Diversify Advisory Services, LLC Reduced Holdings in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
-1.19K
- 18.82%
$88.42 - $104.97 $105K - $125K
5.14K $543M
HYG
Ishares Tr

ETFs
-421
- 5.39%
$76.72 - $80.36 $32.3K - $33.8K
7.39K $587M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-8.1K
- 25.49%
$8.48 - $11.22 $68.7K - $90.9K
23.7K $290M
BMA
Macro Bank Inc.

Financial Services
-1.75K
- 26.79%
$46.54 - $74.83 $81.5K - $131K
4.79K $347M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-89
- 2.29%
$76.83 - $91.38 $6.84K - $8.13K
3.8K $326M
Canadian Pacific Kansas City
-243
- 7.15%
N/A
3.15K $251M
Sila Realty Trust Inc
-7.79K
- 18.07%
N/A
35.3K $909M
OMF
One Main Holdings, Inc.

Financial Services
-310
- 4.93%
$43.27 - $53.14 $13.4K - $16.5K
5.97K $281M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-592
- 7.18%
$37.89 - $40.48 $22.4K - $24K
7.66K $312M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-636
- 2.98%
$41.95 - $43.42 $26.7K - $27.6K
20.7K $890M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-780
- 20.76%
$56.16 - $68.57 $43.8K - $53.5K
2.98K $203M
EOG
Eog Resources Inc

Energy
-47
- 0.93%
$117.9 - $132.65 $5.54K - $6.23K
5.03K $629M
NFLX
Netflix Inc

Communication Services
-274
- 10.65%
$598.55 - $722.26 $164K - $198K
2.3K $1.76B
Global X Fds
-138
- 0.84%
N/A
16.3K $451M
TDY
Teledyne Technologies Inc

Technology
-180
- 15.23%
$381.47 - $437.71 $68.7K - $78.8K
1K $444M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.16K
- 8.71%
$181.06 - $197.17 $210K - $229K
12.2K $2.41B
SCI
Service Corp International

Consumer Cyclical
-901
- 9.13%
$69.55 - $80.63 $62.7K - $72.6K
8.97K $681M
Linde PLC
-143
- 11.41%
N/A
1.11K $535M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-338
- 0.94%
$22.94 - $23.16 $7.75K - $7.83K
35.5K $819M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-1.07K
- 3.71%
N/A
27.7K $898M
First Tr Exchng Traded Fd Vi
-750
- 3.43%
N/A
21.1K $778M
SPSC
Sps Commerce Inc

Technology
-73
- 3.79%
$185.76 - $215.42 $13.6K - $15.7K
1.85K $355M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-1.9K
- 11.82%
$0.5 - $0.79 $948 - $1.5K
14.1K $8.05M
JUPW
Jupiter Wellness, Inc.

Healthcare
-1K
- 6.88%
N/A
13.5K $15.2M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-50
- 0.19%
$23.03 - $23.3 $1.15K - $1.17K
25.7K $599M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-79
- 0.49%
$23.08 - $23.52 $1.82K - $1.86K
16.2K $378M
QJUN
First Tr ETF
-300
- 0.85%
$24.85 - $27.22 $7.46K - $8.17K
34.9K $953M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-194
- 4.45%
$210.25 - $231.86 $40.8K - $45K
4.16K $923M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-71
- 4.91%
$283.28 - $314.39 $20.1K - $22.3K
1.37K $439M
AZEK
Azek CO Inc.

Industrials
-85
- 1.62%
$36.81 - $46.9 $3.13K - $3.99K
5.18K $220M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-1.06K
- 2.05%
$35.43 - $36.8 $37.6K - $39K
50.5K $1.87B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-100
- 0.96%
$22.76 - $23.41 $2.28K - $2.34K
10.3K $240M
CSX
Csx Corp

Industrials
-826
- 3.35%
$32.48 - $35.45 $26.8K - $29.3K
23.8K $807M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-222
- 9.95%
$102.05 - $114.97 $22.7K - $25.5K
2.01K $236M
IWD
Ishares Russell 1000 Val ETF

ETFs
-76
- 5.71%
$173.36 - $189.8 $13.2K - $14.4K
1.25K $240M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-2.93K
- 4.14%
$8.03 - $9.1 $23.5K - $26.7K
67.9K $613M
GLW
Corning Inc

Technology
-1.27K
- 4.85%
$37.76 - $46.2 $47.8K - $58.4K
24.8K $1.17B
AMT
American Tower Corp

Real Estate
-188
- 9.27%
$192.27 - $242.73 $36.1K - $45.6K
1.84K $407M
GWW
W.W. Grainger, Inc.

Industrials
-154
- 16.28%
$896.19 - $1044.18 $138K - $161K
792 $870M
NFG
National Fuel Gas CO

Energy
-374
- 9.24%
$54.14 - $61.22 $20.2K - $22.9K
3.68K $230M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.23K
- 3.13%
$12.0 - $13.08 $14.8K - $16.1K
38.1K $491M
PAM
Pampa Energy Inc.

Utilities
-1.75K
- 28.75%
$41.97 - $62.41 $73.3K - $109K
4.33K $293M
MET
Metlife Inc

Financial Services
-774
- 14.77%
$67.96 - $82.48 $52.6K - $63.8K
4.47K $379M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.69K
- 22.59%
$247.34 - $300.11 $666K - $808K
9.22K $3.05B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.75K
- 10.08%
$38.04 - $45.36 $66.5K - $79.3K
15.6K $685M
Cooper Cos Inc
-934
- 15.96%
N/A
4.92K $521M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-37
- 2.8%
$256.4 - $289.78 $9.49K - $10.7K
1.29K $368M
BXSL
Blackstone Secured Lending Fund

Financial Services
-267
- 0.3%
$28.75 - $31.59 $7.68K - $8.43K
88.6K $2.75B
DHR
Danaher Corp

Healthcare
-48
- 2.96%
$239.25 - $280.76 $11.5K - $13.5K
1.58K $412M
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
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