Diversify Advisory Services, LLC Incresed Positions in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
10.2K
+ 25.67%
$31.41 - $36.33 $319K - $369K
49.8K $1.34B
HALO
Halozyme Therapeutics, Inc.

Healthcare
812
+ 11.72%
$52.92 - $78.28 $43K - $63.6K
7.74K $512M
EPAM
Epam Systems, Inc.

Technology
330
+ 20.55%
N/A
1.94K $313M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.16K
+ 11.55%
$45.41 - $48.26 $52.9K - $56.2K
11.2K $535M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.23K
+ 1.92%
$9.2 - $10.5 $11.3K - $12.9K
65.3K $686M
KKR
Kkr & Co. Inc.

Financial Services
1.7K
+ 36.41%
$129.95 - $152.16 $221K - $258K
6.36K $748M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
638
+ 19.91%
$77.92 - $81.94 $49.7K - $52.3K
3.84K $318M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.21K
+ 10.08%
$41.29 - $44.71 $50K - $54.2K
13.2K $572M
JCPB
J P Morgan Exchange Traded Fd

ETFs
888
+ 2.66%
$46.37 - $47.77 $41.2K - $42.4K
34.3K $1.63B
GPS
Gap Inc

Consumer Cyclical
606
+ 3.37%
N/A
18.6K $424M
Astera Labs Inc
316
+ 3.02%
N/A
10.8K $2.06B
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
3.93K
+ 39.63%
$35.87 - $41.08 $141K - $162K
13.9K $457M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
231
+ 3.66%
$99.92 - $146.67 $23.1K - $33.9K
6.54K $791M
PEN
Penumbra Inc

Healthcare
546
+ 17.43%
$227.15 - $287.09 $124K - $157K
3.68K $832M
VGIT
Vanguard Intermediate Term Tre

ETFs
753
+ 3.3%
$58.97 - $60.36 $44.4K - $45.5K
23.5K $1.41B
VIG
Vanguard Dividend Appreciation

ETFs
189
+ 11.87%
N/A
1.78K $385M
RRC
Range Resources Corp

Energy
732
+ 7.88%
$32.79 - $39.33 $24K - $28.8K
10K $370M
ASND
Ascendis Pharma A/S

Healthcare
199
+ 8.1%
$163.32 - $205.91 $32.5K - $41K
2.66K $534M
Ishares Bitcoin Trust ETF
2.18K
+ 20.31%
N/A
12.9K $781M
LVHI
Franklin International Low Vol

ETFs
311
+ 0.86%
$32.69 - $35.19 $10.2K - $10.9K
36.3K $1.29B
VBR
Vanguard Small Cap Value ETF

ETFs
170
+ 3.6%
$195.41 - $212.37 $33.2K - $36.1K
4.9K $1.01B
TRNO
Terreno Realty Corp

Real Estate
594
+ 14.33%
$53.01 - $59.08 $31.5K - $35.1K
4.74K $274M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
44
+ 0.11%
$11.64 - $15.79 $512 - $695
40.2K $531M
ARB
Altshares Tr Merger Arbitrage

Industrials
899
+ 0.82%
$28.45 - $29.03 $25.6K - $26.1K
111K $3.22B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.96K
+ 5.84%
$24.14 - $24.34 $47.4K - $47.8K
35.5K $861M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7
+ 0.07%
$67.01 - $72.84 $469 - $510
10.6K $784M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.85K
+ 5.57%
$13.29 - $16.05 $37.8K - $45.7K
54K $819M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.08K
+ 47.47%
$38.58 - $58.24 $235K - $354K
18.9K $595M
EXLS
Exl Service Holdings, Inc.

Technology
1.75K
+ 26.44%
$41.4 - $45.43 $72.5K - $79.5K
8.37K $328M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6
+ 0.02%
$36.04 - $38.78 $216 - $233
26.1K $1.02B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
273
+ 4.85%
$87.05 - $93.19 $23.8K - $25.4K
5.9K $555M
WRB
Berkley W R Corp

Financial Services
518
+ 11.67%
$67.78 - $76.62 $35.1K - $39.7K
4.96K $356M
Aegon LTD
5.17K
+ 11.48%
N/A
50.2K $380M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
143
+ 1.7%
$60.01 - $65.01 $8.58K - $9.3K
8.56K $569M
PTC
Ptc Inc.

Technology
330
+ 12.54%
$173.07 - $216.53 $57.1K - $71.5K
2.96K $582M
MSCI
Msci Inc.

Financial Services
6
+ 0.48%
$526.48 - $588.0 $3.16K - $3.53K
1.26K $734M
STE
Steris PLC

Healthcare
228
+ 9.44%
$221.21 - $252.43 $50.4K - $57.6K
2.64K $627M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
5.28K
+ 6.96%
$17.96 - $19.62 $94.8K - $104K
81.1K $1.45B
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.89K
+ 8.15%
$18.41 - $20.12 $53.1K - $58.1K
38.3K $711M
ARKW
Ark Next Generation Internet E

ETFs
91
+ 5.4%
$144.46 - $174.76 $13.1K - $15.9K
1.78K $311M
SPIB
Spdr Portfolio Intermediate Te

ETFs
621
+ 0.42%
$33.26 - $34.01 $20.7K - $21.1K
148K $4.98B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
458
+ 13.93%
$101.12 - $106.18 $46.3K - $48.6K
3.75K $378M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
3.09K
+ 12.58%
$17.97 - $22.57 $55.5K - $69.7K
27.6K $502M
AVY
Avery Dennison Corp

Industrials
208
+ 14.32%
$158.71 - $184.63 $33K - $38.4K
1.66K $289M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.12K
+ 8.25%
$14.53 - $17.13 $30.8K - $36.3K
27.8K $454M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.74K
+ 0.94%
$19.49 - $19.61 $34K - $34.2K
188K $3.67B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
352
+ 16.1%
$92.14 - $93.55 $32.4K - $32.9K
2.54K $237M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
3.67K
+ 11.27%
$22.65 - $25.1 $83K - $92K
36.2K $819M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.31K
+ 2.32%
N/A
57.9K $1.4B
Activity Summary
Buys All Purchases 499 New Holdings 97 Increased Positions 402 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 2 Puts 1
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