Diversify Advisory Services, LLC New Holdings in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Talen Energy Corp
26.1K
New
N/A
26.1K $5.79B
Arm Holdings PLC
40.3K
New
N/A
40.3K $5.67B
KD
Kyndryl Holdings, Inc.

Technology
144K
New
$22.43 - $35.79 $3.24M - $5.17M
144K $5.31B
Super Micro Computer Inc
157K
New
N/A
157K $5.11B
Lam Research Corp
37.3K
New
N/A
37.3K $2.78B
SDS
Proshares Tr Ultrashort S&P 50

ETFs
133K
New
$18.65 - $21.2 $2.47M - $2.81M
133K $2.66B
OKTA
Okta, Inc.

Technology
26.9K
New
$71.81 - $86.11 $1.93M - $2.32M
26.9K $2.27B
Arista Networks Inc
16.5K
New
N/A
16.5K $1.89B
IGM
Ishares Expanded Tech Sector E

ETFs
15.1K
New
$94.19 - $106.95 $1.42M - $1.61M
15.1K $1.53B
SQ
Block, Inc.

Technology
15.9K
New
$65.06 - $98.92 $1.04M - $1.58M
15.9K $1.31B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
48.6K
New
$19.42 - $19.76 $943K - $960K
48.6K $944M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5.14K
New
$184.21 - $199.29 $947K - $1.02M
5.14K $934M
SNPS
Synopsys Inc

Technology
1.78K
New
$485.36 - $588.0 $864K - $1.05M
1.78K $877M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.4K
New
$23.88 - $24.32 $749K - $763K
31.4K $750M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.17K
New
$198.04 - $221.51 $628K - $703K
3.17K $662M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
20.1K
New
$32.85 - $34.26 $660K - $688K
20.1K $657M
CSGP
Costar Group, Inc.

Real Estate
8.96K
New
$69.7 - $81.97 $624K - $734K
8.96K $626M
First Tr Exchng Traded Fd Vi
16.7K
New
N/A
16.7K $624M
Blackrock ETF Trust
25.1K
New
N/A
25.1K $618M
VRT
Vertiv Holdings CO

Industrials
4.38K
New
N/A
4.38K $564M
Blackrock Inc
590
New
N/A
590 $564M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
39.6K
New
$9.71 - $15.34 $384K - $607K
39.6K $548M
RMBS
Rambus Inc

Technology
8.47K
New
$40.13 - $59.14 $340K - $501K
8.47K $476M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.95K
New
N/A
4.95K $451M
TJX
Tjx Companies Inc

Consumer Cyclical
3.68K
New
$112.15 - $127.2 $412K - $467K
3.68K $441M
KKR
Kkr & Co. Inc.

Financial Services
3.1K
New
$129.87 - $162.87 $402K - $505K
3.1K $437M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.11K
New
$201.32 - $217.44 $424K - $458K
2.11K $436M
KMI
Kinder Morgan, Inc.

Energy
14.9K
New
$22.59 - $28.54 $336K - $425K
14.9K $419M
SPOT
Spotify Technology S.A.

Communication Services
851
New
$362.95 - $502.38 $309K - $428K
851 $391M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.42K
New
$87.25 - $95.52 $385K - $422K
4.42K $387M
FANG
Diamondback Energy, Inc.

Energy
2.2K
New
$153.06 - $199.5 $336K - $438K
2.2K $384M
TFC
Truist Financial Corp

Financial Services
8.75K
New
$41.51 - $48.1 $363K - $421K
8.75K $374M
BWXT
Bwx Technologies, Inc.

Industrials
2.84K
New
$111.39 - $133.28 $316K - $378K
2.84K $325M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.11K
New
$75.1 - $82.99 $309K - $341K
4.11K $309M
URI
United Rentals, Inc.

Industrials
444
New
$704.44 - $880.32 $313K - $391K
444 $298M
BKR
Baker Hughes CO

Energy
6.79K
New
$35.98 - $44.88 $244K - $305K
6.79K $294M
SE
Sea LTD

Consumer Cyclical
2.65K
New
$93.56 - $117.41 $248K - $311K
2.65K $287M
AON
Aon PLC

Financial Services
802
New
$344.14 - $393.31 $276K - $315K
802 $280M
UI
Ubiquiti Inc.

Technology
759
New
$223.6 - $362.72 $170K - $275K
759 $273M
OHI
Omega Healthcare Investors Inc

Real Estate
7.38K
New
$37.51 - $42.56 $277K - $314K
7.38K $272M
GDDY
Go Daddy Inc.

Technology
1.4K
New
$153.16 - $209.03 $215K - $293K
1.4K $271M
KNTK
Kinetik Holdings Inc.

Energy
4.45K
New
$45.65 - $61.95 $203K - $276K
4.45K $269M
SPG
Simon Property Group Inc

Real Estate
1.54K
New
$167.23 - $183.84 $257K - $283K
1.54K $263M
TNL
Travel & Leisure Co.

Consumer Cyclical
5.16K
New
$45.26 - $56.28 $233K - $290K
5.16K $258M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.8K
New
$65.67 - $69.79 $249K - $265K
3.8K $251M
MTN
Vail Resorts Inc

Consumer Cyclical
1.3K
New
$165.69 - $195.44 $216K - $255K
1.3K $234M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
336
New
$701.85 - $1046.91 $236K - $352K
336 $234M
WHR
Whirlpool Corp

Consumer Cyclical
1.96K
New
$99.28 - $124.45 $194K - $244K
1.96K $231M
GRMN
Garmin LTD

Technology
1.1K
New
$161.91 - $220.77 $178K - $243K
1.1K $230M
Activity Summary
Buys All Purchases 250 New Holdings 72 Increased Positions 178 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 1 Puts 0
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