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
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-854
- 5.1%
$27.8 - $29.05 $23.7K - $24.8K
15.9K $439M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.6K
- 1.25%
$22.4 - $68.28 $35.7K - $109K
126K $2.89B
SHEL
Shell PLC

Energy
-405
- 9.49%
$60.63 - $70.23 $24.6K - $28.4K
3.86K $251M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-418
- 13.59%
$77.02 - $78.58 $32.2K - $32.8K
2.66K $205M
SPSC
Sps Commerce Inc

Technology
-67
- 3.62%
$165.0 - $198.81 $11.1K - $13.3K
1.79K $320M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.15K
- 8.8%
N/A
11.9K $399M
AEP
American Electric Power CO Inc

Utilities
-163
- 5.52%
$90.91 - $102.21 $14.8K - $16.7K
2.79K $261M
ENTG
Entegris Inc

Technology
-240
- 10.03%
$97.67 - $112.92 $23.4K - $27.1K
2.15K $213M
GPN
Global Payments Inc

Industrials
-742
- 10.63%
$97.57 - $119.38 $72.4K - $88.6K
6.24K $660M
RELX
Relx PLC

Communication Services
-542
- 4.49%
$44.45 - $48.63 $24.1K - $26.4K
11.5K $535M
ARB
Altshares Tr Merger Arbitrage

Industrials
-801
- 1.27%
$27.27 - $28.14 $21.8K - $22.5K
62.2K $1.73B
ENB
Enbridge Inc

Energy
-1.74K
- 7.8%
$40.4 - $43.92 $70.3K - $76.4K
20.6K $894M
VGSH
Vanguard

ETFs
-471
- 6.92%
$58.02 - $58.88 $27.3K - $27.7K
6.34K $368M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-1.27K
- 7.84%
$23.25 - $23.56 $29.5K - $29.9K
14.9K $348M
LYG
Lloyds Banking Group PLC

Financial Services
-2.62K
- 7.42%
$2.67 - $3.23 $7K - $8.46K
32.7K $84.3M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-1.68K
- 12.44%
$24.76 - $27.53 $41.5K - $46.1K
11.8K $314M
STRL
Sterling Construction CO Inc

Industrials
-199
- 10.4%
$142.94 - $199.03 $28.4K - $39.6K
1.72K $280M
MGC
Vanguard Mega Cap ETF

ETFs
-128
- 6.81%
$204.21 - $220.18 $26.1K - $28.2K
1.75K $369M
LUV
Southwest Airlines CO

Industrials
-1.44K
- 16.58%
$28.99 - $34.84 $41.6K - $50K
7.22K $239M
LVHI
Franklin International Low Vol

ETFs
-32
- 0.1%
$29.98 - $31.57 $959 - $1.01K
32.7K $999M
SONY
Sony Group Corp

Technology
-3.48K
- 18.09%
$17.53 - $96.8 $60.9K - $336K
15.7K $320M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-187
- 5.32%
$70.31 - $77.39 $13.1K - $14.5K
3.33K $233M
CINF
Cincinnati Financial Corp

Financial Services
-119
- 5.89%
$132.86 - $160.16 $15.8K - $19.1K
1.9K $258M
GLW
Corning Inc

Technology
-352
- 1.42%
$44.11 - $49.76 $15.5K - $17.5K
24.5K $1.15B
SUB
Ishares Short Term National Mu

ETFs
-179
- 4.4%
$104.94 - $106.2 $18.8K - $19K
3.89K $409M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-835
- 7.49%
$30.04 - $32.01 $25.1K - $26.7K
10.3K $322M
BRSP
Bright Spire Capital, Inc.

Real Estate
-4.55K
- 18.12%
$5.25 - $6.43 $23.9K - $29.3K
20.6K $114M
ING
Ing Groep Nv

Financial Services
-172
- 1.48%
$15.1 - $17.73 $2.6K - $3.05K
11.5K $178M
PGR
Progressive Corp

Financial Services
-24
- 2.53%
$239.6 - $268.88 $5.75K - $6.45K
924 $218M
COF
Capital One Financial Corp

Financial Services
-386
- 14.71%
$145.19 - $192.01 $56K - $74.1K
2.24K $392M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-37
- 0.12%
$33.92 - $36.6 $1.26K - $1.35K
31K $1.06B
MS
Morgan Stanley

Financial Services
-559
- 5.34%
$104.42 - $134.99 $58.4K - $75.5K
9.92K $1.22B
PTC
Ptc Inc.

Technology
-75
- 4.25%
$175.97 - $201.89 $13.2K - $15.1K
1.69K $308M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-113
- 3.45%
$118.0 - $127.04 $13.3K - $14.4K
3.16K $381M
CPRT
Copart Inc

Consumer Cyclical
-679
- 10.32%
$51.36 - $63.8 $34.9K - $43.3K
5.9K $328M
SF
Stifel Financial Corp

Financial Services
-243
- 7.49%
$93.4 - $117.72 $22.7K - $28.6K
3K $312M
VB
Vanguard Small Cap ETF

ETFs
-56
- 2.81%
$233.76 - $261.58 $13.1K - $14.6K
1.94K $462M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-650
- 2.42%
$14.65 - $15.8 $9.52K - $10.3K
26.2K $390M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-121
- 4.35%
$316.94 - $357.88 $38.3K - $43.3K
2.66K $906M
WHD
Cactus, Inc.

Energy
-194
- 4.57%
$56.69 - $69.49 $11K - $13.5K
4.06K $241M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-146
- 0.63%
$27.54 - $83.04 $4.02K - $12.1K
23K $635M
BMY
Bristol Myers Squibb CO

Healthcare
-776
- 6.96%
$51.92 - $59.94 $40.3K - $46.5K
10.4K $579M
MO
Altria Group, Inc.

Consumer Defensive
-1.21K
- 1.85%
$49.06 - $57.74 $59.1K - $69.6K
64K $3.26B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-22
- 0.18%
$25.3 - $26.31 $557 - $579
12.3K $313M
EPD
Enterprise Products Partners L.P.

Energy
-1.55K
- 11.35%
$28.66 - $34.43 $44.4K - $53.3K
12.1K $389M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-50
- 1.11%
$78.43 - $84.56 $3.92K - $4.23K
4.47K $360M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-4
- 0.05%
$44.57 - $45.47 $178 - $182
7.84K $350M
VV
Vanguard Large Cap ETF

ETFs
-11
- 1.39%
$260.27 - $280.65 $2.86K - $3.09K
782 $209M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-57
- 0.22%
$23.08 - $23.28 $1.32K - $1.33K
25.7K $596M
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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