Diversify Advisory Services, LLC Sells in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-2.77K
- 3.0%
$83.32 - $97.27 $231K - $269K
89.6K $7.92B
AZN
Astrazeneca PLC

Healthcare
-3.68K
- 23.34%
$63.2 - $79.58 $233K - $293K
12.1K $810M
INTU
Intuit Inc

Technology
-722
- 19.73%
$602.01 - $706.25 $435K - $510K
2.94K $1.83B
NOC
Northrop Grumman Corp

Industrials
-700
- 55.56%
$466.52 - $543.88 $327K - $381K
560 $257M
IAU
Ishares Gold Trust

ETFs
-5.73K
- 6.34%
$48.37 - $52.65 $277K - $302K
84.7K $4.3B
INTF
Ishares Tr

ETFs
-9.89K
- 15.93%
$28.54 - $31.26 $282K - $309K
52.2K $1.49B
MUB
Ishares National Muni Bond ETF

ETFs
-3.42K
- 17.56%
$105.78 - $108.7 $362K - $372K
16K $1.7B
V
Visa Inc.

Financial Services
-3.41K
- 11.81%
$273.87 - $320.91 $933K - $1.09M
25.4K $7.82B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-15K
- 23.64%
$22.65 - $23.8 $339K - $356K
48.4K $1.09B
GLDM
World Gold Trust

ETFs
-6.85K
- 41.08%
$50.76 - $55.23 $348K - $378K
9.82K $527M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-4.79K
- 32.34%
$75.22 - $82.17 $360K - $394K
10K $758M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.86K
- 30.73%
$89.9 - $100.66 $347K - $389K
8.7K $778M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-6.45K
- 45.5%
$55.86 - $60.21 $360K - $388K
7.72K $438M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.54K
- 34.39%
$275.15 - $388.2 $423K - $596K
2.93K $1.02B
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.42K
- 21.16%
$48.45 - $52.57 $311K - $337K
23.9K $1.18B
MCHP
Microchip Technology Inc

Technology
-2.12K
- 18.4%
$55.51 - $79.05 $118K - $168K
9.41K $520M
DIS
Walt Disney CO

Communication Services
-7.14K
- 19.97%
$92.39 - $117.6 $660K - $840K
28.6K $3.11B
GIS
General Mills Inc

Consumer Defensive
-3.05K
- 19.52%
$62.78 - $74.62 $191K - $227K
12.6K $735M
GWW
W.W. Grainger, Inc.

Industrials
-289
- 36.49%
$1023.06 - $1220.93 $296K - $353K
503 $529M
IRM
Iron Mountain Inc

Real Estate
-1.59K
- 19.96%
$101.62 - $128.14 $161K - $203K
6.36K $643M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.81K
- 13.77%
$66.77 - $71.52 $321K - $344K
30.1K $2.06B
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-10.7K
- 55.21%
$28.56 - $30.02 $305K - $321K
8.67K $246M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.41K
- 25.09%
$42.84 - $45.38 $275K - $291K
19.1K $813M
SHV
Ishares Tr

ETFs
-2.75K
- 49.38%
$109.92 - $110.57 $303K - $305K
2.82K $311M
IVE
Ishares S&P 500 Value ETF

ETFs
-902
- 7.42%
$189.5 - $206.17 $171K - $186K
11.3K $2.12B
STZ
Constellation Brands, Inc.

Consumer Defensive
-95
- 2.04%
$219.66 - $257.62 $20.9K - $24.5K
4.56K $829M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-3.93K
- 41.92%
$74.78 - $87.2 $294K - $343K
5.45K $444M
ED
Consolidated Edison Inc

Utilities
-2.3K
- 44.84%
$88.87 - $107.38 $205K - $247K
2.83K $250M
IYW
Ishares Dj Us Tech ETF

ETFs
-2K
- 13.45%
$148.14 - $166.23 $296K - $332K
12.8K $2.03B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.24K
- 12.99%
$124.61 - $133.96 $279K - $300K
15K $1.91B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-3.03K
- 17.59%
$73.19 - $81.02 $222K - $245K
14.2K $1.04B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.97K
- 30.66%
$54.54 - $61.04 $271K - $303K
11.2K $614M
HEFA
Ishares Currency Hedged Msci E

ETFs
-7.7K
- 53.32%
$34.42 - $35.88 $265K - $276K
6.74K $235M
MGV
Vanguard Mega Cap Value

ETFs
-1.61K
- 12.77%
$124.06 - $133.48 $199K - $215K
11K $1.36B
CAT
Caterpillar Inc

Industrials
-437
- 14.66%
$360.37 - $416.88 $157K - $182K
2.54K $893M
AXP
American Express CO

Financial Services
-1.29K
- 23.44%
$267.35 - $305.57 $345K - $394K
4.21K $1.24B
IEF
Ishares Barclays

ETFs
-2.38K
- 23.67%
$92.08 - $98.18 $219K - $233K
7.67K $700M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.02K
- 25.71%
$87.85 - $98.6 $177K - $199K
5.84K $499M
SO
Southern CO

Utilities
-1.45K
- 12.92%
$81.5 - $94.15 $118K - $137K
9.77K $795M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-174
- 4.94%
$501.29 - $612.85 $87.2K - $107K
3.35K $1.82B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.29K
- 14.53%
$57.53 - $60.83 $189K - $200K
19.4K $1.1B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.4K
- 28.65%
$131.66 - $144.0 $184K - $202K
3.49K $449M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.88K
- 28.31%
$99.2 - $108.47 $186K - $204K
4.75K $463M
OXY
Occidental Petroleum Corp

Energy
-4.07K
- 20.03%
$45.36 - $55.91 $185K - $228K
16.3K $834M
F
Ford Motor CO

Consumer Cyclical
-13.8K
- 22.18%
$9.69 - $11.4 $134K - $157K
48.4K $467M
NEE
Nextera Energy Inc

Utilities
-234
- 1.85%
$69.77 - $85.43 $16.3K - $20K
12.4K $837M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.99K
- 12.51%
$49.79 - $51.14 $198K - $204K
27.9K $1.39B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-49
- 0.15%
$31.24 - $37.15 $1.53K - $1.82K
33.5K $1.02B
DE
Deere & CO

Industrials
-548
- 13.15%
$389.45 - $466.0 $213K - $255K
3.62K $1.48B
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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