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
HDV
Ishares Core High Dividend ETF

ETFs
3.39K
New
$108.41 - $120.51 $368K - $409K
3.39K $408M
GE
General Electric CO

Industrials
1.09K
+ 83.72%
$166.81 - $257.39 $182K - $281K
2.39K $669M
GNTX
Gentex Corp

Consumer Cyclical
14.9K
New
$20.83 - $23.52 $310K - $351K
14.9K $406M
CME
Cme Group Inc.

Financial Services
1.39K
+ 21.34%
$252.37 - $290.71 $350K - $404K
7.89K $2.18B
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
9.93K
New
$37.13 - $59.74 $369K - $593K
9.93K $402M
Ishares Bitcoin Trust ETF
4.62K
+ 75.52%
N/A
10.7K $729M
MGK
Vanguard Mega Cap Growth ETF

ETFs
496
+ 17.84%
$273.67 - $366.17 $136K - $182K
3.28K $1.27B
MELI
Mercadolibre Inc

Consumer Cyclical
159
+ 53.9%
$1794.73 - $2613.63 $285K - $416K
454 $1.07B
Vanguard Instl Index Fd
5.14K
New
N/A
5.14K $388M
CW
Curtiss Wright Corp

Industrials
292
+ 19.49%
$283.18 - $488.55 $82.7K - $143K
1.79K $898M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.17K
New
$53.36 - $61.57 $329K - $380K
6.17K $385M
PWR
Quanta Services, Inc.

Industrials
984
New
$239.47 - $381.26 $236K - $375K
984 $385M
CDNS
Cadence Design Systems Inc

Technology
536
+ 14.18%
$231.64 - $323.08 $124K - $173K
4.32K $1.53B
CRM
Salesforce, Inc.

Technology
3.05K
+ 33.94%
$236.26 - $291.15 $720K - $887K
12K $2.79B
KR
Kroger CO

Consumer Defensive
5.19K
New
$64.62 - $74.0 $335K - $384K
5.19K $382M
NVT
N Vent Electric PLC

Industrials
2.13K
+ 44.05%
$45.2 - $73.35 $96.1K - $156K
6.95K $638M
DFIV
Dimensional ETF Tr

ETFs
7.24K
+ 73.82%
$34.67 - $43.21 $251K - $313K
17.1K $768M
IGM
Ishares Expanded Tech Sector E

ETFs
224
+ 1.71%
$79.8 - $112.34 $17.9K - $25.2K
13.3K $1.58B
MGV
Vanguard Mega Cap Value

ETFs
1.88K
+ 13.65%
$114.87 - $131.25 $216K - $247K
15.7K $2.07B
SONY
Sony Group Corp

Technology
12.6K
+ 73.15%
$21.24 - $26.88 $268K - $339K
29.8K $811M
DXPE
Dxp Enterprises Inc

Industrials
500
+ 5.71%
$71.8 - $92.02 $35.9K - $46K
9.26K $1.13B
LAD
Lithia Motors Inc

Consumer Cyclical
1.21K
New
$271.94 - $339.35 $329K - $411K
1.21K $364M
BALL
Ball Corp

Consumer Cyclical
6.77K
New
$44.94 - $56.99 $304K - $386K
6.77K $362M
VRT
Vertiv Holdings CO

Industrials
1.22K
+ 37.58%
N/A
4.46K $641M
ABC
Amerisourcebergen Corp

Healthcare
1.25K
+ 94.07%
N/A
2.59K $747M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.21K
New
$27.82 - $46.45 $145K - $242K
5.21K $360M
KEP
Korea Electric Power Corp

Utilities
25.5K
New
$7.24 - $14.63 $185K - $374K
25.5K $360M
NRZ
New Residential Investment Corp.

Real Estate
27.7K
+ 195.07%
N/A
41.9K $516M
NEE
Nextera Energy Inc

Utilities
4.26K
+ 44.33%
$64.11 - $75.0 $273K - $320K
13.9K $997M
CYBR
Cyber Ark Software Ltd.

Technology
624
+ 47.78%
$305.98 - $406.88 $191K - $254K
1.93K $807M
EW
Edwards Lifesciences Corp

Healthcare
4.3K
+ 18.17%
$67.07 - $78.22 $288K - $336K
27.9K $2.15B
ET
Energy Transfer LP

Energy
18.2K
+ 26.03%
$15.65 - $18.93 $285K - $345K
88.1K $1.53B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.29K
New
$90.85 - $102.31 $299K - $336K
3.29K $341M
RJF
Raymond James Financial Inc

Financial Services
2.02K
New
$123.65 - $153.88 $250K - $311K
2.02K $340M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.59K
+ 23.5%
N/A
24.1K $1.59B
SJM
J M Smucker CO

Consumer Defensive
2.99K
New
$94.41 - $118.52 $283K - $355K
2.99K $333M
QBTS
D Wave Quantum Inc.

Technology
18K
New
$6.22 - $19.04 $112K - $342K
18K $332M
VIG
Vanguard Dividend Appreciation

ETFs
1.59K
New
N/A
1.59K $332M
MTB
M&T Bank Corp

Financial Services
1.74K
New
$156.58 - $193.99 $272K - $337K
1.74K $332M
ARES
Ares Management Corp

Financial Services
1.72K
New
$118.04 - $175.83 $202K - $302K
1.72K $331M
EME
Emcor Group, Inc.

Industrials
520
New
$342.02 - $534.89 $178K - $278K
520 $329M
UI
Ubiquiti Inc.

Technology
400
+ 44.2%
$273.45 - $456.69 $109K - $183K
1.31K $620M
Yatsen Hldg LTD
35.4K
New
N/A
35.4K $326M
ERJ
Embraer S.A.

Industrials
2.66K
+ 21.16%
$40.42 - $56.91 $108K - $151K
15.2K $894M
Maplebear Inc
6.29K
New
N/A
6.29K $321M
UL
Unilever PLC

Consumer Defensive
5.6K
+ 53.19%
$57.9 - $65.43 $324K - $367K
16.1K $986M
FCX
Freeport Mcmoran Inc

Basic Materials
5.09K
+ 25.02%
$29.15 - $44.46 $148K - $226K
25.4K $1.07B
PAVE
Global X Fds Us Infrastructure

ETFs
1.81K
+ 6.63%
$33.78 - $43.68 $61K - $78.9K
29K $1.35B
SE
Sea LTD

Consumer Cyclical
838
+ 19.97%
$105.57 - $170.4 $88.5K - $143K
5.03K $877M
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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