Diversify Advisory Services, LLC Incresed Positions in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
111K
+ 59.8%
$567.81 - $607.81 $63M - $67.5M
297K $172B
GLD
Spdr Gold Trust

ETFs
196K
+ 446.04%
$236.59 - $257.5 $46.3M - $50.3M
239K $59.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
51.8K
+ 34.33%
$481.22 - $538.17 $24.9M - $27.9M
203K $103B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
664K
+ 21.97%
$20.98 - $21.19 $13.9M - $14.1M
3.69M $77.8B
AVGO
Broadcom Inc.

Technology
31.5K
+ 49.77%
$159.67 - $250.0 $5.03M - $7.87M
94.8K $21.3B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
441K
+ 22.35%
$23.29 - $23.93 $10.3M - $10.5M
2.41M $56.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35.9K
+ 78.3%
$172.07 - $207.36 $6.18M - $7.44M
81.7K $17B
XLI
Industrial Sector Spdr

ETFs
51.3K
+ 704.28%
$131.76 - $143.99 $6.76M - $7.38M
58.6K $7.69B
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 3.7%
$213.65 - $479.86 $245K - $550K
32.2K $12.7B
SNOW
Snowflake Inc.

Technology
6.92K
+ 7.41%
$109.65 - $186.51 $759K - $1.29M
100K $16.3B
GOOGL
Alphabet Inc.

Communication Services
10.3K
+ 8.28%
$161.86 - $196.66 $1.67M - $2.03M
135K $26B
ET
Energy Transfer LP

Energy
11K
+ 1.22%
$16.05 - $19.86 $177K - $219K
918K $17.8B
AMD
Advanced Micro Devices Inc

Technology
58.7K
+ 50.9%
$118.88 - $172.8 $6.98M - $10.2M
174K $20.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.5K
+ 153.54%
$91.29 - $91.8 $1.96M - $1.98M
35.5K $3.25B
SPYG
Spdr Portfolio

ETFs
15.9K
+ 10.9%
$81.74 - $91.38 $1.3M - $1.45M
162K $14.2B
AFRM
Affirm Holdings, Inc.

Technology
9.36K
+ 8.72%
$38.48 - $72.86 $360K - $682K
117K $6.46B
PINS
Pinterest, Inc.

Communication Services
44.9K
+ 211.28%
$28.24 - $34.15 $1.27M - $1.53M
66.1K $2.03B
ISRG
Intuitive Surgical Inc

Healthcare
2.15K
+ 42.38%
$471.27 - $550.62 $1.01M - $1.18M
7.23K $3.96B
COST
Costco Wholesale Corp

Consumer Defensive
268
+ 1.14%
$873.59 - $994.69 $234K - $267K
23.8K $22.3B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
7.62K
+ 356.12%
$101.51 - $140.63 $774K - $1.07M
9.76K $1.22B
PLTR
Palantir Technologies Inc.

Technology
5.53K
+ 29.06%
$36.46 - $82.38 $202K - $456K
24.6K $1.65B
SM
Sm Energy CO

Energy
11.2K
+ 3.31%
$36.59 - $46.03 $409K - $515K
349K $15.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.8K
+ 32.74%
$58.88 - $64.8 $986K - $1.09M
67.9K $3.96B
VST
Vistra Corp.

Utilities
2.51K
+ 62.28%
$115.74 - $166.61 $291K - $418K
6.54K $1.09B
XLC
Select Sector Spdr Tr Communic

ETFs
5.24K
+ 48.07%
$89.66 - $102.16 $470K - $536K
16.2K $1.55B
VUG
Vanguard Growth ETF

ETFs
1.2K
+ 31.55%
$378.79 - $428.11 $456K - $515K
5.02K $2.04B
ZS
Zscaler, Inc.

Technology
2.56K
+ 18.63%
$166.99 - $211.99 $428K - $543K
16.3K $3.1B
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.8K
+ 44.54%
$25.33 - $51.16 $503K - $1.02M
64.4K $1.64B
AMAT
Applied Materials Inc

Technology
3.19K
+ 47.45%
$161.44 - $213.89 $515K - $682K
9.91K $1.7B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.5K
+ 55.72%
N/A
54.6K $1.31B
WDAY
Workday, Inc.

Technology
1.71K
+ 17.94%
$233.85 - $279.91 $401K - $479K
11.3K $2.81B
NFLX
Netflix Inc

Communication Services
328
+ 14.27%
$687.65 - $936.56 $226K - $307K
2.63K $2.2B
VGLT
Vanguard Long Term Treasury Et

ETFs
11K
+ 25.87%
$55.1 - $61.74 $604K - $676K
53.3K $2.89B
OEF
Ishares S&P 100 ETF

ETFs
1.35K
+ 64.76%
N/A
3.42K $978M
BKNG
Booking Holdings Inc.

Consumer Cyclical
71
+ 102.9%
$4100.99 - $5300.34 $291K - $376K
140 $664M
IEFA
Ishares Tr

ETFs
7.32K
+ 24.32%
$70.06 - $77.43 $513K - $567K
37.4K $2.61B
EFV
Msci Eafe Value ETF

ETFs
10.5K
+ 20.4%
$51.78 - $57.15 $544K - $600K
62K $3.22B
CEG
Constellation Energy Corp

Utilities
931
+ 58.81%
$224.28 - $285.52 $209K - $266K
2.51K $767M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.03K
+ 14.14%
$61.68 - $67.87 $372K - $409K
48.7K $3.01B
LRGF
Ishares Tr

ETFs
5.25K
+ 11.12%
$58.25 - $63.26 $306K - $332K
52.5K $3.15B
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 6.01%
$79.1 - $95.7 $91.1K - $110K
20.3K $1.89B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.04K
+ 47.21%
$50.73 - $51.08 $306K - $308K
18.8K $959M
VTV
Vanguard Value ETF

ETFs
2.14K
+ 29.38%
$168.32 - $181.87 $361K - $390K
9.44K $1.58B
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.95K
+ 28.38%
$48.59 - $49.45 $289K - $294K
26.9K $1.32B
XLY
Select Sector Spdr Consumer Di

ETFs
643
+ 12.3%
$194.8 - $239.43 $125K - $154K
5.87K $1.3B
SVOL
Simplify ETF Simplify Volatili

ETFs
18.1K
+ 22.24%
$20.4 - $21.93 $370K - $398K
99.7K $2.02B
VTI
Vanguard Total Stock Market Et

ETFs
897
+ 3.26%
$280.04 - $302.45 $251K - $271K
28.4K $8.15B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.23K
+ 50.23%
$43.84 - $48.76 $273K - $304K
18.6K $813M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.96K
+ 23.68%
$72.18 - $81.41 $214K - $241K
15.5K $1.17B
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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