Diversify Advisory Services, LLC Purchases in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
516
+ 12.45%
$286.85 - $318.64 $148K - $164K
4.66K $1.38B
Outfront Media Inc
12.3K
New
N/A
12.3K $189M
IBM
International Business Machines Corp

Technology
183
+ 2.61%
$217.4 - $264.74 $39.8K - $48.4K
7.19K $1.72B
RELX
Relx PLC

Communication Services
1.67K
+ 14.43%
$45.34 - $51.91 $75.5K - $86.5K
13.2K $710M
ADBE
Adobe Inc.

Technology
985
+ 18.06%
$377.84 - $464.11 $372K - $457K
6.44K $2.39B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.4K
+ 33.47%
$11.66 - $14.98 $122K - $156K
41.6K $529M
VCIT
Vanguard Intermediate Term Cor

ETFs
918
+ 2.77%
$79.17 - $82.04 $72.7K - $75.3K
34.1K $2.79B
LVHI
Franklin International Low Vol

ETFs
3.24K
+ 9.9%
$30.53 - $32.85 $98.8K - $106K
35.9K $1.15B
STE
Steris PLC

Healthcare
558
+ 36.16%
$202.46 - $232.74 $113K - $130K
2.1K $471M
GILD
Gilead Sciences, Inc.

Healthcare
1.11K
+ 44.13%
$89.14 - $117.41 $98.9K - $130K
3.62K $377M
RMBS
Rambus Inc

Technology
4.21K
+ 49.63%
$51.55 - $68.59 $217K - $288K
12.7K $625M
NSC
Norfolk Southern Corp

Industrials
729
+ 39.58%
$227.69 - $259.76 $166K - $189K
2.57K $574M
BX
Blackstone Inc.

Financial Services
4.04K
+ 31.88%
$136.53 - $186.74 $552K - $755K
16.7K $2.23B
IDEV
Ishares Core Msci Intl Develop

ETFs
128
+ 0.74%
$63.77 - $71.36 $8.16K - $9.13K
17.4K $1.25B
BCS
Barclays PLC

Financial Services
5.18K
+ 30.48%
$12.69 - $16.25 $65.8K - $84.2K
22.2K $358M
IVE
Ishares S&P 500 Value ETF

ETFs
1.07K
+ 9.51%
$185.78 - $198.58 $199K - $212K
12.3K $2.26B
FIX
Comfort Systems Usa Inc

Industrials
468
+ 43.9%
$313.26 - $550.27 $147K - $258K
1.53K $610M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.65K
+ 5.08%
$21.23 - $22.14 $77.4K - $80.7K
75.5K $1.66B
GLDM
World Gold Trust

ETFs
235
+ 2.39%
$52.19 - $61.89 $12.3K - $14.5K
10.1K $661M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.43K
+ 50.93%
$34.83 - $37.52 $120K - $129K
10.2K $366M
QCOM
Qualcomm Inc

Technology
1.73K
+ 13.84%
$151.94 - $175.86 $262K - $304K
14.2K $2.09B
SONY
Sony Group Corp

Technology
1.49K
+ 9.44%
$19.88 - $25.64 $29.5K - $38.1K
17.2K $443M
GOLD
Barrick Gold Corp

Basic Materials
4.42K
+ 35.39%
$15.45 - $19.56 $68.2K - $86.4K
16.9K $319M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
813
+ 25.63%
$192.82 - $222.1 $157K - $181K
3.99K $780M
AZEK
Azek CO Inc.

Industrials
1.92K
+ 39.04%
$39.61 - $52.0 $75.9K - $99.7K
6.83K $338M
PCT
Pure Cycle Technologies, Inc.

Industrials
16.5K
New
$6.92 - $10.9 $114K - $180K
16.5K $115M
ERIC
Ericsson Lm Telephone CO

Technology
13.3K
+ 65.27%
$7.47 - $8.9 $99.3K - $118K
33.7K $279M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.7K
+ 14.67%
$42.38 - $43.28 $114K - $117K
21.1K $897M
BMI
Badger Meter Inc

Technology
458
+ 35.89%
$189.49 - $221.51 $86.8K - $101K
1.73K $377M
First Tr Exchng Traded Fd Vi
3.2K
+ 19.16%
N/A
19.9K $736M
KLAC
Kla Corp

Technology
158
+ 24.38%
$636.62 - $777.63 $101K - $123K
806 $555M
STRL
Sterling Construction CO Inc

Industrials
904
+ 52.71%
$108.65 - $200.56 $98.2K - $181K
2.62K $391M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
1K
+ 29.88%
$73.82 - $89.02 $74.1K - $89.4K
4.36K $358M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.92K
+ 32.11%
$37.84 - $44.02 $148K - $172K
16.1K $606M
CVLT
Commvault Systems Inc

Technology
466
+ 33.24%
$146.82 - $187.9 $68.4K - $87.6K
1.87K $315M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.97K
+ 18.12%
$92.71 - $107.38 $183K - $212K
12.9K $1.21B
JCPB
J P Morgan Exchange Traded Fd

ETFs
989
+ 2.78%
$45.56 - $47.23 $45.1K - $46.7K
36.5K $1.72B
SHOP
Shopify Inc.

Technology
1.58K
+ 11.95%
$90.59 - $129.31 $143K - $204K
14.8K $1.46B
TJX
Tjx Companies Inc

Consumer Cyclical
470
+ 12.79%
$112.81 - $126.16 $53K - $59.3K
4.15K $531M
CW
Curtiss Wright Corp

Industrials
297
+ 24.73%
$304.82 - $384.07 $90.5K - $114K
1.5K $510M
GGAL
Grupo Financiero Galicia Sa

Financial Services
2.78K
+ 35.13%
$54.11 - $72.22 $151K - $201K
10.7K $658M
UL
Unilever PLC

Consumer Defensive
29
+ 0.28%
$54.72 - $60.29 $1.59K - $1.75K
10.5K $665M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.1K
+ 6.22%
$50.82 - $52.7 $55.7K - $57.8K
18.7K $983M
CYBR
Cyber Ark Software Ltd.

Technology
213
+ 19.49%
$312.8 - $414.31 $66.6K - $88.2K
1.31K $461M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
504
+ 13.34%
$333.37 - $384.99 $168K - $194K
4.28K $1.46B
WEC
Wec Energy Group, Inc.

Utilities
227
+ 6.17%
$92.12 - $108.98 $20.9K - $24.7K
3.91K $426M
AMT
American Tower Corp

Real Estate
36
+ 2.31%
$173.46 - $217.6 $6.24K - $7.83K
1.6K $353M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.87K
+ 12.09%
$69.69 - $79.99 $130K - $150K
17.3K $1.25B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
31
+ 17.32%
$1187.71 - $1432.58 $36.8K - $44.4K
210 $294M
Activity Summary
Buys All Purchases 369 New Holdings 94 Increased Positions 275 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 2
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