Diversify Advisory Services, LLC Reduced Holdings in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-21.7K
- 8.1%
$273.71 - $316.29 $5.93M - $6.86M
246K $75.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-40.9K
- 56.82%
$100.35 - $100.71 $4.1M - $4.12M
31.1K $3.12B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-27.1K
- 53.82%
$91.43 - $91.74 $2.48M - $2.49M
23.3K $2.13B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-41.8K
- 50.43%
$55.54 - $69.09 $2.32M - $2.89M
41.1K $2.92B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-44.4K
- 23.62%
$45.12 - $46.23 $2.01M - $2.05M
144K $6.63B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.9K
- 44.64%
$152.93 - $181.74 $1.81M - $2.16M
14.7K $2.72B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-28.8K
- 19.6%
$49.79 - $50.75 $1.43M - $1.46M
118K $5.98B
WMT
Walmart Inc.

Consumer Defensive
-15.5K
- 30.11%
$81.79 - $99.98 $1.26M - $1.55M
35.9K $3.72B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-45.7K
- 57.6%
$24.32 - $27.87 $1.11M - $1.27M
33.6K $911M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11K
- 29.58%
$96.84 - $99.46 $1.07M - $1.1M
26.2K $2.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-16.6K
- 75.47%
$50.08 - $63.14 $831K - $1.05M
5.39K $349M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-42.7K
- 17.95%
$20.66 - $20.74 $883K - $886K
195K $4.05B
ISRG
Intuitive Surgical Inc

Healthcare
-724
- 6.31%
$451.58 - $565.94 $327K - $410K
10.7K $5.14B
PCG
Pg&E Corp

Utilities
-37.7K
- 54.69%
$13.55 - $17.87 $510K - $673K
31.2K $482M
VTI
Vanguard Total Stock Market Et

ETFs
-6.43K
- 19.94%
$243.75 - $303.93 $1.57M - $1.95M
25.8K $8.16B
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.67K
- 60.99%
$107.93 - $110.97 $612K - $629K
3.63K $400M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-13.1K
- 51.15%
$46.41 - $47.7 $609K - $626K
12.5K $595M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-19.8K
- 31.2%
$43.53 - $54.46 $860K - $1.08M
43.6K $2.49B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-22.7K
- 17.97%
$25.04 - $25.18 $570K - $573K
104K $2.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.7K
- 37.77%
$50.36 - $50.68 $539K - $542K
17.6K $892M
BNDX
Vanguard Total International B

ETFs
-10.6K
- 53.01%
$48.77 - $49.55 $517K - $525K
9.39K $463M
EFG
Msci Eafe Growth ETF

ETFs
-5.6K
- 29.83%
$89.8 - $112.0 $503K - $627K
13.2K $1.46B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-9.4K
- 52.76%
$49.48 - $61.22 $465K - $575K
8.42K $526M
USXF
Ishares Esg Advanced Msci Usa

Technology
-11.5K
- 55.24%
$41.54 - $53.93 $478K - $621K
9.33K $524M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-7.79K
- 44.32%
$53.69 - $67.27 $418K - $524K
9.79K $685M
AEP
American Electric Power CO Inc

Utilities
-3.59K
- 41.89%
$98.59 - $109.11 $353K - $391K
4.97K $557M
FICO
Fair Isaac Corp

Technology
-37
- 7.82%
$1503.62 - $2206.01 $55.6K - $81.6K
436 $575M
Amplify ETF Tr
-4.98K
- 56.81%
N/A
3.79K $316M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.69K
- 26.79%
$45.98 - $56.15 $216K - $263K
12.8K $549M
MUB
Ishares National Muni Bond ETF

ETFs
-3.2K
- 25.73%
$102.31 - $105.8 $327K - $338K
9.23K $962M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.41K
- 48.63%
$72.61 - $88.75 $320K - $391K
4.66K $429M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.57K
- 20.82%
$168.34 - $195.42 $432K - $501K
9.76K $1.96B
WDAY
Workday, Inc.

Technology
-649
- 13.83%
$210.47 - $274.71 $137K - $178K
4.04K $868M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.59K
- 40.39%
$91.62 - $116.16 $329K - $417K
5.3K $643M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-11.3K
- 42.88%
$22.87 - $23.14 $258K - $261K
15K $347M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.65K
- 26.92%
$82.21 - $83.12 $218K - $220K
7.2K $595M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.25K
- 18.74%
$47.46 - $55.3 $297K - $346K
27.1K $1.52B
Blackrock ETF Trust Ii
-4.1K
- 29.21%
N/A
9.94K $515M
CPRT
Copart Inc

Consumer Cyclical
-116
- 0.78%
$47.72 - $63.84 $5.54K - $7.41K
14.7K $695M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.3K
- 50.0%
$19.1 - $23.83 $196K - $245K
10.3K $255M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.23K
- 22.03%
$82.96 - $110.1 $765K - $1.02M
32.7K $3.78B
XEL
Xcel Energy Inc

Utilities
-2.58K
- 47.65%
$65.65 - $72.39 $169K - $186K
2.83K $205M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.53K
- 14.29%
$48.13 - $49.85 $170K - $176K
21.2K $1.04B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.06K
- 27.0%
$210.83 - $235.28 $222K - $248K
2.85K $699M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.35K
- 31.71%
$122.57 - $173.27 $411K - $580K
7.21K $1.34B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.47K
- 23.33%
$50.39 - $60.05 $225K - $269K
14.7K $901M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.23K
- 25.85%
$50.1 - $51.02 $162K - $165K
9.25K $471M
First Tr Exchng Traded Fd Vi
-5K
- 31.87%
N/A
10.7K $426M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.09K
- 8.46%
$45.9 - $47.2 $142K - $146K
33.4K $1.57B
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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