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
Viper Energy Inc
22
+ 0.42%
N/A
5.25K $277M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7
+ 0.02%
$31.05 - $34.29 $217 - $240
31K $1.08B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
1.76K
+ 23.03%
$77.05 - $98.48 $135K - $173K
9.38K $738M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
4.87K
+ 39.94%
$11.52 - $12.52 $56.1K - $60.9K
17.1K $210M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
408
+ 7.97%
$116.79 - $133.54 $47.7K - $54.5K
5.53K $745M
SF
Stifel Financial Corp

Financial Services
93
+ 2.95%
$78.91 - $93.87 $7.34K - $8.73K
3.25K $326M
PNC
Pnc Financial Services Group, Inc.

Financial Services
102
+ 5.23%
$156.14 - $187.2 $15.9K - $19.1K
2.05K $382M
DFS
Discover Financial Services

Financial Services
92
+ 2.65%
$123.41 - $144.72 $11.4K - $13.3K
3.56K $518M
LYG
Lloyds Banking Group PLC

Financial Services
19.2K
+ 119.57%
$2.73 - $3.17 $52.5K - $60.9K
35.3K $113M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.46K
+ 22.03%
$24.38 - $25.2 $59.9K - $61.9K
13.6K $339M
SCCO
Southern Copper Corp

Basic Materials
612
+ 4.34%
$94.1 - $120.43 $57.6K - $73.7K
14.7K $1.69B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
315
+ 3.79%
$69.31 - $77.34 $21.8K - $24.4K
8.63K $645M
SHBI
Shore Bancshares Inc

Financial Services
166
+ 0.84%
$11.07 - $14.73 $1.84K - $2.45K
19.8K $284M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
577
+ 4.29%
$91.42 - $91.82 $52.7K - $53K
14K $1.28B
VLO
Valero Energy Corp

Energy
733
+ 16.96%
$132.81 - $163.48 $97.3K - $120K
5.06K $686M
VOT
Vanguard Mid Cap Growth Index

ETFs
104
+ 7.5%
$218.05 - $243.47 $22.7K - $25.3K
1.49K $371M
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.35%
$211.35 - $255.11 $1.27K - $1.53K
1.74K $461M
DFAS
Dimensional ETF Tr U S Small C

ETFs
432
+ 10.93%
$59.25 - $65.33 $25.6K - $28.2K
4.39K $284M
OEF
Ishares S&P 100 ETF

ETFs
96
+ 4.85%
$266.03 - $266.03 $25.5K - $25.5K
2.08K $587M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 7.81%
$3305.62 - $4268.05 $16.5K - $21.3K
69 $302M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
518
+ 17.69%
$75.63 - $84.89 $39.2K - $44K
3.45K $279M
FVD
First Tr Value Line Divid Inde

ETFs
285
+ 4.42%
$40.45 - $45.49 $11.5K - $13K
6.74K $306M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
251
+ 1.16%
$32.04 - $37.11 $8.04K - $9.31K
21.9K $791M
PTC
Ptc Inc.

Technology
192
+ 12.2%
$164.85 - $187.32 $31.7K - $36K
1.77K $323M
LVHI
Franklin International Low Vol

ETFs
4
+ 0.01%
$28.72 - $31.28 $115 - $125
32.7K $1.02B
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.98K
+ 10.01%
$15.41 - $17.22 $30.5K - $34.1K
21.7K $366M
CHH
Choice Hotels International Inc

Consumer Cyclical
27
+ 1.25%
$117.06 - $133.72 $3.16K - $3.61K
2.19K $298M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
375
+ 0.21%
$19.2 - $19.63 $7.2K - $7.36K
178K $3.46B
GE
General Electric CO

Industrials
85
+ 5.47%
$156.66 - $189.66 $13.3K - $16.1K
1.64K $289M
CYBR
Cyber Ark Software Ltd.

Technology
3
+ 0.26%
$241.52 - $291.61 $725 - $875
1.15K $344M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
472
+ 12.33%
$55.06 - $62.25 $26K - $29.4K
4.3K $258M
Global X Fds
16
+ 0.26%
N/A
6.28K $243M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
383
+ 0.56%
$8.98 - $10.08 $3.44K - $3.86K
69K $666M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
859
+ 8.35%
$28.09 - $30.4 $24.1K - $26.1K
11.2K $343M
VGSH
Vanguard

ETFs
456
+ 7.18%
$57.74 - $59.13 $26.3K - $27K
6.81K $399M
Franklin Templeton ETF Tr
750
+ 9.35%
N/A
8.78K $559M
BMI
Badger Meter Inc

Technology
20
+ 1.06%
$184.77 - $219.63 $3.7K - $4.39K
1.91K $381M
AZN
Astrazeneca PLC

Healthcare
221
+ 1.42%
$76.67 - $87.62 $16.9K - $19.4K
15.8K $1.22B
MGC
Vanguard Mega Cap ETF

ETFs
58
+ 3.18%
$185.93 - $206.64 $10.8K - $12K
1.88K $396M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
217
+ 7.21%
$100.75 - $111.62 $21.9K - $24.2K
3.23K $335M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
543
+ 2.89%
$28.45 - $30.18 $15.4K - $16.4K
19.4K $567M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
782
+ 6.75%
$25.38 - $26.27 $19.8K - $20.5K
12.4K $321M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
322
+ 4.28%
$43.8 - $45.62 $14.1K - $14.7K
7.84K $354M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
10
+ 0.31%
$108.44 - $120.37 $1.08K - $1.2K
3.27K $395M
Crane Company
40
+ 2.07%
N/A
1.98K $294M
Blackrock ETF Trust Ii
171
+ 0.78%
N/A
22.1K $1.17B
FTC
First Tr Lge Cap Growth

ETFs
1
+ 0.06%
$115.51 - $131.45 $116 - $131
1.7K $230M
PRU
Prudential Financial Inc

Financial Services
11
+ 0.44%
$105.53 - $127.32 $1.16K - $1.4K
2.52K $316M
JBBB
Janus Detroit Str Tr Henderson

ETFs
233
+ 1.12%
$48.27 - $49.33 $11.2K - $11.5K
21K $1.03B
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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