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
CMI
Cummins Inc

Industrials
599
+ 21.27%
$267.12 - $336.65 $160K - $202K
3.42K $1.36B
NVS
Novartis Ag

Healthcare
4.33K
+ 142.39%
$101.96 - $121.01 $442K - $524K
7.38K $880M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.18K
+ 194.55%
$419.99 - $501.97 $495K - $592K
1.79K $781M
VO
Vanguard Mid Cap ETF

ETFs
1.67K
+ 120.74%
$228.54 - $279.83 $381K - $466K
3.04K $870M
ENB
Enbridge Inc

Energy
10.6K
+ 93.14%
$41.09 - $47.16 $436K - $501K
22K $1.04B
T
At&T Inc.

Communication Services
14.8K
+ 22.81%
$26.33 - $28.94 $388K - $427K
79.4K $2.26B
INTU
Intuit Inc

Technology
241
+ 6.8%
$544.07 - $787.63 $131K - $190K
3.79K $2.7B
WHD
Cactus, Inc.

Energy
12.4K
+ 222.0%
$35.05 - $47.38 $436K - $589K
18K $712M
STRL
Sterling Construction CO Inc

Industrials
210
+ 8.02%
$104.96 - $231.51 $22K - $48.6K
2.83K $872M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.17K
+ 184.62%
$104.34 - $138.68 $331K - $440K
4.89K $685M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.01K
+ 16.44%
$57.41 - $74.81 $345K - $450K
42.6K $2.9B
RMBS
Rambus Inc

Technology
1.61K
+ 12.68%
$42.9 - $64.02 $68.9K - $103K
14.3K $1.09B
CMCSA
Comcast Corp

Communication Services
15.9K
+ 66.82%
$32.84 - $36.72 $521K - $583K
39.6K $1.27B
XLF
Financial Sector Spdr

ETFs
6.21K
+ 17.29%
$43.92 - $52.37 $273K - $325K
42.1K $2.21B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.61K
+ 15.79%
$33.13 - $40.67 $186K - $228K
41.2K $1.76B
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.6K
+ 119.49%
$29.82 - $30.19 $436K - $441K
26.8K $809M
NTAP
Net App, Inc.

Technology
3.25K
+ 73.57%
$76.1 - $106.55 $247K - $346K
7.67K $826M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.36K
+ 47.72%
$58.63 - $59.9 $432K - $441K
22.8K $1.36B
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
+ 49.62%
$4164.15 - $5789.24 $275K - $382K
199 $1.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
+ 25.95%
$483.48 - $539.8 $929K - $1.04M
9.32K $4.39B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.23K
+ 24.28%
$49.95 - $128.54 $61.5K - $158K
6.31K $736M
BA
Boeing CO

Industrials
681
+ 13.27%
$136.59 - $217.51 $93K - $148K
5.81K $1.35B
CVS
Cvs Health Corp

Healthcare
6.26K
+ 72.5%
$60.04 - $70.18 $376K - $439K
14.9K $976M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.54K
+ 70.25%
$99.48 - $124.46 $253K - $316K
6.16K $834M
GE
General Electric CO

Industrials
1.09K
+ 83.72%
$166.81 - $257.39 $182K - $281K
2.39K $669M
CME
Cme Group Inc.

Financial Services
1.39K
+ 21.34%
$252.37 - $290.71 $350K - $404K
7.89K $2.18B
Ishares Bitcoin Trust ETF
4.62K
+ 75.52%
N/A
10.7K $729M
MGK
Vanguard Mega Cap Growth ETF

ETFs
496
+ 17.84%
$273.67 - $366.17 $136K - $182K
3.28K $1.27B
MELI
Mercadolibre Inc

Consumer Cyclical
159
+ 53.9%
$1794.73 - $2613.63 $285K - $416K
454 $1.07B
CW
Curtiss Wright Corp

Industrials
292
+ 19.49%
$283.18 - $488.55 $82.7K - $143K
1.79K $898M
AMT
American Tower Corp

Real Estate
2.02K
+ 126.39%
$203.96 - $228.19 $411K - $460K
3.61K $739M
CDNS
Cadence Design Systems Inc

Technology
536
+ 14.18%
$231.64 - $323.08 $124K - $173K
4.32K $1.53B
CRM
Salesforce, Inc.

Technology
3.05K
+ 33.94%
$236.26 - $291.15 $720K - $887K
12K $2.79B
NVT
N Vent Electric PLC

Industrials
2.13K
+ 44.05%
$45.2 - $73.35 $96.1K - $156K
6.95K $638M
DFIV
Dimensional ETF Tr

ETFs
7.24K
+ 73.82%
$34.67 - $43.21 $251K - $313K
17.1K $768M
IGM
Ishares Expanded Tech Sector E

ETFs
224
+ 1.71%
$79.8 - $112.34 $17.9K - $25.2K
13.3K $1.58B
MGV
Vanguard Mega Cap Value

ETFs
1.88K
+ 13.65%
$114.87 - $131.25 $216K - $247K
15.7K $2.07B
SONY
Sony Group Corp

Technology
12.6K
+ 73.15%
$21.24 - $26.88 $268K - $339K
29.8K $811M
DXPE
Dxp Enterprises Inc

Industrials
500
+ 5.71%
$71.8 - $92.02 $35.9K - $46K
9.26K $1.13B
VRT
Vertiv Holdings CO

Industrials
1.22K
+ 37.58%
N/A
4.46K $641M
ABC
Amerisourcebergen Corp

Healthcare
1.25K
+ 94.07%
N/A
2.59K $747M
NRZ
New Residential Investment Corp.

Real Estate
27.7K
+ 195.07%
N/A
41.9K $516M
NEE
Nextera Energy Inc

Utilities
4.26K
+ 44.33%
$64.11 - $75.0 $273K - $320K
13.9K $997M
CYBR
Cyber Ark Software Ltd.

Technology
624
+ 47.78%
$305.98 - $406.88 $191K - $254K
1.93K $807M
EW
Edwards Lifesciences Corp

Healthcare
4.3K
+ 18.17%
$67.07 - $78.22 $288K - $336K
27.9K $2.15B
ET
Energy Transfer LP

Energy
18.2K
+ 26.03%
$15.65 - $18.93 $285K - $345K
88.1K $1.53B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.59K
+ 23.5%
N/A
24.1K $1.59B
UI
Ubiquiti Inc.

Technology
400
+ 44.2%
$273.45 - $456.69 $109K - $183K
1.31K $620M
ERJ
Embraer S.A.

Industrials
2.66K
+ 21.16%
$40.42 - $56.91 $108K - $151K
15.2K $894M
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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