Diversify Advisory Services, LLC Reduced Holdings in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-90.6K
- 30.55%
$551.42 - $612.93 $50M - $55.5M
206K $114B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.2M
- 91.22%
$23.32 - $23.84 $51.3M - $52.5M
212K $4.95B
NVDA
Nvidia Corp

Technology
-136K
- 14.34%
$106.98 - $149.43 $14.6M - $20.4M
814K $88.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-66.7K
- 32.88%
$468.34 - $539.52 $31.2M - $36M
136K $64.7B
META
Meta Platforms, Inc.

Communication Services
-30.8K
- 38.04%
$576.36 - $736.67 $17.8M - $22.7M
50.2K $27.8B
ET
Energy Transfer LP

Energy
-848K
- 92.38%
$17.26 - $21.08 $14.6M - $17.9M
69.9K $1.19B
SM
Sm Energy CO

Energy
-304K
- 86.96%
$27.15 - $44.69 $8.25M - $13.6M
45.5K $1.06B
AAPL
Apple Inc.

Technology
-24.5K
- 9.47%
$209.68 - $247.1 $5.14M - $6.06M
234K $49.5B
XLI
Industrial Sector Spdr

ETFs
-53.2K
- 90.78%
$128.78 - $141.67 $6.85M - $7.53M
5.4K $704M
AMZN
Amazon Com Inc

Consumer Cyclical
-752
- 0.42%
$190.26 - $242.06 $143K - $182K
180K $33.8B
TSLA
Tesla, Inc.

Consumer Cyclical
-6.2K
- 19.28%
$222.15 - $428.22 $1.38M - $2.65M
26K $7.58B
IVV
Ishares Core S&P 500 ETF

ETFs
-4.83K
- 12.53%
$554.06 - $615.85 $2.68M - $2.97M
33.7K $18.8B
LMT
Lockheed Martin Corp

Industrials
-5.95K
- 54.34%
$423.19 - $506.29 $2.52M - $3.01M
5K $2.38B
SNOW
Snowflake Inc.

Technology
-13.4K
- 13.36%
$146.16 - $192.78 $1.96M - $2.58M
86.9K $13.9B
SCHW
Schwab Charles Corp

Financial Services
-31.3K
- 75.67%
$71.24 - $83.64 $2.23M - $2.61M
10.1K $817M
ZS
Zscaler, Inc.

Technology
-11.2K
- 68.37%
$181.66 - $216.87 $2.03M - $2.42M
5.16K $1.16B
COP
Conocophillips

Energy
-18.5K
- 77.85%
$88.6 - $105.85 $1.64M - $1.96M
5.27K $484M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-15.7K
- 30.06%
$65.15 - $91.81 $1.02M - $1.44M
36.6K $2.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-912
- 1.58%
$507.05 - $563.67 $462K - $514K
56.9K $29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.9K
- 86.02%
$64.88 - $72.1 $1.68M - $1.87M
4.21K $274M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-45.2K
- 19.38%
$44.72 - $46.25 $2.02M - $2.09M
188K $8.67B
IWM
Ishares Russell 2000 ETF

ETFs
-7.68K
- 76.36%
$198.1 - $229.79 $1.52M - $1.76M
2.38K $466M
WDAY
Workday, Inc.

Technology
-6.57K
- 58.33%
$233.53 - $277.82 $1.53M - $1.83M
4.69K $1.14B
XLK
Technology Sector Spdr

ETFs
-5.37K
- 22.93%
$206.38 - $242.18 $1.11M - $1.3M
18.1K $3.78B
PINS
Pinterest, Inc.

Communication Services
-45K
- 68.07%
$29.79 - $40.0 $1.34M - $1.8M
21.1K $555M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
-71K
- 53.53%
$18.17 - $22.43 $1.29M - $1.59M
61.6K $1.28B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5.04K
- 62.83%
$211.47 - $267.17 $1.07M - $1.35M
2.98K $627M
EFG
Msci Eafe Growth ETF

ETFs
-14.7K
- 43.86%
$96.1 - $106.37 $1.41M - $1.56M
18.8K $1.95B
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.2K
- 18.01%
$92.45 - $106.69 $850K - $981K
41.9K $3.97B
COST
Costco Wholesale Corp

Consumer Defensive
-2.5K
- 10.54%
$890.62 - $1076.86 $2.23M - $2.7M
21.2K $21.1B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-44.4K
- 68.9%
$23.16 - $27.04 $1.03M - $1.2M
20K $460M
ROST
Ross Stores, Inc.

Consumer Cyclical
-5.44K
- 16.3%
$123.3 - $154.95 $671K - $843K
27.9K $3.93B
AMAT
Applied Materials Inc

Technology
-6.09K
- 61.43%
$145.06 - $195.51 $883K - $1.19M
3.82K $572M
UNH
Unitedhealth Group Inc

Healthcare
-818
- 13.02%
$461.52 - $548.18 $378K - $448K
5.47K $2.24B
ORCC
Owl Rock Capital Corp

Financial Services
-67.7K
- 83.6%
N/A
13.3K $188M
CVX
Chevron Corp

Energy
-3.9K
- 12.36%
$146.71 - $167.97 $572K - $655K
27.6K $3.85B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-4.69K
- 48.01%
$62.41 - $133.91 $292K - $628K
5.08K $316M
DIS
Walt Disney CO

Communication Services
-4.09K
- 14.28%
$96.87 - $114.0 $396K - $466K
24.5K $2.24B
Arista Networks Inc
-3.51K
- 21.22%
N/A
13K $1.05B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-12.5K
- 41.74%
$47.79 - $59.89 $599K - $751K
17.5K $886M
VST
Vistra Corp.

Utilities
-4.23K
- 64.68%
$108.49 - $191.89 $459K - $812K
2.31K $299M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.78K
- 41.59%
$222.66 - $268.42 $620K - $747K
3.91K $873M
Lam Research Corp
-8.64K
- 23.18%
N/A
28.6K $2.03B
CMCSA
Comcast Corp

Communication Services
-18.5K
- 43.75%
$33.19 - $38.23 $613K - $706K
23.7K $806M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5K
- 27.99%
$102.49 - $119.96 $512K - $600K
12.9K $1.3B
UPS
United Parcel Service Inc

Industrials
-5.05K
- 66.6%
$109.66 - $136.26 $554K - $688K
2.53K $245M
XLV
Select Sector Spdr Fund Health

ETFs
-4.79K
- 30.85%
$137.61 - $149.68 $660K - $717K
10.7K $1.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-9.88K
- 13.49%
$48.06 - $53.73 $475K - $531K
63.3K $3.07B
SNPS
Synopsys Inc

Technology
-1.26K
- 70.9%
$428.58 - $551.54 $541K - $696K
518 $239M
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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