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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.4K
+ 36.53%
$81.68 - $82.93 $114K - $116K
5.22K $427M
C
Citigroup Inc

Financial Services
225
+ 1.88%
$61.31 - $72.5 $13.8K - $16.3K
12.2K $873M
STX
Seagate Technology Holdings PLC

Technology
1.71K
+ 95.38%
$86.31 - $112.64 $148K - $193K
3.51K $312M
AGNC
Agnc Investment Corp.

Real Estate
11.9K
New
$9.21 - $10.59 $110K - $126K
11.9K $109M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.13K
+ 23.87%
$106.33 - $110.69 $120K - $125K
5.87K $623M
TIGR
Up Fintech Holding LTD

Financial Services
18.4K
New
$5.5 - $12.39 $101K - $227K
18.4K $106M
APO
Apollo Global Management, Inc.

Financial Services
563
+ 38.85%
$131.36 - $178.61 $74K - $101K
2.01K $313M
ASML
Asml Holding Nv

Technology
66
+ 2.23%
$658.43 - $872.27 $43.5K - $57.6K
3.03K $2.24B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.79K
+ 34.07%
$46.48 - $51.32 $83.3K - $92K
7.06K $347M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
528
+ 7.04%
$238.25 - $261.28 $126K - $138K
8.03K $1.98B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4K
+ 29.4%
$24.61 - $25.12 $98.5K - $101K
17.6K $434M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.52K
+ 5.41%
$50.14 - $52.56 $227K - $238K
88.1K $4.38B
American Healthcare Reit Inc
436
+ 1.26%
N/A
35.1K $955M
ITA
Ishares Tr

ETFs
3.32K
+ 4.64%
$144.31 - $157.31 $479K - $522K
74.8K $10.9B
KLAC
Kla Corp

Technology
120
+ 22.73%
$614.46 - $829.55 $73.7K - $99.5K
648 $443M
DFS
Discover Financial Services

Financial Services
5
+ 0.14%
$136.3 - $182.67 $682 - $913
3.56K $604M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.65K
+ 17.53%
$9.95 - $12.23 $46.3K - $56.9K
31.2K $368M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.89K
+ 24.52%
$29.77 - $30.19 $86K - $87.2K
14.7K $437M
WMB
Williams Companies, Inc.

Energy
136
+ 0.58%
$46.37 - $59.74 $6.31K - $8.12K
23.7K $1.31B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.43K
+ 5.35%
$29.73 - $30.81 $72.3K - $75K
47.9K $1.45B
Pacer Fds Tr
1.88K
+ 27.84%
N/A
8.64K $276M
VRNA
Verona Pharma PLC

Healthcare
305
+ 5.2%
$28.71 - $47.02 $8.76K - $14.3K
6.17K $279M
UBS
Ubs Group Ag

Financial Services
2.33K
+ 23.61%
$29.78 - $33.08 $69.4K - $77K
12.2K $394M
Crane Company
454
+ 22.99%
N/A
2.43K $365M
WM
Waste Management Inc

Industrials
482
+ 5.99%
$201.79 - $228.46 $97.3K - $110K
8.52K $1.77B
GPS
Gap Inc

Consumer Cyclical
1.18K
+ 8.09%
N/A
15.7K $380M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
496
+ 2.5%
$16.43 - $22.77 $8.15K - $11.3K
20.4K $426M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.15K
+ 35.19%
$33.43 - $36.52 $71.9K - $78.5K
8.26K $278M
Franklin Templeton ETF Tr
400
+ 4.56%
N/A
9.18K $619M
FICO
Fair Isaac Corp

Technology
53
+ 13.55%
$1911.01 - $2382.4 $101K - $126K
444 $851M
VBK
Vanguard Small Cap Growth ETF

ETFs
115
+ 4.53%
$264.18 - $304.19 $30.4K - $35K
2.66K $744M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
800
+ 24.79%
$99.04 - $109.59 $79.2K - $87.7K
4.03K $393M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
3.19K
+ 14.68%
$16.4 - $17.85 $52.3K - $56.9K
24.9K $422M
NSC
Norfolk Southern Corp

Industrials
397
+ 27.47%
$230.6 - $277.0 $91.5K - $110K
1.84K $431M
CW
Curtiss Wright Corp

Industrials
161
+ 15.48%
$335.08 - $389.49 $53.9K - $62.7K
1.2K $421M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.65K
+ 5.09%
$25.09 - $25.69 $66.4K - $68K
54.6K $1.38B
KRE
Spdr S&P Regional Banking ETF

ETFs
900
+ 26.33%
$54.6 - $68.9 $49.1K - $62K
4.32K $252M
Amplify ETF Tr
229
+ 2.68%
N/A
8.77K $650M
MEDP
Medpace Holdings, Inc.

Healthcare
76
+ 10.67%
$308.93 - $363.58 $23.5K - $27.6K
788 $277M
PHO
Invesco Exchange Traded Fd Tr

ETFs
869
+ 28.89%
$65.79 - $72.14 $57.2K - $62.7K
3.88K $250M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.53K
+ 8.16%
$26.93 - $84.95 $95.2K - $300K
46.8K $1.26B
IYC
Ishares U.S. Consumer Discreti

ETFs
60
+ 1.55%
$85.96 - $101.28 $5.16K - $6.08K
3.93K $375M
Blackrock ETF Trust Ii
1.05K
+ 4.75%
N/A
23.1K $1.2B
T
At&T Inc.

Communication Services
974
+ 1.46%
$21.22 - $23.88 $20.7K - $23.3K
67.7K $1.47B
HALO
Halozyme Therapeutics, Inc.

Healthcare
494
+ 9.27%
$42.57 - $61.09 $21K - $30.2K
5.83K $308M
TTD
Trade Desk, Inc.

Technology
259
+ 6.66%
$108.7 - $139.51 $28.2K - $36.1K
4.15K $493M
DUK
Duke Energy Corp

Utilities
663
+ 21.53%
$105.76 - $120.76 $70.1K - $80.1K
3.74K $396M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
197
+ 1.22%
$12.27 - $15.41 $2.42K - $3.04K
16.3K $230M
HYG
Ishares Tr

ETFs
416
+ 5.63%
$78.09 - $80.04 $32.5K - $33.3K
7.81K $613M
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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