Diversify Advisory Services, LLC Incresed Positions in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.29M
+ 189.17%
$23.04 - $24.06 $29.7M - $31M
1.97M $46.8B
NVDA
Nvidia Corp

Technology
85.7K
+ 9.62%
$98.91 - $134.91 $8.48M - $11.6M
977K $140B
IWM
Ishares Russell 2000 ETF

ETFs
98.3K
+ 2593.75%
$200.87 - $224.6 $19.7M - $22.1M
102K $22.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
25.9K
+ 16.21%
$517.38 - $573.86 $13.4M - $14.9M
186K $108B
META
Meta Platforms, Inc.

Communication Services
27.1K
+ 47.63%
$453.41 - $572.44 $12.3M - $15.5M
84.1K $49B
INDA
Ishares Msci India Index Fund

ETFs
228K
+ 42.54%
$54.86 - $59.22 $12.5M - $13.5M
764K $42.5B
LQD
Ishares Iboxx $ Investment Gra

ETFs
52.5K
+ 25.61%
$106.11 - $113.72 $5.57M - $5.97M
257K $28.2B
SNOW
Snowflake Inc.

Technology
58.1K
+ 164.87%
$108.56 - $143.02 $6.31M - $8.31M
93.4K $10.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.95K
+ 17.17%
$475.2 - $527.7 $3.3M - $3.67M
47.5K $25.4B
SOFI
So Fi Technologies, Inc.

Financial Services
56.2K
+ 7.43%
$6.32 - $8.19 $355K - $461K
814K $8.61B
KO
Coca Cola CO

Consumer Defensive
34.6K
+ 59.12%
$62.69 - $73.01 $2.17M - $2.53M
93.1K $6.47B
SPYG
Spdr Portfolio

ETFs
26.6K
+ 22.29%
$73.38 - $84.1 $1.95M - $2.24M
146K $12.4B
GLD
Spdr Gold Trust

ETFs
3.56K
+ 8.83%
$215.56 - $246.98 $767K - $879K
43.8K $11.1B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25K
+ 12.85%
$48.51 - $52.86 $1.21M - $1.32M
220K $11.7B
COP
Conocophillips

Energy
20.8K
+ 754.91%
$102.3 - $116.61 $2.13M - $2.43M
23.6K $2.48B
AFRM
Affirm Holdings, Inc.

Technology
16K
+ 17.5%
$24.12 - $44.98 $386K - $719K
107K $4.72B
PYPL
Pay Pal Holdings, Inc.

Financial Services
13.1K
+ 27.01%
$57.22 - $80.08 $748K - $1.05M
61.5K $4.98B
VTI
Vanguard Total Stock Market Et

ETFs
6.21K
+ 29.16%
$255.18 - $283.2 $1.58M - $1.76M
27.5K $7.91B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.1K
+ 237.68%
$96.25 - $101.98 $2.03M - $2.15M
29.9K $2.96B
XLK
Technology Sector Spdr

ETFs
8.95K
+ 53.87%
$197.34 - $237.68 $1.77M - $2.13M
25.6K $5.93B
ITA
Ishares Tr

ETFs
5.61K
+ 8.52%
$131.58 - $149.64 $738K - $840K
71.5K $10.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.4K
+ 51.92%
$100.3 - $100.74 $1.94M - $1.95M
56.7K $5.7B
APP
App Lovin Corp

Technology
3.82K
+ 32.6%
$67.14 - $130.65 $257K - $499K
15.5K $2.47B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.86K
+ 10.47%
$83.76 - $91.82 $659K - $722K
82.9K $7.64B
ORCL
Oracle Corp

Technology
3.79K
+ 21.71%
$125.9 - $170.35 $478K - $646K
21.3K $3.73B
ASML
Asml Holding Nv

Technology
2.13K
+ 257.37%
$749.82 - $1098.95 $1.6M - $2.34M
2.96K $2.13B
SVOL
Simplify ETF Simplify Volatili

ETFs
57.8K
+ 243.65%
$20.05 - $22.81 $1.16M - $1.32M
81.5K $1.77B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.1K
+ 12.21%
$71.45 - $75.64 $1.08M - $1.14M
139K $10.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.8K
+ 53.49%
$58.03 - $65.37 $1.03M - $1.17M
51.2K $3.22B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.92K
+ 13.49%
$162.83 - $179.16 $638K - $702K
33K $5.92B
VCIT
Vanguard Intermediate Term Cor

ETFs
11.4K
+ 7.7%
$79.29 - $84.02 $902K - $956K
159K $13B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.5K
+ 8.61%
$50.85 - $53.88 $892K - $945K
221K $11.6B
ZS
Zscaler, Inc.

Technology
6.4K
+ 87.06%
$155.9 - $204.47 $998K - $1.31M
13.8K $2.56B
ET
Energy Transfer LP

Energy
51.8K
+ 6.06%
$15.43 - $16.44 $799K - $851K
907K $14.9B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17.1K
+ 25.72%
$49.82 - $52.8 $851K - $902K
83.5K $4.29B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.57K
+ 301.05%
$305.34 - $350.41 $785K - $901K
3.43K $1.21B
VZ
Verizon Communications Inc

Communication Services
20.9K
+ 16.61%
$38.89 - $45.0 $812K - $940K
147K $6.09B
SCHW
Schwab Charles Corp

Financial Services
14K
+ 49.46%
$61.74 - $76.08 $864K - $1.06M
42.3K $3B
PFE
Pfizer Inc

Healthcare
14.5K
+ 3.69%
$27.7 - $31.39 $400K - $454K
406K $11.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
34.3K
+ 19.04%
$22.38 - $23.66 $767K - $811K
214K $4.91B
SM
Sm Energy CO

Energy
27.5K
+ 8.86%
$38.07 - $47.26 $1.05M - $1.3M
338K $14.3B
WDAY
Workday, Inc.

Technology
2.42K
+ 33.94%
$207.75 - $264.68 $503K - $641K
9.55K $2.36B
LLY
Eli Lilly & CO

Healthcare
1.03K
+ 13.08%
$772.14 - $960.02 $796K - $990K
8.91K $8.1B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.36K
+ 81.14%
$211.47 - $281.27 $710K - $945K
7.5K $1.89B
PULS
Pgim ETF Tr

ETFs
14.8K
+ 24.26%
$49.47 - $49.8 $732K - $737K
75.8K $3.77B
IAU
Ishares Gold Trust

ETFs
1.87K
+ 2.11%
$44.06 - $50.5 $82.3K - $94.3K
90.4K $4.69B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
378
+ 0.83%
$147.95 - $191.05 $55.9K - $72.2K
45.8K $9.1B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.2K
+ 74.86%
$49.83 - $62.75 $560K - $705K
26.2K $1.57B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.52K
+ 77.46%
$64.57 - $71.76 $550K - $611K
19.5K $1.41B
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
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