Diversify Advisory Services, LLC New Holdings in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
3.78K
New
$233.96 - $324.52 $885K - $1.23M
3.78K $1.14B
HOOD
Robinhood Markets, Inc.

Technology
19.8K
New
$35.63 - $65.28 $707K - $1.3M
19.8K $980M
EMR
Emerson Electric CO

Industrials
8.56K
New
$108.64 - $131.17 $930K - $1.12M
8.56K $900M
PEN
Penumbra Inc

Healthcare
2.89K
New
$237.28 - $303.76 $686K - $878K
2.89K $858M
CMI
Cummins Inc

Industrials
2.82K
New
$312.92 - $386.07 $881K - $1.09M
2.82K $825M
Ishares Tr
34.2K
New
N/A
34.2K $823M
Tempus Ai Inc
15.2K
New
N/A
15.2K $823M
INTA
Intapp, Inc.

Technology
15K
New
$57.21 - $74.1 $858K - $1.11M
15K $818M
Celestica Inc
9.2K
New
N/A
9.2K $801M
LHX
L3 Harris Technologies, Inc.

Industrials
3.59K
New
$194.65 - $222.86 $698K - $799K
3.59K $793M
CRDO
Credo Technology Group Holding LTD

Technology
17K
New
$39.45 - $85.5 $671K - $1.45M
17K $735M
CTAS
Cintas Corp

Industrials
3.47K
New
$182.09 - $208.14 $631K - $722K
3.47K $726M
HDB
Hdfc Bank LTD

Financial Services
9.15K
New
$58.06 - $66.85 $531K - $612K
9.15K $663M
TSN
Tyson Foods, Inc.

Consumer Defensive
10.4K
New
$54.27 - $63.81 $563K - $662K
10.4K $629M
Vanguard Malvern Fds
7.96K
New
N/A
7.96K $618M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
17.2K
New
$34.08 - $35.99 $586K - $619K
17.2K $589M
RACE
Ferrari N.V.

Consumer Cyclical
1.23K
New
$413.73 - $508.15 $508K - $624K
1.23K $568M
OPFI
Opp Fi Inc.

Technology
56K
New
$7.18 - $16.94 $402K - $949K
56K $531M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.4K
New
$41.74 - $43.57 $518K - $541K
12.4K $522M
CBRE
Cbre Group, Inc.

Real Estate
3.99K
New
$121.79 - $147.13 $486K - $587K
3.99K $486M
TPL
Texas Pacific Land Corp

Energy
358
New
$1180.08 - $1431.01 $422K - $512K
358 $476M
MCO
Moodys Corp

Financial Services
1.04K
New
$437.8 - $527.48 $457K - $551K
1.04K $466M
TRU
Trans Union

Industrials
5.62K
New
$80.45 - $100.25 $452K - $563K
5.62K $463M
FNGS
Bank Of Montreal

ETFs
8.41K
New
$49.78 - $61.24 $419K - $515K
8.41K $452M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.5K
New
$21.23 - $23.75 $436K - $488K
20.5K $439M
SPGI
S&P Global Inc.

Financial Services
874
New
$478.26 - $543.77 $418K - $475K
874 $430M
EXC
Exelon Corp

Utilities
9.17K
New
$37.3 - $46.08 $342K - $423K
9.17K $430M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.8K
New
$147.38 - $176.39 $413K - $495K
2.8K $429M
FSMD
Fidelity Covington Tr Small Mi

ETFs
11.2K
New
$38.04 - $43.22 $424K - $482K
11.2K $429M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.62K
New
$79.66 - $108.41 $288K - $392K
3.62K $421M
HEIA
Heico Crp Cl A
2.03K
New
N/A
2.03K $403M
IDXX
Idexx Laboratories Inc

Healthcare
919
New
$406.29 - $469.04 $373K - $431K
919 $402M
XEL
Xcel Energy Inc

Utilities
5.4K
New
$63.37 - $72.1 $342K - $390K
5.4K $382M
DUOL
Duolingo, Inc.

Technology
972
New
$272.49 - $441.39 $265K - $429K
972 $374M
PJT
Pjt Partners Inc.

Financial Services
2.59K
New
$135.97 - $177.59 $352K - $460K
2.59K $366M
Blackrock ETF Trust Ii
12.4K
New
N/A
12.4K $364M
GLOB
Globant S.A.

Technology
3K
New
$117.72 - $228.73 $353K - $686K
3K $357M
FISV
Fiserv Inc

Technology
1.86K
New
N/A
1.86K $345M
ASND
Ascendis Pharma A/S

Healthcare
1.99K
New
$119.49 - $168.84 $238K - $336K
1.99K $332M
Ishares Bitcoin Trust ETF
6.11K
New
N/A
6.11K $332M
APH
Amphenol Corp

Technology
4.24K
New
$61.62 - $78.55 $261K - $333K
4.24K $325M
NDAQ
Nasdaq, Inc.

Financial Services
4.11K
New
$72.17 - $83.76 $296K - $344K
4.11K $312M
PEG
Public Service Enterprise Group Inc

Utilities
3.77K
New
$78.2 - $90.39 $295K - $341K
3.77K $308M
DHR
Danaher Corp

Healthcare
1.53K
New
$201.62 - $250.59 $309K - $384K
1.53K $305M
Kenvue Inc
13K
New
N/A
13K $304M
MMYT
Make My Trip LTD

Consumer Cyclical
2.88K
New
N/A
2.88K $303M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.81K
New
$142.8 - $176.36 $258K - $319K
1.81K $300M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.15K
New
$91.76 - $103.26 $289K - $325K
3.15K $299M
KT
Kt Corp

Communication Services
15.5K
New
$15.57 - $18.63 $241K - $289K
15.5K $293M
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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