Diversify Advisory Services, LLC Incresed Positions in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
5.77K
+ 206.52%
$90.32 - $109.27 $521K - $630K
8.56K $929M
VTI
Vanguard Total Stock Market Et

ETFs
3.86K
+ 13.59%
$271.18 - $303.12 $1.05M - $1.17M
32.2K $8.79B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.5K
+ 148.32%
$55.41 - $60.74 $635K - $696K
19.2K $1.07B
CPRT
Copart Inc

Consumer Cyclical
8.94K
+ 151.5%
$52.3 - $59.83 $468K - $535K
14.8K $898M
MRVL
Marvell Technology, Inc.

Technology
13.1K
+ 349.99%
$61.57 - $126.06 $807K - $1.65M
16.8K $988M
CSCO
Cisco Systems, Inc.

Technology
11.2K
+ 15.99%
$58.74 - $64.87 $656K - $724K
81K $4.64B
GS
Goldman Sachs Group Inc

Financial Services
1.05K
+ 30.4%
$524.81 - $672.19 $553K - $708K
4.52K $2.48B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.36K
+ 27.86%
$110.75 - $119.78 $372K - $402K
15.4K $1.85B
VGLT
Vanguard Long Term Treasury Et

ETFs
5.75K
+ 10.79%
$53.99 - $58.43 $310K - $336K
59.1K $3.38B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.86K
+ 7.12%
$25.2 - $68.74 $72K - $196K
43K $1.51B
MCD
Mcdonalds Corp

Consumer Cyclical
822
+ 11.99%
$279.74 - $321.29 $230K - $264K
7.68K $2.42B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.47K
+ 58.46%
$45.92 - $47.58 $435K - $450K
25.7K $1.22B
AON
Aon PLC

Financial Services
1.35K
+ 168.2%
$348.44 - $409.32 $470K - $552K
2.15K $753M
ATO
Atmos Energy Corp

Utilities
1.7K
+ 21.95%
$136.51 - $154.58 $232K - $262K
9.43K $1.51B
EW
Edwards Lifesciences Corp

Healthcare
4.65K
+ 24.47%
$67.95 - $76.19 $316K - $354K
23.7K $1.8B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.43K
+ 58.44%
$106.22 - $111.09 $364K - $381K
9.3K $1.03B
SBUX
Starbucks Corp

Consumer Cyclical
5.29K
+ 76.13%
$91.75 - $115.81 $486K - $613K
12.2K $1.04B
ZTS
Zoetis Inc.

Healthcare
3.22K
+ 24.67%
$156.48 - $175.67 $504K - $565K
16.3K $2.53B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.63K
+ 88.81%
$81.83 - $82.73 $379K - $383K
9.85K $818M
INTU
Intuit Inc

Technology
607
+ 20.67%
$555.63 - $630.23 $337K - $383K
3.54K $2.21B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
251
+ 0.3%
$87.68 - $94.52 $22K - $23.7K
84.2K $7.74B
MELI
Mercadolibre Inc

Consumer Cyclical
123
+ 71.51%
$1739.0 - $2260.0 $214K - $278K
295 $673M
TTD
Trade Desk, Inc.

Technology
11.3K
+ 272.58%
$53.59 - $126.58 $606K - $1.43M
15.5K $845M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.47K
+ 8.31%
$71.17 - $73.66 $247K - $255K
45.2K $3.32B
JPM
Jpmorgan Chase & CO

Financial Services
907
+ 3.45%
$225.19 - $279.95 $204K - $254K
27.2K $6.65B
MGV
Vanguard Mega Cap Value

ETFs
2.8K
+ 25.52%
$123.61 - $133.01 $346K - $373K
13.8K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
1.55K
+ 21.01%
$347.25 - $424.87 $539K - $659K
8.94K $3.21B
VRNA
Verona Pharma PLC

Healthcare
2.1K
+ 34.04%
$44.81 - $69.63 $94.1K - $146K
8.27K $605M
BNDX
Vanguard Total International B

ETFs
6.1K
+ 43.92%
$48.33 - $49.5 $295K - $302K
20K $988M
XOM
Exxon Mobil Corp

Energy
2.14K
+ 6.41%
$105.44 - $118.93 $226K - $255K
35.5K $3.85B
SO
Southern CO

Utilities
2.09K
+ 21.38%
$80.96 - $92.96 $169K - $194K
11.9K $1.08B
XCEM
Columbia ETF Tr Ii

ETFs
8.75K
+ 32.18%
$29.18 - $30.72 $255K - $269K
35.9K $1.09B
PEP
Pepsico Inc

Consumer Defensive
2.58K
+ 30.35%
$142.64 - $156.42 $369K - $404K
11.1K $1.49B
SE
Sea LTD

Consumer Cyclical
1.55K
+ 58.52%
$104.87 - $146.31 $162K - $227K
4.2K $562M
FREL
Fidelity Covington Tr Msci Rea

ETFs
9.46K
+ 31.57%
$25.98 - $28.59 $246K - $271K
39.4K $1.05B
ESS
Essex Property Trust, Inc.

Real Estate
925
+ 17.46%
N/A
6.22K $1.71B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.34K
+ 23.05%
$51.39 - $57.43 $172K - $192K
17.8K $1.01B
WM
Waste Management Inc

Industrials
346
+ 4.06%
$200.54 - $233.78 $69.4K - $80.9K
8.87K $2.03B
HMY
Harmony Gold Mining CO LTD

Basic Materials
6.31K
+ 24.42%
$8.25 - $14.77 $52.1K - $93.2K
32.2K $495M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.56K
+ 16.78%
$119.38 - $161.42 $306K - $413K
17.8K $2.24B
American Healthcare Reit Inc
2.75K
+ 7.84%
N/A
37.8K $1.21B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.86K
+ 16.02%
$37.07 - $40.63 $180K - $198K
35.2K $1.39B
NOW
Service Now, Inc.

Technology
474
+ 19.76%
$783.83 - $1170.39 $372K - $555K
2.87K $2.71B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.72K
+ 20.02%
$50.39 - $50.66 $238K - $239K
28.3K $1.43B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.07K
+ 8.44%
$169.43 - $182.84 $351K - $378K
26.6K $4.49B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.19K
+ 19.49%
N/A
19.5K $1.25B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
7.14K
+ 22.83%
$9.49 - $14.83 $67.8K - $106K
38.4K $540M
AMCR
Amcor PLC

Consumer Cyclical
24.2K
+ 29.07%
$9.33 - $10.39 $226K - $251K
107K $1B
ERJ
Embraer S.A.

Industrials
3.14K
+ 33.32%
$37.11 - $56.4 $117K - $177K
12.6K $573M
Activity Summary
Buys All Purchases 369 New Holdings 94 Increased Positions 275 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 2
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