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
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
615
+ 16.23%
$103.49 - $133.44 $63.6K - $82.1K
4.4K $585M
PJT
Pjt Partners Inc.

Financial Services
395
+ 15.25%
$125.44 - $166.41 $49.5K - $65.7K
2.99K $546M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.64K
+ 15.68%
$22.92 - $28.05 $83.5K - $102K
26.9K $775M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.11K
+ 13.18%
$30.87 - $39.17 $65.1K - $82.6K
18.1K $734M
CB
Chubb LTD

Financial Services
688
+ 86.65%
$274.32 - $302.46 $189K - $208K
1.48K $400M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.4K
+ 5.32%
$72.02 - $73.82 $173K - $177K
47.6K $3.5B
OXY
Occidental Petroleum Corp

Energy
2.57K
+ 16.5%
$36.11 - $49.33 $92.9K - $127K
18.2K $802M
IAU
Ishares Gold Trust

ETFs
1.99K
+ 1.97%
$56.1 - $64.74 $112K - $129K
103K $6.52B
ALLE
Allegion PLC

Industrials
758
+ 50.87%
$118.52 - $145.64 $89.8K - $110K
2.25K $374M
POOL
Pool Corp

Industrials
456
+ 33.63%
$285.0 - $325.66 $130K - $149K
1.81K $567M
VZ
Verizon Communications Inc

Communication Services
3.02K
+ 2.49%
$41.67 - $45.62 $126K - $138K
124K $5.38B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.42K
+ 18.65%
$105.23 - $109.61 $149K - $155K
9K $987M
CVLT
Commvault Systems Inc

Technology
619
+ 33.14%
$139.35 - $190.99 $86.3K - $118K
2.49K $479M
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.7K
+ 43.27%
$25.48 - $27.78 $171K - $186K
22.2K $582M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.68K
+ 20.51%
$73.0 - $85.5 $122K - $143K
9.86K $833M
SLF
Sun Life Financial Inc

Financial Services
2.9K
+ 51.16%
$53.39 - $66.45 $155K - $193K
8.57K $494M
Franklin Templeton ETF Tr
671
+ 13.63%
N/A
5.6K $455M
LECO
Lincoln Electric Holdings Inc

Industrials
350
+ 29.76%
$167.18 - $211.38 $58.5K - $74K
1.53K $369M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3.3K
+ 39.95%
$32.99 - $38.56 $109K - $127K
11.6K $457M
ASND
Ascendis Pharma A/S

Healthcare
467
+ 23.46%
$137.41 - $179.1 $64.2K - $83.6K
2.46K $482M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.73K
+ 9.69%
$105.69 - $140.64 $183K - $243K
19.5K $2.38B
GILD
Gilead Sciences, Inc.

Healthcare
674
+ 18.61%
$96.91 - $113.0 $65.3K - $76.2K
4.3K $516M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
356
+ 12.7%
$134.25 - $172.52 $47.8K - $61.4K
3.16K $566M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.05K
+ 44.59%
$45.88 - $54.4 $93.8K - $111K
6.63K $370M
MMM
3 M CO

Industrials
635
+ 38.96%
$126.09 - $154.15 $80.1K - $97.9K
2.27K $357M
VBR
Vanguard Small Cap Value ETF

ETFs
153
+ 3.34%
$162.76 - $195.77 $24.9K - $30K
4.73K $958M
HMY
Harmony Gold Mining CO LTD

Basic Materials
7.98K
+ 24.82%
$12.96 - $17.99 $103K - $144K
40.1K $623M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.61K
+ 7.43%
$21.55 - $22.2 $121K - $124K
81.1K $1.79B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.01K
+ 24.24%
$12.23 - $15.46 $61.3K - $77.4K
25.7K $419M
SPOT
Spotify Technology S.A.

Communication Services
55
+ 7.5%
$503.3 - $775.9 $27.7K - $42.7K
788 $543M
AES
Aes Corp

Utilities
5.08K
+ 24.3%
$9.63 - $12.55 $48.9K - $63.7K
26K $335M
PAM
Pampa Energy Inc.

Utilities
1.35K
+ 23.25%
$62.85 - $85.07 $85K - $115K
7.17K $546M
STE
Steris PLC

Healthcare
314
+ 14.95%
$208.55 - $252.55 $65.5K - $79.3K
2.42K $589M
Atlassian Corporation
1.23K
+ 105.58%
N/A
2.39K $378M
Aegon LTD
10.5K
+ 30.55%
N/A
45K $335M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.53K
+ 7.65%
$20.42 - $25.3 $31.3K - $38.8K
21.6K $569M
BMY
Bristol Myers Squibb CO

Healthcare
2.95K
+ 28.58%
$44.12 - $59.6 $130K - $176K
13.3K $618M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
127
+ 0.07%
$14.97 - $16.79 $1.9K - $2.13K
171K $2.9B
KT
Kt Corp

Communication Services
4.3K
+ 27.76%
$16.71 - $20.78 $71.9K - $89.4K
19.8K $398M
VOOV
Vanguard S&P 500 Value ETF

ETFs
111
+ 2.31%
$162.65 - $188.71 $18.1K - $20.9K
4.92K $953M
PEG
Public Service Enterprise Group Inc

Utilities
874
+ 23.19%
$77.13 - $84.18 $67.4K - $73.6K
4.64K $408M
Atlanta Braves Hldgs Inc
681
+ 4.43%
N/A
16K $712M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.29K
+ 27.03%
$107.83 - $119.94 $139K - $155K
6.07K $655M
First Tr Exchng Traded Fd Vi
62
+ 0.15%
N/A
41.6K $1.61B
SHEL
Shell PLC

Energy
881
+ 20.94%
$59.75 - $73.05 $52.6K - $64.4K
5.09K $368M
SCHV
Schwab Strategic Tr Us Large C

ETFs
164
+ 0.46%
$23.55 - $27.67 $3.86K - $4.54K
35.5K $1B
ACN
Accenture PLC

Technology
2.61K
+ 29.8%
$279.23 - $323.21 $728K - $842K
11.4K $2.7B
KC
Kingsoft Cloud Holdings LTD

Technology
5.51K
+ 36.04%
$10.98 - $15.9 $60.5K - $87.7K
20.8K $278M
CDW
Cdw Corp

Technology
495
+ 32.35%
$144.49 - $190.68 $71.5K - $94.4K
2.03K $332M
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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email