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
LECO
Lincoln Electric Holdings Inc

Industrials
193
+ 12.65%
$210.22 - $247.76 $40.6K - $47.8K
1.72K $398M
ORCC
Owl Rock Capital Corp

Financial Services
3.75K
+ 22.73%
N/A
20.2K $264M
AVUV
American Centy ETF Tr Avantis

ETFs
225
+ 10.35%
$90.37 - $102.12 $20.3K - $23K
2.4K $235M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
120
+ 3.39%
$100.63 - $112.27 $12.1K - $13.5K
3.66K $402M
VOE
Vanguard Mid Cap Value Index F

ETFs
113
+ 3.96%
$164.63 - $174.58 $18.6K - $19.7K
2.97K $510M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
301
+ 9.55%
$85.71 - $86.94 $25.8K - $26.2K
3.45K $298M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
150
+ 5.98%
$92.97 - $100.18 $13.9K - $15K
2.66K $272M
Amplify ETF Tr
114
+ 3.01%
N/A
3.9K $341M
CAN
Canaan Inc.

Technology
18.7K
New
$0.6 - $0.98 $11.2K - $18.3K
18.7K $24.3M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
124
+ 2.95%
$105.03 - $112.54 $13K - $14K
4.32K $474M
LUV
Southwest Airlines CO

Industrials
721
+ 10.6%
$29.06 - $37.7 $21K - $27.2K
7.52K $229M
BNDX
Vanguard Total International B

ETFs
309
+ 3.29%
$49.0 - $49.51 $15.1K - $15.3K
9.7K $482M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$139.82 - $155.45 $140 - $155
1.91K $302M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
399
+ 4.31%
$50.82 - $51.09 $20.3K - $20.4K
9.65K $491M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
58
+ 1.8%
N/A
3.28K $332M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.73K
+ 15.69%
$26.07 - $32.55 $175K - $219K
49.6K $1.31B
SHEL
Shell PLC

Energy
99
+ 1.95%
$69.82 - $73.93 $6.91K - $7.32K
5.19K $386M
XLP
Consumer Staples Sector Spdr

ETFs
964
+ 11.68%
N/A
9.22K $697M
USB
Us Bancorp \De\

Financial Services
232
+ 4.54%
$43.94 - $50.41 $10.2K - $11.7K
5.34K $249M
IDN
Intellicheck, Inc.

Technology
5.4K
+ 22.83%
$4.82 - $5.79 $26K - $31.3K
29.1K $134M
BMI
Badger Meter Inc

Technology
191
+ 9.99%
$172.32 - $245.81 $32.9K - $46.9K
2.1K $383M
SUB
Ishares Short Term National Mu

ETFs
154
+ 5.69%
$106.17 - $107.3 $16.4K - $16.5K
2.86K $304M
MA
Mastercard Inc

Financial Services
694
+ 5.75%
$550.18 - $598.96 $382K - $416K
12.8K $6.95B
KT
Kt Corp

Communication Services
2.2K
+ 11.13%
$19.32 - $21.38 $42.6K - $47.1K
22K $411M
Tidal Trust Iii
105
+ 0.97%
N/A
10.9K $273M
HEIA
Heico Crp Cl A
52
+ 3.62%
N/A
1.49K $366M
ROL
Rollins Inc

Consumer Cyclical
149
+ 3.4%
$55.05 - $58.74 $8.2K - $8.75K
4.53K $265M
MKL
Markel Corp

Financial Services
4
+ 3.74%
$1898.34 - $2031.8 $7.59K - $8.13K
111 $217M
UL
Unilever PLC

Consumer Defensive
282
+ 1.75%
$58.43 - $65.01 $16.5K - $18.3K
16.4K $996M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
303
+ 3.71%
$25.21 - $25.99 $7.64K - $7.87K
8.47K $219M
RJF
Raymond James Financial Inc

Financial Services
182
+ 9.01%
$154.64 - $176.43 $28.1K - $32.1K
2.2K $350M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
340
+ 3.79%
$24.39 - $24.93 $8.29K - $8.48K
9.3K $229M
CDW
Cdw Corp

Technology
175
+ 8.64%
$156.97 - $182.84 $27.5K - $32K
2.2K $341M
NSC
Norfolk Southern Corp

Industrials
7
+ 0.44%
$259.49 - $300.41 $1.82K - $2.1K
1.6K $452M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
264
+ 2.14%
$44.84 - $45.49 $11.8K - $12K
12.6K $565M
D
Dominion Energy, Inc

Utilities
730
+ 5.89%
$56.32 - $62.1 $41.1K - $45.3K
13.1K $768M
TDY
Teledyne Technologies Inc

Technology
54
+ 9.05%
$509.51 - $586.04 $27.5K - $31.6K
651 $337M
KC
Kingsoft Cloud Holdings LTD

Technology
1.87K
+ 9.0%
$11.52 - $17.47 $21.6K - $32.7K
22.7K $286M
TTE
Total Energies Se

Energy
106
+ 2.82%
N/A
3.87K $238M
ALLE
Allegion PLC

Industrials
60
+ 2.67%
$145.55 - $179.33 $8.73K - $10.8K
2.31K $380M
BSCU
Invesco Exc Self Ind Tr

ETFs
311
+ 1.81%
$16.67 - $17.03 $5.18K - $5.3K
17.5K $296M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
348
+ 7.9%
$123.13 - $140.8 $42.8K - $49K
4.75K $591M
IBDV
Ishares Tr

Technology
176
+ 1.7%
$21.75 - $22.22 $3.83K - $3.91K
10.5K $232M
KNTK
Kinetik Holdings Inc.

Energy
2.99K
+ 10.64%
$39.73 - $46.35 $119K - $139K
31.1K $1.18B
NRZ
New Residential Investment Corp.

Real Estate
4.94K
+ 11.79%
N/A
46.9K $519M
DGX
Quest Diagnostics Inc

Healthcare
11
+ 0.35%
N/A
3.11K $556M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
63
+ 0.69%
$23.48 - $23.7 $1.48K - $1.49K
9.23K $218M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
62
+ 1.48%
$49.78 - $50.75 $3.09K - $3.15K
4.25K $212M
CASY
Caseys General Stores Inc

Consumer Cyclical
13
+ 1.57%
$494.52 - $565.32 $6.43K - $7.35K
841 $432M
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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