Diversify Advisory Services, LLC Reduced Holdings in Q1 2025

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QJUN
First Tr ETF
-2.11K
- 6.44%
$26.45 - $29.15 $55.9K - $61.6K
30.7K $822M
KFY
Korn Ferry

Industrials
-25
- 0.1%
$62.52 - $71.6 $1.56K - $1.79K
25.1K $1.55B
VBK
Vanguard Small Cap Growth ETF

ETFs
-39
- 1.47%
$247.97 - $296.33 $9.67K - $11.6K
2.62K $652M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.77K
- 12.25%
$50.48 - $50.68 $89.3K - $89.7K
12.7K $642M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-330
- 6.42%
$179.71 - $192.06 $59.3K - $63.4K
4.81K $852M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-2.97K
- 11.91%
$16.48 - $19.07 $48.9K - $56.6K
22K $339M
EUSB
Ishares Tr Esg Advanced Total

Technology
-2.22K
- 18.54%
$42.05 - $43.43 $93.4K - $96.4K
9.75K $423M
MAR
Marriott International Inc

Consumer Cyclical
-96
- 5.58%
$237.01 - $304.45 $22.8K - $29.2K
1.62K $389M
SLB
Schlumberger Limited

Energy
-747
- 6.63%
$38.4 - $43.74 $28.7K - $32.7K
10.5K $359M
BMY
Bristol Myers Squibb CO

Healthcare
-48
- 0.46%
$53.9 - $63.11 $2.59K - $3.03K
10.3K $508M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.44K
- 16.65%
$29.82 - $30.1 $72.8K - $73.5K
12.2K $368M
VOT
Vanguard Mid Cap Growth Index

ETFs
-233
- 17.95%
$237.72 - $276.98 $55.4K - $64.5K
1.07K $265M
IT
Gartner Inc

Technology
-23
- 2.71%
$418.25 - $548.38 $9.62K - $12.6K
825 $347M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.26K
- 30.6%
$74.85 - $84.89 $94.2K - $107K
2.86K $242M
APO
Apollo Global Management, Inc.

Financial Services
-218
- 10.83%
$126.01 - $172.06 $27.5K - $37.5K
1.79K $247M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.51K
- 6.62%
$25.77 - $27.6 $64.7K - $69.2K
35.4K $912M
URI
United Rentals, Inc.

Industrials
-67
- 15.09%
$594.17 - $789.56 $39.8K - $52.9K
377 $238M
Blackrock ETF Trust Ii
-1.11K
- 7.31%
N/A
14K $725M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-702
- 11.02%
$100.59 - $103.47 $70.6K - $72.6K
5.67K $586M
BLDR
Builders First Source, Inc.

Industrials
-12
- 0.44%
$122.8 - $173.51 $1.47K - $2.08K
2.69K $323M
FTA
First Tr Large Cap Value

ETFs
-616
- 17.58%
$74.42 - $80.34 $45.8K - $49.5K
2.89K $212M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.92K
- 15.88%
$25.54 - $27.64 $74.6K - $80.8K
15.5K $419M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-105
- 7.66%
$302.31 - $337.54 $31.7K - $35.4K
1.27K $385M
GPS
Gap Inc

Consumer Cyclical
-590
- 3.75%
N/A
15.1K $329M
First Tr Exchng Traded Fd Vi
-1K
- 5.99%
N/A
15.7K $575M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.57K
- 14.04%
$34.32 - $37.26 $53.8K - $58.4K
9.59K $341M
SPG
Simon Property Group Inc

Real Estate
-136
- 8.85%
$159.48 - $187.78 $21.7K - $25.5K
1.4K $220M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.34K
- 12.76%
$32.74 - $36.2 $76.5K - $84.6K
16K $560M
OHI
Omega Healthcare Investors Inc

Real Estate
-1.37K
- 18.61%
$35.7 - $38.33 $49K - $52.6K
6K $230M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-585
- 2.45%
N/A
23.3K $745M
LCTD
Blackrock ETF World Ex Us Carb
-1.34K
- 22.2%
N/A
4.69K $226M
STWD
Starwood Property Trust, Inc.

Real Estate
-3.47K
- 8.91%
$18.41 - $20.53 $63.9K - $71.2K
35.5K $681M
FSK
Fs Kkr Capital Corp

Financial Services
-14
- 0.05%
$20.47 - $24.06 $287 - $337
29.3K $589M
NRZ
New Residential Investment Corp.

Real Estate
-3.46K
- 19.58%
N/A
14.2K $158M
Blackrock ETF Trust Ii
-746
- 3.23%
N/A
22.4K $1.17B
Blackrock ETF Trust
-2.43K
- 9.69%
N/A
22.6K $588M
SJNK
Spdr Bloomberg Short Term High

ETFs
-923
- 1.69%
$25.08 - $25.64 $23.1K - $23.7K
53.7K $1.35B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-775
- 6.28%
$25.12 - $26.05 $19.5K - $20.2K
11.6K $286M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-1.48K
- 2.26%
$8.38 - $8.86 $12.4K - $13.1K
63.8K $526M
ELV
Elevance Health, Inc.

Healthcare
-124
- 15.64%
$365.9 - $436.25 $45.4K - $54.1K
669 $277M
CL
Colgate Palmolive CO

Consumer Defensive
-476
- 14.94%
$85.68 - $97.5 $40.8K - $46.4K
2.71K $250M
VGSH
Vanguard

ETFs
-490
- 7.73%
$58.07 - $58.69 $28.5K - $28.8K
5.85K $344M
VTV
Vanguard Value ETF

ETFs
-54
- 0.57%
$167.73 - $179.21 $9.06K - $9.68K
9.38K $1.56B
CSL
Carlisle Companies Inc

Industrials
-95
- 5.99%
$326.43 - $408.24 $31K - $38.8K
1.49K $566M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.05K
- 5.95%
$24.6 - $24.99 $25.8K - $26.2K
16.6K $415M
INTF
Ishares Tr

ETFs
-6.66K
- 12.76%
$28.43 - $31.96 $189K - $213K
45.5K $1.47B
AGNC
Agnc Investment Corp.

Real Estate
-1.81K
- 15.14%
$9.12 - $10.54 $16.5K - $19K
10.1K $91.8M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-135
- 1.6%
$44.11 - $47.04 $5.95K - $6.35K
8.28K $367M
F
Ford Motor CO

Consumer Cyclical
-3.55K
- 7.34%
$9.12 - $10.43 $32.4K - $37K
44.8K $455M
Activity Summary
Buys All Purchases 369 New Holdings 94 Increased Positions 275 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 2
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