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
CRH.L
Crh PLC

Basic Materials
123
+ 5.02%
N/A
2.57K $240M
ITOT
Ishares Core S&P Total U.S. St

ETFs
402
+ 7.8%
$120.29 - $134.6 $48.4K - $54.1K
5.56K $672M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
94
+ 0.98%
$38.99 - $40.37 $3.67K - $3.79K
9.72K $391M
GNL
Global Net Lease, Inc.

Real Estate
548
+ 2.18%
$6.91 - $8.26 $3.79K - $4.53K
25.7K $194M
PAM
Pampa Energy Inc.

Utilities
1.45K
+ 33.31%
$73.44 - $94.88 $107K - $138K
5.82K $428M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
438
+ 12.25%
$96.85 - $111.39 $42.4K - $48.8K
4.01K $388M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
159
+ 0.33%
$19.43 - $19.62 $3.09K - $3.12K
48.7K $956M
HON
Honeywell International Inc

Industrials
141
+ 5.08%
$202.75 - $226.52 $28.6K - $31.9K
2.92K $617M
BERY
Berry Global Group, Inc.

Consumer Cyclical
13
+ 0.32%
$64.35 - $73.03 $837 - $949
4.07K $275M
POOL
Pool Corp

Industrials
161
+ 13.47%
$314.92 - $364.31 $50.7K - $58.7K
1.36K $399M
MPC
Marathon Petroleum Corp

Energy
147
+ 4.86%
$134.72 - $159.03 $19.8K - $23.4K
3.17K $439M
UFPT
Ufp Technologies Inc

Healthcare
164
+ 17.32%
$198.85 - $285.04 $32.6K - $46.7K
1.11K $235M
CLX
Clorox CO

Consumer Defensive
233
+ 13.87%
$141.76 - $162.89 $33K - $38K
1.91K $270M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
124
+ 1.58%
$44.41 - $45.43 $5.51K - $5.63K
7.96K $356M
Pacer Fds Tr
182
+ 2.11%
N/A
8.83K $280M
GRMN
Garmin LTD

Technology
47
+ 4.26%
$204.55 - $241.93 $9.61K - $11.4K
1.15K $234M
GIS
General Mills Inc

Consumer Defensive
584
+ 4.65%
$57.56 - $65.3 $33.6K - $38.1K
13.1K $738M
IBMO
Ishares Tr Ibonds December 202

ETFs
47
+ 0.59%
$25.45 - $25.6 $1.2K - $1.2K
8.08K $206M
PTC
Ptc Inc.

Technology
319
+ 18.86%
$153.3 - $193.48 $48.9K - $61.7K
2.01K $309M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
82
+ 0.91%
$23.55 - $23.74 $1.93K - $1.95K
9.1K $213M
MET
Metlife Inc

Financial Services
168
+ 4.04%
$77.7 - $87.0 $13.1K - $14.6K
4.33K $331M
SECT
Sector 10, Inc.

ETFs
327
+ 5.37%
$50.98 - $57.8 $16.7K - $18.9K
6.42K $328M
VV
Vanguard Large Cap ETF

ETFs
22
+ 2.81%
$253.32 - $282.66 $5.57K - $6.22K
804 $205M
PSX
Phillips 66

Energy
170
+ 5.9%
$113.93 - $131.55 $19.4K - $22.4K
3.05K $323M
MEDP
Medpace Holdings, Inc.

Healthcare
98
+ 12.44%
$304.69 - $360.97 $29.9K - $35.4K
886 $271M
CNC
Centene Corp

Healthcare
37
+ 1.02%
$55.93 - $65.89 $2.07K - $2.44K
3.66K $217M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.03K
+ 2.61%
$10.61 - $16.49 $10.9K - $17K
40.6K $540M
PAVE
Global X Fds Us Infrastructure

ETFs
1.08K
+ 4.13%
$37.31 - $43.82 $40.3K - $47.4K
27.2K $1.04B
FTI
Technip Fmc PLC

Energy
362
+ 5.07%
$25.3 - $32.57 $9.16K - $11.8K
7.51K $216M
OMF
One Main Holdings, Inc.

Financial Services
99
+ 1.66%
$45.35 - $58.06 $4.49K - $5.75K
6.07K $295M
SHBI
Shore Bancshares Inc

Financial Services
159
+ 0.8%
$13.21 - $16.75 $2.1K - $2.66K
20.1K $283M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
244
+ 7.83%
$94.32 - $110.46 $23K - $27K
3.36K $313M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25
+ 0.62%
$67.03 - $74.61 $1.68K - $1.87K
4.09K $275M
BWXT
Bwx Technologies, Inc.

Industrials
24
+ 0.85%
$96.59 - $128.46 $2.32K - $3.08K
2.86K $312M
MGC
Vanguard Mega Cap ETF

ETFs
19
+ 1.08%
$199.2 - $222.69 $3.78K - $4.23K
1.77K $355M
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.31%
$31.75 - $34.14 $1.21K - $1.3K
12.1K $374M
Listed Fd Tr
309
+ 7.51%
N/A
4.42K $206M
WHD
Cactus, Inc.

Energy
1.55K
+ 38.1%
$43.48 - $63.78 $67.2K - $98.5K
5.6K $222M
AES
Aes Corp

Utilities
1.01K
+ 5.06%
$9.93 - $13.23 $9.99K - $13.3K
20.9K $217M
SCCO
Southern Copper Corp

Basic Materials
15
+ 0.1%
$85.92 - $101.48 $1.29K - $1.52K
14.7K $1.37B
MC
Moelis & CO

Financial Services
4.72K
+ 30.92%
$57.91 - $81.2 $274K - $384K
20K $1.07B
MGK
Vanguard Mega Cap Growth ETF

ETFs
118
+ 4.43%
$307.43 - $357.48 $36.3K - $42.2K
2.78K $878M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
609
+ 4.07%
$120.24 - $134.3 $73.2K - $81.8K
15.6K $1.88B
MRK
Merck & Co., Inc.

Healthcare
2.11K
+ 14.51%
$83.01 - $101.02 $175K - $213K
16.6K $1.41B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
232
+ 1.01%
$25.58 - $29.24 $5.93K - $6.78K
23.2K $596M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
367
+ 4.22%
$80.73 - $94.96 $29.6K - $34.9K
9.07K $737M
BAC
Bank Of America Corp

Financial Services
9.32K
+ 11.5%
$39.61 - $47.74 $369K - $445K
90.3K $3.61B
ACN
Accenture PLC

Technology
1.15K
+ 15.19%
$300.91 - $398.25 $347K - $459K
8.75K $2.61B
ORCL
Oracle Corp

Technology
918
+ 6.99%
$139.81 - $186.47 $128K - $171K
14.1K $1.98B
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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