Diversify Advisory Services, LLC Purchases in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
34.9K
+ 11.79%
$202.38 - $256.87 $7.07M - $8.97M
331K $89.1B
Tidal Trust I
649K
+ 134.12%
N/A
1.13M $29.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.85K
+ 3.53%
$617.65 - $666.84 $5.46M - $5.9M
260K $177B
OPBK
Op Bancorp

Financial Services
1.09M
+ 145.38%
$12.62 - $14.73 $13.8M - $16.1M
1.84M $24.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
170K
+ 1252.88%
$72.65 - $78.68 $12.3M - $13.4M
183K $14.7B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
228K
New
$47.11 - $48.77 $10.7M - $11.1M
228K $11B
META
Meta Platforms, Inc.

Communication Services
29.4K
+ 53.02%
$695.21 - $791.73 $20.4M - $23.3M
84.8K $54.1B
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 0.5%
$211.65 - $238.24 $283K - $319K
268K $68.1B
MU
Micron Technology Inc

Technology
33.5K
+ 406.62%
$104.88 - $168.89 $3.51M - $5.65M
41.7K $9.78B
XLY
Select Sector Spdr Consumer Di

ETFs
28.4K
+ 51.19%
$216.09 - $242.18 $6.13M - $6.87M
83.7K $20.3B
IVV
Ishares Core S&P 500 ETF

ETFs
7.83K
+ 23.01%
$620.67 - $670.08 $4.86M - $5.25M
41.9K $28.8B
UNH
Unitedhealth Group Inc

Healthcare
9.29K
+ 18.74%
$237.77 - $353.61 $2.21M - $3.28M
58.8K $19.6B
IGRO
Ishares Tr International Divid

ETFs
73.6K
New
$75.97 - $80.24 $5.59M - $5.91M
73.6K $5.86B
Coreweave Inc
44.5K
+ 668.25%
N/A
51.2K $6.46B
PVAL
Putnam ETF Tr Putnam Focused L
121K
New
$39.93 - $42.72 $4.83M - $5.17M
121K $5.22B
TSLA
Tesla, Inc.

Consumer Cyclical
2.67K
+ 9.13%
$293.94 - $444.72 $785K - $1.19M
31.9K $15B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
100K
+ 42.2%
$45.72 - $47.27 $4.59M - $4.74M
338K $15.9B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
102K
+ 2056.39%
$44.82 - $46.28 $4.58M - $4.73M
107K $4.89B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
66K
+ 17.1%
$52.12 - $55.33 $3.44M - $3.65M
452K $25.3B
PLTR
Palantir Technologies Inc.

Technology
6.38K
+ 4.2%
$130.68 - $186.97 $833K - $1.19M
158K $32.7B
ICVT
Ishares Tr Convertible Bond Et

ETFs
41.4K
New
$89.29 - $100.17 $3.7M - $4.15M
41.4K $4.29B
DGRO
Ishares Core Dividend Growth E

ETFs
61.9K
New
$64.12 - $68.08 $3.97M - $4.22M
61.9K $4.19B
HYGW
Ishares Tr High Yield Corporat
133K
New
N/A
133K $4.02B
SPYG
Spdr Portfolio

ETFs
16.5K
+ 6.23%
$94.33 - $105.31 $1.55M - $1.74M
281K $30.5B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
198K
+ 4.86%
$20.84 - $21.03 $4.13M - $4.17M
4.28M $89.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
27.8K
+ 85.11%
$108.97 - $121.65 $3.03M - $3.38M
60.5K $7.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.55K
+ 2.17%
$567.77 - $614.76 $882K - $955K
73.3K $46.1B
SCHR
Schwab Intermediate Term Us Tr

ETFs
146K
New
$24.69 - $25.26 $3.6M - $3.69M
146K $3.66B
Blackrock ETF Trust
114K
New
N/A
114K $3.63B
Blackrock ETF Trust
119K
+ 489.18%
N/A
143K $4.06B
VTI
Vanguard Total Stock Market Et

ETFs
8.48K
+ 32.86%
$303.93 - $329.86 $2.58M - $2.8M
34.3K $11.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
50.5K
+ 115.96%
$54.35 - $59.32 $2.75M - $3M
94.1K $5.74B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
95.9K
New
$29.19 - $31.2 $2.8M - $2.99M
95.9K $3.08B
DGS
Wisdomtree Emerging Markets Sm

ETFs
53.4K
New
$54.85 - $58.99 $2.93M - $3.15M
53.4K $3.05B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.4K
+ 64.1%
$182.33 - $194.5 $2.63M - $2.81M
37K $7.25B
Blackrock ETF Trust Ii
57.5K
+ 578.92%
N/A
67.5K $3.49B
EFV
Msci Eafe Value ETF

ETFs
39.6K
+ 91.95%
$62.79 - $68.42 $2.49M - $2.71M
82.6K $5.66B
MRVL
Marvell Technology, Inc.

Technology
7.78K
+ 4.68%
$62.31 - $84.07 $485K - $654K
174K $15.7B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.6K
+ 14.36%
$39.8 - $42.86 $1.86M - $2M
371K $16.2B
Tempus Ai Inc
6.33K
+ 6.89%
N/A
98.1K $8.7B
FTNT
Fortinet, Inc.

Technology
27.6K
+ 257.01%
$74.39 - $107.65 $2.05M - $2.97M
38.4K $3.36B
YLD
Principal Exchange Traded Fds

ETFs
130K
New
$19.14 - $19.46 $2.49M - $2.53M
130K $2.47B
IVE
Ishares S&P 500 Value ETF

ETFs
11.3K
+ 115.99%
$194.44 - $206.51 $2.2M - $2.34M
21.1K $4.39B
IEMG
Ishares Inc

ETFs
28.6K
+ 41.57%
N/A
97.6K $6.71B
Lam Research Corp
2.21K
+ 6.02%
N/A
38.8K $6.26B
MGV
Vanguard Mega Cap Value

ETFs
16K
+ 102.11%
$129.46 - $137.85 $2.07M - $2.2M
31.6K $4.32B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
94.7K
+ 33.66%
$23.54 - $23.97 $2.23M - $2.27M
376K $8.87B
DUOL
Duolingo, Inc.

Technology
8.55K
+ 665.45%
$271.18 - $403.06 $2.32M - $3.45M
9.84K $2.61B
Celestica Inc
60
+ 0.4%
N/A
15.1K $5.27B
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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