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
MRK
Merck & Co., Inc.

Healthcare
2.11K
+ 14.51%
$83.01 - $101.02 $175K - $213K
16.6K $1.41B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
232
+ 1.01%
$25.58 - $29.24 $5.93K - $6.78K
23.2K $596M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
367
+ 4.22%
$80.73 - $94.96 $29.6K - $34.9K
9.07K $737M
BAC
Bank Of America Corp

Financial Services
9.32K
+ 11.5%
$39.61 - $47.74 $369K - $445K
90.3K $3.61B
ACN
Accenture PLC

Technology
1.15K
+ 15.19%
$300.91 - $398.25 $347K - $459K
8.75K $2.61B
ORCL
Oracle Corp

Technology
918
+ 6.99%
$139.81 - $186.47 $128K - $171K
14.1K $1.98B
OKE
Oneok Inc

Energy
284
+ 5.12%
$89.57 - $109.85 $25.4K - $31.2K
5.83K $512M
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$50.44 - $58.1 $50.4 - $58.1
11.2K $556M
ETN
Eaton Corp PLC

Industrials
67
+ 4.24%
$271.83 - $371.23 $18.2K - $24.9K
1.65K $478M
VBR
Vanguard Small Cap Value ETF

ETFs
15
+ 0.33%
$183.02 - $207.75 $2.75K - $3.12K
4.58K $826M
EOG
Eog Resources Inc

Energy
190
+ 3.91%
$120.54 - $138.05 $22.9K - $26.2K
5.05K $570M
IRM
Iron Mountain Inc

Real Estate
123
+ 1.93%
$82.79 - $111.31 $10.2K - $13.7K
6.48K $572M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
696
+ 2.0%
$37.35 - $43.35 $26K - $30.2K
35.6K $1.32B
NTAP
Net App, Inc.

Technology
93
+ 2.15%
$87.84 - $126.3 $8.17K - $11.7K
4.42K $388M
PFE
Pfizer Inc

Healthcare
1.19K
+ 2.19%
$25.01 - $27.13 $29.6K - $32.1K
55.3K $1.32B
YPF
Ypf Sociedad Anonima

Energy
1.75K
+ 13.84%
$31.56 - $46.03 $55.1K - $80.3K
14.4K $447M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.46K
+ 3.0%
$57.21 - $65.8 $83.4K - $95.9K
50.1K $2.86B
SVOL
Simplify ETF Simplify Volatili

ETFs
9.64K
+ 9.68%
$17.92 - $21.7 $173K - $209K
109K $1.81B
Ftai Aviation LTD
38
+ 0.94%
N/A
4.09K $447M
XLE
Energy Sector Spdr

ETFs
2.75K
+ 3.07%
$85.7 - $93.96 $236K - $258K
92.4K $7.64B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.13K
+ 0.66%
$16.57 - $18.85 $18.6K - $21.2K
171K $2.79B
KD
Kyndryl Holdings, Inc.

Technology
554
+ 0.38%
$31.32 - $43.45 $17.4K - $24.1K
145K $4.73B
GOOG
Alphabet Inc.

Communication Services
358
+ 0.34%
$156.06 - $207.71 $55.9K - $74.4K
106K $17.2B
GOOGL
Alphabet Inc.

Communication Services
3.05K
+ 2.26%
$154.33 - $206.19 $471K - $629K
138K $22.1B
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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email