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
XLU
Utilities Sector Spdr

ETFs
8.96K
+ 257.96%
$73.09 - $82.77 $655K - $742K
12.4K $1.07B
TXN
Texas Instruments Inc

Technology
3.49K
+ 101.4%
N/A
6.93K $1.34B
VCIT
Vanguard Intermediate Term Cor

ETFs
8.94K
+ 26.23%
$79.56 - $82.92 $711K - $741K
43K $3.57B
ADBE
Adobe Inc.

Technology
2.91K
+ 45.19%
$340.0 - $420.68 $989K - $1.22M
9.35K $3.16B
ATO
Atmos Energy Corp

Utilities
4.26K
+ 45.17%
$145.06 - $162.66 $618K - $693K
13.7K $2.27B
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.9K
+ 172.92%
$63.54 - $68.5 $819K - $883K
20.4K $1.25B
VONG
Vanguard Russell 1000 Growth E

ETFs
4.12K
+ 32.08%
$82.51 - $109.2 $340K - $450K
17K $1.97B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.34K
+ 222.09%
$58.41 - $72.69 $546K - $679K
13.5K $1.02B
FIX
Comfort Systems Usa Inc

Industrials
354
+ 23.08%
$296.51 - $536.21 $105K - $190K
1.89K $1.36B
PODD
Insulet Corp

Healthcare
2.18K
+ 184.82%
$238.57 - $327.47 $520K - $714K
3.36K $1.04B
MCO
Moodys Corp

Financial Services
1.29K
+ 123.47%
$396.7 - $501.59 $511K - $647K
2.33K $1.2B
EMR
Emerson Electric CO

Industrials
3.72K
+ 43.43%
$94.15 - $133.33 $350K - $496K
12.3K $1.63B
WMB
Williams Companies, Inc.

Energy
13.4K
+ 53.02%
$54.33 - $62.87 $726K - $840K
38.6K $2.23B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.23K
+ 52.51%
$248.61 - $294.96 $554K - $657K
6.47K $1.87B
KMI
Kinder Morgan, Inc.

Energy
27K
+ 227.49%
$25.21 - $29.4 $682K - $795K
38.9K $1.03B
IBM
International Business Machines Corp

Technology
3.15K
+ 43.86%
$221.03 - $294.78 $697K - $930K
10.3K $2.43B
CRH.L
Crh PLC

Basic Materials
5.79K
+ 224.96%
N/A
8.36K $936M
MDT
Medtronic PLC

Healthcare
5.38K
+ 20.32%
$80.68 - $88.86 $434K - $478K
31.9K $2.94B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.71K
+ 17.41%
$108.06 - $135.3 $293K - $367K
18.3K $2.57B
AMCR
Amcor PLC

Consumer Cyclical
65.4K
+ 60.84%
$8.57 - $9.81 $560K - $641K
173K $1.69B
OKE
Oneok Inc

Energy
10.3K
+ 176.42%
$78.71 - $100.37 $810K - $1.03M
16.1K $1.19B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 53.55%
$171.4 - $227.1 $366K - $485K
6.12K $1.46B
BXSL
Blackstone Secured Lending Fund

Financial Services
22.2K
+ 107.41%
$26.88 - $32.74 $597K - $727K
42.9K $1.29B
MET
Metlife Inc

Financial Services
8.81K
+ 203.56%
$68.42 - $82.49 $603K - $727K
13.1K $1.01B
CAT
Caterpillar Inc

Industrials
1.01K
+ 41.73%
$273.94 - $388.21 $277K - $392K
3.43K $1.42B
PH
Parker Hannifin Corp

Industrials
789
+ 152.32%
$517.23 - $700.54 $408K - $553K
1.31K $983M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.28K
+ 33.29%
$90.56 - $109.49 $388K - $469K
17.1K $1.96B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.1K
+ 31.52%
$34.72 - $42.74 $385K - $474K
46.3K $2.05B
Linde PLC
1.32K
+ 132.33%
N/A
2.32K $1.1B
MU
Micron Technology Inc

Technology
2.9K
+ 54.36%
$64.72 - $127.91 $188K - $371K
8.23K $1.05B
STWD
Starwood Property Trust, Inc.

Real Estate
31K
+ 87.34%
$17.28 - $20.41 $535K - $632K
66.4K $1.32B
Kenvue Inc
29.4K
+ 226.59%
N/A
42.4K $929M
PG
Procter & Gamble CO

Consumer Defensive
4.82K
+ 27.4%
$157.66 - $172.39 $759K - $830K
22.4K $3.47B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.39K
+ 61.96%
$97.29 - $105.63 $622K - $675K
16.7K $1.68B
INTF
Ishares Tr

ETFs
13.8K
+ 30.35%
$27.6 - $34.51 $381K - $477K
59.4K $2.09B
EXC
Exelon Corp

Utilities
14.2K
+ 155.35%
$42.2 - $47.37 $601K - $675K
23.4K $1.04B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.28K
+ 24.31%
$114.78 - $133.31 $377K - $437K
16.8K $2.29B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14K
+ 66.22%
$40.82 - $43.14 $570K - $603K
35.1K $1.51B
OMF
One Main Holdings, Inc.

Financial Services
9.59K
+ 157.96%
$40.42 - $57.0 $388K - $547K
15.7K $896M
PSX
Phillips 66

Energy
4.56K
+ 149.46%
$92.87 - $125.73 $423K - $573K
7.61K $914M
SCCO
Southern Copper Corp

Basic Materials
5.15K
+ 34.93%
$75.63 - $104.64 $389K - $539K
19.9K $1.95B
CEG
Constellation Energy Corp

Utilities
1.35K
+ 121.1%
$170.96 - $322.76 $231K - $435K
2.46K $834M
Ishares Tr
12K
+ 35.02%
N/A
46.2K $1.39B
LMT
Lockheed Martin Corp

Industrials
1.82K
+ 36.38%
$430.82 - $486.45 $784K - $885K
6.82K $2.94B
WEC
Wec Energy Group, Inc.

Utilities
5.11K
+ 130.71%
$102.24 - $109.76 $522K - $561K
9.01K $986M
AGNC
Agnc Investment Corp.

Real Estate
57.9K
+ 572.01%
$8.12 - $9.49 $470K - $549K
68K $643M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.99K
+ 53.38%
$51.1 - $53.29 $510K - $532K
28.7K $1.53B
TT
Trane Technologies PLC

Industrials
910
+ 53.5%
$315.21 - $437.41 $287K - $398K
2.61K $1.15B
VGT
Vanguard Information Technolog

ETFs
390
+ 23.33%
$470.37 - $663.28 $183K - $259K
2.06K $1.46B
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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