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
NOC
Northrop Grumman Corp

Industrials
-51
- 9.11%
$433.45 - $513.82 $22.1K - $26.2K
509 $245M
IEMG
Ishares Inc

ETFs
-2.67K
- 5.83%
N/A
43.1K $2.33B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-65
- 1.95%
$67.43 - $75.54 $4.38K - $4.91K
3.26K $223M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 5.0%
$4295.4 - $5141.88 $30.1K - $36K
133 $654M
Brookfield Renewable Corp
-685
- 8.88%
N/A
7.03K $203M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.47%
$65.27 - $71.18 $1.17K - $1.28K
3.78K $249M
Crane Company
-122
- 5.02%
N/A
2.31K $367M
WFC
Wells Fargo & Company

Financial Services
-211
- 1.23%
$66.78 - $81.42 $14.1K - $17.2K
17K $1.21B
CI
Cigna Corp

Healthcare
-195
- 16.06%
$274.49 - $329.0 $53.5K - $64.2K
1.02K $344M
GD
General Dynamics Corp

Industrials
-41
- 3.11%
$241.94 - $272.58 $9.92K - $11.2K
1.28K $347M
EPR
Epr Properties

Real Estate
-1.75K
- 9.57%
$43.98 - $53.81 $76.7K - $93.9K
16.5K $817M
CB
Chubb LTD

Financial Services
-38
- 4.57%
$257.71 - $301.99 $9.79K - $11.5K
794 $226M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-907
- 4.69%
$68.32 - $75.06 $62K - $68.1K
18.4K $1.33B
AMGN
Amgen Inc

Healthcare
-614
- 8.39%
$258.59 - $327.36 $159K - $201K
6.71K $1.94B
America Movil Sab De Cv
-4K
- 15.73%
N/A
21.4K $368M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-94
- 2.52%
$75.32 - $84.77 $7.08K - $7.97K
3.64K $309M
DFS
Discover Financial Services

Financial Services
-139
- 3.9%
$152.99 - $203.25 $21.3K - $28.3K
3.42K $635M
SPOT
Spotify Technology S.A.

Communication Services
-118
- 13.87%
$457.79 - $648.32 $54K - $76.5K
733 $423M
RTX
Raytheon Technologies Corp

Industrials
-739
- 6.26%
$114.1 - $135.66 $84.3K - $100K
11.1K $1.39B
PGR
Progressive Corp

Financial Services
-17
- 1.84%
$235.61 - $291.22 $4.01K - $4.95K
907 $251M
LYG
Lloyds Banking Group PLC

Financial Services
-2.26K
- 6.9%
$2.58 - $3.9 $5.82K - $8.8K
30.4K $121M
FXI
Ishares Tr

ETFs
-147
- 1.8%
$28.65 - $38.55 $4.21K - $5.67K
8.02K $271M
DUK
Duke Energy Corp

Utilities
-106
- 2.83%
$105.87 - $121.97 $11.2K - $12.9K
3.64K $442M
Atlanta Braves Hldgs Inc
-170
- 1.09%
N/A
15.4K $614M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.13K
- 2.55%
$114.57 - $118.14 $129K - $133K
43.1K $5.13B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-507
- 5.83%
$69.81 - $78.9 $35.4K - $40K
8.18K $671M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-97
- 0.11%
$32.5 - $33.3 $3.15K - $3.23K
89.9K $2.99B
ED
Consolidated Edison Inc

Utilities
-15
- 0.53%
$88.0 - $110.59 $1.32K - $1.66K
2.82K $316M
CVS
Cvs Health Corp

Healthcare
-640
- 6.9%
$44.22 - $68.64 $28.3K - $43.9K
8.63K $561M
PANW
Palo Alto Networks Inc

Technology
-5.38K
- 5.93%
$167.82 - $208.28 $903K - $1.12M
85.4K $15.9B
T
At&T Inc.

Communication Services
-2.98K
- 4.4%
$21.56 - $28.28 $64.2K - $84.2K
64.7K $1.77B
VEA
Vanguard Ftse Developed Market

ETFs
-2.45K
- 2.75%
$47.4 - $52.99 $116K - $130K
86.4K $4.58B
JNJ
Johnson & Johnson

Healthcare
-1.88K
- 3.52%
$142.06 - $167.7 $267K - $315K
51.6K $8.04B
PM
Philip Morris International Inc.

Consumer Defensive
-3.33K
- 10.32%
$117.15 - $158.79 $390K - $528K
28.9K $4.92B
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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