Diversify Advisory Services, LLC Reduced Holdings in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ILCV
Ishares Morningstar Value ETF

ETFs
-2.41K
- 37.08%
$80.23 - $85.43 $193K - $206K
4.09K $327M
TDY
Teledyne Technologies Inc

Technology
-488
- 48.7%
$436.59 - $489.24 $213K - $239K
514 $235M
EUSB
Ishares Tr Esg Advanced Total

Technology
-4.39K
- 26.85%
$42.39 - $44.29 $186K - $195K
12K $505M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.22K
- 24.09%
$61.52 - $66.5 $198K - $214K
10.2K $642M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-11.7K
- 22.57%
$17.13 - $34.23 $200K - $400K
40.1K $1.02B
ABT
Abbott Laboratories

Healthcare
-1.27K
- 8.06%
$111.93 - $119.39 $142K - $152K
14.5K $1.63B
EMB
Ishares Tr

ETFs
-2.01K
- 24.14%
$88.94 - $93.46 $178K - $187K
6.3K $559M
USB
Us Bancorp \De\

Financial Services
-3.81K
- 18.26%
$43.98 - $53.66 $167K - $204K
17K $807M
DFIV
Dimensional ETF Tr

ETFs
-4.7K
- 32.37%
$34.86 - $37.97 $164K - $178K
9.81K $347M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-659
- 15.83%
$209.89 - $233.24 $138K - $154K
3.5K $733M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.54K
- 16.17%
$33.39 - $37.66 $118K - $133K
18.3K $603M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.1K
- 20.41%
$64.62 - $71.43 $135K - $150K
8.17K $524M
MU
Micron Technology Inc

Technology
-1.27K
- 17.97%
$84.16 - $113.41 $107K - $144K
5.8K $576M
SHW
Sherwin Williams CO

Basic Materials
-451
- 38.48%
$338.75 - $399.71 $153K - $180K
721 $238M
Graniteshares ETF Tr
-1.81K
- 36.89%
N/A
3.1K $208M
CB
Chubb LTD

Financial Services
-506
- 37.82%
$271.57 - $301.89 $137K - $153K
832 $214M
MELI
Mercadolibre Inc

Consumer Cyclical
-62
- 26.5%
$1666.0 - $2117.3 $103K - $131K
172 $303M
ABC
Amerisourcebergen Corp

Healthcare
-804
- 17.91%
N/A
3.69K $871M
WRB
Berkley W R Corp

Financial Services
-2.66K
- 16.94%
$56.48 - $64.94 $150K - $173K
13K $740M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-4.83K
- 9.96%
$37.81 - $38.94 $183K - $188K
43.7K $1.68B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-734
- 3.89%
$126.68 - $134.74 $93K - $98.9K
18.1K $2.28B
FXI
Ishares Tr

ETFs
-4.37K
- 34.84%
$29.52 - $36.69 $129K - $160K
8.17K $234M
SYY
Sysco Corp

Consumer Defensive
-2.04K
- 14.15%
$73.63 - $81.77 $150K - $167K
12.4K $911M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.03K
- 5.65%
$56.06 - $61.35 $114K - $125K
33.9K $1.91B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.42K
- 31.35%
$105.45 - $117.99 $150K - $168K
3.12K $324M
First Tr Exchng Traded Fd Vi
-4.45K
- 21.05%
N/A
16.7K $623M
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.12K
- 35.89%
$69.42 - $93.29 $147K - $198K
3.79K $291M
NXPI
Nxp Semiconductors N.V.

Technology
-510
- 27.24%
$207.27 - $255.58 $106K - $130K
1.36K $282M
CLX
Clorox CO

Consumer Defensive
-933
- 35.71%
$156.51 - $169.74 $146K - $158K
1.68K $265M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.23K
- 18.7%
$26.05 - $29.17 $110K - $123K
18.4K $472M
SBUX
Starbucks Corp

Consumer Cyclical
-1.21K
- 14.78%
$87.44 - $102.5 $105K - $124K
6.95K $641M
IT
Gartner Inc

Technology
-224
- 20.9%
$481.22 - $551.8 $108K - $124K
848 $415M
Cooper Cos Inc
-763
- 15.51%
N/A
4.16K $375M
AMT
American Tower Corp

Real Estate
-281
- 15.27%
$179.4 - $232.01 $50.4K - $65.2K
1.56K $270M
BAX
Baxter International Inc

Healthcare
-1.86K
- 16.24%
$28.63 - $37.84 $53.3K - $70.5K
9.6K $282M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.57K
- 3.91%
$25.0 - $25.11 $139K - $140K
137K $3.44B
GS
Goldman Sachs Group Inc

Financial Services
-535
- 13.38%
$486.1 - $608.57 $260K - $326K
3.46K $1.94B
Linde PLC
-135
- 12.16%
N/A
975 $404M
PCG
Pg&E Corp

Utilities
-2.23K
- 8.37%
$19.2 - $21.63 $42.9K - $48.3K
24.5K $420M
POOL
Pool Corp

Industrials
-278
- 18.87%
$339.32 - $390.03 $94.3K - $108K
1.2K $390M
IDEV
Ishares Core Msci Intl Develop

ETFs
-681
- 3.78%
$64.18 - $70.42 $43.7K - $48K
17.3K $1.11B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-921
- 15.16%
$124.26 - $134.12 $114K - $124K
5.16K $657M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-3.09K
- 4.12%
$21.43 - $22.55 $66.2K - $69.7K
71.8K $1.53B
BMI
Badger Meter Inc

Technology
-636
- 33.26%
$199.06 - $237.67 $127K - $151K
1.28K $265M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-3.77K
- 13.65%
N/A
23.9K $783M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.25K
- 29.8%
$48.48 - $49.47 $109K - $111K
5.3K $257M
NMR
Nomura Holdings Inc

Financial Services
-22K
- 68.43%
$5.05 - $6.25 $111K - $138K
10.2K $56.5M
IFRA
Ishares Tr

ETFs
-1.05K
- 3.55%
$45.94 - $51.71 $48.3K - $54.3K
28.5K $1.29B
DELL
Dell Technologies Inc.

Technology
-791
- 23.07%
$111.96 - $144.21 $88.6K - $114K
2.64K $303M
Activity Summary
Buys All Purchases 250 New Holdings 72 Increased Positions 178 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 1 Puts 0
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