Diversify Advisory Services, LLC Sells in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
-43
- 2.04%
$150.05 - $171.34 $6.45K - $7.37K
2.07K $344M
OKE
Oneok Inc

Energy
-419
- 9.37%
$78.62 - $95.27 $32.9K - $39.9K
4.05K $394M
TSCO
Tractor Supply CO

Consumer Cyclical
-35
- 3.21%
$251.95 - $290.93 $8.82K - $10.2K
1.06K $308M
FIX
Comfort Systems Usa Inc

Industrials
-389
- 23.43%
$292.14 - $396.82 $114K - $154K
1.27K $527M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-130
- 2.78%
$97.19 - $109.09 $12.6K - $14.2K
4.54K $486M
WHD
Cactus, Inc.

Energy
-3
- 0.07%
$51.05 - $63.46 $153 - $190
4.25K $253M
MORN
Morningstar, Inc.

Financial Services
-61
- 5.08%
$295.85 - $326.31 $18K - $19.9K
1.14K $391M
ACN
Accenture PLC

Technology
-2.08K
- 18.93%
$295.44 - $355.81 $613K - $739K
8.89K $3.3B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-149
- 1.19%
$42.22 - $48.62 $6.29K - $7.24K
12.4K $567M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-539
- 4.11%
$85.03 - $94.56 $45.8K - $51K
12.6K $1.15B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-309
- 2.13%
$51.29 - $56.57 $15.8K - $17.5K
14.2K $808M
VOE
Vanguard Mid Cap Value Index F

ETFs
-94
- 3.12%
$149.02 - $167.67 $14K - $15.8K
2.92K $491M
SLF
Sun Life Financial Inc

Financial Services
-14
- 0.25%
$47.07 - $58.09 $659 - $813
5.69K $322M
GILD
Gilead Sciences, Inc.

Healthcare
-210
- 6.53%
$66.59 - $83.99 $14K - $17.6K
3K $265M
WFC
Wells Fargo & Company

Financial Services
-1.44K
- 4.99%
$51.58 - $60.97 $74.2K - $87.7K
27.4K $1.77B
TPYP
Managed Portfolio Ser Tortoise

ETFs
-68
- 0.49%
$28.68 - $32.0 $1.95K - $2.18K
13.7K $451M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-258
- 6.82%
$531.86 - $624.21 $137K - $161K
3.52K $2.07B
UL
Unilever PLC

Consumer Defensive
-231
- 2.08%
$54.7 - $65.59 $12.6K - $15.2K
10.9K $672M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-309
- 1.76%
$113.45 - $126.18 $35.1K - $39K
17.2K $2.2B
IEMG
Ishares Inc

ETFs
-625
- 1.14%
$53.64 - $53.64 $33.5K - $33.5K
54.3K $3.09B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-24
- 0.49%
$125.95 - $142.04 $3.02K - $3.41K
4.89K $691M
BMY
Bristol Myers Squibb CO

Healthcare
-1.29K
- 10.38%
$39.66 - $51.75 $51.2K - $66.8K
11.1K $588M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-307
- 2.03%
$68.79 - $76.02 $21.1K - $23.3K
14.8K $1.14B
NEM
Newmont Corp

Basic Materials
-186
- 2.91%
$41.65 - $55.85 $7.75K - $10.4K
6.21K $364M
ENB
Enbridge Inc

Energy
-1.35K
- 5.7%
$35.27 - $41.18 $47.5K - $55.5K
22.3K $925M
GLDM
World Gold Trust

ETFs
-598
- 3.46%
$46.2 - $53.01 $27.6K - $31.7K
16.7K $908M
GGAL
Grupo Financiero Galicia Sa

Financial Services
-2.52K
- 24.04%
$26.61 - $47.1 $67.1K - $119K
7.97K $403M
Ftai Aviation LTD
-184
- 5.2%
N/A
3.36K $470M
USB
Us Bancorp \De\

Financial Services
-1.67K
- 7.41%
$39.04 - $47.23 $65.2K - $78.8K
20.8K $1B
ADP
Automatic Data Processing Inc

Industrials
-1.55K
- 15.81%
$233.44 - $279.45 $363K - $434K
8.28K $2.41B
PAVE
Global X Fds Us Infrastructure

ETFs
-903
- 3.38%
$36.39 - $41.16 $32.9K - $37.2K
25.8K $1.08B
ABT
Abbott Laboratories

Healthcare
-1.08K
- 6.38%
$100.07 - $118.13 $108K - $127K
15.8K $1.83B
UAL
United Airlines Holdings, Inc.

Industrials
-75
- 1.59%
$37.88 - $58.85 $2.84K - $4.41K
4.64K $345M
IFRA
Ishares Tr

ETFs
-1.23K
- 3.98%
$41.55 - $46.97 $50.9K - $57.5K
29.6K $1.4B
NEE
Nextera Energy Inc

Utilities
-318
- 2.45%
$69.9 - $84.97 $22.2K - $27K
12.7K $1.06B
MGV
Vanguard Mega Cap Value

ETFs
-61
- 0.48%
$118.0 - $128.28 $7.2K - $7.83K
12.6K $1.63B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-692
- 3.54%
$117.9 - $128.2 $81.6K - $88.7K
18.8K $2.45B
CMCSA
Comcast Corp

Communication Services
-2.7K
- 4.39%
$37.33 - $41.78 $101K - $113K
58.9K $2.45B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.24K
- 13.62%
$213.3 - $270.78 $264K - $336K
7.87K $2.14B
RTX
Raytheon Technologies Corp

Industrials
-3.12K
- 13.38%
$99.55 - $123.34 $311K - $385K
20.2K $2.54B
IBM
International Business Machines Corp

Technology
-3.64K
- 19.42%
$175.1 - $223.38 $637K - $812K
15.1K $3.5B
MCD
Mcdonalds Corp

Consumer Cyclical
-2.19K
- 16.82%
$245.82 - $304.51 $538K - $666K
10.8K $3.4B
DE
Deere & CO

Industrials
-11
- 0.26%
$344.84 - $418.0 $3.79K - $4.6K
4.17K $1.69B
MDT
Medtronic PLC

Healthcare
-3.46K
- 7.3%
$76.84 - $91.03 $266K - $315K
44K $4.01B
NOW
Service Now, Inc.

Technology
-60
- 2.14%
$730.87 - $937.36 $43.9K - $56.2K
2.75K $2.52B
HD
Home Depot, Inc.

Consumer Cyclical
-332
- 3.77%
$333.64 - $405.2 $111K - $135K
8.47K $3.41B
BX
Blackstone Inc.

Financial Services
-3.44K
- 14.01%
$120.77 - $159.66 $415K - $549K
21.1K $3.56B
PANW
Palo Alto Networks Inc

Technology
-3.9K
- 7.52%
$294.18 - $368.01 $1.15M - $1.43M
47.9K $18B
JNJ
Johnson & Johnson

Healthcare
-1.82K
- 3.06%
$145.48 - $167.38 $265K - $305K
57.7K $9.44B
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
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