Diversify Advisory Services, LLC New Holdings in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLSK
Cleanspark, Inc.

Technology
75.8K
New
$6.74 - $11.03 $511K - $837K
75.8K $752M
Blackrock ETF Trust
20.4K
New
N/A
20.4K $752M
BK
Bank Of New York Mellon Corp

Financial Services
7.25K
New
$73.31 - $91.62 $531K - $664K
7.25K $751M
CMS
Cms Energy Corp

Utilities
10K
New
$68.57 - $75.51 $688K - $757K
10K $730M
ONON
On Holding Ag

Consumer Cyclical
14.6K
New
$37.65 - $60.68 $548K - $884K
14.6K $726M
DELL
Dell Technologies Inc.

Technology
5.01K
New
$71.63 - $125.98 $359K - $631K
5.01K $709M
RMD
Resmed Inc

Healthcare
2.48K
New
$204.54 - $258.0 $507K - $640K
2.48K $703M
IDCC
Inter Digital, Inc.

Communication Services
2.56K
New
$183.37 - $234.7 $469K - $600K
2.56K $700M
NET
Cloudflare, Inc.

Technology
3.41K
New
$97.08 - $195.83 $331K - $667K
3.41K $689M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
35.4K
New
$17.17 - $19.9 $608K - $705K
35.4K $673M
A
Agilent Technologies, Inc.

Healthcare
5.71K
New
$99.29 - $120.52 $567K - $689K
5.71K $670M
WMS
Advanced Drainage Systems, Inc.

Industrials
4.87K
New
$96.79 - $123.55 $472K - $602K
4.87K $666M
MNST
Monster Beverage Corp

Consumer Defensive
10.4K
New
$55.01 - $64.24 $572K - $669K
10.4K $666M
PNR
Pentair PLC

Industrials
6.15K
New
$76.17 - $103.58 $468K - $637K
6.15K $652M
BEP
Brookfield Renewable Partners L.P.

Utilities
26.2K
New
$20.16 - $26.41 $529K - $693K
26.2K $648M
Te Connectivity PLC
3.16K
New
N/A
3.16K $644M
FAST
Fastenal CO

Industrials
13.2K
New
$40.65 - $83.16 $536K - $1.1M
13.2K $639M
INVH
Invitation Homes Inc.

Real Estate
21.2K
New
$30.53 - $35.47 $647K - $752K
21.2K $637M
ITW
Illinois Tool Works Inc

Industrials
2.44K
New
$218.41 - $252.43 $532K - $615K
2.44K $635M
ARCC
Ares Capital Corp

Financial Services
28.3K
New
$18.91 - $22.43 $534K - $634K
28.3K $635M
NLOK
Norton Life Lock Inc.

Technology
19.8K
New
N/A
19.8K $631M
ADSK
Autodesk, Inc.

Technology
2.2K
New
N/A
2.2K $622M
FHI
Federated Hermes, Inc.

Financial Services
11.8K
New
$35.85 - $44.32 $424K - $524K
11.8K $617M
XP
Xp Inc.

Financial Services
34.6K
New
$12.69 - $20.62 $439K - $714K
34.6K $603M
NTES
Net Ease, Inc.

Communication Services
4.6K
New
$91.37 - $134.58 $420K - $619K
4.6K $603M
ADI
Analog Devices Inc

Technology
2.59K
New
$164.6 - $238.02 $427K - $617K
2.59K $602M
SHYD
Vaneck Short High Yield Muni E

ETFs
26.5K
New
$21.84 - $22.79 $578K - $603K
26.5K $599M
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.78K
New
$100.44 - $129.37 $580K - $747K
5.78K $599M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.44K
New
$54.28 - $67.95 $458K - $574K
8.44K $596M
JKHY
Henry Jack & Associates Inc

Technology
3.58K
New
$163.54 - $186.02 $586K - $666K
3.58K $572M
HLNE
Hamilton Lane Inc

Financial Services
3.56K
New
$126.65 - $175.49 $451K - $625K
3.56K $565M
CG
Carlyle Group Inc.

Financial Services
8.72K
New
$34.78 - $51.4 $303K - $448K
8.72K $565M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.73K
New
$137.62 - $174.44 $375K - $476K
2.73K $564M
SEIC
Sei Investments CO

Financial Services
6.35K
New
$66.45 - $89.86 $422K - $571K
6.35K $559M
DAL
Delta Air Lines, Inc.

Industrials
9.45K
New
$35.88 - $52.99 $339K - $501K
9.45K $552M
PSA
Public Storage

Real Estate
1.96K
New
$266.31 - $309.77 $522K - $607K
1.96K $550M
LII
Lennox International Inc

Industrials
926
New
$508.76 - $605.77 $471K - $561K
926 $547M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.5K
New
$50.09 - $51.09 $524K - $534K
10.5K $534M
INDA
Ishares Msci India Index Fund

ETFs
10.1K
New
$49.13 - $55.86 $496K - $564K
10.1K $530M
EQT
Eqt Corp

Energy
10.3K
New
$46.11 - $60.44 $473K - $620K
10.3K $526M
GGG
Graco Inc

Industrials
6.1K
New
$74.02 - $87.26 $451K - $532K
6.1K $520M
EXP
Eagle Materials Inc

Basic Materials
2.2K
New
$193.68 - $241.95 $426K - $532K
2.2K $514M
FTCS
First Trust Capital Strength E

ETFs
5.54K
New
$81.6 - $92.39 $452K - $512K
5.54K $511M
CBSH
Commerce Bancshares Inc

Financial Services
8.18K
New
$55.42 - $65.63 $453K - $537K
8.18K $502M
RY
Royal Bank Of Canada

Financial Services
3.69K
New
$108.36 - $131.55 $399K - $485K
3.69K $497M
Thomson Reuters Corp
2.89K
New
N/A
2.89K $492M
TTWO
Take Two Interactive Software Inc

Communication Services
2.12K
New
$194.58 - $243.05 $412K - $514K
2.12K $492M
ELS
Equity Lifestyle Properties Inc

Real Estate
8.15K
New
$61.46 - $68.02 $501K - $555K
8.15K $491M
INFY
Infosys LTD

Technology
30.5K
New
$16.14 - $18.75 $492K - $571K
30.5K $489M
Activity Summary
Buys All Purchases 675 New Holdings 243 Increased Positions 432 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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