Diversify Advisory Services, LLC Purchases in Q4 2025

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
43.1K
+ 16.59%
$653.02 - $687.39 $28.1M - $29.6M
303K $209B
SRLN
Ssga Active Trust

ETFs
733K
+ 5086.54%
$41.05 - $41.54 $30.1M - $30.5M
748K $31B
XLF
Financial Sector Spdr

ETFs
541K
+ 1009.19%
$51.76 - $53.77 $28M - $29.1M
595K $32.4B
Ishares Bitcoin Trust ETF
338K
+ 2615.49%
N/A
351K $19B
LQD
Ishares Iboxx $ Investment Gra

ETFs
111K
+ 1289.54%
$110.25 - $112.92 $12.3M - $12.6M
120K $13.3B
GLD
Spdr Gold Trust

ETFs
1.3K
+ 0.66%
$354.79 - $403.15 $462K - $524K
198K $83.5B
IWM
Ishares Russell 2000 ETF

ETFs
33.1K
+ 45.42%
$236.79 - $250.33 $7.83M - $8.28M
106K $28.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
97.3K
+ 217.8%
$99.87 - $101.27 $9.72M - $9.85M
142K $14.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
79.9K
+ 43.58%
$76.84 - $80.86 $6.14M - $6.46M
263K $21.4B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
127K
+ 37.7%
$46.85 - $47.44 $5.97M - $6.05M
465K $22B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
154K
+ 160.2%
$30.8 - $32.74 $4.73M - $5.03M
250K $8.5B
XOM
Exxon Mobil Corp

Energy
28.3K
+ 53.86%
$110.64 - $119.78 $3.13M - $3.38M
80.7K $10.5B
CVX
Chevron Corp

Energy
23.6K
+ 57.02%
$148.9 - $157.72 $3.52M - $3.73M
65.1K $10.8B
TSLA
Tesla, Inc.

Consumer Cyclical
11.2K
+ 35.14%
$401.99 - $468.37 $4.51M - $5.26M
43.2K $18.9B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
49.2K
+ 10.88%
$54.27 - $56.85 $2.67M - $2.8M
501K $29.2B
DFUS
Dimensional ETF Tr U S Equity

ETFs
50.9K
+ 482.43%
$71.0 - $74.64 $3.62M - $3.8M
61.5K $4.64B
IGLB
Ishares 10+ Year Investment Gr

ETFs
70.5K
New
$50.67 - $52.58 $3.57M - $3.71M
70.5K $3.59B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
74.3K
New
$46.2 - $46.85 $3.43M - $3.48M
74.3K $3.43B
Tidal Trust I
138K
+ 12.14%
N/A
1.27M $32.9B
COST
Costco Wholesale Corp

Consumer Defensive
2.23K
+ 8.52%
$910.94 - $954.99 $2.03M - $2.12M
28.3K $27.3B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
70.6K
New
$42.71 - $43.27 $3.02M - $3.06M
70.6K $3.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.44K
+ 4.54%
$589.5 - $635.77 $4.39M - $4.73M
171K $106B
PVAL
Putnam ETF Tr Putnam Focused L
48.9K
+ 40.43%
$41.58 - $44.36 $2.04M - $2.17M
170K $7.99B
Lam Research Corp
1.47K
+ 3.79%
N/A
40.3K $8.99B
SCHC
Schwab Strategic Tr Intl Small

ETFs
57.2K
New
$44.43 - $46.12 $2.54M - $2.64M
57.2K $2.72B
ITA
Ishares Tr

ETFs
1.18K
+ 1.42%
$205.04 - $218.9 $243K - $259K
84.4K $20.6B
PGHY
Invesco ETF Tr Ii Global Short

ETFs
132K
New
$19.77 - $20.0 $2.61M - $2.64M
132K $2.64B
SPYG
Spdr Portfolio

ETFs
26.5K
+ 9.43%
$102.4 - $109.39 $2.71M - $2.9M
308K $33B
ASML
Asml Holding Nv

Technology
395
+ 6.1%
$936.19 - $1075.45 $370K - $425K
6.87K $9.33B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.1K
+ 8.38%
$42.26 - $44.28 $1.31M - $1.38M
402K $18.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57.9K
+ 221.85%
$37.61 - $39.41 $2.18M - $2.28M
84K $3.42B
GTO
Invesco Actively Managed ETF T

ETFs
49K
New
$47.44 - $47.93 $2.32M - $2.35M
49K $2.33B
IEMG
Ishares Inc

ETFs
29.4K
+ 30.12%
N/A
127K $9B
KLAC
Kla Corp

Technology
917
+ 39.75%
$982.75 - $1235.28 $901K - $1.13M
3.22K $5.05B
ITB
Ishares Tr

ETFs
18.9K
New
$97.11 - $109.24 $1.84M - $2.07M
18.9K $2.04B
VRT
Vertiv Holdings CO

Industrials
12.2K
+ 120.29%
N/A
22.3K $3.95B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
73.7K
New
$25.25 - $25.65 $1.86M - $1.89M
73.7K $1.91B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
19.6K
New
$68.28 - $84.44 $1.34M - $1.65M
19.6K $1.9B
DDOG
Datadog, Inc.

Technology
15.2K
New
$151.17 - $199.72 $2.29M - $3.03M
15.2K $1.81B
ICVT
Ishares Tr Convertible Bond Et

ETFs
17.5K
+ 42.16%
$98.1 - $103.73 $1.71M - $1.81M
58.9K $6.09B
CRM
Salesforce, Inc.

Technology
9.92K
+ 67.75%
$235.69 - $263.41 $2.34M - $2.61M
24.6K $5.58B
NEM
Newmont Corp

Basic Materials
9.73K
+ 53.52%
$78.63 - $98.27 $765K - $956K
27.9K $3.18B
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.8K
+ 51.09%
$74.09 - $75.1 $1.69M - $1.71M
67.3K $4.99B
Blackrock ETF Trust Ii
32.2K
+ 47.65%
N/A
99.6K $5.17B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
12.4K
New
$127.15 - $133.03 $1.58M - $1.65M
12.4K $1.66B
IVE
Ishares S&P 500 Value ETF

ETFs
6.68K
+ 31.67%
$202.52 - $212.07 $1.35M - $1.42M
27.7K $6.03B
SCHR
Schwab Intermediate Term Us Tr

ETFs
64.6K
+ 44.28%
$25.03 - $25.34 $1.62M - $1.64M
211K $5.27B
CGDV
Capital Group Divid Value ETF

ETFs
35.5K
+ 602.73%
$41.33 - $43.47 $1.47M - $1.54M
41.4K $1.84B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
42.8K
+ 1.0%
$20.77 - $20.97 $890K - $898K
4.32M $91B
Activity Summary
Buys All Purchases 536 New Holdings 107 Increased Positions 429 Sells All Sells 339 Reductions 339 Sold out 0 Options Calls 2 Puts 0
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