Diversify Advisory Services, LLC Purchases in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
2.56K
+ 18.63%
$166.99 - $211.99 $428K - $543K
16.3K $3.1B
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.8K
+ 44.54%
$25.33 - $51.16 $503K - $1.02M
64.4K $1.64B
RMBS
Rambus Inc

Technology
8.47K
New
$40.13 - $59.14 $340K - $501K
8.47K $476M
AMAT
Applied Materials Inc

Technology
3.19K
+ 47.45%
$161.44 - $213.89 $515K - $682K
9.91K $1.7B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.5K
+ 55.72%
N/A
54.6K $1.31B
WDAY
Workday, Inc.

Technology
1.71K
+ 17.94%
$233.85 - $279.91 $401K - $479K
11.3K $2.81B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.95K
New
N/A
4.95K $451M
NFLX
Netflix Inc

Communication Services
328
+ 14.27%
$687.65 - $936.56 $226K - $307K
2.63K $2.2B
TJX
Tjx Companies Inc

Consumer Cyclical
3.68K
New
$112.15 - $127.2 $412K - $467K
3.68K $441M
KKR
Kkr & Co. Inc.

Financial Services
3.1K
New
$129.87 - $162.87 $402K - $505K
3.1K $437M
VGLT
Vanguard Long Term Treasury Et

ETFs
11K
+ 25.87%
$55.1 - $61.74 $604K - $676K
53.3K $2.89B
KMI
Kinder Morgan, Inc.

Energy
14.9K
New
$22.59 - $28.54 $336K - $425K
14.9K $419M
SPOT
Spotify Technology S.A.

Communication Services
851
New
$362.95 - $502.38 $309K - $428K
851 $391M
OEF
Ishares S&P 100 ETF

ETFs
1.35K
+ 64.76%
N/A
3.42K $978M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.42K
New
$87.25 - $95.52 $385K - $422K
4.42K $387M
FANG
Diamondback Energy, Inc.

Energy
2.2K
New
$153.06 - $199.5 $336K - $438K
2.2K $384M
TFC
Truist Financial Corp

Financial Services
8.75K
New
$41.51 - $48.1 $363K - $421K
8.75K $374M
BKNG
Booking Holdings Inc.

Consumer Cyclical
71
+ 102.9%
$4100.99 - $5300.34 $291K - $376K
140 $664M
IEFA
Ishares Tr

ETFs
7.32K
+ 24.32%
$70.06 - $77.43 $513K - $567K
37.4K $2.61B
EFV
Msci Eafe Value ETF

ETFs
10.5K
+ 20.4%
$51.78 - $57.15 $544K - $600K
62K $3.22B
CEG
Constellation Energy Corp

Utilities
931
+ 58.81%
$224.28 - $285.52 $209K - $266K
2.51K $767M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.03K
+ 14.14%
$61.68 - $67.87 $372K - $409K
48.7K $3.01B
BWXT
Bwx Technologies, Inc.

Industrials
2.84K
New
$111.39 - $133.28 $316K - $378K
2.84K $325M
LRGF
Ishares Tr

ETFs
5.25K
+ 11.12%
$58.25 - $63.26 $306K - $332K
52.5K $3.15B
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 6.01%
$79.1 - $95.7 $91.1K - $110K
20.3K $1.89B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.11K
New
$75.1 - $82.99 $309K - $341K
4.11K $309M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.04K
+ 47.21%
$50.73 - $51.08 $306K - $308K
18.8K $959M
VTV
Vanguard Value ETF

ETFs
2.14K
+ 29.38%
$168.32 - $181.87 $361K - $390K
9.44K $1.58B
URI
United Rentals, Inc.

Industrials
444
New
$704.44 - $880.32 $313K - $391K
444 $298M
BKR
Baker Hughes CO

Energy
6.79K
New
$35.98 - $44.88 $244K - $305K
6.79K $294M
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.95K
+ 28.38%
$48.59 - $49.45 $289K - $294K
26.9K $1.32B
SE
Sea LTD

Consumer Cyclical
2.65K
New
$93.56 - $117.41 $248K - $311K
2.65K $287M
AON
Aon PLC

Financial Services
802
New
$344.14 - $393.31 $276K - $315K
802 $280M
UI
Ubiquiti Inc.

Technology
759
New
$223.6 - $362.72 $170K - $275K
759 $273M
OHI
Omega Healthcare Investors Inc

Real Estate
7.38K
New
$37.51 - $42.56 $277K - $314K
7.38K $272M
GDDY
Go Daddy Inc.

Technology
1.4K
New
$153.16 - $209.03 $215K - $293K
1.4K $271M
KNTK
Kinetik Holdings Inc.

Energy
4.45K
New
$45.65 - $61.95 $203K - $276K
4.45K $269M
XLY
Select Sector Spdr Consumer Di

ETFs
643
+ 12.3%
$194.8 - $239.43 $125K - $154K
5.87K $1.3B
SPG
Simon Property Group Inc

Real Estate
1.54K
New
$167.23 - $183.84 $257K - $283K
1.54K $263M
TNL
Travel & Leisure Co.

Consumer Cyclical
5.16K
New
$45.26 - $56.28 $233K - $290K
5.16K $258M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.8K
New
$65.67 - $69.79 $249K - $265K
3.8K $251M
SVOL
Simplify ETF Simplify Volatili

ETFs
18.1K
+ 22.24%
$20.4 - $21.93 $370K - $398K
99.7K $2.02B
VTI
Vanguard Total Stock Market Et

ETFs
897
+ 3.26%
$280.04 - $302.45 $251K - $271K
28.4K $8.15B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.23K
+ 50.23%
$43.84 - $48.76 $273K - $304K
18.6K $813M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.96K
+ 23.68%
$72.18 - $81.41 $214K - $241K
15.5K $1.17B
Ftai Aviation LTD
700
+ 20.86%
N/A
4.06K $706M
MTN
Vail Resorts Inc

Consumer Cyclical
1.3K
New
$165.69 - $195.44 $216K - $255K
1.3K $234M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
336
New
$701.85 - $1046.91 $236K - $352K
336 $234M
WHR
Whirlpool Corp

Consumer Cyclical
1.96K
New
$99.28 - $124.45 $194K - $244K
1.96K $231M
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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