Diversify Advisory Services, LLC Sells in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-13.7K
- 13.33%
$47.57 - $52.44 $650K - $717K
88.9K $4.22B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.89K
- 5.96%
$44.04 - $49.49 $347K - $390K
125K $5.33B
QCOM
Qualcomm Inc

Technology
-4.21K
- 25.21%
$150.4 - $178.04 $633K - $749K
12.5K $1.96B
CMCSA
Comcast Corp

Communication Services
-16.7K
- 28.3%
$37.39 - $45.14 $623K - $752K
42.2K $1.53B
CSCO
Cisco Systems, Inc.

Technology
-18.4K
- 20.84%
$52.45 - $60.02 $964K - $1.1M
69.8K $4.1B
UNP
Union Pacific Corp

Industrials
-2.96K
- 25.5%
$223.15 - $249.32 $661K - $739K
8.66K $1.95B
ZTS
Zoetis Inc.

Healthcare
-2.59K
- 16.58%
$162.24 - $194.42 $421K - $504K
13K $2.13B
XLB
Select Sector Spdr Fd Material

ETFs
-8.16K
- 72.56%
$83.8 - $97.58 $683K - $796K
3.09K $257M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-21.9K
- 18.04%
$39.04 - $40.41 $857K - $887K
99.7K $3.99B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.65K
- 33.26%
$59.25 - $72.99 $453K - $558K
15.3K $863M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-15.1K
- 29.78%
$46.07 - $48.17 $694K - $726K
35.5K $1.62B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.72K
- 4.0%
$45.07 - $47.1 $438K - $458K
233K $10.4B
IEMG
Ishares Inc

ETFs
-8.58K
- 15.8%
N/A
45.7K $2.34B
MKC
Mccormick & CO Inc

Consumer Defensive
-8.56K
- 48.46%
$73.97 - $84.09 $633K - $719K
9.1K $649M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-10.9K
- 31.76%
$62.07 - $66.61 $679K - $729K
23.5K $1.49B
EFG
Msci Eafe Growth ETF

ETFs
-4.64K
- 12.2%
$96.83 - $106.88 $450K - $496K
33.4K $3.23B
MRK
Merck & Co., Inc.

Healthcare
-5.48K
- 27.42%
$96.31 - $114.76 $528K - $629K
14.5K $1.44B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.2K
- 31.84%
$38.37 - $42.82 $544K - $607K
30.4K $1.13B
NVO
Novo Nordisk A S

Healthcare
-3.07K
- 22.08%
$85.0 - $120.04 $261K - $369K
10.8K $936M
JPM
Jpmorgan Chase & CO

Financial Services
-4.86K
- 15.59%
$205.18 - $250.29 $996K - $1.22M
26.3K $6.3B
CL
Colgate Palmolive CO

Consumer Defensive
-6.16K
- 65.9%
$90.22 - $102.31 $555K - $630K
3.19K $275M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.12K
- 13.48%
$442.29 - $483.08 $494K - $539K
7.16K $3.17B
ACN
Accenture PLC

Technology
-1.3K
- 14.59%
$343.9 - $376.86 $446K - $489K
7.59K $2.66B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-458
- 0.21%
$51.09 - $55.27 $23.4K - $25.3K
219K $11B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-9.22K
- 14.98%
$77.25 - $91.3 $712K - $842K
52.3K $4.36B
WFC
Wells Fargo & Company

Financial Services
-10.2K
- 37.1%
$54.98 - $77.35 $558K - $786K
17.2K $1.2B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.61K
- 23.05%
$114.08 - $125.68 $412K - $454K
12.1K $1.35B
XLK
Technology Sector Spdr

ETFs
-2.14K
- 8.38%
$220.26 - $241.44 $472K - $518K
23.4K $5.36B
GD
General Dynamics Corp

Industrials
-1.64K
- 55.38%
$260.28 - $314.03 $426K - $514K
1.32K $342M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.45K
- 18.45%
$125.36 - $147.37 $433K - $509K
15.3K $1.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.46K
- 71.66%
$370.24 - $418.94 $542K - $613K
579 $231M
VONG
Vanguard Russell 1000 Growth E

ETFs
-5.99K
- 35.5%
$95.27 - $107.82 $570K - $646K
10.9K $1.12B
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.06K
- 12.14%
$94.43 - $105.47 $667K - $745K
51.1K $5.16B
HD
Home Depot, Inc.

Consumer Cyclical
-1.09K
- 12.84%
$385.02 - $431.37 $419K - $469K
7.39K $2.88B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-10.6K
- 39.52%
$46.33 - $48.6 $490K - $514K
16.2K $745M
BAC
Bank Of America Corp

Financial Services
-17.8K
- 18.0%
$39.22 - $47.77 $697K - $849K
81K $3.65B
MBB
Ishares Tr

ETFs
-4.57K
- 12.59%
$91.26 - $95.82 $417K - $438K
31.8K $2.87B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4.57K
- 28.92%
$107.41 - $115.71 $491K - $529K
11.2K $1.23B
PFEB
Innovator U.S. Equity Power Bu

ETFs
-15.3K
- 21.58%
$35.94 - $36.85 $548K - $562K
55.4K $2.05B
Sila Realty Trust Inc
-18.1K
- 51.18%
N/A
17.2K $400M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-9.66K
- 11.66%
$49.03 - $53.35 $474K - $515K
73.2K $3.71B
MA
Mastercard Inc

Financial Services
-861
- 12.42%
$491.3 - $536.15 $423K - $462K
6.07K $3.06B
CRM
Salesforce, Inc.

Technology
-2.43K
- 24.83%
$270.87 - $367.87 $658K - $894K
7.36K $2.34B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.18K
- 14.95%
$244.52 - $284.07 $288K - $334K
6.69K $1.66B
Profesionally Managed Portfo
-15.9K
- 31.85%
N/A
34.1K $1.02B
IVV
Ishares Core S&P 500 ETF

ETFs
-585
- 1.5%
$570.51 - $610.59 $334K - $357K
38.5K $22.5B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-12.3K
- 29.17%
$26.61 - $29.85 $329K - $369K
30K $779M
Vanguard Calif Tax Free Fds
-4.24K
- 31.86%
N/A
9.06K $896M
First Tr Exchng Traded Fd Vi
-13K
- 18.26%
N/A
58.3K $2.11B
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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