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
LRGF
Ishares Tr

ETFs
-1.96K
- 3.74%
$56.95 - $63.95 $112K - $125K
50.5K $2.9B
MS
Morgan Stanley

Financial Services
-1.46K
- 14.7%
$111.68 - $141.08 $163K - $206K
8.46K $983M
VUG
Vanguard Growth ETF

ETFs
-256
- 5.1%
$369.1 - $427.61 $94.5K - $109K
4.76K $1.8B
TXN
Texas Instruments Inc

Technology
-710
- 17.11%
N/A
3.44K $553M
GE
General Electric CO

Industrials
-1.55K
- 54.41%
$168.59 - $212.13 $262K - $330K
1.3K $261M
IXUS
Ishares Tr

ETFs
-7.13K
- 16.28%
$65.06 - $72.31 $464K - $516K
36.7K $2.64B
IBHE
Ishares Ibonds 2025 Term High

ETFs
-9.44K
- 36.76%
$23.16 - $23.32 $219K - $220K
16.2K $378M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.08K
- 12.88%
$46.38 - $52.65 $143K - $162K
20.8K $970M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-10.2K
- 21.05%
$22.42 - $23.22 $228K - $236K
38.2K $878M
OXY
Occidental Petroleum Corp

Energy
-656
- 4.04%
$45.45 - $52.7 $29.8K - $34.6K
15.6K $629M
NEE
Nextera Energy Inc

Utilities
-2.82K
- 22.66%
$66.96 - $76.16 $188K - $214K
9.61K $646M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.93K
- 11.96%
$94.84 - $105.31 $183K - $203K
14.2K $1.36B
UAL
United Airlines Holdings, Inc.

Industrials
-93
- 1.96%
$69.05 - $110.52 $6.42K - $10.3K
4.65K $320M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.87K
- 12.49%
$32.42 - $36.13 $126K - $140K
27.1K $877M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-531
- 1.57%
$53.6 - $58.97 $28.5K - $31.3K
33.4K $1.73B
XLP
Consumer Staples Sector Spdr

ETFs
-2.88K
- 27.23%
N/A
7.68K $624M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.15K
- 11.31%
$49.25 - $50.66 $155K - $160K
24.7K $1.21B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-7.47K
- 22.12%
$23.03 - $23.17 $172K - $173K
26.3K $606M
BA
Boeing CO

Industrials
-1.28K
- 19.98%
$148.15 - $186.25 $190K - $239K
5.13K $934M
APD
Air Products & Chemicals, Inc.

Basic Materials
-248
- 5.52%
$283.24 - $338.07 $70.2K - $83.8K
4.25K $1.15B
MU
Micron Technology Inc

Technology
-469
- 8.09%
$86.89 - $109.38 $40.8K - $51.3K
5.33K $410M
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-4K
- 9.64%
N/A
37.5K $1.29B
DOW
Dow Inc.

Basic Materials
-2.67K
- 25.43%
$34.36 - $41.92 $91.7K - $112K
7.82K $240M
GLW
Corning Inc

Technology
-2.2K
- 8.98%
$44.91 - $54.25 $98.7K - $119K
22.3K $990M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.55K
- 31.27%
N/A
3.4K $291M
Blackrock Inc
-149
- 25.25%
N/A
441 $406M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-780
- 0.62%
$21.75 - $24.28 $17K - $18.9K
125K $2.74B
XLU
Utilities Sector Spdr

ETFs
-2.18K
- 38.51%
$74.7 - $80.27 $162K - $175K
3.47K $275M
ABT
Abbott Laboratories

Healthcare
-3.18K
- 21.92%
$111.1 - $140.22 $353K - $446K
11.3K $1.48B
SUB
Ishares Short Term National Mu

ETFs
-1.43K
- 36.86%
$105.3 - $106.24 $151K - $152K
2.45K $259M
CAT
Caterpillar Inc

Industrials
-120
- 4.72%
$326.75 - $407.63 $39.2K - $48.9K
2.42K $745M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-6K
- 38.25%
$24.41 - $24.65 $146K - $148K
9.69K $237M
C
Citigroup Inc

Financial Services
-1.68K
- 13.78%
$67.23 - $84.63 $113K - $143K
10.5K $726M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.68K
- 32.82%
$63.91 - $70.19 $171K - $188K
5.49K $382M
VOE
Vanguard Mid Cap Value Index F

ETFs
-778
- 19.57%
$156.61 - $168.02 $122K - $131K
3.2K $498M
Profesionally Managed Portfo
-1.72K
- 5.05%
N/A
32.3K $901M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-2.3K
- 3.34%
$8.4 - $10.21 $19.3K - $23.5K
66.6K $548M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-5.08K
- 34.07%
$23.19 - $23.5 $118K - $119K
9.84K $228M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-1.81K
- 6.73%
$48.34 - $49.66 $87.5K - $89.9K
25.1K $1.21B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-3.4K
- 28.52%
N/A
8.52K $282M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.21K
- 27.13%
$76.17 - $85.05 $92.3K - $103K
3.26K $250M
NVS
Novartis Ag

Healthcare
-1.55K
- 33.73%
$97.14 - $115.57 $150K - $179K
3.04K $345M
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.18K
- 9.54%
$31.3 - $34.5 $68.3K - $75.3K
20.7K $614M
EMB
Ishares Tr

ETFs
-1.3K
- 20.56%
$88.64 - $92.03 $115K - $119K
5K $453M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-1.3K
- 3.13%
$41.53 - $44.57 $54K - $57.9K
40.3K $1.68B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-1.02K
- 10.15%
$72.01 - $79.94 $73.2K - $81.3K
9.01K $658M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.81K
- 14.7%
$42.4 - $44.11 $119K - $124K
16.3K $715M
IWR
Ishares Russell Mid Cap ETF

ETFs
-969
- 21.94%
$82.81 - $92.93 $80.2K - $90K
3.45K $290M
KMI
Kinder Morgan, Inc.

Energy
-3.01K
- 20.22%
$26.1 - $31.22 $78.6K - $94K
11.9K $323M
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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