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
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-276
- 3.06%
$65.41 - $79.66 $18.1K - $22K
8.73K $706M
MGC
Vanguard Mega Cap ETF

ETFs
-50
- 2.82%
$179.23 - $224.92 $8.96K - $11.2K
1.72K $404M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.3K
- 4.84%
$33.46 - $38.01 $77K - $87.5K
45.2K $1.76B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-197
- 5.94%
$390.26 - $489.06 $76.9K - $96.3K
3.12K $1.49B
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-2.56K
- 3.84%
$7.35 - $9.25 $18.8K - $23.6K
64.1K $623M
VBK
Vanguard Small Cap Growth ETF

ETFs
-52
- 1.99%
$219.76 - $276.94 $11.4K - $14.4K
2.57K $730M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-2.48K
- 6.16%
$38.5 - $45.45 $95.5K - $113K
37.8K $1.77B
EFV
Msci Eafe Value ETF

ETFs
-2.22K
- 4.9%
$52.4 - $64.65 $116K - $143K
43.1K $2.86B
XLC
Select Sector Spdr Tr Communic

ETFs
-1.1K
- 7.72%
$86.13 - $108.53 $94.6K - $119K
13.1K $1.45B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.02K
- 3.77%
$29.12 - $35.84 $29.8K - $36.7K
26.1K $973M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-10
- 0.03%
$34.22 - $38.84 $342 - $388
33.4K $1.32B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-690
- 3.98%
$63.36 - $80.23 $43.7K - $55.4K
16.7K $1.35B
QJUN
First Tr ETF
-5
- 0.02%
$24.35 - $29.57 $122 - $148
30.7K $938M
CBRE
Cbre Group, Inc.

Real Estate
-38
- 0.95%
$113.94 - $140.12 $4.33K - $5.32K
3.95K $617M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-880
- 1.72%
$27.3 - $31.8 $24K - $28K
50.3K $1.64B
SM
Sm Energy CO

Energy
-949
- 2.08%
$20.39 - $30.52 $19.4K - $29K
44.6K $1.2B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-123
- 0.32%
$11.9 - $15.57 $1.46K - $1.92K
38.3K $704M
CSX
Csx Corp

Industrials
-81
- 0.28%
$26.69 - $32.91 $2.16K - $2.67K
28.5K $1.02B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-6.77K
- 15.74%
$25.35 - $64.65 $172K - $437K
36.2K $1.74B
American Healthcare Reit Inc
-1.84K
- 4.85%
N/A
36K $1.46B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-685
- 0.76%
$37.18 - $42.23 $25.5K - $28.9K
89.9K $3.88B
HOOD
Robinhood Markets, Inc.

Technology
-8.65K
- 43.57%
$34.17 - $93.63 $295K - $810K
11.2K $1.28B
LRGF
Ishares Tr

ETFs
-1.49K
- 2.95%
$51.37 - $64.13 $76.4K - $95.4K
49K $3.26B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-332
- 0.41%
$22.27 - $29.21 $7.39K - $9.7K
81.4K $2.5B
Talen Energy Corp
-8.86K
- 22.19%
N/A
31.1K $11.8B
SOFI
So Fi Technologies, Inc.

Financial Services
-106K
- 10.11%
$9.5 - $18.21 $1.01M - $1.93M
941K $22.3B
AMD
Advanced Micro Devices Inc

Technology
-13.6K
- 6.0%
$78.21 - $143.81 $1.06M - $1.95M
213K $37.3B
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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