Diversify Advisory Services, LLC Incresed Positions in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
7.69K
+ 90.87%
$99.83 - $140.86 $767K - $1.08M
16.1K $2.38B
COP
Conocophillips

Energy
14.6K
+ 276.38%
$82.66 - $106.1 $1.2M - $1.55M
19.8K $1.88B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.9K
+ 602.66%
$75.05 - $77.34 $1.34M - $1.38M
20.8K $1.61B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
62.6K
+ 22.13%
$22.54 - $23.17 $1.41M - $1.45M
345K $7.9B
MCD
Mcdonalds Corp

Consumer Cyclical
4.85K
+ 63.1%
$285.55 - $321.23 $1.38M - $1.56M
12.5K $3.78B
SPG
Simon Property Group Inc

Real Estate
7.94K
+ 566.6%
$140.37 - $171.44 $1.11M - $1.36M
9.34K $1.58B
PM
Philip Morris International Inc.

Consumer Defensive
8.34K
+ 28.84%
$149.23 - $184.95 $1.24M - $1.54M
37.2K $6.28B
Outfront Media Inc
74.3K
+ 605.93%
N/A
86.6K $1.51B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7.52K
+ 48.79%
$104.23 - $134.39 $784K - $1.01M
22.9K $3.16B
URI
United Rentals, Inc.

Industrials
1.28K
+ 338.73%
$551.94 - $753.4 $705K - $962K
1.65K $1.52B
OPFI
Opp Fi Inc.

Technology
106K
+ 188.82%
$7.92 - $14.61 $837K - $1.54M
162K $1.75B
SCHX
Schwab Strategic Tr Us Large C

ETFs
29.8K
+ 23.88%
$19.6 - $24.44 $584K - $729K
155K $3.94B
KO
Coca Cola CO

Consumer Defensive
18.9K
+ 21.74%
$68.37 - $73.9 $1.29M - $1.4M
106K $7.48B
SBRA
Sabra Health Care Reit, Inc.

Real Estate
62.9K
+ 488.69%
$16.37 - $18.59 $1.03M - $1.17M
75.8K $1.41B
MRK
Merck & Co., Inc.

Healthcare
15.6K
+ 94.08%
$73.47 - $87.12 $1.15M - $1.36M
32.3K $2.59B
OHI
Omega Healthcare Investors Inc

Real Estate
28.9K
+ 480.76%
$35.55 - $39.05 $1.03M - $1.13M
34.9K $1.41B
MO
Altria Group, Inc.

Consumer Defensive
10.3K
+ 15.16%
$55.56 - $60.91 $570K - $624K
77.9K $5.14B
AMGN
Amgen Inc

Healthcare
4.03K
+ 60.13%
$262.28 - $309.85 $1.06M - $1.25M
10.7K $3.06B
Arista Networks Inc
2.1K
+ 16.11%
N/A
15.1K $2.14B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.6K
+ 18.39%
$35.35 - $42.68 $517K - $625K
94.2K $4.2B
HST
Host Hotels & Resorts, Inc.

Real Estate
64.6K
+ 456.1%
$12.7 - $16.07 $820K - $1.04M
78.7K $1.24B
HYG
Ishares Tr

ETFs
12.8K
+ 298.3%
$75.75 - $80.65 $971K - $1.03M
17.1K $1.38B
Ftai Aviation LTD
6.29K
+ 153.63%
N/A
10.4K $1.48B
IRM
Iron Mountain Inc

Real Estate
10.7K
+ 165.65%
$76.93 - $105.25 $826K - $1.13M
17.2K $1.59B
KLAC
Kla Corp

Technology
866
+ 107.44%
$576.53 - $902.94 $499K - $782K
1.67K $1.56B
IDXX
Idexx Laboratories Inc

Healthcare
1.24K
+ 135.15%
$361.04 - $536.34 $448K - $666K
2.16K $1.41B
BAC
Bank Of America Corp

Financial Services
6.72K
+ 7.44%
$34.39 - $47.46 $231K - $319K
97K $4.61B
TTD
Trade Desk, Inc.

Technology
18.7K
+ 120.93%
$45.27 - $79.4 $846K - $1.48M
34.2K $1.82B
GRMN
Garmin LTD

Technology
4.03K
+ 351.09%
$173.63 - $218.07 $700K - $880K
5.18K $1.21B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.51K
+ 35.37%
$299.15 - $396.54 $453K - $600K
5.8K $2.42B
SCHW
Schwab Charles Corp

Financial Services
7.92K
+ 78.75%
$69.06 - $91.24 $547K - $722K
18K $1.77B
Brookfield Renewable Corp
27.4K
+ 389.02%
N/A
34.4K $1.15B
OPBK
Op Bancorp

Financial Services
13.7K
+ 1.85%
$10.54 - $13.34 $144K - $182K
750K $10.3B
MEDP
Medpace Holdings, Inc.

Healthcare
1.73K
+ 195.49%
$277.23 - $315.28 $480K - $546K
2.62K $1.2B
IWR
Ishares Russell Mid Cap ETF

ETFs
9.23K
+ 267.68%
$74.88 - $91.97 $691K - $849K
12.7K $1.19B
EOG
Eog Resources Inc

Energy
7.42K
+ 146.94%
$104.61 - $129.97 $776K - $964K
12.5K $1.47B
ESS
Essex Property Trust, Inc.

Real Estate
4.03K
+ 64.8%
N/A
10.3K $2.61B
TMUS
T Mobile Us, Inc.

Communication Services
3.45K
+ 315.72%
$220.99 - $268.54 $763K - $928K
4.55K $1.15B
IXUS
Ishares Tr

ETFs
7.47K
+ 20.36%
$62.37 - $77.63 $466K - $580K
44.2K $3.51B
CL
Colgate Palmolive CO

Consumer Defensive
10.4K
+ 383.51%
$87.57 - $96.0 $910K - $998K
13.1K $1.11B
PFE
Pfizer Inc

Healthcare
33.1K
+ 59.81%
$21.59 - $24.84 $714K - $821K
88.4K $2.18B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.25K
+ 9.79%
$85.42 - $94.39 $705K - $779K
92.5K $8.59B
WFC
Wells Fargo & Company

Financial Services
8.71K
+ 51.25%
$60.98 - $80.12 $531K - $698K
25.7K $2.04B
APH
Amphenol Corp

Technology
6.12K
+ 144.27%
$59.09 - $98.75 $361K - $604K
10.4K $1.16B
SBUX
Starbucks Corp

Consumer Cyclical
7.77K
+ 63.41%
$79.69 - $99.41 $619K - $772K
20K $1.87B
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.4K
+ 125.2%
$51.14 - $57.0 $738K - $823K
26K $1.46B
EPR
Epr Properties

Real Estate
14.2K
+ 86.39%
$43.53 - $59.11 $620K - $842K
30.7K $1.64B
RTX
Raytheon Technologies Corp

Industrials
3.17K
+ 28.62%
$113.75 - $148.48 $360K - $470K
14.2K $2.21B
MC
Moelis & CO

Financial Services
5.32K
+ 26.61%
$48.86 - $62.99 $260K - $335K
25.3K $1.86B
Activity Summary
Buys All Purchases 675 New Holdings 243 Increased Positions 432 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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