Diversify Advisory Services, LLC Incresed Positions in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRNA
Verona Pharma PLC

Healthcare
305
+ 5.2%
$28.71 - $47.02 $8.76K - $14.3K
6.17K $279M
UBS
Ubs Group Ag

Financial Services
2.33K
+ 23.61%
$29.78 - $33.08 $69.4K - $77K
12.2K $394M
Crane Company
454
+ 22.99%
N/A
2.43K $365M
WM
Waste Management Inc

Industrials
482
+ 5.99%
$201.79 - $228.46 $97.3K - $110K
8.52K $1.77B
GPS
Gap Inc

Consumer Cyclical
1.18K
+ 8.09%
N/A
15.7K $380M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
496
+ 2.5%
$16.43 - $22.77 $8.15K - $11.3K
20.4K $426M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.15K
+ 35.19%
$33.43 - $36.52 $71.9K - $78.5K
8.26K $278M
Franklin Templeton ETF Tr
400
+ 4.56%
N/A
9.18K $619M
FICO
Fair Isaac Corp

Technology
53
+ 13.55%
$1911.01 - $2382.4 $101K - $126K
444 $851M
VBK
Vanguard Small Cap Growth ETF

ETFs
115
+ 4.53%
$264.18 - $304.19 $30.4K - $35K
2.66K $744M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
3.19K
+ 14.68%
$16.4 - $17.85 $52.3K - $56.9K
24.9K $422M
NSC
Norfolk Southern Corp

Industrials
397
+ 27.47%
$230.6 - $277.0 $91.5K - $110K
1.84K $431M
CW
Curtiss Wright Corp

Industrials
161
+ 15.48%
$335.08 - $389.49 $53.9K - $62.7K
1.2K $421M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.65K
+ 5.09%
$25.09 - $25.69 $66.4K - $68K
54.6K $1.38B
KRE
Spdr S&P Regional Banking ETF

ETFs
900
+ 26.33%
$54.6 - $68.9 $49.1K - $62K
4.32K $252M
Amplify ETF Tr
229
+ 2.68%
N/A
8.77K $650M
MEDP
Medpace Holdings, Inc.

Healthcare
76
+ 10.67%
$308.93 - $363.58 $23.5K - $27.6K
788 $277M
PHO
Invesco Exchange Traded Fd Tr

ETFs
869
+ 28.89%
$65.79 - $72.14 $57.2K - $62.7K
3.88K $250M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.53K
+ 8.16%
$26.93 - $84.95 $95.2K - $300K
46.8K $1.26B
IYC
Ishares U.S. Consumer Discreti

ETFs
60
+ 1.55%
$85.96 - $101.28 $5.16K - $6.08K
3.93K $375M
Blackrock ETF Trust Ii
1.05K
+ 4.75%
N/A
23.1K $1.2B
T
At&T Inc.

Communication Services
974
+ 1.46%
$21.22 - $23.88 $20.7K - $23.3K
67.7K $1.47B
HALO
Halozyme Therapeutics, Inc.

Healthcare
494
+ 9.27%
$42.57 - $61.09 $21K - $30.2K
5.83K $308M
TTD
Trade Desk, Inc.

Technology
259
+ 6.66%
$108.7 - $139.51 $28.2K - $36.1K
4.15K $493M
DUK
Duke Energy Corp

Utilities
663
+ 21.53%
$105.76 - $120.76 $70.1K - $80.1K
3.74K $396M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
197
+ 1.22%
$12.27 - $15.41 $2.42K - $3.04K
16.3K $230M
HYG
Ishares Tr

ETFs
416
+ 5.63%
$78.09 - $80.04 $32.5K - $33.3K
7.81K $613M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.73K
+ 3.25%
$45.17 - $47.23 $213K - $223K
150K $6.71B
QFIN
360 Digi Tech, Inc.

Financial Services
232
+ 2.87%
$29.37 - $39.79 $6.81K - $9.23K
8.31K $300M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
781
+ 0.46%
$17.93 - $18.8 $14K - $14.7K
170K $3.1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
328
+ 8.78%
$69.3 - $74.3 $22.7K - $24.4K
4.06K $288M
SECT
Sector 10, Inc.

ETFs
360
+ 6.28%
$53.17 - $57.82 $19.1K - $20.8K
6.09K $332M
SLB
Schlumberger Limited

Energy
1.33K
+ 13.34%
$36.83 - $45.59 $48.9K - $60.5K
11.3K $435M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
454
+ 3.87%
$41.09 - $45.94 $18.7K - $20.9K
12.2K $506M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
155
+ 2.2%
$100.22 - $100.73 $15.5K - $15.6K
7.21K $724M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
681
+ 1.99%
$40.82 - $45.39 $27.8K - $30.9K
34.9K $1.43B
SHBI
Shore Bancshares Inc

Financial Services
144
+ 0.73%
$13.3 - $17.43 $1.92K - $2.51K
20K $294M
PNC
Pnc Financial Services Group, Inc.

Financial Services
23
+ 1.12%
$178.39 - $215.0 $4.1K - $4.95K
2.08K $392M
ARCC
Ares Capital Corp

Financial Services
106
+ 0.6%
$20.74 - $22.27 $2.2K - $2.36K
17.8K $391M
ELV
Elevance Health, Inc.

Healthcare
92
+ 13.12%
$365.96 - $514.62 $33.7K - $47.3K
793 $302M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
135
+ 1.63%
$44.57 - $46.43 $6.02K - $6.27K
8.42K $383M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2K
+ 2.27%
$32.65 - $33.68 $65.3K - $67.4K
90K $2.93B
SLF
Sun Life Financial Inc

Financial Services
23
+ 0.4%
$55.43 - $62.69 $1.27K - $1.44K
5.71K $327M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
467
+ 2.94%
N/A
16.3K $1.03B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
289
+ 8.38%
$75.65 - $83.47 $21.9K - $24.1K
3.74K $282M
DOW
Dow Inc.

Basic Materials
2.74K
+ 35.42%
$39.1 - $55.34 $107K - $152K
10.5K $404M
Global X Fds
72
+ 1.15%
N/A
6.35K $238M
JUPW
Jupiter Wellness, Inc.

Healthcare
685
+ 5.06%
N/A
14.2K $8.53M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
96
+ 1.01%
$39.3 - $41.34 $3.77K - $3.97K
9.63K $376M
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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email