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
FSMD
Fidelity Covington Tr Small Mi

ETFs
877
+ 7.86%
$34.67 - $41.47 $30.4K - $36.4K
12K $514M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
830
+ 14.65%
$102.02 - $103.5 $84.7K - $85.9K
6.5K $669M
LVHI
Franklin International Low Vol

ETFs
69
+ 0.19%
$28.91 - $33.28 $1.99K - $2.3K
36K $1.24B
VV
Vanguard Large Cap ETF

ETFs
163
+ 20.27%
$228.25 - $285.3 $37.2K - $46.5K
967 $287M
Sila Realty Trust Inc
3.14K
+ 24.41%
N/A
16K $406M
MSCI
Msci Inc.

Financial Services
115
+ 10.07%
$506.56 - $576.74 $58.3K - $66.3K
1.26K $692M
MPC
Marathon Petroleum Corp

Energy
50
+ 1.58%
$118.55 - $170.08 $5.93K - $8.5K
3.22K $513M
UFPT
Ufp Technologies Inc

Healthcare
287
+ 25.83%
$186.83 - $253.3 $53.6K - $72.7K
1.4K $307M
Ishares Tr
857
+ 9.95%
N/A
9.47K $275M
Blackrock ETF Trust
1.67K
+ 7.39%
N/A
24.3K $656M
HALO
Halozyme Therapeutics, Inc.

Healthcare
727
+ 11.72%
$47.91 - $70.14 $34.8K - $51K
6.93K $444M
TDY
Teledyne Technologies Inc

Technology
26
+ 4.55%
$435.54 - $512.31 $11.3K - $13.3K
597 $330M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
183
+ 4.56%
$86.58 - $104.98 $15.8K - $19.2K
4.2K $453M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
180
+ 5.35%
$83.8 - $101.39 $15.1K - $18.3K
3.54K $375M
RRC
Range Resources Corp

Energy
2.01K
+ 27.56%
$32.1 - $43.23 $64.4K - $86.7K
9.29K $317M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
182
+ 0.29%
$7.42 - $8.86 $1.35K - $1.61K
64K $585M
SECT
Sector 10, Inc.

ETFs
38
+ 0.59%
$45.25 - $58.07 $1.72K - $2.21K
6.46K $387M
XLP
Consumer Staples Sector Spdr

ETFs
570
+ 7.42%
N/A
8.25K $682M
MAR
Marriott International Inc

Consumer Cyclical
62
+ 3.82%
$211.12 - $274.14 $13.1K - $17K
1.69K $447M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.48K
+ 5.08%
$19.49 - $19.66 $48.3K - $48.7K
51.2K $1.01B
NOK
Nokia Corp

Technology
23.7K
+ 43.11%
$4.65 - $5.43 $110K - $129K
78.8K $326M
VIRT
Virtu Financial, Inc.

Financial Services
636
+ 9.09%
$32.82 - $44.79 $20.9K - $28.5K
7.63K $321M
PJUL
Innovator U.S. Equity Power Bu

ETFs
350
+ 4.62%
$37.66 - $43.85 $13.2K - $15.3K
7.92K $354M
Pacer Fds Tr
570
+ 6.46%
N/A
9.4K $330M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
76
+ 1.86%
$60.34 - $74.89 $4.59K - $5.69K
4.17K $324M
VGSH
Vanguard

ETFs
852
+ 14.57%
$58.32 - $58.95 $49.7K - $50.2K
6.7K $393M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.95K
+ 6.17%
$23.96 - $24.27 $46.7K - $47.4K
33.6K $814M
ORCC
Owl Rock Capital Corp

Financial Services
3.2K
+ 24.09%
N/A
16.5K $235M
GGAL
Grupo Financiero Galicia Sa

Financial Services
2.78K
+ 26.01%
$45.31 - $64.39 $126K - $179K
13.5K $704M
Global X Fds
56
+ 0.42%
N/A
13.5K $398M
America Movil Sab De Cv
83
+ 0.39%
N/A
21.5K $411M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
70
+ 0.59%
$20.94 - $26.47 $1.47K - $1.85K
11.9K $322M
Blackrock ETF Trust Ii
281
+ 2.26%
N/A
12.7K $405M
DUOL
Duolingo, Inc.

Technology
313
+ 32.2%
$292.88 - $540.68 $91.7K - $169K
1.29K $415M
ERIC
Ericsson Lm Telephone CO

Technology
8.36K
+ 24.84%
$6.77 - $8.86 $56.6K - $74.1K
42K $320M
CHH
Choice Hotels International Inc

Consumer Cyclical
438
+ 16.85%
$117.49 - $134.0 $51.5K - $58.7K
3.04K $370M
SHBI
Shore Bancshares Inc

Financial Services
166
+ 0.82%
$11.78 - $15.72 $1.96K - $2.61K
20.3K $322M
GPS
Gap Inc

Consumer Cyclical
2.85K
+ 18.84%
N/A
18K $368M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
752
+ 4.64%
$42.51 - $43.7 $32K - $32.9K
16.9K $740M
BRSP
Bright Spire Capital, Inc.

Real Estate
5.19K
+ 25.2%
$4.3 - $5.59 $22.3K - $29K
25.8K $141M
SHW
Sherwin Williams CO

Basic Materials
68
+ 5.31%
$313.51 - $363.51 $21.3K - $24.7K
1.35K $483M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.51K
+ 2.74%
N/A
56.6K $1.37B
TRU
Trans Union

Industrials
48
+ 0.85%
$69.26 - $91.89 $3.32K - $4.41K
5.66K $498M
QFIN
360 Digi Tech, Inc.

Financial Services
3.1K
+ 27.85%
$35.33 - $46.05 $109K - $143K
14.2K $485M
XLRE
Select Sector Spdr Tr Real Est

ETFs
815
+ 9.36%
$37.08 - $42.26 $30.2K - $34.4K
9.52K $391M
SUB
Ishares Short Term National Mu

ETFs
253
+ 10.31%
$104.77 - $106.34 $26.5K - $26.9K
2.71K $289M
MORN
Morningstar, Inc.

Financial Services
236
+ 17.73%
$255.31 - $313.93 $60.3K - $74.1K
1.57K $405M
USB
Us Bancorp \De\

Financial Services
37
+ 0.73%
$36.4 - $45.76 $1.35K - $1.69K
5.11K $234M
EPD
Enterprise Products Partners L.P.

Energy
310
+ 2.55%
$28.95 - $34.22 $8.97K - $10.6K
12.4K $390M
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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