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
IBHE
Ishares Ibonds 2025 Term High

ETFs
-6.22K
- 38.31%
$22.98 - $23.27 $143K - $145K
10K $232M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6.45K
- 16.9%
$22.43 - $23.23 $145K - $150K
31.7K $738M
NSC
Norfolk Southern Corp

Industrials
-975
- 37.92%
$206.34 - $257.46 $201K - $251K
1.6K $444M
GIS
General Mills Inc

Consumer Defensive
-754
- 5.74%
$50.37 - $60.97 $38K - $46K
12.4K $609M
UBS
Ubs Group Ag

Financial Services
-6.08K
- 44.61%
$26.12 - $33.82 $159K - $206K
7.55K $298M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.61K
- 25.47%
$53.65 - $67.02 $193K - $242K
10.5K $736M
XLV
Select Sector Spdr Fund Health

ETFs
-162
- 1.51%
$128.77 - $144.3 $20.9K - $23.4K
10.6K $1.39B
DHR
Danaher Corp

Healthcare
-559
- 36.44%
$174.64 - $205.16 $97.6K - $115K
975 $200M
GNL
Global Net Lease, Inc.

Real Estate
-13.3K
- 51.73%
$6.82 - $8.08 $90.8K - $108K
12.4K $93.2M
GDDY
Go Daddy Inc.

Technology
-62
- 3.49%
$162.11 - $192.36 $10.1K - $11.9K
1.71K $240M
Profesionally Managed Portfo
-7.1K
- 21.95%
N/A
25.2K $822M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.38K
- 10.88%
$50.47 - $50.66 $69.5K - $69.8K
11.3K $571M
CLX
Clorox CO

Consumer Defensive
-271
- 14.17%
$118.01 - $148.69 $32K - $40.3K
1.64K $202M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-400
- 0.99%
$10.8 - $16.92 $4.32K - $6.77K
40.2K $481M
HEIA
Heico Crp Cl A
-588
- 29.04%
N/A
1.44K $355M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-1.17K
- 4.64%
$46.79 - $48.56 $54.5K - $56.6K
24K $1.16B
Vanguard Malvern Fds
-598
- 7.51%
N/A
7.37K $572M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-616
- 29.72%
$113.67 - $150.4 $70K - $92.6K
1.46K $230M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-809
- 18.5%
$180.84 - $240.32 $146K - $194K
3.57K $884M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.86K
- 16.58%
$44.8 - $53.97 $83.4K - $100K
9.37K $526M
PAYC
Paycom Software, Inc.

Technology
-23
- 1.43%
$193.07 - $265.71 $4.44K - $6.11K
1.58K $341M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-840
- 5.42%
$32.56 - $35.71 $27.4K - $30K
14.7K $511M
WRB
Berkley W R Corp

Financial Services
-196
- 4.23%
$64.28 - $75.17 $12.6K - $14.7K
4.44K $311M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.51K
- 0.81%
$19.44 - $19.56 $29.4K - $29.6K
186K $3.64B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-885
- 8.99%
$22.66 - $23.41 $20.1K - $20.7K
8.96K $210M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-172
- 2.28%
$100.04 - $100.54 $17.2K - $17.3K
7.36K $739M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-431
- 2.64%
$42.72 - $44.24 $18.4K - $19.1K
15.9K $698M
VOE
Vanguard Mid Cap Value Index F

ETFs
-345
- 10.79%
$141.87 - $164.49 $48.9K - $56.7K
2.85K $483M
SRE
Sempra Energy

Utilities
-1.13K
- 9.63%
$63.78 - $78.91 $71.9K - $88.9K
10.6K $868M
FXI
Ishares Tr

ETFs
-829
- 10.33%
$29.59 - $37.41 $24.5K - $31K
7.19K $273M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-201
- 1.09%
$68.13 - $74.77 $13.7K - $15K
18.2K $1.34B
ROL
Rollins Inc

Consumer Cyclical
-58
- 1.31%
$50.65 - $58.58 $2.94K - $3.4K
4.38K $253M
IFRA
Ishares Tr

ETFs
-2.05K
- 11.66%
$40.97 - $49.19 $84.1K - $101K
15.6K $804M
FTA
First Tr Large Cap Value

ETFs
-106
- 3.67%
$67.12 - $78.63 $7.11K - $8.33K
2.78K $223M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-934
- 4.01%
N/A
22.4K $757M
UAL
United Airlines Holdings, Inc.

Industrials
-1.26K
- 27.16%
$56.15 - $84.23 $70.9K - $106K
3.38K $333M
CSGP
Costar Group, Inc.

Real Estate
-82
- 1.95%
$72.62 - $83.22 $5.95K - $6.82K
4.13K $366M
FNGS
Bank Of Montreal

ETFs
-1.35K
- 16.01%
$44.91 - $65.15 $60.5K - $87.8K
7.06K $472M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-178
- 5.23%
N/A
3.22K $313M
FTI
Technip Fmc PLC

Energy
-588
- 7.83%
$23.18 - $35.33 $13.6K - $20.8K
6.92K $243M
ICE
Intercontinental Exchange, Inc.

Financial Services
-5
- 0.28%
$151.62 - $183.47 $758 - $917
1.8K $329M
THC
Tenet Healthcare Corp

Healthcare
-130
- 7.83%
$110.41 - $176.0 $14.4K - $22.9K
1.53K $261M
PCT
Pure Cycle Technologies, Inc.

Industrials
-5.31K
- 32.26%
$5.57 - $14.12 $29.6K - $75K
11.2K $148M
BALT
Innovator Etfs Tr
-100
- 0.29%
$30.33 - $32.1 $3.03K - $3.21K
34.6K $1.12B
VOT
Vanguard Mid Cap Growth Index

ETFs
-21
- 1.97%
$216.28 - $284.39 $4.54K - $5.97K
1.04K $300M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-357
- 1.54%
$28.36 - $31.3 $10.1K - $11.2K
22.8K $748M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-57
- 1.75%
$60.99 - $77.53 $3.48K - $4.42K
3.21K $258M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-3
- 0.09%
$68.63 - $85.78 $206 - $257
3.25K $290M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-4
- 0.04%
$27.46 - $33.2 $110 - $133
10.3K $353M
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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