Diversify Advisory Services, LLC Purchases in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
73K
+ 44.33%
$45.2 - $46.6 $3.3M - $3.4M
238K $11B
IVV
Ishares Core S&P 500 ETF

ETFs
349
+ 1.04%
$498.8 - $620.9 $174K - $217K
34K $22B
TJX
Tjx Companies Inc

Consumer Cyclical
23.1K
+ 557.9%
$119.13 - $135.03 $2.75M - $3.12M
27.3K $3.64B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
134K
New
$22.68 - $23.28 $3.03M - $3.11M
134K $3.1B
CSCO
Cisco Systems, Inc.

Technology
27.3K
+ 33.64%
$53.19 - $69.38 $1.45M - $1.89M
108K $7.73B
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
205K
+ 1136.11%
$8.91 - $14.41 $1.82M - $2.95M
223K $3.31B
C
Citigroup Inc

Financial Services
28.1K
+ 266.34%
$58.13 - $85.12 $1.63M - $2.39M
38.6K $3.7B
CVX
Chevron Corp

Energy
16.5K
+ 59.67%
$133.73 - $168.51 $2.21M - $2.78M
44.1K $6.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40.3K
+ 80.39%
$51.16 - $62.02 $2.06M - $2.5M
90.4K $5.76B
SCHO
Schwab Short Term Us Treasury

ETFs
115K
New
$24.19 - $24.45 $2.78M - $2.81M
115K $2.8B
V
Visa Inc.

Financial Services
8.41K
+ 30.15%
$308.27 - $373.31 $2.59M - $3.14M
36.3K $12.2B
FSK
Fs Kkr Capital Corp

Financial Services
154K
+ 524.94%
$17.95 - $21.5 $2.76M - $3.3M
183K $3.24B
JNJ
Johnson & Johnson

Healthcare
10.2K
+ 19.75%
$146.36 - $159.82 $1.49M - $1.63M
61.8K $10.7B
HD
Home Depot, Inc.

Consumer Cyclical
5.52K
+ 61.77%
$335.24 - $380.78 $1.85M - $2.1M
14.5K $5.73B
NDAQ
Nasdaq, Inc.

Financial Services
25.2K
+ 614.07%
$66.4 - $89.42 $1.68M - $2.26M
29.3K $2.82B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.46K
New
$320.42 - $424.58 $1.75M - $2.32M
5.46K $2.46B
MA
Mastercard Inc

Financial Services
3.74K
+ 44.93%
$479.92 - $590.74 $1.8M - $2.21M
12.1K $6.93B
Celestica Inc
5.84K
+ 63.47%
N/A
15K $3.21B
TSLA
Tesla, Inc.

Consumer Cyclical
3.3K
+ 12.71%
$221.86 - $362.89 $732K - $1.2M
29.3K $9.97B
QCOM
Qualcomm Inc

Technology
14.9K
+ 104.98%
$124.66 - $159.48 $1.86M - $2.38M
29.1K $4.47B
ABT
Abbott Laboratories

Healthcare
17.7K
+ 155.87%
$123.95 - $138.08 $2.19M - $2.44M
29K $3.8B
ABBV
Abb Vie Inc.

Healthcare
10.9K
+ 54.71%
$170.16 - $206.27 $1.85M - $2.24M
30.8K $6.11B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
45.2K
New
$48.46 - $50.2 $2.19M - $2.27M
45.2K $2.23B
VST
Vistra Corp.

Utilities
9.72K
+ 420.55%
$98.07 - $195.04 $953K - $1.9M
12K $2.52B
IEFA
Ishares Tr

ETFs
22.8K
+ 54.61%
$67.83 - $84.09 $1.54M - $1.91M
64.5K $5.49B
CRDO
Credo Technology Group Holding LTD

Technology
5.75K
+ 33.82%
$33.3 - $95.05 $191K - $547K
22.8K $2.85B
XOM
Exxon Mobil Corp

Energy
20.1K
+ 56.61%
$99.93 - $119.04 $2.01M - $2.4M
55.7K $5.91B
PANW
Palo Alto Networks Inc

Technology
17.1K
+ 20.05%
$152.44 - $204.64 $2.61M - $3.5M
102K $18B
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.8K
+ 247.69%
$108.12 - $135.04 $1.49M - $1.86M
19.3K $2.71B
Astera Labs Inc
10.5K
New
N/A
10.5K $2.01B
GLW
Corning Inc

Technology
23K
+ 103.47%
$39.07 - $52.59 $901K - $1.21M
45.3K $2.98B
FLMI
Franklin Dynamic Municipal Bon

ETFs
82K
New
$23.57 - $24.6 $1.93M - $2.02M
82K $1.98B
ZETA
Zeta Global Holdings Corp.

Technology
107K
New
$11.02 - $16.81 $1.18M - $1.8M
107K $1.98B
TLT
Ishares Barclays 20+ Year Trea

ETFs
23.9K
+ 76.33%
$83.97 - $92.85 $2M - $2.22M
55.2K $4.8B
SPIB
Spdr Portfolio Intermediate Te

ETFs
57.3K
+ 63.76%
$32.62 - $33.58 $1.87M - $1.92M
147K $4.95B
IEMG
Ishares Inc

ETFs
25.9K
+ 60.07%
N/A
68.9K $4.28B
Vanguard Calif Tax Free Fds
19.8K
New
N/A
19.8K $1.93B
WM
Waste Management Inc

Industrials
8.09K
+ 91.16%
$216.47 - $242.1 $1.75M - $1.96M
17K $3.95B
ASML
Asml Holding Nv

Technology
2.04K
+ 43.07%
$595.37 - $815.24 $1.21M - $1.66M
6.78K $5.03B
VTV
Vanguard Value ETF

ETFs
9.74K
+ 103.79%
$153.67 - $176.74 $1.5M - $1.72M
19.1K $3.43B
XLK
Technology Sector Spdr

ETFs
2.93K
+ 16.22%
$179.73 - $253.23 $526K - $742K
21K $5.63B
ZTS
Zoetis Inc.

Healthcare
12.9K
+ 79.32%
$144.41 - $170.3 $1.86M - $2.2M
29.2K $4.37B
Lam Research Corp
8K
+ 27.96%
N/A
36.6K $3.86B
SAP
Sap Se

Technology
6.63K
+ 197.64%
$237.53 - $309.8 $1.57M - $2.05M
9.98K $2.75B
CRWD
Crowd Strike Holdings, Inc.

Technology
3.97K
+ 45.31%
$321.63 - $509.31 $1.28M - $2.02M
12.7K $5.55B
RACE
Ferrari N.V.

Consumer Cyclical
3.97K
+ 323.45%
$397.86 - $499.02 $1.58M - $1.98M
5.2K $2.32B
AXP
American Express CO

Financial Services
5.17K
+ 107.06%
$231.39 - $318.98 $1.2M - $1.65M
10K $3.03B
WPC
W. P. Carey Inc.

Real Estate
26.5K
New
$56.12 - $64.53 $1.49M - $1.71M
26.5K $1.73B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
11K
+ 21.38%
$83.55 - $102.36 $917K - $1.12M
62.3K $6.54B
Activity Summary
Buys All Purchases 675 New Holdings 243 Increased Positions 432 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email