Diversify Advisory Services, LLC Reduced Holdings in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
-2.7K
- 12.43%
$64.54 - $75.92 $174K - $205K
19K $1.4B
Global X Fds
-2.89K
- 17.74%
N/A
13.4K $344M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.27K
- 11.0%
$42.33 - $43.3 $96.3K - $98.5K
18.4K $784M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.95K
- 7.62%
$50.37 - $50.6 $98K - $98.5K
23.6K $1.19B
LCTD
Blackrock ETF World Ex Us Carb
-1.71K
- 22.11%
N/A
6.03K $262M
SCI
Service Corp International

Consumer Cyclical
-1.38K
- 15.43%
$73.36 - $88.6 $102K - $123K
7.59K $581M
FE
Firstenergy Corp

Utilities
-1.59K
- 21.51%
$39.14 - $44.52 $62K - $70.6K
5.79K $224M
VIRT
Virtu Financial, Inc.

Financial Services
-3.34K
- 35.29%
$30.43 - $37.95 $102K - $127K
6.13K $212M
CRH.L
Crh PLC

Basic Materials
-1.02K
- 29.46%
N/A
2.45K $225M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-184
- 0.94%
$69.58 - $74.87 $12.8K - $13.8K
19.3K $1.32B
STT
State Street Corp

Financial Services
-1.27K
- 18.83%
$85.96 - $100.78 $109K - $128K
5.46K $513M
FTA
First Tr Large Cap Value

ETFs
-996
- 22.13%
$75.21 - $83.49 $74.9K - $83.2K
3.5K $266M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.74K
- 10.74%
$50.37 - $50.63 $87.5K - $87.9K
14.4K $730M
GOLD
Barrick Gold Corp

Basic Materials
-895
- 6.69%
$15.23 - $21.19 $13.6K - $19K
12.5K $196M
NVS
Novartis Ag

Healthcare
-128
- 2.71%
$96.78 - $117.18 $12.4K - $15K
4.59K $455M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.36K
- 42.25%
$129.13 - $198.21 $176K - $270K
1.86K $367M
PDEC
Innovator U.S. Equity Power Bu
-2.03K
- 11.6%
N/A
15.4K $589M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-130
- 0.83%
$40.06 - $45.21 $5.21K - $5.88K
15.5K $606M
FTCS
First Trust Capital Strength E

ETFs
-315
- 3.35%
$87.62 - $94.03 $27.6K - $29.6K
9.09K $785M
Blackrock ETF Trust Ii
-1.4K
- 8.46%
N/A
15.1K $785M
GNL
Global Net Lease, Inc.

Real Estate
-5.95K
- 19.12%
$7.02 - $8.61 $41.8K - $51.3K
25.2K $179M
PH
Parker Hannifin Corp

Industrials
-110
- 19.71%
$621.74 - $709.46 $68.4K - $78K
448 $283M
MSCI
Msci Inc.

Financial Services
-64
- 5.95%
$569.09 - $635.99 $36.4K - $40.7K
1.01K $582M
VGIT
Vanguard Intermediate Term Tre

ETFs
-511
- 2.2%
$57.78 - $60.4 $29.5K - $30.9K
22.7K $1.3B
TPYP
Managed Portfolio Ser Tortoise

ETFs
-2.58K
- 18.77%
$31.7 - $36.82 $81.8K - $95K
11.2K $387M
SAP
Sap Se

Technology
-522
- 14.43%
$218.13 - $255.54 $114K - $133K
3.1K $779M
KOCT
Innovator Laddered Fund Of U.S
-2K
- 17.71%
N/A
9.3K $282M
AIG
American International Group, Inc.

Financial Services
-519
- 13.65%
$70.0 - $79.22 $36.3K - $41.1K
3.28K $231M
NOW
Service Now, Inc.

Technology
-346
- 12.6%
$867.18 - $1148.42 $300K - $397K
2.4K $2.46B
STE
Steris PLC

Healthcare
-165
- 9.66%
$204.34 - $235.7 $33.7K - $38.9K
1.54K $318M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-2.63K
- 3.87%
$8.36 - $9.06 $22K - $23.8K
65.3K $552M
MPC
Marathon Petroleum Corp

Energy
-78
- 2.51%
$131.65 - $174.84 $10.3K - $13.6K
3.03K $431M
TGT
Target Corp

Consumer Defensive
-326
- 18.38%
$121.59 - $160.69 $39.6K - $52.4K
1.45K $205M
FIX
Comfort Systems Usa Inc

Industrials
-205
- 16.13%
$370.68 - $504.12 $76K - $103K
1.07K $469M
UFPT
Ufp Technologies Inc

Healthcare
-90
- 8.68%
$238.73 - $346.29 $21.5K - $31.2K
947 $229M
CI
Cigna Corp

Healthcare
-26
- 2.1%
$265.59 - $358.58 $6.91K - $9.32K
1.21K $339M
MORN
Morningstar, Inc.

Financial Services
-67
- 5.88%
$312.56 - $358.78 $20.9K - $24K
1.07K $339M
WEC
Wec Energy Group, Inc.

Utilities
-323
- 8.07%
$92.94 - $101.82 $30K - $32.9K
3.68K $344M
CDW
Cdw Corp

Technology
-53
- 4.42%
$171.49 - $225.64 $9.09K - $12K
1.15K $210M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.4K
- 8.38%
N/A
15.3K $542M
INTC
Intel Corp

Technology
-526
- 4.61%
$19.07 - $26.23 $10K - $13.8K
10.9K $208M
MET
Metlife Inc

Financial Services
-306
- 6.85%
$78.15 - $88.25 $23.9K - $27K
4.16K $334M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-1.45K
- 2.87%
$36.71 - $37.55 $53.2K - $54.4K
49.1K $1.82B
NVT
N Vent Electric PLC

Industrials
-345
- 9.25%
$67.69 - $79.19 $23.4K - $27.3K
3.39K $233M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.72K
- 4.86%
$23.02 - $23.23 $39.7K - $40K
33.8K $779M
GILD
Gilead Sciences, Inc.

Healthcare
-491
- 16.34%
$83.95 - $97.9 $41.2K - $48.1K
2.51K $226M
VIG
Vanguard Dividend Appreciation

ETFs
-92
- 3.08%
N/A
2.9K $559M
VOT
Vanguard Mid Cap Growth Index

ETFs
-192
- 12.89%
$241.48 - $274.89 $46.4K - $52.8K
1.3K $333M
QJUN
First Tr ETF
-2.04K
- 5.84%
$26.78 - $28.75 $54.6K - $58.6K
32.9K $917M
Activity Summary
Buys All Purchases 250 New Holdings 72 Increased Positions 178 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 1 Puts 0
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