Diversify Advisory Services, LLC Reduced Holdings in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-236
- 2.64%
$23.27 - $23.51 $5.49K - $5.55K
8.72K $204M
AIG
American International Group, Inc.

Financial Services
-96
- 2.58%
$76.34 - $85.87 $7.33K - $8.24K
3.63K $287M
FNGS
Bank Of Montreal

ETFs
-683
- 9.67%
$64.17 - $71.22 $43.8K - $48.6K
6.38K $466M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-40
- 0.41%
$81.76 - $86.36 $3.27K - $3.45K
9.82K $828M
XLU
Utilities Sector Spdr

ETFs
-455
- 3.66%
$81.14 - $87.32 $36.9K - $39.7K
12K $1.07B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-253
- 1.55%
$28.38 - $29.05 $7.18K - $7.35K
16K $463M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-169
- 1.94%
$79.58 - $83.45 $13.4K - $14.1K
8.56K $705M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-136
- 6.74%
$109.47 - $119.06 $14.9K - $16.2K
1.88K $229M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-7
- 0.1%
$100.16 - $100.7 $701 - $705
7.35K $737M
VGSH
Vanguard

ETFs
-8
- 0.12%
$58.43 - $58.88 $467 - $471
6.69K $393M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-600
- 3.49%
$36.37 - $38.37 $21.8K - $23K
16.6K $646M
DFIV
Dimensional ETF Tr

ETFs
-361
- 2.12%
$42.66 - $46.53 $15.4K - $16.8K
16.7K $774M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-529
- 2.29%
$24.11 - $24.94 $12.8K - $13.2K
22.6K $567M
THC
Tenet Healthcare Corp

Healthcare
-198
- 12.94%
$148.38 - $203.04 $29.4K - $40.2K
1.33K $268M
HII
Huntington Ingalls Industries, Inc.

Industrials
-113
- 12.9%
$246.31 - $287.91 $27.8K - $32.5K
763 $242M
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.95K
- 13.28%
$8.12 - $12.84 $23.9K - $37.9K
19.3K $229M
IWV
Ishares Russell 3000 ETF

ETFs
-10
- 1.74%
$351.04 - $379.81 $3.51K - $3.8K
566 $219M
XLC
Select Sector Spdr Tr Communic

ETFs
-305
- 2.32%
$105.99 - $119.41 $32.3K - $36.4K
12.8K $1.46B
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-200
- 0.53%
$12.46 - $13.22 $2.49K - $2.64K
37.9K $490M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-145
- 0.99%
$59.61 - $63.09 $8.64K - $9.15K
14.6K $910M
Ishares Tr
-437
- 4.62%
N/A
9.03K $286M
ILCG
Ishares Morningstar Growth ETF
-13
- 0.63%
N/A
2.06K $221M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-132
- 2.68%
$187.97 - $199.47 $24.8K - $26.3K
4.79K $964M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-228
- 1.03%
$25.67 - $27.21 $5.85K - $6.2K
22K $594M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-188
- 2.65%
$59.11 - $67.35 $11.1K - $12.7K
6.92K $477M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2
- 0.02%
$33.07 - $34.84 $66.1 - $69.7
10.3K $366M
AMD
Advanced Micro Devices Inc

Technology
-69.4K
- 32.6%
$134.8 - $184.42 $9.36M - $12.8M
144K $37.3B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-96
- 0.93%
$23.82 - $25.84 $2.29K - $2.48K
10.2K $268M
SECT
Sector 10, Inc.

ETFs
-250
- 3.87%
$57.95 - $63.16 $14.5K - $15.8K
6.21K $400M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-477
- 2.9%
$94.17 - $99.95 $44.9K - $47.7K
16K $1.61B
BK
Bank Of New York Mellon Corp

Financial Services
-170
- 2.34%
$90.65 - $109.75 $15.4K - $18.7K
7.08K $765M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-632
- 2.33%
$55.15 - $58.11 $34.9K - $36.7K
26.5K $1.53B
ILCB
Ishares Morningstar U.S. Equit

ETFs
-25
- 0.77%
$85.66 - $92.67 $2.14K - $2.32K
3.23K $306M
Arista Networks Inc
-1.46K
- 9.67%
N/A
13.7K $2.15B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-19
- 0.05%
$27.61 - $29.15 $525 - $554
35.5K $1.02B
WDAY
Workday, Inc.

Technology
-310
- 7.67%
$213.69 - $247.69 $66.2K - $76.8K
3.73K $887M
XEL
Xcel Energy Inc

Utilities
-37
- 1.31%
$67.56 - $80.65 $2.5K - $2.98K
2.79K $227M
MCK
Mckesson Corp

Healthcare
-31
- 9.6%
$659.01 - $772.54 $20.4K - $23.9K
292 $240M
MGC
Vanguard Mega Cap ETF

ETFs
-4
- 0.23%
$224.2 - $245.55 $897 - $982
1.72K $433M
NET
Cloudflare, Inc.

Technology
-510
- 14.97%
$181.39 - $228.28 $92.5K - $116K
2.9K $719M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-169
- 0.21%
$21.77 - $22.57 $3.68K - $3.81K
80.9K $1.82B
TIGR
Up Fintech Holding LTD

Financial Services
-1.11K
- 2.04%
$9.12 - $12.99 $10.2K - $14.5K
53.5K $584M
NRG
Nrg Energy, Inc.

Utilities
-1
- 0.05%
$144.77 - $173.91 $145 - $174
1.87K $326M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.06%
$339.37 - $366.46 $339 - $366
1.62K $607M
FTI
Technip Fmc PLC

Energy
-245
- 3.54%
$32.19 - $40.89 $7.89K - $10K
6.67K $281M
Barrick Mng Corp
-1.68K
- 17.09%
N/A
8.15K $270M
IRM
Iron Mountain Inc

Real Estate
-1.52K
- 8.84%
$89.46 - $104.46 $136K - $159K
15.7K $1.63B
OKTA
Okta, Inc.

Technology
-17
- 0.06%
$88.51 - $101.1 $1.5K - $1.72K
27.1K $2.47B
DELL
Dell Technologies Inc.

Technology
-275
- 5.49%
$120.96 - $141.77 $33.3K - $39K
4.73K $758M
Activity Summary
Buys All Purchases 499 New Holdings 97 Increased Positions 402 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 2 Puts 1
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