Diversify Advisory Services, LLC Incresed Positions in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
15.3K
+ 23.77%
$81.7 - $87.53 $1.25M - $1.34M
79.8K $7.03B
OPFI
Opp Fi Inc.

Technology
160K
+ 98.86%
$9.58 - $14.29 $1.53M - $2.28M
322K $3.23B
CRDO
Credo Technology Group Holding LTD

Technology
1.15K
+ 5.06%
$87.59 - $172.31 $101K - $198K
23.9K $4.32B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
57.9K
+ 16.77%
$22.64 - $23.22 $1.31M - $1.34M
403K $9.32B
IYW
Ishares Dj Us Tech ETF

ETFs
5.96K
+ 82.56%
$171.38 - $197.01 $1.02M - $1.17M
13.2K $2.75B
Blackrock ETF Trust Ii
24.9K
+ 25.77%
N/A
121K $6.44B
VRT
Vertiv Holdings CO

Industrials
5.66K
+ 126.89%
N/A
10.1K $1.94B
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.9K
+ 37.96%
$28.92 - $32.19 $894K - $995K
112K $3.77B
NOW
Service Now, Inc.

Technology
1.18K
+ 38.41%
$850.86 - $1044.69 $1.01M - $1.23M
4.26K $3.89B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.16K
+ 39.53%
$420.11 - $472.68 $907K - $1.02M
7.62K $3.72B
KLAC
Kla Corp

Technology
635
+ 37.98%
$843.9 - $1078.6 $536K - $685K
2.31K $2.81B
PULS
Pgim ETF Tr

ETFs
25.1K
+ 19.63%
$49.58 - $49.83 $1.24M - $1.25M
153K $7.59B
ISRG
Intuitive Surgical Inc

Healthcare
705
+ 6.56%
$433.66 - $544.47 $306K - $384K
11.5K $6.23B
Blackrock ETF Trust
27.2K
+ 313.09%
N/A
35.8K $1.34B
CRM
Salesforce, Inc.

Technology
2.62K
+ 21.77%
$231.66 - $273.65 $606K - $716K
14.6K $3.83B
Blackrock ETF Trust
24.8K
+ 121.23%
N/A
45.2K $1.75B
NEM
Newmont Corp

Basic Materials
11.1K
+ 158.73%
$57.35 - $85.25 $639K - $950K
18.2K $1.48B
AXP
American Express CO

Financial Services
1.02K
+ 10.17%
$294.27 - $342.31 $299K - $348K
11K $3.98B
EFG
Msci Eafe Growth ETF

ETFs
7.52K
+ 57.11%
$106.99 - $114.46 $804K - $861K
20.7K $2.39B
BALT
Innovator Etfs Tr
26.9K
+ 77.97%
$32.11 - $32.82 $865K - $884K
61.5K $2.03B
Sila Realty Trust Inc
39.7K
+ 248.17%
N/A
55.7K $1.31B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.95K
+ 0.98%
$49.43 - $54.52 $96.4K - $106K
200K $11B
IBM
International Business Machines Corp

Technology
489
+ 4.73%
$234.77 - $292.47 $115K - $143K
10.8K $3.3B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.3K
+ 11.35%
$45.6 - $46.92 $743K - $765K
160K $7.46B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.54K
+ 45.09%
$98.52 - $103.93 $742K - $783K
24.2K $2.5B
PAVE
Global X Fds Us Infrastructure

ETFs
15.6K
+ 53.86%
$44.02 - $47.63 $689K - $745K
44.7K $2.15B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.06K
+ 85.69%
$236.25 - $257.69 $722K - $787K
6.62K $1.68B
XLK
Technology Sector Spdr

ETFs
135
+ 0.64%
$250.97 - $282.66 $33.9K - $38.2K
21.1K $6.38B
LNG
Cheniere Energy, Inc.

Energy
3.66K
+ 380.75%
$222.68 - $244.28 $815K - $894K
4.62K $968M
TER
Teradyne, Inc

Technology
578
+ 6.82%
$90.15 - $137.64 $52.1K - $79.6K
9.06K $1.66B
APH
Amphenol Corp

Technology
2.8K
+ 27.03%
$97.39 - $125.4 $273K - $351K
13.2K $1.86B
BAC
Bank Of America Corp

Financial Services
2.11K
+ 2.17%
$44.92 - $52.42 $94.6K - $110K
99.1K $5.31B
VUG
Vanguard Growth ETF

ETFs
1.01K
+ 20.46%
$433.97 - $484.08 $437K - $487K
5.93K $2.98B
MEDP
Medpace Holdings, Inc.

Healthcare
563
+ 21.5%
$308.88 - $514.16 $174K - $289K
3.18K $1.89B
CAT
Caterpillar Inc

Industrials
245
+ 7.13%
$390.92 - $477.15 $95.8K - $117K
3.68K $2.1B
MPWR
Monolithic Power Systems Inc

Technology
513
+ 50.49%
$711.24 - $922.81 $365K - $473K
1.53K $1.53B
STX
Seagate Technology Holdings PLC

Technology
237
+ 4.23%
$142.01 - $236.06 $33.7K - $55.9K
5.84K $1.55B
AVEM
American Centy ETF Tr Avantis

ETFs
8.07K
+ 120.21%
$68.33 - $75.41 $552K - $609K
14.8K $1.16B
UI
Ubiquiti Inc.

Technology
371
+ 28.43%
$388.83 - $660.58 $144K - $245K
1.68K $1.3B
DHI
Horton D R Inc

Consumer Cyclical
4.78K
+ 182.91%
$129.82 - $184.04 $621K - $880K
7.4K $1.07B
ZS
Zscaler, Inc.

Technology
97
+ 1.02%
$267.68 - $316.5 $26K - $30.7K
9.57K $3.22B
ADBE
Adobe Inc.

Technology
1.8K
+ 19.3%
$333.65 - $392.1 $602K - $707K
11.2K $3.76B
PGR
Progressive Corp

Financial Services
3.12K
+ 339.87%
$238.61 - $264.3 $744K - $825K
4.04K $822M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.4K
+ 20.03%
$108.08 - $121.73 $367K - $414K
20.4K $2.56B
XLF
Financial Sector Spdr

ETFs
11.5K
+ 27.4%
$51.37 - $54.25 $593K - $626K
53.6K $2.8B
AEP
American Electric Power CO Inc

Utilities
4.5K
+ 90.53%
$103.26 - $115.0 $465K - $518K
9.48K $1.14B
IDCC
Inter Digital, Inc.

Communication Services
655
+ 25.62%
$221.35 - $349.23 $145K - $229K
3.21K $1.27B
ADP
Automatic Data Processing Inc

Industrials
3.14K
+ 57.24%
$288.69 - $310.94 $905K - $975K
8.61K $2.21B
ADSK
Autodesk, Inc.

Technology
1.71K
+ 77.67%
N/A
3.91K $1.19B
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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