Diversify Advisory Services, LLC New Holdings in Q2 2025

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
214K
New
N/A
214K $22.3B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
138K
New
$86.79 - $101.21 $12M - $13.9M
138K $15.3B
Tidal Trust I
484K
New
N/A
484K $11.6B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
87.4K
New
$51.68 - $52.76 $4.52M - $4.61M
87.4K $4.61B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
134K
New
$22.68 - $23.28 $3.03M - $3.11M
134K $3.1B
SCHO
Schwab Short Term Us Treasury

ETFs
115K
New
$24.19 - $24.45 $2.78M - $2.81M
115K $2.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.46K
New
$320.42 - $424.58 $1.75M - $2.32M
5.46K $2.46B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
45.2K
New
$48.46 - $50.2 $2.19M - $2.27M
45.2K $2.23B
Astera Labs Inc
10.5K
New
N/A
10.5K $2.01B
FLMI
Franklin Dynamic Municipal Bon

ETFs
82K
New
$23.57 - $24.6 $1.93M - $2.02M
82K $1.98B
Vanguard Calif Tax Free Fds
19.8K
New
N/A
19.8K $1.93B
WPC
W. P. Carey Inc.

Real Estate
26.5K
New
$56.12 - $64.53 $1.49M - $1.71M
26.5K $1.73B
VRSK
Verisk Analytics, Inc.

Industrials
6.57K
New
$277.03 - $321.33 $1.82M - $2.11M
6.57K $1.71B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
16.4K
New
$81.46 - $94.63 $1.34M - $1.56M
16.4K $1.6B
Rubrik Inc.
17.3K
New
N/A
17.3K $1.53B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6.4K
New
$212.1 - $244.27 $1.36M - $1.56M
6.4K $1.31B
Bank America Corp
1.06K
New
N/A
1.06K $1.3B
PAYX
Paychex Inc

Industrials
9.65K
New
$137.01 - $159.78 $1.32M - $1.54M
9.65K $1.3B
COF
Capital One Financial Corp

Financial Services
5.91K
New
$150.57 - $212.76 $890K - $1.26M
5.91K $1.28B
ODFL
Old Dominion Freight Line, Inc.

Industrials
8.52K
New
$146.74 - $176.07 $1.25M - $1.5M
8.52K $1.27B
NXPI
Nxp Semiconductors N.V.

Technology
5.74K
New
$153.5 - $218.72 $882K - $1.26M
5.74K $1.26B
Ge Vernova Inc
1.87K
New
N/A
1.87K $1.23B
PLD
Prologis, Inc.

Real Estate
11.5K
New
$89.76 - $112.34 $1.03M - $1.29M
11.5K $1.2B
KNTK
Kinetik Holdings Inc.

Energy
28.1K
New
$40.12 - $53.83 $1.13M - $1.51M
28.1K $1.18B
LTC
Ltc Properties Inc

Real Estate
32.5K
New
$32.83 - $36.24 $1.07M - $1.18M
32.5K $1.17B
Boeing CO
15.7K
New
N/A
15.7K $1.16B
PEAK
Healthpeak Properties, Inc.

Real Estate
62.8K
New
N/A
62.8K $1.07B
WHR
Whirlpool Corp

Consumer Cyclical
12.3K
New
$75.71 - $101.42 $931K - $1.25M
12.3K $1.05B
BSX
Boston Scientific Corp

Healthcare
9.94K
New
$89.7 - $107.41 $892K - $1.07M
9.94K $1.02B
TNL
Travel & Leisure Co.

Consumer Cyclical
16.6K
New
$38.78 - $51.89 $644K - $861K
16.6K $1B
AER
Aer Cap Holdings N.V.

Industrials
8.82K
New
$88.97 - $117.24 $785K - $1.03M
8.82K $1B
MSI
Motorola Solutions, Inc.

Technology
2.12K
New
$394.72 - $440.39 $836K - $933K
2.12K $998M
Coreweave Inc
6.66K
New
N/A
6.66K $991M
BR
Broadridge Financial Solutions, Inc.

Technology
3.76K
New
$217.22 - $246.25 $817K - $927K
3.76K $988M
AWK
American Water Works Company, Inc.

Utilities
6.78K
New
$133.82 - $151.96 $908K - $1.03M
6.78K $964M
TER
Teradyne, Inc

Technology
8.48K
New
$67.96 - $91.05 $576K - $772K
8.48K $947M
ECL
Ecolab Inc.

Basic Materials
3.4K
New
$225.65 - $270.95 $767K - $921K
3.4K $940M
FDX
Fedex Corp

Industrials
3.98K
New
$198.07 - $245.17 $789K - $977K
3.98K $918M
IDV
Ishares Tr

ETFs
24.7K
New
$27.79 - $34.84 $686K - $860K
24.7K $903M
STX
Seagate Technology Holdings PLC

Technology
5.6K
New
$66.54 - $144.33 $373K - $808K
5.6K $871M
UBER
Uber Technologies, Inc

Technology
9.44K
New
$64.62 - $93.3 $610K - $881K
9.44K $866M
MPWR
Monolithic Power Systems Inc

Technology
1.02K
New
$455.19 - $737.73 $462K - $750K
1.02K $854M
FTNT
Fortinet, Inc.

Technology
10.7K
New
$84.71 - $108.69 $910K - $1.17M
10.7K $843M
DTE
Dte Energy CO

Utilities
5.71K
New
$127.39 - $139.49 $727K - $796K
5.71K $798M
CWENA
Clearway Energy Inc Cl A
28.7K
New
N/A
28.7K $789M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
32.5K
New
$19.16 - $23.81 $623K - $774K
32.5K $787M
CHK
Chesapeake Energy Corp

Energy
8.12K
New
N/A
8.12K $779M
LNC
Lincoln National Corp

Financial Services
19.6K
New
$28.95 - $37.27 $567K - $730K
19.6K $777M
D
Dominion Energy, Inc

Utilities
12.4K
New
$49.66 - $58.0 $616K - $719K
12.4K $760M
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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