Diversify Advisory Services, LLC Reduced Holdings in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
-143
- 7.3%
$271.94 - $298.09 $38.9K - $42.6K
1.82K $504M
TGT
Target Corp

Consumer Defensive
-96
- 3.9%
$86.56 - $107.43 $8.31K - $10.3K
2.37K $216M
SPOT
Spotify Technology S.A.

Communication Services
-14
- 1.78%
$620.01 - $738.53 $8.68K - $10.3K
774 $498M
IDXX
Idexx Laboratories Inc

Healthcare
-273
- 12.63%
$514.61 - $682.78 $140K - $186K
1.89K $1.36B
PLD
Prologis, Inc.

Real Estate
-2.15K
- 18.75%
$104.08 - $115.35 $224K - $248K
9.33K $1.16B
ENB
Enbridge Inc

Energy
-598
- 2.72%
$43.79 - $50.46 $26.2K - $30.2K
21.4K $999M
TRU
Trans Union

Industrials
-84
- 1.48%
$83.78 - $99.22 $7.04K - $8.33K
5.58K $455M
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-1.9K
- 5.07%
N/A
35.6K $1.38B
AES
Aes Corp

Utilities
-4.33K
- 16.68%
$10.77 - $13.94 $46.7K - $60.4K
21.6K $295M
SHW
Sherwin Williams CO

Basic Materials
-67
- 4.97%
$330.88 - $375.23 $22.2K - $25.1K
1.28K $443M
PWR
Quanta Services, Inc.

Industrials
-217
- 22.05%
$372.29 - $421.68 $80.8K - $91.5K
767 $346M
PCG
Pg&E Corp

Utilities
-3.24K
- 10.37%
$13.0 - $15.73 $42.1K - $50.9K
28K $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-177
- 1.9%
$459.11 - $506.91 $81.3K - $89.7K
9.15K $4.35B
AN
Autonation, Inc.

Consumer Cyclical
-126
- 9.78%
$189.27 - $227.18 $23.8K - $28.6K
1.16K $231M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-359
- 3.99%
$107.66 - $112.36 $38.6K - $40.3K
8.64K $955M
GILD
Gilead Sciences, Inc.

Healthcare
-332
- 7.73%
$108.22 - $120.47 $35.9K - $40K
3.96K $484M
CI
Cigna Corp

Healthcare
-22
- 1.95%
$262.23 - $334.39 $5.77K - $7.36K
1.11K $286M
MCHP
Microchip Technology Inc

Technology
-354
- 9.2%
$60.95 - $75.26 $21.6K - $26.6K
3.5K $218M
PAGP
Plains Gp Holdings LP

Energy
-246
- 1.66%
$18.12 - $20.08 $4.46K - $4.94K
14.5K $250M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-1.25K
- 7.59%
$17.15 - $18.35 $21.4K - $22.9K
15.2K $269M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-579
- 0.79%
$117.65 - $120.08 $68.1K - $69.5K
72.7K $8.68B
CBRE
Cbre Group, Inc.

Real Estate
-36
- 0.91%
$137.04 - $165.9 $4.93K - $5.97K
3.91K $589M
KMI
Kinder Morgan, Inc.

Energy
-286
- 0.73%
$26.23 - $28.5 $7.5K - $8.15K
38.6K $1.01B
DUK
Duke Energy Corp

Utilities
-175
- 3.32%
$116.31 - $125.93 $20.4K - $22K
5.09K $630M
Te Connectivity PLC
-647
- 20.5%
N/A
2.51K $619M
EPD
Enterprise Products Partners L.P.

Energy
-489
- 3.93%
$30.74 - $32.14 $15K - $15.7K
12K $365M
Annaly Capital Management In
-1.47K
- 13.0%
N/A
9.82K $209M
STT
State Street Corp

Financial Services
-311
- 12.48%
$102.01 - $117.25 $31.7K - $36.5K
2.18K $254M
ACN
Accenture PLC

Technology
-576
- 5.07%
$232.56 - $304.78 $134K - $176K
10.8K $2.68B
ED
Consolidated Edison Inc

Utilities
-9
- 0.29%
$95.57 - $105.36 $860 - $948
3.1K $299M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-600
- 6.11%
N/A
9.22K $386M
MTB
M&T Bank Corp

Financial Services
-7
- 0.4%
$183.74 - $204.05 $1.29K - $1.43K
1.73K $316M
CXDO
Crexendo, Inc.

Communication Services
-6.1K
- 27.96%
$5.3 - $6.99 $32.3K - $42.6K
15.7K $110M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-423
- 4.34%
$39.58 - $40.74 $16.7K - $17.2K
9.31K $376M
XLI
Industrial Sector Spdr

ETFs
-183
- 3.06%
$147.94 - $154.99 $27.1K - $28.4K
5.8K $895M
SO
Southern CO

Utilities
-19
- 0.14%
$90.83 - $96.0 $1.73K - $1.82K
13.6K $1.27B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-25
- 4.92%
$473.44 - $553.71 $11.8K - $13.8K
483 $250M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-339
- 13.4%
$82.29 - $90.77 $27.9K - $30.8K
2.19K $204M
ABNB
Airbnb, Inc.

Consumer Cyclical
-886
- 4.53%
$118.3 - $142.16 $105K - $126K
18.7K $2.37B
NVO
Novo Nordisk A S

Healthcare
-95
- 1.05%
$45.38 - $71.7 $4.31K - $6.81K
8.92K $438M
CB
Chubb LTD

Financial Services
-83
- 5.6%
$265.99 - $289.59 $22.1K - $24K
1.4K $389M
MLN
Vaneck Long Muni ETF

ETFs
-1.13K
- 9.07%
$16.52 - $17.5 $18.7K - $19.8K
11.3K $200M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-166
- 1.74%
$40.94 - $42.85 $6.8K - $7.11K
9.35K $382M
MAR
Marriott International Inc

Consumer Cyclical
-27
- 1.6%
$255.35 - $282.87 $6.89K - $7.64K
1.66K $438M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-178
- 4.07%
$47.86 - $48.43 $8.52K - $8.62K
4.2K $202M
Natwest Group PLC
-1.08K
- 9.51%
N/A
10.3K $159M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-500
- 4.03%
$44.57 - $46.53 $22.3K - $23.3K
11.9K $559M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.2K
- 2.65%
$37.99 - $39.69 $45.6K - $47.6K
44K $1.75B
DFAT
Dimensional ETF Tr U S Target

ETFs
-250
- 2.67%
$53.36 - $59.69 $13.3K - $14.9K
9.12K $520M
Activity Summary
Buys All Purchases 499 New Holdings 97 Increased Positions 402 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 2 Puts 1
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