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
TMUS
T Mobile Us, Inc.

Communication Services
3.86K
+ 84.81%
$226.02 - $259.01 $872K - $999K
8.41K $1.71B
DIS
Walt Disney CO

Communication Services
4.98K
+ 19.06%
$112.25 - $124.0 $559K - $618K
31.1K $3.49B
CVS
Cvs Health Corp

Healthcare
3.41K
+ 22.87%
$58.75 - $76.5 $200K - $261K
18.3K $1.44B
DOW
Dow Inc.

Basic Materials
18K
+ 90.09%
$20.87 - $30.37 $375K - $545K
37.9K $880M
IFRA
Ishares Tr

ETFs
8.15K
+ 52.39%
$49.77 - $52.82 $406K - $430K
23.7K $1.24B
T
At&T Inc.

Communication Services
30.4K
+ 38.29%
$26.94 - $29.62 $819K - $901K
110K $2.69B
JKHY
Henry Jack & Associates Inc

Technology
3.08K
+ 86.01%
$148.45 - $182.09 $457K - $561K
6.66K $1B
Brookfield Renewable Corp
1.48K
+ 4.31%
N/A
35.9K $1.58B
CMI
Cummins Inc

Industrials
664
+ 19.44%
$327.85 - $426.39 $218K - $283K
4.08K $1.79B
ABBV
Abb Vie Inc.

Healthcare
50
+ 0.16%
$184.85 - $231.54 $9.24K - $11.6K
30.8K $6.53B
SCHW
Schwab Charles Corp

Financial Services
5.52K
+ 30.75%
$91.03 - $98.69 $503K - $545K
23.5K $2.19B
PLMR
Palomar Holdings, Inc.

Financial Services
3.93K
+ 110.49%
$112.26 - $148.79 $441K - $585K
7.49K $851M
UPS
United Parcel Service Inc

Industrials
3.91K
+ 64.97%
$82.58 - $105.54 $323K - $412K
9.92K $933M
XCEM
Columbia ETF Tr Ii

ETFs
6.43K
+ 17.12%
$33.85 - $36.86 $218K - $237K
44K $1.71B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2.11K
+ 3.39%
$102.72 - $110.12 $217K - $232K
64.4K $6.94B
LHX
L3 Harris Technologies, Inc.

Industrials
1.11K
+ 27.27%
$252.18 - $305.41 $279K - $338K
5.17K $1.49B
CPRT
Copart Inc

Consumer Cyclical
10.4K
+ 70.66%
$44.6 - $49.97 $464K - $520K
25.1K $1.08B
SHYD
Vaneck Short High Yield Muni E

ETFs
16.5K
+ 62.49%
$22.31 - $23.01 $369K - $380K
43K $979M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.12K
+ 68.11%
$50.85 - $51.35 $362K - $366K
17.6K $909M
Blue Owl Technology Fin Corp
26.6K
+ 172.77%
N/A
41.9K $595M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.3K
+ 45.74%
$30.02 - $30.29 $368K - $372K
39.1K $1.18B
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.4K
+ 169.36%
$46.69 - $59.27 $346K - $439K
11.8K $617M
Vanguard Instl Index Fd
4.76K
+ 92.57%
N/A
9.91K $747M
SEIC
Sei Investments CO

Financial Services
4.86K
+ 76.54%
$84.85 - $93.8 $412K - $456K
11.2K $907M
FREL
Fidelity Covington Tr Msci Rea

ETFs
12.8K
+ 25.56%
$26.84 - $28.32 $343K - $362K
62.8K $1.7B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.78K
+ 4.09%
$92.18 - $95.14 $349K - $360K
96.3K $8.93B
CBSH
Commerce Bancshares Inc

Financial Services
7.9K
+ 96.64%
$58.61 - $66.11 $463K - $522K
16.1K $842M
QBTS
D Wave Quantum Inc.

Technology
2.22K
+ 12.37%
$14.81 - $27.72 $32.9K - $61.6K
20.2K $668M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.13K
+ 19.82%
$76.16 - $78.59 $314K - $324K
25K $1.94B
CCJ
Cameco Corp

Energy
2.53K
+ 78.23%
$70.47 - $86.89 $179K - $220K
5.77K $582M
ALL
Allstate Corp

Financial Services
1.78K
+ 148.17%
$192.0 - $214.65 $342K - $382K
2.98K $570M
EQT
Eqt Corp

Energy
4.91K
+ 47.89%
$49.19 - $59.19 $242K - $291K
15.2K $847M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.04K
+ 58.26%
$415.15 - $489.89 $432K - $509K
2.83K $1.1B
ALB
Albemarle Corp

Basic Materials
2.74K
+ 97.57%
$62.9 - $88.1 $172K - $241K
5.54K $535M
GNL
Global Net Lease, Inc.

Real Estate
39.6K
+ 318.84%
$6.85 - $8.33 $271K - $330K
52K $397M
AMAT
Applied Materials Inc

Technology
366
+ 8.47%
$156.25 - $204.95 $57.2K - $75K
4.69K $1.11B
CW
Curtiss Wright Corp

Industrials
197
+ 11.01%
$472.43 - $542.94 $93.1K - $107K
1.99K $1.2B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
825
+ 4.51%
$134.94 - $145.86 $111K - $120K
19.1K $2.87B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 0.26%
$366.54 - $479.53 $6.96K - $9.11K
7.31K $3.11B
IGM
Ishares Expanded Tech Sector E

ETFs
624
+ 4.69%
$110.96 - $127.67 $69.2K - $79.7K
13.9K $1.87B
CWENA
Clearway Energy Inc Cl A
6.22K
+ 21.65%
N/A
34.9K $1.07B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.96K
+ 19.11%
$55.61 - $57.37 $276K - $285K
30.9K $1.74B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.2K
+ 59.26%
$62.54 - $68.42 $200K - $219K
8.59K $627M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.9K
+ 27.06%
$19.61 - $19.79 $272K - $274K
65.1K $1.28B
HLNE
Hamilton Lane Inc

Financial Services
3.72K
+ 104.52%
$134.79 - $160.88 $502K - $599K
7.29K $837M
IEF
Ishares Barclays

ETFs
2.02K
+ 2.98%
$93.91 - $97.26 $190K - $197K
69.8K $6.73B
CYBR
Cyber Ark Software Ltd.

Technology
145
+ 7.51%
$374.8 - $491.1 $54.3K - $71.2K
2.08K $1.08B
ATO
Atmos Energy Corp

Utilities
1K
+ 7.32%
$151.51 - $170.75 $152K - $171K
14.7K $2.54B
SLV
I Shares Silver Trust

ETFs
4.75K
+ 76.63%
$32.73 - $42.5 $156K - $202K
11K $479M
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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