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
HST
Host Hotels & Resorts, Inc.

Real Estate
64.6K
+ 456.1%
$12.7 - $16.07 $820K - $1.04M
78.7K $1.24B
HYG
Ishares Tr

ETFs
12.8K
+ 298.3%
$75.75 - $80.65 $971K - $1.03M
17.1K $1.38B
Ftai Aviation LTD
6.29K
+ 153.63%
N/A
10.4K $1.48B
BSX
Boston Scientific Corp

Healthcare
9.94K
New
$89.7 - $107.41 $892K - $1.07M
9.94K $1.02B
IRM
Iron Mountain Inc

Real Estate
10.7K
+ 165.65%
$76.93 - $105.25 $826K - $1.13M
17.2K $1.59B
KLAC
Kla Corp

Technology
866
+ 107.44%
$576.53 - $902.94 $499K - $782K
1.67K $1.56B
IDXX
Idexx Laboratories Inc

Healthcare
1.24K
+ 135.15%
$361.04 - $536.34 $448K - $666K
2.16K $1.41B
TNL
Travel & Leisure Co.

Consumer Cyclical
16.6K
New
$38.78 - $51.89 $644K - $861K
16.6K $1B
AER
Aer Cap Holdings N.V.

Industrials
8.82K
New
$88.97 - $117.24 $785K - $1.03M
8.82K $1B
MSI
Motorola Solutions, Inc.

Technology
2.12K
New
$394.72 - $440.39 $836K - $933K
2.12K $998M
Coreweave Inc
6.66K
New
N/A
6.66K $991M
BR
Broadridge Financial Solutions, Inc.

Technology
3.76K
New
$217.22 - $246.25 $817K - $927K
3.76K $988M
TTD
Trade Desk, Inc.

Technology
18.7K
+ 120.93%
$45.27 - $79.4 $846K - $1.48M
34.2K $1.82B
GRMN
Garmin LTD

Technology
4.03K
+ 351.09%
$173.63 - $218.07 $700K - $880K
5.18K $1.21B
AWK
American Water Works Company, Inc.

Utilities
6.78K
New
$133.82 - $151.96 $908K - $1.03M
6.78K $964M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.51K
+ 35.37%
$299.15 - $396.54 $453K - $600K
5.8K $2.42B
SCHW
Schwab Charles Corp

Financial Services
7.92K
+ 78.75%
$69.06 - $91.24 $547K - $722K
18K $1.77B
TER
Teradyne, Inc

Technology
8.48K
New
$67.96 - $91.05 $576K - $772K
8.48K $947M
Brookfield Renewable Corp
27.4K
+ 389.02%
N/A
34.4K $1.15B
OPBK
Op Bancorp

Financial Services
13.7K
+ 1.85%
$10.54 - $13.34 $144K - $182K
750K $10.3B
ECL
Ecolab Inc.

Basic Materials
3.4K
New
$225.65 - $270.95 $767K - $921K
3.4K $940M
MEDP
Medpace Holdings, Inc.

Healthcare
1.73K
+ 195.49%
$277.23 - $315.28 $480K - $546K
2.62K $1.2B
FDX
Fedex Corp

Industrials
3.98K
New
$198.07 - $245.17 $789K - $977K
3.98K $918M
IDV
Ishares Tr

ETFs
24.7K
New
$27.79 - $34.84 $686K - $860K
24.7K $903M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.23K
+ 267.68%
$74.88 - $91.97 $691K - $849K
12.7K $1.19B
EOG
Eog Resources Inc

Energy
7.42K
+ 146.94%
$104.61 - $129.97 $776K - $964K
12.5K $1.47B
ESS
Essex Property Trust, Inc.

Real Estate
4.03K
+ 64.8%
N/A
10.3K $2.61B
TMUS
T Mobile Us, Inc.

Communication Services
3.45K
+ 315.72%
$220.99 - $268.54 $763K - $928K
4.55K $1.15B
IXUS
Ishares Tr

ETFs
7.47K
+ 20.36%
$62.37 - $77.63 $466K - $580K
44.2K $3.51B
STX
Seagate Technology Holdings PLC

Technology
5.6K
New
$66.54 - $144.33 $373K - $808K
5.6K $871M
UBER
Uber Technologies, Inc

Technology
9.44K
New
$64.62 - $93.3 $610K - $881K
9.44K $866M
CL
Colgate Palmolive CO

Consumer Defensive
10.4K
+ 383.51%
$87.57 - $96.0 $910K - $998K
13.1K $1.11B
PFE
Pfizer Inc

Healthcare
33.1K
+ 59.81%
$21.59 - $24.84 $714K - $821K
88.4K $2.18B
MPWR
Monolithic Power Systems Inc

Technology
1.02K
New
$455.19 - $737.73 $462K - $750K
1.02K $854M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.25K
+ 9.79%
$85.42 - $94.39 $705K - $779K
92.5K $8.59B
FTNT
Fortinet, Inc.

Technology
10.7K
New
$84.71 - $108.69 $910K - $1.17M
10.7K $843M
WFC
Wells Fargo & Company

Financial Services
8.71K
+ 51.25%
$60.98 - $80.12 $531K - $698K
25.7K $2.04B
APH
Amphenol Corp

Technology
6.12K
+ 144.27%
$59.09 - $98.75 $361K - $604K
10.4K $1.16B
SBUX
Starbucks Corp

Consumer Cyclical
7.77K
+ 63.41%
$79.69 - $99.41 $619K - $772K
20K $1.87B
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.4K
+ 125.2%
$51.14 - $57.0 $738K - $823K
26K $1.46B
EPR
Epr Properties

Real Estate
14.2K
+ 86.39%
$43.53 - $59.11 $620K - $842K
30.7K $1.64B
RTX
Raytheon Technologies Corp

Industrials
3.17K
+ 28.62%
$113.75 - $148.48 $360K - $470K
14.2K $2.21B
DTE
Dte Energy CO

Utilities
5.71K
New
$127.39 - $139.49 $727K - $796K
5.71K $798M
MC
Moelis & CO

Financial Services
5.32K
+ 26.61%
$48.86 - $62.99 $260K - $335K
25.3K $1.86B
XLU
Utilities Sector Spdr

ETFs
8.96K
+ 257.96%
$73.09 - $82.77 $655K - $742K
12.4K $1.07B
CWENA
Clearway Energy Inc Cl A
28.7K
New
N/A
28.7K $789M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
32.5K
New
$19.16 - $23.81 $623K - $774K
32.5K $787M
TXN
Texas Instruments Inc

Technology
3.49K
+ 101.4%
N/A
6.93K $1.34B
VCIT
Vanguard Intermediate Term Cor

ETFs
8.94K
+ 26.23%
$79.56 - $82.92 $711K - $741K
43K $3.57B
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
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