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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.31K
- 67.52%
$126.86 - $146.45 $547K - $631K
2.07K $269M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.62K
- 25.5%
$126.11 - $135.06 $582K - $624K
13.5K $1.68B
USB
Us Bancorp \De\

Financial Services
-12K
- 70.25%
$40.92 - $50.9 $490K - $609K
5.07K $205M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-15.7K
- 31.88%
$36.38 - $38.05 $569K - $595K
33.4K $1.22B
First Tr Exchng Traded Fd Vi
-16.7K
- 28.71%
N/A
41.6K $1.52B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-27.6K
- 10.39%
$20.64 - $20.73 $570K - $572K
238K $4.92B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.92K
- 5.87%
$168.16 - $186.21 $323K - $358K
30.8K $5.21B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.6K
- 14.27%
$24.91 - $29.02 $339K - $395K
81.8K $2.08B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.5K
- 61.78%
$36.64 - $45.76 $422K - $527K
7.13K $257M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.28K
- 17.76%
$140.44 - $166.79 $320K - $380K
10.6K $1.51B
IFRA
Ishares Tr

ETFs
-10.9K
- 38.29%
$44.8 - $49.25 $489K - $538K
17.6K $799M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-18K
- 53.68%
$30.38 - $34.94 $546K - $628K
15.5K $531M
ABC
Amerisourcebergen Corp

Healthcare
-2.35K
- 63.86%
N/A
1.33K $387M
XLF
Financial Sector Spdr

ETFs
-10.9K
- 23.31%
$47.32 - $52.19 $516K - $569K
35.9K $1.75B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.83K
- 40.45%
$56.17 - $59.71 $440K - $468K
11.5K $637M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.65K
- 28.16%
$192.6 - $233.2 $318K - $385K
4.22K $840M
APP
App Lovin Corp

Technology
-222
- 1.68%
$238.08 - $510.13 $52.9K - $113K
13K $3.76B
EFV
Msci Eafe Value ETF

ETFs
-16.7K
- 26.97%
$51.88 - $60.73 $867K - $1.02M
45.3K $2.77B
DE
Deere & CO

Industrials
-1.35K
- 37.4%
$408.57 - $509.27 $553K - $689K
2.27K $1.04B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-5.94K
- 25.25%
$59.79 - $67.15 $355K - $399K
17.6K $1.06B
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-11K
- 25.2%
$38.02 - $39.4 $419K - $434K
32.7K $1.26B
WRB
Berkley W R Corp

Financial Services
-8.41K
- 64.46%
$56.7 - $71.27 $477K - $599K
4.64K $330M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-33
- 0.99%
$497.6 - $606.74 $16.4K - $20K
3.32K $1.42B
MUB
Ishares National Muni Bond ETF

ETFs
-3.62K
- 22.55%
$104.71 - $107.69 $379K - $390K
12.4K $1.3B
NVO
Novo Nordisk A S

Healthcare
-2.6K
- 23.95%
$69.3 - $90.95 $180K - $236K
8.25K $538M
MDT
Medtronic PLC

Healthcare
-6.22K
- 19.0%
$79.84 - $94.5 $496K - $587K
26.5K $2.24B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-9.12K
- 9.15%
$39.51 - $41.0 $360K - $374K
90.6K $3.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
-7.25K
- 31.96%
$57.44 - $59.4 $416K - $431K
15.4K $923M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.89K
- 51.41%
$56.12 - $68.15 $443K - $538K
7.46K $490M
UNP
Union Pacific Corp

Industrials
-1.28K
- 14.8%
$225.21 - $254.42 $289K - $326K
7.38K $1.58B
MBB
Ishares Tr

ETFs
-4.97K
- 15.64%
$90.37 - $94.08 $449K - $467K
26.8K $2.51B
ENB
Enbridge Inc

Energy
-9.17K
- 44.58%
$41.54 - $45.45 $381K - $417K
11.4K $532M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.87K
- 15.8%
$85.29 - $92.57 $501K - $543K
31.3K $2.82B
PFEB
Innovator U.S. Equity Power Bu

ETFs
-7.9K
- 14.25%
$35.54 - $37.44 $281K - $296K
47.5K $1.7B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.36K
- 33.75%
$50.87 - $51.09 $323K - $325K
12.5K $635M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.36K
- 20.96%
$101.98 - $115.66 $240K - $272K
8.89K $904M
Franklin Templeton ETF Tr
-4.25K
- 46.33%
N/A
4.92K $299M
VO
Vanguard Mid Cap ETF

ETFs
-1.17K
- 45.96%
$251.87 - $277.95 $295K - $326K
1.38K $353M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.41K
- 59.77%
$73.78 - $76.59 $325K - $337K
2.97K $228M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.98K
- 13.13%
$90.67 - $108.46 $179K - $215K
13.1K $1.21B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.92K
- 21.21%
$54.25 - $57.64 $321K - $341K
22K $1.24B
VRT
Vertiv Holdings CO

Industrials
-1.13K
- 25.89%
N/A
3.24K $280M
CSGP
Costar Group, Inc.

Real Estate
-4.74K
- 52.96%
$69.29 - $80.37 $329K - $381K
4.21K $348M
HYG
Ishares Tr

ETFs
-3.51K
- 44.94%
$78.51 - $80.11 $275K - $281K
4.3K $340M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-10.1K
- 49.43%
$14.67 - $22.01 $148K - $221K
10.3K $160M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-10.4K
- 7.6%
$25.05 - $25.16 $261K - $262K
127K $3.18B
VLO
Valero Energy Corp

Energy
-1.52K
- 23.76%
$121.76 - $142.99 $185K - $217K
4.87K $563M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-6.77K
- 43.75%
$39.18 - $43.52 $265K - $295K
8.7K $358M
PG
Procter & Gamble CO

Consumer Defensive
-1.96K
- 10.01%
$158.56 - $176.26 $310K - $345K
17.6K $2.85B
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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