Diversify Advisory Services, LLC Purchases in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
28.3K
+ 11.82%
$243.19 - $288.14 $6.88M - $8.15M
268K $81.9B
PLTR
Palantir Technologies Inc.

Technology
102K
+ 415.18%
$64.98 - $124.62 $6.63M - $12.7M
127K $14.7B
SOFI
So Fi Technologies, Inc.

Financial Services
417K
+ 66.15%
$11.18 - $18.03 $4.66M - $7.52M
1.05M $13.9B
Super Micro Computer Inc
120K
+ 76.4%
N/A
277K $9.96B
AFRM
Affirm Holdings, Inc.

Technology
106K
+ 91.1%
$43.7 - $80.98 $4.65M - $8.61M
223K $11.2B
SPYG
Spdr Portfolio

ETFs
59.2K
+ 36.55%
$80.05 - $92.39 $4.74M - $5.47M
221K $18.1B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
79.6K
+ 36.33%
$49.78 - $53.19 $3.96M - $4.23M
299K $14.7B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
224K
+ 6.07%
$20.7 - $21.15 $4.64M - $4.74M
3.91M $81.1B
WMT
Walmart Inc.

Consumer Defensive
31.1K
+ 152.89%
$84.5 - $105.05 $2.62M - $3.26M
51.4K $4.93B
AVGO
Broadcom Inc.

Technology
32.1K
+ 33.92%
$167.43 - $244.7 $5.38M - $7.87M
127K $24.3B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55.2K
+ 27.23%
$33.84 - $37.77 $1.87M - $2.09M
258K $9.78B
CRWD
Crowd Strike Holdings, Inc.

Technology
5.84K
+ 199.15%
$308.86 - $455.36 $1.8M - $2.66M
8.77K $3.78B
Talen Energy Corp
13.8K
+ 52.93%
N/A
39.9K $8.55B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35.6K
+ 43.56%
$165.25 - $224.62 $5.88M - $8M
117K $19.3B
IAU
Ishares Gold Trust

ETFs
16.6K
+ 19.64%
$49.74 - $58.96 $827K - $980K
101K $6.35B
ISRG
Intuitive Surgical Inc

Healthcare
4.25K
+ 58.74%
$476.63 - $610.45 $2.02M - $2.59M
11.5K $5.91B
V
Visa Inc.

Financial Services
2.47K
+ 9.7%
$306.92 - $362.71 $757K - $894K
27.9K $9.52B
Arm Holdings PLC
25.6K
+ 63.52%
N/A
66K $7.37B
AMD
Advanced Micro Devices Inc

Technology
52.4K
+ 30.07%
$96.63 - $129.55 $5.06M - $6.79M
227K $21.8B
KO
Coca Cola CO

Consumer Defensive
7.88K
+ 9.98%
$60.81 - $72.32 $479K - $570K
86.9K $6.29B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54.5K
+ 23.86%
$22.25 - $23.0 $1.21M - $1.25M
283K $6.52B
MA
Mastercard Inc

Financial Services
2.26K
+ 37.15%
$504.67 - $576.31 $1.14M - $1.3M
8.33K $4.49B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.5K
+ 23.19%
$100.34 - $100.68 $1.36M - $1.36M
71.9K $7.24B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.9K
+ 41.89%
$91.45 - $91.75 $1.36M - $1.37M
50.4K $4.62B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15K
+ 22.13%
$58.01 - $64.46 $872K - $969K
83K $5.3B
LLY
Eli Lilly & CO

Healthcare
917
+ 15.0%
$725.72 - $929.72 $665K - $853K
7.03K $6.22B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
24K
+ 27.28%
$49.67 - $51.43 $1.19M - $1.24M
112K $5.71B
NFLX
Netflix Inc

Communication Services
424
+ 16.14%
$828.4 - $1058.6 $351K - $449K
3.05K $3.43B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
24.6K
+ 20.12%
$50.48 - $51.04 $1.24M - $1.26M
147K $7.42B
ITA
Ishares Tr

ETFs
2.03K
+ 2.71%
$144.84 - $159.5 $294K - $324K
76.8K $12B
CDNS
Cadence Design Systems Inc

Technology
3.78K
New
$233.96 - $324.52 $885K - $1.23M
3.78K $1.14B
VZ
Verizon Communications Inc

Communication Services
11.4K
+ 10.38%
$37.81 - $46.49 $431K - $530K
121K $5.21B
HOOD
Robinhood Markets, Inc.

Technology
19.8K
New
$35.63 - $65.28 $707K - $1.3M
19.8K $980M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.9K
+ 11.93%
$42.5 - $46.71 $631K - $694K
139K $6.29B
ASML
Asml Holding Nv

Technology
1.71K
+ 56.56%
$662.63 - $776.99 $1.13M - $1.33M
4.74K $3.15B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14.8K
+ 9.84%
$44.68 - $46.49 $659K - $686K
165K $7.63B
EMR
Emerson Electric CO

Industrials
8.56K
New
$108.64 - $131.17 $930K - $1.12M
8.56K $900M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
827
+ 16.72%
$402.49 - $513.76 $333K - $425K
5.77K $2.91B
PEN
Penumbra Inc

Healthcare
2.89K
New
$237.28 - $303.76 $686K - $878K
2.89K $858M
PULS
Pgim ETF Tr

ETFs
17.1K
+ 21.37%
$49.56 - $49.78 $849K - $853K
97.3K $4.83B
CME
Cme Group Inc.

Financial Services
2.38K
+ 57.63%
$225.82 - $266.54 $537K - $634K
6.5K $1.77B
CMI
Cummins Inc

Industrials
2.82K
New
$312.92 - $386.07 $881K - $1.09M
2.82K $825M
Ishares Tr
34.2K
New
N/A
34.2K $823M
Tempus Ai Inc
15.2K
New
N/A
15.2K $823M
INTA
Intapp, Inc.

Technology
15K
New
$57.21 - $74.1 $858K - $1.11M
15K $818M
Celestica Inc
9.2K
New
N/A
9.2K $801M
LHX
L3 Harris Technologies, Inc.

Industrials
3.59K
New
$194.65 - $222.86 $698K - $799K
3.59K $793M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
243
+ 3.39%
$442.66 - $534.52 $108K - $130K
7.4K $3.96B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.5K
+ 69.31%
$27.01 - $28.54 $877K - $926K
79.3K $2.05B
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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