Diversify Advisory Services, LLC Reduced Holdings in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69.5K
- 31.54%
$434.77 - $502.96 $30.2M - $35M
151K $74.9B
AMZN
Amazon Com Inc

Consumer Cyclical
-114K
- 38.21%
$161.02 - $200.0 $18.4M - $22.8M
185K $35B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.51M
- 98.31%
$12.67 - $14.36 $19.1M - $21.6M
25.9K $357M
GOOGL
Alphabet Inc.

Communication Services
-70K
- 35.93%
$148.65 - $191.18 $10.4M - $13.4M
125K $20.6B
XLU
Utilities Sector Spdr

ETFs
-233K
- 78.06%
$67.67 - $80.78 $15.8M - $18.9M
65.6K $5.34B
PINK
Simplify Exchange Traded Fds S

ETFs
-477K
- 61.41%
$30.71 - $33.23 $14.7M - $15.9M
300K $9.67B
XLE
Energy Sector Spdr

ETFs
-87.9K
- 48.75%
$84.35 - $93.39 $7.41M - $8.21M
92.4K $8.34B
GOOG
Alphabet Inc.

Communication Services
-9.43K
- 7.6%
$149.54 - $192.66 $1.41M - $1.82M
115K $19.1B
AMD
Advanced Micro Devices Inc

Technology
-8.77K
- 7.06%
$128.67 - $183.96 $1.13M - $1.61M
115K $17.8B
JPM
Jpmorgan Chase & CO

Financial Services
-15.1K
- 32.61%
$194.9 - $224.8 $2.94M - $3.39M
31.1K $6.98B
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.09K
- 47.77%
$217.89 - $392.15 $890K - $1.6M
4.47K $1.38B
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-81.9K
- 27.09%
$21.05 - $21.17 $1.72M - $1.73M
220K $4.65B
TSLA
Tesla, Inc.

Consumer Cyclical
-806
- 2.53%
$191.76 - $263.26 $155K - $212K
31K $6.76B
QCOM
Qualcomm Inc

Technology
-3.84K
- 18.7%
$156.12 - $209.64 $599K - $805K
16.7K $2.89B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-31.2K
- 11.39%
$44.83 - $47.42 $1.4M - $1.48M
243K $11.2B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
-19.8K
- 24.06%
$92.01 - $101.97 $1.82M - $2.02M
62.4K $6.39B
SBUX
Starbucks Corp

Consumer Cyclical
-15.9K
- 66.15%
$72.51 - $98.6 $1.16M - $1.57M
8.16K $790M
HUM
Humana Inc

Healthcare
-2.31K
- 74.29%
$310.25 - $404.52 $718K - $936K
801 $210M
CRM
Salesforce, Inc.

Technology
-4.65K
- 32.22%
$238.42 - $276.53 $1.11M - $1.29M
9.79K $2.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.94K
- 16.22%
$162.64 - $179.3 $966K - $1.06M
30.7K $5.56B
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-29.1K
- 18.1%
$25.04 - $25.21 $728K - $733K
132K $3.31B
NVO
Novo Nordisk A S

Healthcare
-2.71K
- 16.3%
$119.07 - $145.42 $323K - $394K
13.9K $1.62B
EW
Edwards Lifesciences Corp

Healthcare
-1.88K
- 7.96%
$59.7 - $93.78 $112K - $176K
21.7K $1.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.14K
- 12.29%
$84.77 - $97.13 $690K - $791K
58.1K $5.7B
MRK
Merck & Co., Inc.

Healthcare
-1.97K
- 8.97%
$111.15 - $128.97 $219K - $254K
20K $2.13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-21.8K
- 14.13%
$41.9 - $48.26 $913K - $1.05M
132K $6.28B
MELI
Mercadolibre Inc

Consumer Cyclical
-416
- 64.0%
$1591.44 - $2140.1 $662K - $890K
234 $484M
ORCC
Owl Rock Capital Corp

Financial Services
-40K
- 33.1%
N/A
80.8K $1.23B
EFG
Msci Eafe Growth ETF

ETFs
-5.6K
- 12.83%
$96.84 - $108.77 $542K - $609K
38.1K $3.93B
AFL
Aflac Inc

Financial Services
-7.6K
- 64.08%
$88.52 - $111.8 $673K - $850K
4.26K $478M
INTU
Intuit Inc

Technology
-608
- 14.25%
$602.97 - $670.49 $367K - $408K
3.66K $2.23B
ANET
Arista Networks, Inc.

Technology
-1.8K
- 32.0%
$311.42 - $388.21 $561K - $700K
3.83K $1.52B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.93K
- 23.92%
$112.99 - $126.45 $556K - $623K
15.7K $1.91B
ESS
Essex Property Trust, Inc.

Real Estate
-2.55K
- 20.94%
$272.82 - $272.82 $696K - $696K
9.63K $2.83B
MBB
Ishares Tr

ETFs
-6.29K
- 14.76%
$90.85 - $96.66 $571K - $608K
36.3K $3.4B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-27K
- 38.97%
$25.07 - $29.94 $678K - $809K
42.3K $1.23B
NKE
Nike, Inc.

Consumer Cyclical
-11.1K
- 26.23%
$71.09 - $89.44 $787K - $990K
31.1K $2.53B
PG
Procter & Gamble CO

Consumer Defensive
-3.67K
- 13.84%
$160.76 - $177.82 $589K - $652K
22.8K $3.87B
UNH
Unitedhealth Group Inc

Healthcare
-2.38K
- 22.01%
$488.01 - $604.18 $1.16M - $1.43M
8.42K $4.8B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-5.2K
- 52.2%
$98.99 - $101.51 $515K - $528K
4.76K $481M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.02K
- 5.18%
$113.01 - $154.34 $115K - $158K
18.7K $2.54B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.73K
- 6.52%
$520.18 - $576.82 $1.42M - $1.57M
39.1K $22.9B
UPS
United Parcel Service Inc

Industrials
-2.94K
- 12.22%
$123.32 - $147.38 $362K - $433K
21.1K $2.77B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17.7K
- 6.79%
$33.74 - $37.96 $598K - $673K
243K $8.84B
PEP
Pepsico Inc

Consumer Defensive
-4.25K
- 17.94%
$161.9 - $179.3 $688K - $762K
19.4K $3.39B
GPC
Genuine Parts CO

Consumer Cyclical
-3.05K
- 56.2%
$131.04 - $147.11 $399K - $448K
2.38K $269M
CVX
Chevron Corp

Energy
-2.17K
- 5.29%
$137.88 - $161.97 $299K - $351K
38.8K $5.86B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.9K
- 56.17%
$81.31 - $83.29 $398K - $408K
3.82K $315M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-13.7K
- 10.13%
$36.89 - $39.25 $506K - $538K
122K $4.81B
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
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