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
UL
Unilever PLC

Consumer Defensive
5.6K
+ 53.19%
$57.9 - $65.43 $324K - $367K
16.1K $986M
FCX
Freeport Mcmoran Inc

Basic Materials
5.09K
+ 25.02%
$29.15 - $44.46 $148K - $226K
25.4K $1.07B
PAVE
Global X Fds Us Infrastructure

ETFs
1.81K
+ 6.63%
$33.78 - $43.68 $61K - $78.9K
29K $1.35B
SE
Sea LTD

Consumer Cyclical
838
+ 19.97%
$105.57 - $170.4 $88.5K - $143K
5.03K $877M
KKR
Kkr & Co. Inc.

Financial Services
1.41K
+ 43.17%
$92.79 - $134.29 $130K - $189K
4.66K $687M
HON
Honeywell International Inc

Industrials
1.35K
+ 46.38%
$182.86 - $232.88 $247K - $315K
4.27K $927M
DE
Deere & CO

Industrials
406
+ 17.92%
$412.99 - $531.48 $168K - $216K
2.67K $1.35B
DGX
Quest Diagnostics Inc

Healthcare
1.71K
+ 123.58%
N/A
3.1K $554M
LHX
L3 Harris Technologies, Inc.

Industrials
473
+ 13.19%
$200.21 - $256.99 $94.7K - $122K
4.06K $1.1B
FREL
Fidelity Covington Tr Msci Rea

ETFs
10.6K
+ 26.81%
$24.18 - $27.61 $256K - $292K
50K $1.35B
UPS
United Parcel Service Inc

Industrials
3.48K
+ 137.25%
$91.92 - $110.2 $320K - $383K
6.01K $526M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.6K
+ 100.02%
$24.14 - $25.43 $279K - $294K
23.1K $562M
EMB
Ishares Tr

ETFs
2.69K
+ 53.8%
$86.54 - $92.62 $233K - $249K
7.7K $721M
VNQ
Vanguard Specialized Funds Van

ETFs
2.93K
+ 44.9%
$79.79 - $91.42 $234K - $268K
9.47K $842M
Crane Company
899
+ 38.97%
N/A
3.21K $633M
ADP
Automatic Data Processing Inc

Industrials
815
+ 17.48%
$276.76 - $326.81 $226K - $266K
5.48K $1.64B
AZN
Astrazeneca PLC

Healthcare
2.43K
+ 11.34%
$64.87 - $75.0 $157K - $182K
23.8K $1.79B
XLE
Energy Sector Spdr

ETFs
893
+ 0.97%
$76.44 - $94.13 $68.3K - $84.1K
93.3K $7.9B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
9.49K
+ 22.79%
$10.79 - $14.14 $102K - $134K
51.1K $772M
AMAT
Applied Materials Inc

Technology
498
+ 13.03%
$126.95 - $183.52 $63.2K - $91.4K
4.32K $814M
AON
Aon PLC

Financial Services
583
+ 27.1%
$335.85 - $398.81 $196K - $233K
2.73K $995M
OEF
Ishares S&P 100 ETF

ETFs
135
+ 3.52%
N/A
3.97K $1.27B
TIGR
Up Fintech Holding LTD

Financial Services
16.3K
+ 42.39%
$6.64 - $9.97 $108K - $162K
54.7K $552M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
3.52K
+ 51.15%
$30.03 - $40.05 $106K - $141K
10.4K $476M
NOC
Northrop Grumman Corp

Industrials
317
+ 62.28%
$456.3 - $540.39 $145K - $171K
826 $480M
KD
Kyndryl Holdings, Inc.

Technology
22.8K
+ 15.72%
$27.77 - $41.96 $633K - $957K
168K $4.97B
PTC
Ptc Inc.

Technology
622
+ 30.95%
$136.74 - $173.24 $85.1K - $108K
2.63K $538M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.3K
+ 41.26%
$82.32 - $112.47 $107K - $146K
4.45K $527M
XCEM
Columbia ETF Tr Ii

ETFs
1.61K
+ 4.49%
$26.68 - $34.18 $43K - $55.1K
37.6K $1.32B
BCS
Barclays PLC

Financial Services
6.37K
+ 28.7%
$12.69 - $18.61 $80.8K - $119K
28.6K $583M
PINS
Pinterest, Inc.

Communication Services
1.18K
+ 5.59%
$24.21 - $35.95 $28.5K - $42.4K
22.3K $776M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.13K
+ 19.42%
$33.46 - $41.33 $105K - $129K
19.2K $826M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.53K
+ 10.05%
$65.1 - $75.98 $99.7K - $116K
16.8K $1.31B
GD
General Dynamics Corp

Industrials
510
+ 39.94%
$247.68 - $291.66 $126K - $149K
1.79K $561M
DUK
Duke Energy Corp

Utilities
1.63K
+ 44.83%
$112.46 - $124.05 $183K - $202K
5.27K $655M
VNET
Vnet Group, Inc.

Technology
15.2K
+ 34.98%
$4.74 - $8.12 $72.1K - $124K
58.7K $458M
CASY
Caseys General Stores Inc

Consumer Cyclical
352
+ 73.95%
$415.82 - $510.91 $146K - $180K
828 $430M
BWXT
Bwx Technologies, Inc.

Industrials
43
+ 1.5%
$89.24 - $144.06 $3.84K - $6.19K
2.9K $521M
Listed Fds Tr
2.4K
+ 54.28%
N/A
6.82K $413M
XLI
Industrial Sector Spdr

ETFs
581
+ 10.76%
$116.42 - $147.52 $67.6K - $85.7K
5.98K $909M
TSCO
Tractor Supply CO

Consumer Cyclical
2.32K
+ 32.96%
$47.86 - $55.77 $111K - $129K
9.36K $555M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
4.39K
+ 55.17%
$42.73 - $45.32 $188K - $199K
12.4K $557M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.98K
+ 54.42%
$73.02 - $90.22 $145K - $179K
5.62K $510M
SO
Southern CO

Utilities
1.8K
+ 15.18%
$84.91 - $92.56 $153K - $167K
13.7K $1.28B
VMI
Valmont Industries Inc

Industrials
301
+ 31.19%
$263.86 - $333.86 $79.4K - $100K
1.27K $480M
DOW
Dow Inc.

Basic Materials
12.1K
+ 154.73%
$25.81 - $34.89 $312K - $422K
19.9K $433M
VB
Vanguard Small Cap ETF

ETFs
518
+ 23.88%
$193.73 - $237.37 $100K - $123K
2.69K $659M
IWB
Ishares Tr Russell 1000 ETF

ETFs
357
+ 28.22%
$272.36 - $339.57 $97.2K - $121K
1.62K $572M
F
Ford Motor CO

Consumer Cyclical
12.2K
+ 27.18%
$8.69 - $10.85 $106K - $132K
57K $641M
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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