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
PAYC
Paycom Software, Inc.

Technology
182
+ 12.78%
$199.42 - $225.82 $36.3K - $41.1K
1.61K $367M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
776
+ 25.76%
$96.27 - $116.36 $74.7K - $90.3K
3.79K $400M
FCX
Freeport Mcmoran Inc

Basic Materials
2.94K
+ 16.93%
$34.5 - $43.01 $102K - $127K
20.3K $756M
TSCO
Tractor Supply CO

Consumer Cyclical
2.03K
+ 40.48%
$51.66 - $57.94 $105K - $118K
7.04K $351M
FICO
Fair Isaac Corp

Technology
29
+ 6.53%
$1695.35 - $2030.47 $49.2K - $58.9K
473 $928M
VNQ
Vanguard Specialized Funds Van

ETFs
697
+ 11.94%
$85.55 - $94.34 $59.6K - $65.8K
6.54K $575M
AIG
American International Group, Inc.

Financial Services
422
+ 12.85%
$70.5 - $86.94 $29.8K - $36.7K
3.71K $304M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.3K
+ 14.91%
$40.03 - $46.81 $413K - $483K
79.6K $3.13B
Cooper Cos Inc
1.28K
+ 30.7%
N/A
5.43K $447M
IEF
Ishares Barclays

ETFs
360
+ 4.7%
$91.17 - $95.39 $32.8K - $34.3K
8.03K $770M
Aegon LTD
8.04K
+ 30.38%
N/A
34.5K $225M
SHV
Ishares Tr

ETFs
596
+ 21.11%
$110.11 - $110.51 $65.6K - $65.9K
3.42K $378M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.37K
+ 26.78%
$14.13 - $16.72 $61.7K - $73K
20.7K $296M
CRM
Salesforce, Inc.

Technology
1.62K
+ 22.0%
$268.36 - $359.95 $434K - $583K
8.98K $2.4B
GDDY
Go Daddy Inc.

Technology
370
+ 26.35%
$172.13 - $214.35 $63.7K - $79.3K
1.77K $334M
VGT
Vanguard Information Technolog

ETFs
277
+ 19.86%
$542.38 - $646.34 $150K - $179K
1.67K $917M
VIRT
Virtu Financial, Inc.

Financial Services
862
+ 14.06%
$34.19 - $40.96 $29.5K - $35.3K
6.99K $269M
NKE
Nike, Inc.

Consumer Cyclical
3.02K
+ 35.0%
$63.29 - $81.72 $191K - $247K
11.6K $670M
OEF
Ishares S&P 100 ETF

ETFs
413
+ 12.07%
N/A
3.84K $1.03B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
3.1K
+ 15.43%
$30.75 - $33.98 $95.3K - $105K
23.2K $712M
AXP
American Express CO

Financial Services
617
+ 14.65%
$255.39 - $325.87 $158K - $201K
4.83K $1.29B
BMA
Macro Bank Inc.

Financial Services
1.81K
+ 38.44%
$75.51 - $115.85 $136K - $209K
6.5K $588M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.23K
+ 6.74%
$29.34 - $31.31 $94.8K - $101K
51.2K $1.51B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.06K
+ 7.49%
$71.9 - $77.57 $76.4K - $82.4K
15.2K $1.09B
PODD
Insulet Corp

Healthcare
270
+ 29.7%
$237.06 - $288.29 $64K - $77.8K
1.18K $296M
Linde PLC
24
+ 2.46%
N/A
999 $450M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
581
+ 3.72%
$42.36 - $43.8 $24.6K - $25.4K
16.2K $702M
MORN
Morningstar, Inc.

Financial Services
259
+ 24.16%
$282.49 - $334.73 $73.2K - $86.7K
1.33K $376M
CSX
Csx Corp

Industrials
4.51K
+ 18.69%
$29.11 - $33.67 $131K - $152K
28.6K $803M
MSCI
Msci Inc.

Financial Services
131
+ 12.96%
$541.46 - $628.34 $70.9K - $82.3K
1.14K $617M
CDW
Cdw Corp

Technology
384
+ 33.51%
$160.26 - $206.13 $61.5K - $79.2K
1.53K $245M
TT
Trane Technologies PLC

Industrials
196
+ 13.02%
$332.0 - $400.86 $65.1K - $78.6K
1.7K $601M
NVT
N Vent Electric PLC

Industrials
1.44K
+ 42.53%
$52.42 - $75.4 $75.5K - $109K
4.83K $265M
CHH
Choice Hotels International Inc

Consumer Cyclical
485
+ 22.93%
$127.89 - $155.97 $62K - $75.6K
2.6K $330M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
316
+ 4.38%
$100.32 - $100.76 $31.7K - $31.8K
7.53K $756M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
967
+ 0.52%
$19.42 - $19.54 $18.8K - $18.9K
187K $3.66B
TDY
Teledyne Technologies Inc

Technology
57
+ 11.09%
$455.51 - $518.84 $26K - $29.6K
571 $264M
PH
Parker Hannifin Corp

Industrials
70
+ 15.63%
$591.65 - $707.05 $41.4K - $49.5K
518 $312M
CINF
Cincinnati Financial Corp

Financial Services
148
+ 7.78%
$133.67 - $147.81 $19.8K - $21.9K
2.05K $287M
AJG
Arthur J. Gallagher & Co.

Financial Services
14
+ 1.76%
$275.89 - $345.24 $3.86K - $4.83K
808 $256M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
279
+ 1.76%
$27.64 - $28.58 $7.71K - $7.97K
16.2K $465M
ARB
Altshares Tr Merger Arbitrage

Industrials
91
+ 0.15%
$27.6 - $28.24 $2.51K - $2.57K
62.3K $1.75B
SHEL
Shell PLC

Energy
347
+ 8.99%
$62.84 - $73.29 $21.8K - $25.4K
4.21K $276M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
689
+ 5.65%
$15.88 - $17.78 $10.9K - $12.3K
12.9K $226M
SPSC
Sps Commerce Inc

Technology
626
+ 35.07%
$123.05 - $197.4 $77K - $124K
2.41K $342M
UBS
Ubs Group Ag

Financial Services
1.43K
+ 11.71%
$30.28 - $35.78 $43.2K - $51.1K
13.6K $416M
UI
Ubiquiti Inc.

Technology
146
+ 19.24%
$300.93 - $431.11 $43.9K - $62.9K
905 $294M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
487
+ 0.89%
N/A
55.1K $1.33B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
261
+ 0.83%
$23.9 - $24.18 $6.24K - $6.31K
31.6K $766M
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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