commerce Bancshares Inc

Financial Services
8.18K
New
$55.42 - $65.63 $453K - $537K
8.18K $502M
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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