Diversify Advisory Services, LLC Purchases in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
2.42K
+ 33.94%
$207.75 - $264.68 $503K - $641K
9.55K $2.36B
LLY
Eli Lilly & CO

Healthcare
1.03K
+ 13.08%
$772.14 - $960.02 $796K - $990K
8.91K $8.1B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.36K
+ 81.14%
$211.47 - $281.27 $710K - $945K
7.5K $1.89B
PULS
Pgim ETF Tr

ETFs
14.8K
+ 24.26%
$49.47 - $49.8 $732K - $737K
75.8K $3.77B
IAU
Ishares Gold Trust

ETFs
1.87K
+ 2.11%
$44.06 - $50.5 $82.3K - $94.3K
90.4K $4.69B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
378
+ 0.83%
$147.95 - $191.05 $55.9K - $72.2K
45.8K $9.1B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.2K
+ 74.86%
$49.83 - $62.75 $560K - $705K
26.2K $1.57B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.52K
+ 77.46%
$64.57 - $71.76 $550K - $611K
19.5K $1.41B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $693M
AMAT
Applied Materials Inc

Technology
4.56K
+ 211.59%
$174.88 - $254.97 $798K - $1.16M
6.72K $1.23B
AVGO
Broadcom Inc.

Technology
57.1K
+ 925.71%
$136.27 - $1745.86 $7.78M - $99.7M
63.3K $11.4B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.6K
+ 9.48%
$44.9 - $47.55 $565K - $598K
145K $6.69B
SCHG
Schwab Strategic Tr Us Large C

ETFs
77.3K
+ 419.93%
$92.63 - $105.69 $7.16M - $8.17M
95.7K $2.55B
KFY
Korn Ferry

Industrials
7.18K
+ 40.08%
$64.17 - $75.61 $460K - $543K
25.1K $1.75B
SCHA
Schwab Strategic Tr Us Small C

ETFs
32.5K
+ 270.95%
$46.9 - $51.96 $1.53M - $1.69M
44.6K $1.15B
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.2K
+ 22.51%
$32.36 - $33.78 $523K - $546K
88K $2.92B
WRB
Berkley W R Corp

Financial Services
11.3K
+ 256.01%
$51.54 - $79.62 $582K - $899K
15.7K $919M
GIS
General Mills Inc

Consumer Defensive
7.3K
+ 87.84%
$62.5 - $75.15 $456K - $549K
15.6K $1.08B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
+ 34.85%
$36.02 - $41.68 $415K - $480K
44.5K $1.82B
SCHX
Schwab Strategic Tr Us Large C

ETFs
90.9K
+ 250.3%
$61.11 - $67.85 $5.56M - $6.17M
127K $2.93B
CIVI
Civitas Resources, Inc.

Energy
10.7K
New
$49.47 - $72.73 $529K - $778K
10.7K $543M
PLTR
Palantir Technologies Inc.

Technology
8.64K
+ 83.03%
$24.09 - $37.95 $208K - $328K
19K $818M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
254
+ 3.17%
$405.19 - $478.57 $103K - $122K
8.28K $3.82B
VST
Vistra Corp.

Utilities
4.03K
New
$69.0 - $119.06 $278K - $480K
4.03K $504M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16.7K
New
$27.8 - $29.26 $465K - $490K
16.7K $476M
MO
Altria Group, Inc.

Consumer Defensive
5.41K
+ 9.05%
$45.95 - $54.71 $249K - $296K
65.2K $3.27B
SHOP
Shopify Inc.

Technology
3.86K
+ 38.2%
$52.26 - $80.75 $202K - $311K
14K $1.14B
DT
Dynatrace, Inc.

Technology
2.9K
+ 9.66%
$40.49 - $53.47 $117K - $155K
32.9K $1.76B
XOM
Exxon Mobil Corp

Energy
518
+ 1.25%
$109.72 - $119.0 $56.8K - $61.6K
41.8K $5.05B
SCHV
Schwab Strategic Tr Us Large C

ETFs
30K
+ 380.74%
$73.43 - $80.37 $2.2M - $2.41M
37.9K $1.02B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
18.8K
+ 33.54%
$21.35 - $22.73 $402K - $428K
74.9K $1.65B
CEG
Constellation Energy Corp

Utilities
1.58K
New
$167.08 - $262.86 $264K - $416K
1.58K $421M
SO
Southern CO

Utilities
3.24K
+ 40.54%
$77.0 - $90.52 $249K - $293K
11.2K $1.04B
BAX
Baxter International Inc

Healthcare
11.5K
New
$32.85 - $40.26 $377K - $462K
11.5K $419M
T
At&T Inc.

Communication Services
12.5K
+ 23.05%
$18.21 - $22.28 $227K - $278K
66.7K $1.43B
COF
Capital One Financial Corp

Financial Services
2.62K
New
$131.42 - $153.05 $345K - $402K
2.62K $409M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.64K
+ 4.36%
$50.52 - $50.95 $386K - $389K
183K $9.28B
FXI
Ishares Tr

ETFs
12.5K
New
$24.78 - $32.17 $311K - $403K
12.5K $401M
XLF
Financial Sector Spdr

ETFs
3.35K
+ 7.55%
$40.84 - $45.74 $137K - $153K
47.7K $2.25B
EWBC
East West Bancorp Inc

Financial Services
1.53K
+ 11.0%
$70.41 - $88.25 $108K - $135K
15.4K $1.39B
WEC
Wec Energy Group, Inc.

Utilities
4K
New
$77.68 - $96.19 $311K - $385K
4K $395M
Graniteshares ETF Tr
4.91K
New
N/A
4.91K $391M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.53K
New
$39.37 - $41.68 $375K - $397K
9.53K $384M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
+ 12.56%
$105.53 - $118.34 $208K - $233K
17.7K $2.04B
NSC
Norfolk Southern Corp

Industrials
1.45K
New
$213.75 - $259.69 $309K - $375K
1.45K $376M
AZO
Autozone Inc

Consumer Cyclical
118
New
$2815.0 - $3212.87 $332K - $379K
118 $374M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.77K
+ 6.95%
$57.32 - $62.65 $159K - $173K
42.6K $2.67B
XLC
Select Sector Spdr Tr Communic

ETFs
3.79K
+ 53.19%
$82.16 - $90.4 $311K - $342K
10.9K $993M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.18K
+ 17.09%
$56.52 - $63.23 $349K - $391K
42.3K $2.46B
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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