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
NEM
Newmont Corp

Basic Materials
7.02K
New
$44.18 - $59.46 $310K - $418K
7.02K $484M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
14.9K
New
$28.81 - $34.65 $429K - $516K
14.9K $483M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.52K
New
$149.76 - $186.42 $378K - $470K
2.52K $482M
AVEM
American Centy ETF Tr Avantis

ETFs
6.72K
New
$53.08 - $68.54 $356K - $460K
6.72K $478M
GFI
Gold Fields LTD

Basic Materials
15.1K
New
$19.94 - $25.71 $301K - $388K
15.1K $473M
RPG
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$33.86 - $45.77 $341K - $461K
10.1K $471M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
10.2K
New
$45.92 - $50.78 $469K - $518K
10.2K $468M
Tortoise Capital Series Trus
13.2K
New
N/A
13.2K $466M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
24.5K
New
$21.27 - $26.73 $522K - $656K
24.5K $465M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.1K
New
$50.27 - $62.05 $357K - $441K
7.1K $465M
FOXA
Fox Corp

Communication Services
8.06K
New
$47.21 - $57.04 $381K - $460K
8.06K $453M
FUTU
Futu Holdings LTD

Financial Services
2.71K
New
$74.81 - $124.33 $203K - $337K
2.71K $448M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.85K
New
$91.57 - $110.76 $444K - $537K
4.85K $448M
PLMR
Palomar Holdings, Inc.

Financial Services
3.56K
New
$129.99 - $175.67 $462K - $625K
3.56K $438M
MPLX
Mplx LP

Energy
8.72K
New
$46.68 - $53.89 $407K - $470K
8.72K $435M
HTGC
Hercules Capital, Inc.

Financial Services
22.3K
New
$16.24 - $19.1 $363K - $427K
22.3K $430M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.04K
New
$139.8 - $197.22 $285K - $402K
2.04K $429M
AXON
Axon Enterprise, Inc.

Industrials
556
New
$497.13 - $827.94 $276K - $460K
556 $427M
AMP
Ameriprise Financial Inc

Financial Services
812
New
$422.19 - $533.73 $343K - $433K
812 $420M
HWKN
Hawkins Inc

Basic Materials
2.25K
New
$103.32 - $143.95 $233K - $324K
2.25K $416M
DHI
Horton D R Inc

Consumer Cyclical
2.62K
New
$115.1 - $129.63 $301K - $339K
2.62K $414M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.14K
New
$225.56 - $335.19 $482K - $717K
2.14K $412M
RYAAY
Ryanair Holdings PLC

Industrials
6.25K
New
$39.21 - $57.84 $245K - $361K
6.25K $409M
WU
Western Union CO

Financial Services
49.1K
New
$8.37 - $10.63 $411K - $522K
49.1K $408M
HDV
Ishares Core High Dividend ETF

ETFs
3.39K
New
$108.41 - $120.51 $368K - $409K
3.39K $408M
GNTX
Gentex Corp

Consumer Cyclical
14.9K
New
$20.83 - $23.52 $310K - $351K
14.9K $406M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
9.93K
New
$37.13 - $59.74 $369K - $593K
9.93K $402M
Vanguard Instl Index Fd
5.14K
New
N/A
5.14K $388M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.17K
New
$53.36 - $61.57 $329K - $380K
6.17K $385M
PWR
Quanta Services, Inc.

Industrials
984
New
$239.47 - $381.26 $236K - $375K
984 $385M
KR
Kroger CO

Consumer Defensive
5.19K
New
$64.62 - $74.0 $335K - $384K
5.19K $382M
LAD
Lithia Motors Inc

Consumer Cyclical
1.21K
New
$271.94 - $339.35 $329K - $411K
1.21K $364M
BALL
Ball Corp

Consumer Cyclical
6.77K
New
$44.94 - $56.99 $304K - $386K
6.77K $362M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.21K
New
$27.82 - $46.45 $145K - $242K
5.21K $360M
KEP
Korea Electric Power Corp

Utilities
25.5K
New
$7.24 - $14.63 $185K - $374K
25.5K $360M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.29K
New
$90.85 - $102.31 $299K - $336K
3.29K $341M
RJF
Raymond James Financial Inc

Financial Services
2.02K
New
$123.65 - $153.88 $250K - $311K
2.02K $340M
SJM
J M Smucker CO

Consumer Defensive
2.99K
New
$94.41 - $118.52 $283K - $355K
2.99K $333M
QBTS
D Wave Quantum Inc.

Technology
18K
New
$6.22 - $19.04 $112K - $342K
18K $332M
VIG
Vanguard Dividend Appreciation

ETFs
1.59K
New
N/A
1.59K $332M
MTB
M&T Bank Corp

Financial Services
1.74K
New
$156.58 - $193.99 $272K - $337K
1.74K $332M
ARES
Ares Management Corp

Financial Services
1.72K
New
$118.04 - $175.83 $202K - $302K
1.72K $331M
EME
Emcor Group, Inc.

Industrials
520
New
$342.02 - $534.89 $178K - $278K
520 $329M
Yatsen Hldg LTD
35.4K
New
N/A
35.4K $326M
Maplebear Inc
6.29K
New
N/A
6.29K $321M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.89K
New
$77.74 - $78.78 $302K - $306K
3.89K $306M
MSTR
Microstrategy Inc

Technology
760
New
$237.95 - $421.61 $181K - $320K
760 $300M
NRG
Nrg Energy, Inc.

Utilities
1.87K
New
$83.61 - $162.67 $157K - $305K
1.87K $293M
BSCU
Invesco Exc Self Ind Tr

ETFs
17.2K
New
$16.31 - $16.78 $281K - $289K
17.2K $290M
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
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